BEST RATED » CHICAGO IL » FINANCIAL SERVICES

Best Financial Services in Chicago

Expert recommended Top 3 Financial Services in Chicago, Illinois. All of our financial services face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!

MINDFUL MONEY FINANCIAL COUNSEL, LLC

564 West Randolph Street, Suite 200, Chicago, IL 60661 Directions

Since 2011

'Mindful Money Financial Counsel, LLC' is a Chicago-based financial firm striving fee-only, holistic financial planning, and investment guidance 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 provide initial assessment and discovery meetings for new clients. Mindful Money Financial Counsel offers a fifteen-minute complimentary meeting.

Asset Allocation, Personal Finance, Risk and Money Management, Employee Benefits, Investment, Income Tax, 401K, Insurance, Retirement, Business, Estate, Education and Life Planning, Assets, Income, Debt, Expenses, Roth and Traditional IRA, Index Fund and Socially Responsible Investing, Money Flow & Balance Sheet

Price: Ongoing financial planning starts from $60 a month and a $300 hourly rate

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mindfulmoneyfinancial.com

Reviews

Mon - Fri 9:00 am - 5:00 pm
Sat & Sun Closed

TBR® Inspection Report

HOOPIS GROUP

300 South Wacker Drive, Suite 2000, Chicago, IL 60606 Directions

Since 2012

Hoopis Group is located at the Wacker Drive in Chicago. Their team has grown from twenty to over a hundred financial planning professionals. They are a team of highly-trained, dynamic financial professionals who strive to meet the unique needs of their community. The firm delivers state-of-the-art financial solutions to families, individuals, business owners, and executives. Their comprehensive suite of financial services addresses their client’s needs around wealth accumulation and wealth preservation and distribution. HG also offers solutions to corporate clients. They also serve in Lisle and Northfield.

Long Term Care, Employee and Executive Benefits, Risk Management, Business Education Funding Strategies, Investment, Estate, Succession, Retirement, Gift, Business Valuation, Fee-Based and Special Care Planning, 529 College Savings Plans, Life and Disability Income Insurance, Benefits Administration & Corporate Client Services

[email protected]

hoopisgroup.com

Reviews

Mon - Fri 9:00 am - 5:00 pm
Sat & Sun Closed

TBR® Inspection Report

MERINO WEALTH MANAGEMENT

211 West Wacker Drive, Suite 301, Chicago, IL 60606 Directions

Since 2016

Merino Wealth Management is one of the financial planning firms in Chicago. Jessica is a certified financial planner professional, providing financial planning services as fiduciary acting in the best interest of her financial planning customers. She has helped customers from all walks of life and has built up a specialty working with high income earning female service professionals like attorneys, consultants, and women in tech who are in their 30s and 40s. The firm provides financial advice and assessment for specific goals. They understand that and believe that all women deserve to feel comfortable and confident in their financial decisions. Get a free consultation.

Personalized Savings Strategies, Cash Flow and Investment Management, Tax Diversification, Family Finances, Employee Benefits Consultation, Education Funding, Insurance, Income and Retirement Planning, Business Financial & Wealth Management

Young Entrepreneur of the Year by the Chicago Chapter of the National Association of Women Business Owners in 2019

Price: Starts from $2000/Year

[email protected]

merinowealth.com

Reviews

Mon - Fri 9:00 am - 5:30 pm
Sat & Sun Closed

TBR® Inspection Report