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8:30AM - 5PM
8755 W Higgins Rd STE 200, Chicago
Financial Advising
“LISTEN UP, SISTERS! I realized at 50 that I should have retained a financial advisor several decades prior. I began interviewing people who came highly recommended, but one after the other were lackluster, inspiring no confidence that they would help me meet my retirement goals. Ten minutes into my first conversation with Karen I knew that she was put on this earth to grow my money and protect my assets. I'm from New York and she reminded me of my people: she is direct and honest but also flexible and kind. I trusted her 100% to navigate me through an amicable but financially enmeshed divorce. Even if you feel that your finances are relatively small potatoes - which is surely me in her portfolio of clients - she wholeheartedly dedicates her considerable knowledge and resources. Whatever you need - taxes, will & trust, financing your kid's college, long-term care insurance, real estate broker - Karen has the hookup, and every single person she has sent me to shares her high level of professionalism. Her son Nick works with her; if you have grown kids like me, you might agree that this, too, speaks highly of how she runs her business. Do yourself a favor and hire Karen's firm to take care of your nest egg.”
“Serenity Wealth Management is an amazing company. The team is super responsive to all of their client's needs and is very patient with questions. I would highly recommend them as fiduciary advisors. Thank you so much for your quick responses and support.”
“I cant say enough about this company.Just when I felt like great customer service was extinct Mrs. B broke the bank!!!When a business understands that your business is as important as theirs you already know you are in great hands.I'm forever grateful for this woman she is a keeper!Rest assure you affairs will be handled with the upmost professionalism.”
“CTS Financial Group has been handling my taxes since I can recall. We have had many different requirements and changes in needs over the years. Max is always very patient with my questions and often give me advice to help anticipate future situations. No matter the situation I know from experience that Max will take care of it. From start to finish they are very responsive and make the experience stress free. The CTS team does an amazing job!”
“First American Exchange Company has tremendous expertise in 1031 exchanges, and that is combined with the ability to make complex rules easy to understand and navigate for the property owner. Jeannie Burke in particular is an excellent asset of the team for answering the many technical questions that arise!”
“I've been coming to Kerry Van Isom and Associates for over 20 years. I honestly can't say enough about them. Accurate, professional and personal. I will recommend them to anyone.”
“Andrew is a wonderful resource for any small business owner. He takes the time to actually listen to my needs and gives me appropriate advice. His team also works with my existing bookkeeper and helped develop a new bookkeeping system. This is a great help to my business. I also like the fact that he makes himself available with short notice. I have always been able to get my questions answered in a timely fashion. Andrew also has an amazing ability to anticipate my future needs. He asks the right questions, to achieve the best results . This is a really nice quality about working with his team. I never know where our conversations will lead to, but they always end up in a positive place. I recommend giving Andrew Balderson a call if you ever need any accounting or tax advise.”
“We have been with Bill for many years.
He does both my corporate and personal taxes, and occasionally my children's.
Most knowledgeable and responsive.
We have never had an issue.”
“Fair pricing, great people working there. Charles has been my CPA for the last 8 years and don't know how I would have finished my business accounting without him.”
8:30AM - 5PM
3406 W 111th St, Chicago
Financial Advising
“First, I would like to address the fact that someone rated this firm with one star and I was in shock of that rating! Please look at Chicago Partners response to that review before taking that review into consideration.Now, for my honest assessment as a REAL client of Chicago Partners. I have been with CP for 6 years and each and every time I have an interaction with them I am thoroughly impressed and thankful they are my partner in wealth management. The industry of wealth management has evolved and CP is at the cusp of that evolution. From fair and equitable rates to suggestions on various investment ideas that the general public is not aware of (I work in the financial industry and was not aware of all these different investment vehicles) CP checks so many boxes.Honest, hard working, knowledgable, analytical, creative, caring, and a wonderful fiduciary to have in your corner as you execute your financial plans. This is what wealth managers should aspire to replicate. One of the best financial decisions I have made was going with CP!Feel free to reach out to CP and ask them for my contact to talk further about them.”
“I've relied on Colin's expertise twice, and I intend to work with him again in the future. The communication is easy, thorough, quick and straightforward. The same goes for the process. He provided me with a game plan for rebalancing my portfolio, which is something I've needed to do for a while. He takes the pain out of the painful process of investing.”
“Customer service is what I'm rating- they have been very kind in my experience and have helped answer any questions very concisely. Seems like the professional side of things is very smooth as well”
“As a busy Founder, I really appreciate the people and support ORBA brings to the table. They're professional, good to work with and get the job done so I and my team can focus on what we do best!”
“(Translated by Google) One of the best exchange and shipping houses in Chicago highly recommended(Original)Uno de los mejores casa de cambios y envios de chicago muy recomendable”
“Brian Sweetman is amazing I live in South Florida Brian does a great job working with. David Rosenfeld to bring out the best in Schwab. The customer service Schwab provides customer is the best in the business. They do and amazing job at adjusting to your needs the integrity and followup is the standard that all should follow. When I retired I gave every broker E trade, TD, Merrill, Fidelity a test run since I wanted to pick my one for the rest of my life making sure my family was in good hands. By accident I drove by the Schwab office in Boca and the party was over for every other broker from day 1 they went the extra mile everyday and twice on Sunday. I had no preference when I started my Journey but in the end it will be impossible for me to even consider leaving Schwab t is people like Brian and David who make you feel special it is the rest of the Schwab team that makes sure that no stone is left unturned. Thank you Schwab you are amazing”
“I am writing mostly about the parking lot. It is indoors and underground. And after hours and on weekends, it is only $14 to park - with tax included! The lobby of the building is very nice. There is a Chase ATM inside that accepts deposits as well as an entrance to Hanna's Bretzel.”
7AM - 8PM
11545 W Touhy Ave, Chicago
Financial Advising
“I opened a savings account with Alliant Credit Union because they offer great interest rates on their savings accounts and auto loans. I the account for several years but decided to close it. The banker/rep I spoke to was so kind and helpful and handled the transaction quickly and efficiently.”
“It is an investment information company, specifically Investment Funds. Access is limited. In their facilities they offer product courses and training. Its facilities are incredible. The service of its employees is careful.”
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“Andrea at Bell is AMAZING! We've gone to her for years for our taxes, and she's helped us more comprehensively understand our financial situation. She always provides the best service and incredibly savvy advice. Andrea is truly a joy to work with and we reach out to her throughout the year whenever we have questions. We love Bell. There is nowhere else we'd go. They are the best!”