Serenity Wealth Management boasts extensive experience in the field of financial services, originally located in Chicago, Illinois. Their firm specializes in assisting individuals in formulating effective investment strategies. They excel at recognizing and planning for both present and future needs. As fiduciaries, they prioritize establishing enduring, trustworthy relationships with their clients. Whether you seek to build wealth, safeguard your family, or preserve your assets, their tailored service prioritizes your specific requirements, desires, and long-term objectives. They are dedicated to utilizing all their resources as Financial Advisors to assist you in accomplishing your goals. They warmly invite clients to explore and benefit from the efficacy of their services. Moreover, they actively educate their clients about financial concepts and products, demystifying investment, insurance, tax optimization, estate preservation, and wealth conservation.
Best Financial Services in Chicago
Handpicked Top 3 Financial Services in Chicago, Illinois. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence.
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SERENITY WEALTH MANAGEMENT REVIEWS
Making Jason my CFP was one of the best decisions I ever made. Jason is very knowledgeable and should be considered an expert in his field. Jason is always accessible and very attentive. When discussing future goals, he understands my vision and always has honest, thoughtful financial guidance. In a world with so much to worry about, Jason has made finance one thing to no longer stress about. Since I started working with him, I no longer worry about my family's financial future.
Through mutual professional contacts, my wife & I met, spoke with & started working with Rich. Through the course of our working with him, he’s provided immeasurable financial advise to help us feel confident on the grounds we stand with respect to retirement. Prior to working with Rich, the word “estate” won’t have existed in our lexicon when it comes to the state of our financial assets but with guidance, planning & executing on said plans I think it’s time to let the word out about the benefits of working with Rich. Solid recommendation on his services from myself & my family regardless of where one is starting out, financially.
I love working with Jason on my Financials. I had a bad experience with a different company because they didn't take the time to explain how everything works, but with Jason's company I know I'm in good hands when it comes to my finances. Anytime I have questions I can reach out and get answers asap. They have guided me though volatile markets and made sure I understand how my money works. I'm so happy I found them!
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Mindful Money Financial Counsel, LLC is a financial firm located in Chicago that offers comprehensive financial planning and investment guidance on a flat fee and as-needed hourly basis. They operate on a fee-only structure. The firm specializes in retirement investment strategies. By taking into account your financial situation, goals, and preferences, they deliver personalized investment recommendations. They work with individuals, families, and small business owners. Their primary objective is to assist clients in discovering deeper meaning, clarity, and fulfillment in both their lives and their financial matters. Mindful Money Financial Counsel, LLC's mission centers around elevating clients and their overall well-being by making informed and thoughtful decisions regarding money and life, ultimately leading to enhanced peace of mind. As a part of their services, they offer initial assessment and discovery meetings for new clients. Additionally, They provide a complimentary fifteen-minute session to interested individuals.
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$Price:
Ongoing financial planning services $60/month
Written holistic financial plan $3,600*
Private Client $3,600/year (paid monthly or quarterly)
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Sat & Sun: Closed
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MINDFUL MONEY FINANCIAL COUNSEL, LLC REVIEWS
Colin takes a holistic approach towards finance, and tailors his plans to meet the goals and needs of his clients. My husband and I selected him based on his solid Yelp reviews, and they were right on target. He is easily accessible when needed, direct with his guidance/suggestions, and genuinely cares about his clients. I highly recommend Colin if you are looking for a financial advisor.
My fiance and I reached out to Colin for help on getting our finances organized for our upcoming marriage. Colin was honest and very knowledgable. He seemed genuinely nice and wanted to help. He patiently answered all of our questions and gave us a lot of good advice during the initial free consultation.
Colin was amazing. He was compassionate, empathetic, and offered creative and helpful solutions by tailoring his services to fit within our budget. He helped us figure out great solutions we wouldn't have come up with on our own, and helped us with our budget to ensure we can pay off our credit cards in the time frame we want!
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Chicago Partners Wealth Advisors is a financial planning firm located in Chicago, Illinois. Jim Hagedorn, the Founder & Managing Partner, possesses more than 30 years of experience in pioneering and developing comprehensive approaches to wealth management that add value to clients. The firm operates as a fee-only, fiduciary advisor, consistently adhering to the Fiduciary Standard when providing financial advice. Chicago Partners Wealth Advisors team member is dedicated to being by their clients' side, serving as guides in navigating the financial industry. With diverse backgrounds and a wide range of skills, the team is equipped to assist you in achieving your financial objectives. They are committed to optimizing every aspect of your wealth and believe that trust is the foundation of strong client-advisor relationships. To schedule a consultation, reach out to them today.
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Sat & Sun: Closed
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CHICAGO PARTNERS WEALTH ADVISORS REVIEWS
I just finished my 8-week summer internship at Chicago Partners and I cannot stress enough the professionalism of everyone working there. I was welcomed by everyone and each day continuously learned more about the business. They treat their clients with respect and strive to help them achieve their goals. Their unique business and great representatives really set them apart. I could not have asked for a better group of people to work with and will be sad to go.
During my summer internship, I gained valuable experience and learned essential investment practices. They included me with client meetings, projects, and assignments that I would not have received otherwise. Professionalism and client relationships come first and I think that is what makes this company different.
The team at Chicago Partners was extremely knowledgeable about investments while also being extremely supportive in helping me to learn about the strategy behind the business. I was able to gain valuable experience that I believe makes me much more qualified for a role in the industry going forward.
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