Best Financial Advisors in Chicago, IL

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Chicago, IL Fiduciary Financial Advisors

SEC File# 801-81196
CRD# 133191
5 out of 5
Location 541 N Fairbanks Ct, Chicago, IL 60611, USA
Phone (312) 245-1300
Directions
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Joseph Della Monica - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 3013 N Ashland Ave Ste 1, Chicago, IL 60657, USA
Phone (773) 880-5900
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 6:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 6:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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AIO Fee Only Financial Advisors
Location 333 S Wabash Ave UNIT 2700, Chicago, IL 60604, USA
Phone (773) 938-3787
Directions
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The Planning Center
SEC File# 801-61051
CRD# 118994
Location 303 W Erie St # 311, Chicago, IL 60654, USA
Phone (312) 664-4090
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Stephen Ross - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 105 W Madison St Ste 2100, Chicago, IL 60602, USA
Phone (312) 782-4000
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Northwestern Mutual - Chicagoland in River North
5 out of 5
Location 444 N Michigan Ave Suite #500, Chicago, IL 60611, USA
Phone (773) 537-2030
Directions
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Mindful Money Financial Counsel, LLC
5 out of 5
Location 564 W Randolph St #200, Chicago, IL 60661, USA
Phone (312) 846-1437
Directions
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Serenity Wealth Management-CFP®, Fiduciary Financial Advisors
SEC File# 801-123727
CRD# 307924
5 out of 5
Location 333 S Wabash Ave UNIT 2700, Chicago, IL 60604, USA
Phone (312) 734-1415
Directions
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DeRose Financial Planning Group
5 out of 5
Location 8755 W Higgins Rd STE 200, Chicago, IL 60631, USA
Phone (773) 867-3631
Directions
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Richard Wholey, Baird Private Wealth Management (Financial Advisor)
Location 227 W Monroe St Ste 23, Chicago, IL 60606, USA
Phone (312) 332-5600
Directions
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Lake Street Financial
Location 128 N May St Fl 2, Chicago, IL 60607, USA
Phone (312) 766-7040
Directions
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Lake Life Wealth Advisory Group
Location 205 N Michigan Ave Suite 810, Chicago, IL 60601, USA
Phone (224) 286-1625
Directions
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The Mather Group
SEC File# 801-72156
CRD# 156005
4 out of 5
Location 353 N Clark St Suite 2775, Chicago, IL 60654, USA
Phone (888) 537-1080
Directions
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Amling Investments LLC
5 out of 5
Location 155 N Upper Wacker Dr #4250, Chicago, IL 60606, USA
Phone (312) 725-9595
Directions
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Lincoln Financial Advisors
SEC File# 801-42530
CRD# 3978
Location 8755 W Higgins Rd STE 200, Chicago, IL 60631, USA
Phone (773) 693-6100
Directions
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Merino Wealth Management
5 out of 5
Location 20 N Upper Wacker Dr Suite 3120, Chicago, IL 60606, USA
Phone (312) 809-1109
Directions
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Sullivan Mermel, Inc.
Location 3744 N Southport Ave, Chicago, IL 60613, USA
Phone (773) 404-9344
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Chicago Partners Wealth Advisors
5 out of 5
Location 1 N Upper Wacker Dr Suite 4075, Chicago, IL 60606, USA
Phone (312) 757-5543
Directions
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STRIDE Financial
Location 1925 N Clybourn Ave Suite 301, Chicago, IL 60614, USA
Phone (312) 767-9166
Directions
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Edward Jones - Financial Advisor: Andrew B Gardner
SEC File# 801-3297
CRD# 250
5 out of 5
Location 4339 W Irving Park Rd, Chicago, IL 60641, USA
Phone (773) 777-7727
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
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Basil Financial Group
Location 4040 N Lincoln Ave, Chicago, IL 60618, USA
Phone (773) 697-9528
Directions
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Baird Private Wealth Management
SEC File# 801-7571
CRD# 8158
Location 227 W Monroe St Ste 2300, Chicago, IL 60606, USA
Phone (800) 537-9854
Directions
Financial Advisors in Chicago, IL

Where Certified Financial Advisors in Chicago, IL Serve

Chicago, IL is a bustling city with a rich history and diverse culture. Its skyline is dominated by iconic landmarks such as the Willis Tower and the John Hancock Center, while its lakefront boasts the Navy Pier and the picturesque Millennium Park. The city is home to several world-renowned museums, including the Art Institute of Chicago and the Field Museum, as well as numerous theaters and music venues. Chicago's economy is driven by a variety of top employers, including Boeing, United Airlines, and McDonald's. The city is also a hub for finance, with major players such as JPMorgan Chase and Northern Trust headquartered here. Navigating Chicago's busy streets can be a challenge, with major highways such as I-90 and I-94 running through the city. However, its grid-like street layout makes it easy to get around once you know your way.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Chicago, IL have a variety of ways that they can be serviced by banks. One of the most common ways is through traditional brick-and-mortar branches, which are scattered throughout the city. These branches offer a range of services, including checking and savings accounts, loans, and credit cards. Additionally, many banks in Chicago offer online and mobile banking options, which allow residents to manage their finances from the comfort of their own homes. One specific thing about Chicago is that it is home to a large number of small businesses, and many banks in the city offer specialized services for these businesses, such as small business loans and merchant services. Overall, banks in Chicago offer a wide variety of services to meet the needs of the city's diverse population.

Insurance Broker

Residents of Chicago, IL can benefit greatly from the services of an insurance broker. With the city's diverse population and unique weather patterns, it can be difficult to navigate the insurance market alone. An insurance broker can help residents find the best coverage for their specific needs, whether it be for home, auto, or health insurance. They can also assist in finding affordable options, as Chicago is known for its high cost of living. Additionally, an insurance broker can provide guidance and support during the claims process, which can be particularly helpful during the harsh winter months when accidents are more common. Overall, an insurance broker can offer peace of mind and ensure that residents of Chicago are protected in the event of unforeseen circumstances.

Retirement Planning

Residents of Chicago, IL can benefit greatly from the services of a retirement planner. With the city's high cost of living and unpredictable economy, it can be difficult for individuals to plan for their retirement on their own. A retirement planner can help residents create a personalized plan for their future, taking into account factors such as their current financial situation, retirement goals, and potential risks. Additionally, a retirement planner can provide guidance on how to maximize Social Security benefits and navigate the complex tax laws in Illinois. With the help of a retirement planner, residents of Chicago can feel more confident about their financial future and enjoy a comfortable retirement.

Wealth Management

Residents of Chicago, IL can benefit greatly from the services of a wealth manager. One of the most common ways a wealth manager can help is by providing guidance on investment strategies that are tailored to the unique economic climate of Chicago. As a city with a diverse economy that is heavily influenced by the financial, healthcare, and technology industries, residents of Chicago need investment advice that takes into account the various factors that affect the local market. A wealth manager can help residents navigate this complex landscape and make informed decisions about their financial future. Additionally, a wealth manager can provide advice on tax planning, estate planning, and retirement planning, all of which are important considerations for anyone looking to build and protect their wealth in Chicago.

Mortgage Loan Officer

Residents of Chicago, IL can benefit greatly from the expertise of a mortgage loan officer. With the city's diverse neighborhoods and varying property values, a loan officer can help residents navigate the complex mortgage process and find the best loan options for their specific needs. Additionally, with Chicago's notoriously harsh winters, a loan officer can assist residents in finding a mortgage that includes provisions for home repairs and maintenance, ensuring that their homes are protected from the elements. Whether residents are looking to purchase their first home or refinance their current mortgage, a loan officer can provide valuable guidance and support throughout the entire process.

Tax Services

Residents of Chicago, IL can benefit greatly from the expertise of a tax advisor. With the city's complex tax laws and regulations, it can be overwhelming for individuals to navigate the system on their own. A tax advisor can help residents understand the various deductions and credits available to them, such as the Homeowner Exemption or the Low-Income Home Energy Assistance Program (LIHEAP). Additionally, with Chicago's high sales tax rate of 10.25%, a tax advisor can assist residents in finding ways to minimize their tax liability and maximize their refunds. Overall, a tax advisor can provide valuable guidance and support to help Chicagoans make informed financial decisions and navigate the city's unique tax landscape.

Estate Planning Lawyer

Residents of Chicago, IL can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help Chicagoans is by ensuring that their assets are distributed according to their wishes after they pass away. This is especially important in Chicago, where the probate process can be lengthy and complicated. An estate planning lawyer can also help residents minimize estate taxes and protect their assets from creditors. Additionally, for those with young children, an estate planning lawyer can help establish guardianship and set up trusts to ensure that their children are taken care of in the event of their untimely death. Overall, an estate planning lawyer can provide invaluable peace of mind to residents of Chicago, knowing that their affairs are in order and their loved ones will be taken care of.

Chicago, IL Financial Resources

Chicago, IL Chamber of Commerce

https://www.chicagolandchamber.org/

Chicago, IL City Hall

https://www.chicago.gov/

Chicago, IL Public Library

https://www.chipublib.org/

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FAQs About Personal Financial Advisors in Chicago, IL