I had never done any investing beyond employer-based 401k, but when I had some extra money to invest I reached out to Jason for advice. He spent a lot of time digging deep and understanding my life circumstances and goals. In addition to providing investment advice, he offered many other good nuggets of wisdom regarding home ownership, ways to save, and planning for my son's future. I have a 401k account with a former employer that I was planning to roll over into my portfolio with Jason. But after reviewing that account and its past performance, he actually recommended that I leave it in place because it had been doing well and had very low fees. He was looking out for my best interest even though it meant that he made less commission off of me. That interaction and many more allow me to trust Jason, which is critically important in investing.

Richard helped me evaluate and take action on items I had been putting off for too long. He brought a wealth of knowledge and slowed down to ensure I followed along. Right off the bat I saw the potential impact. I haven’t had the confidence of knowing my money is doing the most it can. It’s an awesome feeling. I had no idea how much stress would be lifted after working with Richard. I have a plan I’m confident in, that saw swift results, and I’m excited to see it grow and adapt even more over time.

I’ve been working with Jason for over a year. He has been fantastic. Knowledgeable. Strategic. Patient. I’d recommend him for anyone living a busy life who needs to ensure they are making sound financial decisions for wealth creation and long term financial planning.

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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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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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