Serenity Wealth Management has years of experience in financial services. Their firm specializes in helping individuals develop efficient investment strategies. They can help identify and plan for the needs of today and for many years to come. Their primary goal as fiduciary is to develop a long-term, trusting relationship with their clients. Whether investing in building wealth, protecting your family, or preserving your assets, their personalized service focuses on your needs, wants, and long-term goals. Their commitment is to utilize all of their resources as Financial Advisors to help you achieve your goals. They invite their clients to discover and experience the power of their services. They educate their clients about financial concepts and products and take the mystery out of investing, insurance, tax mitigation, estate conservation, and preserving wealth.
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. You deserve only the best!
SERENITY WEALTH MANAGEMENT REVIEWS
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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Mindful Money Financial Counsel is a Chicago-based firm offering fee-only, holistic financial planning and investment advice on a flat fee and hourly-as-needed basis. The firm specializes in retirement investment. The company provides personalized investment recommendations based on your financial situation, goals, and preferences. They work with individuals, families, and small business owners. They aim to help clients find more profound meaning, clarity, and fulfilment in their lives and with their money. Their mission is to elevate you, your life, and your money to find deeper meaning, clarity, and fulfillment. They do this by collaborating with the clients to make wise and thoughtful money and life decisions to attain greater peace of mind. They provide initial assessment and discovery meetings for new clients. Mindful Money Financial Counsel offers a fifteen-minute complimentary session.
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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 has been a fee-only, fiduciary advisor for clients, always using the Fiduciary Standard as a cornerstone for giving financial advice. Each member of the Chicago Partners team is committed to standing by their client's side as your guide to the financial industry. Their team comes from various backgrounds and has a wide range of skills to help you achieve your financial goals. They are dedicated to optimizing every part of your wealth. They believe great client-advisor relationships are built on trust. Contact them to schedule a consultation.
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Contact:
Working Hours:
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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