Financial Advising in Chicago, IL
22 locations found near Chicago
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Financial Advising
Financial Advising
“Jason Paplaski is my ideal financial advisor. He is extremely in touch with the markets and knowledgeable about the intricacies involved in financial planning. He is always there is always a phone call away and a great teacher. Jason takes the time to understand ever client and their individual needs, and will build a plan with you. He is frequently in touch giving updates from the market side and assessing changes on my side. I can say he always has my best interest in mind, the most important quality for an advisor in my book.”
Financial Advising
“So my credit is bad , and I been behind on my car note didn’t know what to do or where to even began. My friend referred me to Mrs . Pam and she helped me literally like get my car note to go a couple months behind to give me time to get caught up! She talk it like she walk it !!! Was very patient and understanding I’m a 28 yr old young lady who’s struggling on a car note and she helped me and this company is great plz plz plz use them!!! May god bless her ! And this company !”
8:30AM - 5PM
8755 W Higgins Rd STE 200, Chicago
Financial Advising
“I have been lucky enough to be a client of DeRose financial for 30 years. I’m grateful for their guidance, expertise and advice. I owe a great deal to Karen and her team. I never make a move without their advice. My nephew has recently started his Roth account w them. This gives me huge peace of mind. I trust Karen and her team!”
Financial Advising
“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.”
Financial Advising
“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!”
Financial Advising
Financial Advising
“I really enjoyed my internship with Chicago Partners this past summer. Their work environment was welcoming and professional, and they wanted the best possible experience for their interns. They put their clients first and go out of their way to ensure their needs are met. I am grateful I was able to learn from some incredible mentors at Chicago Partners.”
Financial Advising
Financial Advising
“Wrapping up my first 1031 exchange so I had many questions throughout the various stages. My assigned team (Team Merz) at First Exchange were all friendly, knowledgeable, extremely responsive to email & phone inquiries and kept me informed along the way. I really felt supported throughout this process and it went a long way to making this complex process very manageable. Overall fantastic experience.”
Financial Advising
“Over the past 10 years, Colin has been my go-to for financial strategy, so this review is due for an update. A lot has changed in a decade - including the fact that I no longer live in Chicago - but Colin has masterfully guided my financial plan every step of the way. It still surprises me that 4 different CPA's I've worked with over the years don't have half the knowledge about these topics as he does. Colin is some kind of extraordinary blend of your accountant, your financial advisor, your dad, and your best friend rolled into one with a charming sense of humor. His advice is practical, sensible, and fantastic. He has a way of distilling the most complex and variable of scenarios into excellent advice you'll wish you had thought of. On top of that, without getting into specifics, his sense of integrity is just otherworldly. He is the kind of person you would trust to watch your kids. When 99% of the financial world is trying to "sell" you on some kind of scheme or product, Colin actually cares about you. As a trained scientist, and a naturally skeptical (but optimistic) person, Colin continues to wow me every time - it's the kind of wow like "wow, why didn't I think of that". I would not hesitate to give Colin my highest recommendation.”
Financial Advising
Financial Advising
“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”
8:30AM - 5PM
73 West Monroe StSuite 525, Chicago
Financial Advising
“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.”
Financial Advising
“Kerry Van Isom & Associates is one of the best accounting firms in the Chicagoland area. Me and my family have used them for years and they always provide top quality services. If you want your taxes done right and with care this is the place to the job done.”
Financial Advising
“Randy is great. I have been using him for my taxes for over 20 years and have never had an unpleasant experience. He goes out of his way to help me and I appreciate that. If you need your taxes done by a professional, call Randy Pavlatos.”
Financial Advising
“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”
Financial Advising
“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.”
Financial Advising
Financial Advising
“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!”
8:30AM - 5PM
11545 W Touhy Ave, Chicago
Financial Advising
“Banking exclusively with Alliant for 5 years. Excellent UX, great mission behind the company, you can feel good about where you keep your money. And tons of hidden perks like covering overdraft fees. I've never had to pay any of the ridiculous fees associated with basically every other bank. Alliant is excellent.”
Financial Advising
“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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