Serenity Wealth Management
Hours:
333 S Wabash Ave UNIT 2700, Chicago IL 60604
Hours
Most Recent Comments
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December 2022
Jason is a great advisor. Very thorough, thoughtful, and has great advice about finance and life in general! He is always available whenever I have any questions. I feel so much more comfortable about my future finances. Highly recommended!!
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September 2022
I knew I should be doing more to plan for retirement beyond just contributing to my 401k but wasn't sure exactly how to go about it. Jason did a great job laying out the options and explaining the best route to take to reduce potential tax liabilities.
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September 2022
Jason has been fantastic to work with. He has worked out a plan that makes us feel great about our short and long term financial needs. He responds so quickly to questions and is always detailed in his responses. I look forward to working with him for years to come.
More Comments(40)
From Serenity Wealth Management
At Serenity Wealth Management, we provide comprehensive financial planning services designed to help you achieve your financial goals. As Certified Financial Planners (CFP), our Financial Advisors here in Chicago and the Chicago area bring a high level of expertise to every aspect of your financial plan. As a fiduciary, we always put your interests first and provide transparent and objective advice. Whether you need help with retirement planning, investment management, or tax planning, our experienced financial advisors can provide customized solutions tailored to your unique needs. Contact us today to schedule a consultation and take the first step toward financial serenity.
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