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BEST RATED CHICAGO, IL FINANCIAL SERVICES

3 Best Financial Services in Chicago, IL

Expert-recommended 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!

Stride Financial - Chicago, IL Financial Services
Stride Financial - Chicago, IL Financial Services
Best Financial Services in Chicago IL - Stride Financial video
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STRIDE FINANCIAL

(4.9 Score)
1925 North Clybourn Avenue, Suite 301,
Chicago, IL 60614 Directions

Since 2011

Specialty:

✓ Education and College Funding ✓ Financial Planning ✓ Retirement Planning ✓ Social Security Maximization ✓ Estate Planning ✓ Tax Planning ✓ Portfolio and Asset Management ✓ Rollover IRA ✓ Cash Flow and Expense Planning ✓ Insurance and Risk Management ✓ Debt Reduction and Management ✓ Charitable Giving ✓ Wealth Management

"Stride Financial is a full-service financial firm focused on helping individuals and families achieve their long-term financial goals. Sam McElroy is the president and founder of Stride Financial. He is an investment advisor representative and licensed insurance professional specializing in retirement income strategies. Stride Financial has strategies to help clients in every stage of life. Their specialty is comprehensive retirement planning and creating income-focused strategies. The team of financial advisors and wealth managers helps clients preserve their savings to provide a reliable source of income during retirement. Stride Financial offers a complimentary, no-obligation consultation.

2026 Update: Stride Financial is an affiliate member of Retirement Income Source, a network of income specialists focused on helping retirees and pre-retirees reduce exposure to stock market risk and use their retirement savings to create ongoing streams of income."

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License #LLC_03567303

Contact:

(312) 767-9166

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Preeminence Financial Services Inc. - Chicago, IL Financial Services
Preeminence Financial Services Inc. - Chicago, IL Financial Services
Best Financial Services in Chicago IL - Preeminence Financial Services Inc. video
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PREEMINENCE FINANCIAL SERVICES INC.

(4.9 Score)
332 South Michigan Avenue, Suite 9044,
Chicago, IL 60604 Directions

Specialty:

✓ Financial Planning ✓ Investment Advice ✓ Retirement Planning ✓ Education Funding ✓ Estate Planning ✓ Tax Preparation Services ✓ Business Formation and Structuring ✓ Preeminent Consultation ✓ Trust and Estate Planning

"Preeminence Financial Services Inc. empowers clients to navigate life’s uncertainties while achieving their financial aspirations. As an independent financial services firm and tax preparation corporation, Preeminence Financial Services Inc. offers access to a wide range of products and resources, ensuring personalized solutions that cater to your unique needs and goals. Their mission is to exceed client expectations by providing personalized solutions and delivering exceptional value at every stage of service. Contact them today to explore tailored long-term and short-term strategies designed to help you achieve your financial aspirations with confidence and clarity.

2026 Update: Preeminence Financial Services Inc. takes a distinguished approach to trust and estate planning, including asset protection, tax preparation, business startups, and financial literacy. Their methods are rooted in expertise and designed to empower both individuals and businesses. They utilize proven financial strategies tailored to each client’s risk tolerance, helping ensure resilience even during periods of market volatility."

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Price:

Tax Preparation Services Starts From $99

Contact:

(312) 401-9703 (855)206-0186

Mon & Tue: 9am - 4:30pm
Wed: 12pm - 6:30pm
Thu: 3pm - 9pm
Fri: 9am - 4pm
Sat: 11am - 4pm
Sun: Closed

TBR® Inspection Report:

McAdam Financial Chicago - Chicago, IL Financial Services
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MCADAM FINANCIAL CHICAGO

(4.8 Score)
141 West Jackson Boulevard, Suite #1950,
Chicago, IL 60604 Directions

Since 2008

Specialty:

✓ Financial Planning ✓ 401(k) Strategies ✓ Retirement Planning ✓ Tax and Insurance Strategies ✓ Employer Benefits Optimization ✓ Education and Estate Planning ✓ Advanced Tax Planning Strategies ✓ Advanced Insurance Architecture ✓ Advanced Estate Planning Strategies ✓ Proven Asset Management ✓ Investment Advisory Services ✓ Safe Money Strategies ✓ Tax-sensitive Investment Management ✓ Investment Income Strategies ✓ Alternative Investment Strategies ✓ Specialized Separately Managed Account Access

"McAdam Financial Chicago offers holistic financial planning and proven asset management, focusing on safe money strategies to help clients protect and grow their wealth. They make financial planning approachable, engaging, and informative. McAdam Financial Chicago knows that the greatest driver of your financial future is your profession. Their goal is to keep your professional and personal finances thriving. McAdam Financial Chicago offers a free consultation.

2026 Update: Mike McAdam is the CEO, principal, and founder, Jack McAdam is the CFO and COO of McAdam Financial. Phil Simonides is the executive vice president, certified financial planner® professional, Kristen Koonce is the senior vice president of strategy and business development, financial advisor, and Todd Flynn is the vice president, financial advisor of McAdam Financial Chicago. McAdam Financial also has offices in Boston, MA, Philadelphia, PA, Radnor, PA, and Tysons Corner, VA. McAdam Financial Chicago crafts personalized roadmaps that culminate in a written retirement plan tailored to each client’s goals and risk tolerance. The firm has extensive experience with specialized investment strategies designed to support growth. Their advisors take the time to understand each client’s unique needs, goals, and dreams, creating a comprehensive financial plan to guide them toward their objectives."

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Price:

Financial Planning Services $500
To $25,000

Contact:

888-227-7162 (312) 509-4500

Mon-Fri: 8am - 6pm
Sat & Sun: Closed

TBR® Inspection Report:

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STRIDE FINANCIAL REVIEWS

I have been working with Stride for about eight years and highly recommend their services. Initially, being self employed without any type of employer sponsored plan, they helped me put together a retirement and savings strategy. Later, after selling my business, they helped me develop a comprehensive, short, medium, and long term financial plan using the funds from the sale of my business. From the first time I met with them I have always felt they are genuinely invested (no pun intended) in my family reaching our financial goals. No matter where you are financially, I would recommend contacting them.

Stride Financial has exceeded my expectations by protecting my principal, and using dividends for RMD distributions; thus, keeping the principal untouched. Exactly what I asked them to do. They also have been able to grow our principal. Thank You, Stride

We have had an excellent collaborative experience with Stride Financial.

These reviews are provided for information purposes and to help you make informed decisions.

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PREEMINENCE FINANCIAL SERVICES INC. REVIEWS

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

MCADAM FINANCIAL CHICAGO REVIEWS

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.

TBR® Inspection Score Report

STRIDE FINANCIAL Total Inspection Points: 118/120
Acknowledgments: 9
Business Images: 9
Complete Info: 10
Contact Info: 10
Current Evaluation: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy of : 10
Video: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

PREEMINENCE FINANCIAL SERVICES INC. Total Inspection Points: 117/120
Acknowledgments: 9
Business Hours: 9
Current Evaluation: 9
Business Images: 10
Complete Info: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy of : 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

MCADAM FINANCIAL CHICAGO Total Inspection Points: 115/120
Business Hours: 8
Acknowledgments: 9
Current Evaluation: 9
Experience: 9
Complete Info: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy of : 10
Website Source: 10
Website Standard: 10