Wealth Management in Chicago, IL

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List of Firms

Chicago, IL Wealth Management Firms

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Chicago Wealth Management, Inc.
SEC File# 801-66548
CRD# 112271
5 out of 5
Location 2 N Riverside Plaza Suite 1620, Chicago, IL 60606, USA
Phone (312) 376-8350
Directions
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Bartlett Wealth Management | Chicago
5 out of 5
Location 150 S Wacker Dr # 3050, Chicago, IL 60606, USA
Phone (312) 630-9666
Directions
SEC File# 801-113938
CRD# 298079
Location 515 N State St Suite 1770, Chicago, IL 60654, USA
Phone (312) 506-5780
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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CIBC Private Wealth Advisors, Inc.
SEC File# 801-57986
CRD# 109644
5 out of 5
Location 181 W Madison St, Chicago, IL 60602, USA
Phone (312) 368-7700
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
Wealth Management in Chicago, IL

Where Wealth Management Advisors in Chicago, IL Serve

Chicago, IL is a bustling metropolis filled with iconic landmarks, top employers, major highways and streets, and diverse neighborhoods. From the towering Willis Tower to the stunning Millennium Park, the city is home to some of the most recognizable landmarks in the world. The top employers in Chicago include giants like Boeing, United Airlines, and Walgreens, providing ample job opportunities for residents and newcomers alike. Major highways such as I-90 and I-94 crisscross the city, connecting neighborhoods like Lincoln Park, Wicker Park, and Hyde Park. Each neighborhood has its own unique character, from the trendy shops and restaurants in Logan Square to the historic architecture in Bronzeville. With so much to see and do, Chicago truly has something for everyone.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Chicago, IL can benefit from a bank in numerous ways. One of the most common ways is through mortgage lending. As Chicago is a city with a high population density, many residents are looking to purchase homes in the city. A bank can help by offering competitive mortgage rates and providing guidance on the home buying process. Additionally, Chicago is known for its harsh winters, and a bank can assist residents with home improvement loans to make necessary repairs and upgrades to their homes to prepare for the cold weather. Furthermore, Chicago is a hub for small businesses, and a bank can provide business loans and financial advice to help entrepreneurs start and grow their businesses. Overall, a bank can play a crucial role in helping residents of Chicago achieve their financial goals and improve their quality of life.

Insurance Broker

Residents of Chicago, IL could benefit from the services of an insurance broker in numerous ways. With the city's unpredictable weather patterns, an insurance broker could assist in finding the best coverage for potential natural disasters such as tornadoes, floods, and heavy snowfall. Additionally, the city's high crime rate could leave residents vulnerable to theft and vandalism, making it crucial to have proper coverage for personal property and liability. Furthermore, with the city's bustling transportation system, an insurance broker could help residents navigate the complexities of auto and public transportation insurance. In a city as diverse and dynamic as Chicago, an insurance broker could provide invaluable assistance in protecting residents from unexpected financial burdens.

Retirement Planning

Residents of Chicago, IL can benefit from the expertise of a retirement planner in several ways. One specific aspect unique to Chicago is the high cost of living in the city, which can make it challenging for retirees to maintain their standard of living without proper planning. A retirement planner can help residents navigate the complexities of Social Security, Medicare, and other retirement benefits, ensuring they receive the maximum benefits available to them. Additionally, a planner can assist with investment strategies, tax planning, and estate planning, all of which are critical for a successful retirement. With the guidance of a retirement planner, residents of Chicago can feel confident in their financial future and enjoy their golden years without the stress of financial uncertainty.

Financial Advisor

Residents of Chicago, IL can benefit from a financial advisor in several ways. For instance, a financial advisor can help them navigate the city's high cost of living, which is 23% higher than the national average. This means that residents need to have a solid financial plan to manage their expenses and save for their future. A financial advisor can help them create a budget, invest in the right assets, and plan for retirement. Additionally, Chicago is a city with a diverse economy, ranging from finance and technology to manufacturing and healthcare. A financial advisor can help residents understand the nuances of each industry and invest in the right stocks or mutual funds. Furthermore, Chicago is known for its harsh winters, which can lead to unexpected expenses such as home repairs or car accidents. A financial advisor can help residents prepare for these emergencies by setting up an emergency fund or purchasing the right insurance policies.

Mortgage Loan Officer

Residents of Chicago, IL can benefit from the expertise of a mortgage loan officer in a multitude of ways. These professionals can help guide individuals through the complex process of securing a mortgage, which can be particularly challenging in a city with such a diverse housing market. In addition, mortgage loan officers can help residents navigate the unique challenges of living in a densely populated urban area, such as finding suitable properties in desirable neighborhoods, negotiating with sellers, and understanding the nuances of local zoning laws and regulations. With their in-depth knowledge of the Chicago housing market and their ability to provide personalized advice and support, mortgage loan officers can be an invaluable resource for residents looking to achieve their home ownership goals.

Tax Services

Residents of Chicago, IL can benefit from the expertise of a tax advisor in various ways. One of the most common ways is by receiving guidance on how to navigate the city's complex tax laws. Chicago has a unique tax structure that includes multiple taxes on everything from sales to gas and cigarettes. A tax advisor can help residents understand these taxes and how they impact their finances. Additionally, with the recent changes in tax laws, a tax advisor can assist with tax planning and optimization, ensuring that residents are taking advantage of all available deductions and credits. Furthermore, a tax advisor can help residents with tax preparation, ensuring that their tax returns are accurate and filed on time, which is crucial in avoiding penalties and fees. Overall, a tax advisor can provide valuable assistance to residents of Chicago, IL, helping them navigate the city's complex tax laws and optimize their finances.

Estate Planning Lawyer

Residents of Chicago, IL can benefit from the expertise of an estate planning lawyer in several ways. Firstly, Chicago has a diverse population with varying cultural norms and traditions. An estate planning lawyer can provide guidance on how to navigate these cultural differences when it comes to inheritance and distribution of assets. Secondly, Chicago is known for its high property values, and an estate planning lawyer can help residents protect their assets through trusts, wills, and other legal documents. Additionally, Chicago has a complex tax system, and an estate planning lawyer can assist residents in minimizing tax liabilities and maximizing their wealth. Lastly, Chicago is a bustling city with a fast-paced lifestyle, and an estate planning lawyer can help residents plan for unexpected events such as disability, incapacity, or death, ensuring that their loved ones are taken care of and their wishes are followed.

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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