Financial Advising in Chicago, IL
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26 locations found near Chicago
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8755 West Higgins Road Ste 200, Chicago IL 60631
“Great family team with deep knowledge of the financial world and more. I love the services they offer and the personal friendly interactions. I do not worry about my finances any moer and I feel I am in great hands. When my life partner died, they were with me the whole way, both financially and legally.”
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6426 South Cottage Grove Avenue, Chicago IL 60637
“I've been working with Bell Tax service for over 15 plus years. Ms Andrea Bell and family are awesome. They have excellent services and they make you feel like family also that's why I always choose Bell tax service.”
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333 South Wabash Avenue Unit 2700, Chicago IL 60604
“Amazing interaction. Provided preliminary questions ahead of time to both give me time to complete accurately, and, to maximize time efficiency during our call. Is genuine and I can tell is sincerely interested is the best for his clients and their financial goals.”
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1619-A S Michigan Ave, Chicago IL 60616
“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.”
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30 N LaSalle St Ste 2700, Chicago IL 60602
“I recently completed my second 1031 exchange with First American Exchange Company, and I couldn't be more satisfied with the experience. Both of my exchanges were handled flawlessly from beginning to end. I want to give special recognition to Casandra Schultz, who provided exceptional service throughout both transactions. She is incredibly knowledgeable, responsive, organized, and professional. She kept me informed every step of the way, answered all of my questions promptly, and made what could have been a complicated process remarkably smooth and stress-free. Her attention to detail and commitment to outstanding customer service truly exceeded my expectations. The entire team at First American Exchange Company demonstrated the highest level of professionalism and expertise. Every deadline was met, all documentation was handled accurately, and I always felt confident that my exchange was in excellent hands. After two successful 1031 exchanges with First American Exchange Company, I can recommend them without hesitation. If you're looking for a qualified intermediary you can trust, this is the company to choose. Thank you, Casandra Schultz, for making both of my exchanges such a positive experience. I look forward to working with you again in the future!”
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1739 East 87th Street, Chicago IL 60617
“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.”
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203 North LaSalle Street Suite 2100, Chicago IL 60601
“Andrew and his team are very knowledgeable in their field and very friendly when it comes to advising , guiding, and providing direction for best tax practices. Would highly recommend Andrew and his team for any individual or business tax related needs.”
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737 North Michigan Avenue Suite 2120, Chicago IL 60611
“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!”
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4403 West Lawrence Avenue Ste 208, Chicago IL 60630
“We have been with Bill for many, many years and he is always professional, reliable and does a good job. He does both corporate and personal taxes as well as 1099 filings. We have never had an issue with him or his work.”
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1 N Wacker Dr Suite 4075, Chicago IL 60606
“My wife and I are very happy with our team at Chicago Partners. I could go on about portfolio construction, tax awareness, Sharpe ratios and risk adjusted returns, but suffice it to say that I worked for many years with one of their big competitors on LaSalle St. and knowing what I know about the entire industry, I chose CPWA. They are all substance and no fluff. They work well with my accountant, attorney and insurance agents. Our three person team means that someone is always available and like the founder, Jim Hagedorn, our team are eminently prudent & trustworthy professionals, which is very, very important to us. They took great care of my elderly parents for many years and I am confident my children will say the same thing someday.”
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3406 West 111th Street, Chicago IL 60655
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414 North Orleans Street Suite 210, Chicago IL 60654
“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.”
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320 West Ohio Street Suite 3W, Chicago IL 60654
“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.”
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20 North Wacker Drive Ste 1631, Chicago IL 60606
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One N Wacker Drive, Chicago IL 60606
“Amazing service from start to finish! They made filing my taxes so easy and stress-free. Super helpful, responsive, and knowledgeable. I felt confident knowing my taxes were done correctly. I’ll definitely be coming back next year!”
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2860 South River Road Suite 250, Des Plaines IL 60018
“Michael Rieck helped me get through some unfiled returns. He was kind, educational, and extremely helpful in navigating all the steps to clear up my past debt. I highly recommend him.”
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1 North LaSalle Street Ste 100, Chicago IL 60602
“Mark Anleitner was very knowledgeable and friendly. He was able to break things down in a way that I understood. He was able to create a plan specifically for me!”
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30 South Wacker Drive Suite 4000, Chicago IL 60606
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73 West Monroe Street Ste 525, Chicago IL 60603
“Very competent and knowledgeable about the ins and outs of accounting and tax laws. Timely and quick. Responsive to emails. As a business owner I wish they would be more proactive in providing guidance about how to save on taxes. I have learned that most accountants are very transactional and only focus on filing taxes, but some are passionate about helping their clients save taxes and guide them effectively and proactively. For the type of $ this office charges, I would have hoped they would be more proactive, but that was not the case. Nevertheless if you're looking for a competent accountant, they're wonderful. If you're looking for guidance, they will answer all your questions but won't go out of their way to guide or teach you towards best ways to manage business from a tax/accounting perspective.”
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150 South Wacker Drive Suite Suite 100, Chicago IL 60606
“I walked in unscheduled as a current Schwab client but with a niche financial service request that I hadn’t been able to get worked out at any other bank. Jack and Tom came to the rescue, asking the right questions, walking through my options, and finding a good solution. They were exceptionally helpful and I’m super thankful!”
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3107 West Lawrence Avenue, Chicago IL 60625
“(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”
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3943 North Austin Avenue, Chicago IL 60634
“Tom Hodge helps with personal and corporate returns ands hs done so fr three years. He is quick, thorough and has never messed up any returns. I find him very profesional, very astute and with his fiancial planner certificate, I qwill now use him as a planner”
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333 West Wacker Dr 28th Floor, Chicago IL 60606
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22 West Washington Street Suite 7, Chicago IL 60602
“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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11545 W Touhy Ave, Chicago IL 60666
“The agent was very kind, courteous and willing to help. Outstanding customer relations. If there were 10 stars for rating. The agent would receive no doubt a 10. Thank you”
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131 South Dearborn Street, Chicago IL 60603
“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.”
