3 Best Financial Services in Chicago, IL

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.

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.

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.