Here’s The Deal: Chicago Partners Wealth Advisors is a financial planning firm in Chicago, Illinois. Jim Hagedorn is the Founder and Managing Partner of the firm. He has over 30 years of experience pioneering and building value-added multidisciplinary approaches to wealth management and over 12 years of experience as a portfolio manager. He completed his Master of Business Administration from DePaul University in Chicago and graduated from Marquette University. The firm operates as a fee-only, fiduciary advisor, consistently adhering to the Fiduciary Standard when providing financial advice. Chicago Partners Wealth Advisors team members are dedicated to being by their clients' side and 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. Each client works with a team composed of a CPA, CFP, CFA, and JD, each dedicated to optimizing a specific dimension of wealth. As fee-only fiduciaries, Chicago Partners advisors meet the highst quality standard for advisors and always act in your best interest.
UNIQUE FACTS:
• Currently Managing More Than $35 Billion Assets For 1,200+ Clients Across the United States.
3 Best Financial Services in Chicago, IL
Expert recommended Top 3 Financial Services in Chicago, Illinois. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!
TOP 3 CHICAGO PARTNERS WEALTH ADVISORS REVIEWS
Chicago Partners Wealth Advisors provide top-drawer investment advice. The CP team listens to the client and helps to develops strategies unique to the client's interests and risk parameters. The advice is candid and straight-forward. CP professionals have a keen understanding of the income tax regulations as they impact the structure and strategies of investing. CP also provides advisory services, as needed, to assist a client in understanding the strategies employed and the alternatives. CP is truly a Trusted Business Advisor.
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.
I really enjoyed my internship with Chicago Partners this past summer. Their work environment was welcoming and professional, and they wanted the best possible experience for their interns. They put their clients first and go out of their way to ensure their needs are met. I am grateful I was able to learn from some incredible mentors at Chicago Partners.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
![PREEMINENCE FINANCIAL SERVICES Chicago Financial Services PREEMINENCE FINANCIAL SERVICES Chicago Financial Services](https://threebestrated.com/images/PREEMINENCEFINANCIALSERVICES-Chicago-IL.jpeg)
Here’s The Deal: Preeminence Financial Services is an independent financial company in Chicago. They use proven finance strategies to meet your risk tolerance and withstand market volatility. As an independent financial services company, they can access the right products and services to fit your needs. Every successful financial process starts with an excellent client relationship. Their mission and values include exceeding their client's every expectation. They view themselves as an integral part of their client's management team, offering valuable advice and personalized support. Their focus is to help clients achieve their financial goals and feel confident, connected, and control their financial lives. Call them today to find out how they can suggest long. and short-term strategies to help you realize your financial dreams. They welcome you and are dedicated to providing clear and honest answers to any questions.
Specialty:
$Price:
UNIQUE FACTS:
• Tax Preparation Services Starts From $99.
Contact:
Working Hours:
Sat: By appointment
Sun: Closed
TBR® Inspection Report:
TOP 3 PREEMINENCE FINANCIAL SERVICES REVIEWS
Ms. Kim really came through for me. I was so stressed out doing my taxes this year and she took care of it! The process was quick and easy. She’s very professional, patient and sweet. I’ve recommended her to all of my friends. If the thought of filing your own taxes, stresses you out, please don’t hesitate to make an appointment with Ms. Kim. She will take care of you.
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.
Very professional and very knowledgeable. Thank you for all your help. If you would like someone to trust, give them a try.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
![McAdam Financial Chicago Financial Services McAdam Financial Chicago Financial Services](https://threebestrated.com/images/McAdamFinancial-Chicago-IL.jpeg)
Here’s The Deal: McAdam Financial is one of the leading financial planners in Chicago, Illinois. Alison Whittington is the firm's vice president. She completed her graduation from the Kelley School of Business at Indiana University. Outside the office, she enjoys horseback riding and finding places of natural beauty. She and her team get to know you and the kind of lifestyle you long for both today and tomorrow. Their 360-degree view of your financial world helps them align your goals with your retirement strategy. At McAdam Financial, They've completely reinvented the concept of financial advice to take you and your future to a whole new level. They know that the greatest driver of your financial future is your profession. They center all their conversations around your career and business needs. Their goal is to keep your professional and personal finances thriving. Whether you're a doctor or lawyer with your practice, an executive in a growing company, or the CEO of a large company, their Advanced Advisory Model can help you make the most instructed decisions at each step in the process and provide a whole new level of clarity and control. Contact them today to schedule the consultation.
UNIQUE FACTS:
• Online Consultation.
Specialty:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
TOP 3 MCADAM FINANCIAL REVIEWS
I have had a great partnership with Alison Whittington for a number of years. She has a strong financial acumen but equally has a way of making the complexities of investing simple. Her strategies have helped me accelerate growth on my portfolio and her recommendations even through the market volatility have proven true. For me, Alison is trusted, truly customer service driven and all you want in an advisor that will help you win.
Working with Alison @ McAdam Financial has been an amazing experience. She asks many questions, listens to our needs, then clearly explains the strategy and plan to get to our eventual target for retirement. If you're looking for a financial advisor look no further; you won't be disappointed.
For me, working with Alison Whittington at McAdam Financial has been like having a personal trainer for financial security. She has gotten us to do all the things we kept saying we should do, has provided data-driven strategies for diversification of our assets and helped us select the mix of investments that WE are comfortable with going forward.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.