3 Best Financial Services in Chicago, IL

My name is Daun and I am an entrepreneur out of Tennessee . Dr. Kim and Preeminence Financial Services came into my life 2 years ago and have truly been a blessing with navigating me through each tax year accurately! The IRS tried to withhold my return and they were there with me advocating for me the entire way! I would definitely recommend using them for your personal and business tax needs… very educated very personable very dependable! Thank youuu and I look forward to doing business with you in the upcoming tax season.

?If you're looking for a tax professional who is not only a brilliant expert but also a genuinely kind and reassuring person, look no further than Miss Kim. She made a complex process completely stress-free and I know I got the best possible outcome. Thank you for your amazing work.

My experience with Kim was excellent. She is very professional and I would recommend Kim at preeminence finance anytime when you want your taxes done correctly. Thank you so much for the wonderful experience

After reviewing several financial management companies, I decided to go with McAdam as I found their approach to financial planning the most straightforward and understandable. I couldn’t be happier with the service and advice I’ve received so far from their team. Adam Duffy in their Chicago office, and Derek Stavarski in Philadelphia not only have the knowledge and expertise, they are friendly and understanding and ready to accommodate for any life change or needs that arise. They are truly part of a team I didn’t know I needed, but have given me the confidence in my financial future knowing I have them to advise me and that they have my best interest in mind always.

We are current clients of McAdam Financial and have a great experience working with Peter Molnar. He’s knowledgeable, thoughtful, and takes the time to understand our goals. Complex topics are explained clearly, communication is strong, and the guidance is personalized. Highly recommend.

McAdam Financial has been a fantastic partner for the last seven years. My advisor, Steven Schmuhl, is outstanding—responsive, knowledgeable, and genuinely supportive. Every interaction feels thoughtful and tailored, and Steven consistently provides great advice and insight that helps me make confident decisions. He also makes the relationship personal in the best way—he takes the time to connect, and we always enjoy catching up on our mutual love of Big Ten sports. The whole team is excellent, and I truly feel like I’m on track for early retirement because of the planning and guidance I’ve received. I can’t recommend Steven and McAdam Financial enough.