The 20 Best Financial Planners in Chicago

Serenity Wealth Management is a top-rated financial planner located in Chicago, IL. They offer a range of services to help clients achieve their financial goals. With a perfect rating of 5.0 stars, it's clear that customers are satisfied with the expertise and care provided by the team.

• Clients praise the advisors' deep knowledge of the market and financial planning intricacies.
• The personalized approach to understanding individual needs and building tailored financial plans stands out to many.
• Customers appreciate the regular communication, updates, and genuine commitment to their best interests.

Whether you're looking for retirement planning, investment strategies, or general financial advice, Serenity Wealth Management is a trusted choice with a track record of excellence in serving their clients.

McAdam Financial is a reputable financial planner located in Chicago, IL, known for its exceptional services and customer satisfaction. Customers have lauded the team at McAdam Financial for their expertise, personalized approach, and strategic financial planning. Here are a few key points from customer reviews:

• I have had a great partnership with Alison Whittington for a number of years. She has a strong financial acumen but equally has a way of making the complexities of investing simple. Her strategies have helped me accelerate growth on my portfolio and her recommendations even through the market volatility have proven true. For me, Alison is trusted, truly customer service driven and all you want in an advisor that will help you win.
• Working with Alison @ McAdam Financial has been an amazing experience. She asks many questions, listens to our needs, then clearly explains the strategy and plan to get to our eventual target for retirement. If you're looking for a financial advisor look no further; you won't be disappointed!
• My financial advisor Peter Molnar has gone above and beyond to make our retirement planning informative and successful so far. I would highly recommend for a great piece of mind and confidence by maximizing employee and pension benefits for retirement.
• For me, working with Alison Whittington at McAdam Financial has been like having a personal trainer for financial security. She has gotten us to do all the things we kept saying we should do, has provided data-driven strategies for diversification of our assets and helped us select the mix of investments that WE are comfortable with going forward.

If you are looking for a financial planner who is dedicated to your success and provides expert advice tailored to your needs, McAdam Financial is the ideal choice. Contact them today to schedule an appointment and take the first step towards a secure financial future.

DeRose Financial Planning Group is a top-notch financial planner in Chicago, IL dedicated to providing exceptional service to its clients. With a perfect 5.0 rating, it's clear that customers rave about the expertise and guidance they receive from this team.

• Customers appreciate the guidance, expertise, and advice provided by the team for over 30 years.
• The experienced and attentive team tailors their advice to each client's evolving needs.
• Clients trust the integrity and genuine caring demonstrated in every aspect of financial and estate planning.
• The people-first approach and transparency in communication make clients feel empowered to take control of their financial future.

If you're looking for a dedicated, forward-thinking, and genuinely caring financial planning team, DeRose Financial Planning Group is the place to go!

Arbor Financial Advisors, LLC is a reputable financial planner located in Chicago, IL. They offer a wide range of services to help individuals and families achieve their financial goals. With a rating of 5.0 based on 13 reviews, it is clear that customers have had overwhelmingly positive experiences with this business.

• Danny's meticulous approach to financial planning and his commitment to client-focused service have left customers feeling well-informed and supported.
• Customers appreciate Danny's thoroughness in addressing their goals and concerns, resulting in profitable investments and successful retirement planning.
• Danny's dedication to educating clients and going above and beyond to help them make the best financial choices has resonated with many.
• The steady guidance and expert advice provided by Danny have earned the trust and loyalty of long-standing customers who highly recommend Arbor Financial Advisors for investment and retirement help.

If you are looking for a knowledgeable and trustworthy financial advisor who truly cares about your financial well-being, consider reaching out to Arbor Financial Advisors, LLC today.

Smart Wealth Strategies, Inc. located in Chicago offers top-notch financial planning services for individuals looking to secure their financial future. Their dedicated team of experts provides personalized advice and tailored strategies to meet each client's unique needs and goals.

• Professional and knowledgeable staff
• Excellent customer service
• Customized financial plans

Clients have praised Smart Wealth Strategies, Inc. for their exceptional attention to detail and commitment to helping them achieve financial success. With a perfect 5.0 rating, this firm stands out as a trusted partner in financial planning.

CTS Financial Group is a reputable investment service located in the heart of Chicago, Illinois. With a rating of 4.8 stars from 25 reviews, customers rave about the exceptional services provided by this establishment.

• Professional and knowledgeable staff
• Efficient and timely investment advice
• Personalized financial planning

Clients appreciate the Accessibility options available at CTS Financial Group, including a wheelchair-accessible entrance. This business goes above and beyond to ensure every client receives top-notch service tailored to their needs. Visit their website for more information on how they can help you achieve your financial goals.

Northwestern Mutual - Chicago is a reputable financial planner located in Chicago, offering a range of comprehensive financial services. They prioritize accessibility by providing wheelchair-accessible facilities for their clients. Moreover, they offer various amenities such as clean and well-maintained toilets for visitors.
Appointments are recommended to ensure personalized attention and guidance from their experienced financial advisors.
Customers have given an outstanding rating of 5.0 stars based on 6 reviews. Here are some key points from their reviews:

• Exceptional service from financial advisor, convenient to have all financial products in one place
• Highly recommended advisor and firm
• No additional comments, only high rating
• No additional comments, only high rating

Visit Northwestern Mutual - Chicago for all your financial planning needs in Chicago!

Eddie Patel Inc is a top-notch financial planner located in Chicago. This business offers various services such as online appointments and on-site services to cater to the diverse needs of its clients. Customers have raved about their experiences, giving Eddie Patel Inc an impressive rating of 4.8 stars out of 5.

Some key points from customer reviews:

• Eddie provides expert guidance on tax questions and is highly efficient.
• Customers appreciate Eddie's availability, expertise in financial planning, and business decisions guidance.
• Staff members like Luis and Sayda are also commended for their exceptional service and support.
• Clients value the personalized touch, exceptional communication, and trustworthiness of Eddie Patel and his team.

With a strong focus on customer satisfaction and exceptional financial planning services, Eddie Patel Inc continues to stand out as a trusted partner in managing finances and planning for the future.

Chicago Partners Wealth Advisors is a premier financial planner located in Chicago. They offer a range of services, including wealth management and investment advice. With a rating of 4.8 stars based on 17 reviews, customers have highlighted several key points:

• Thoroughly impressed and thankful for their partnership in wealth management
• Industry-leading expertise in various investment ideas and vehicles
• One of the best financial decisions made going with Chicago Partners

Despite some negative reviews, the majority of customers praise the honest, hard-working, and knowledgeable team at Chicago Partners. The firm prioritizes their clients and strives to meet their needs, making them a reputable choice for those seeking financial planning services.

Edward Jones - Financial Advisor: Jason C Clarke is a top choice for those seeking expert financial consulting in Chicago. With a perfect 5.0 rating, customers rave about the services provided by Jason. Some key points from customer reviews include:

• Extremely knowledgeable and takes a vested interest in managing expectations and setting goals for financial futures
• Highly recommended for setting recommended strategies
• Professional and dedicated approach to financial planning

Clients appreciate the Accessibility features such as a wheelchair-accessible entrance and toilet, as well as the convenience of making appointments. If you are looking for a trusted financial advisor who will go above and beyond to help you achieve your goals, look no further than Edward Jones - Financial Advisor: Jason C Clarke.

Mindful Money Financial Counsel, LLC is a top-notch financial planner located in Chicago. They offer a range of financial planning services that are tailored to their clients' needs.

Customers have raved about their experiences with the business, with key points being:

• Compassionate and empathetic approach
• Creative and helpful solutions
• Peace of mind and a plan that is easy to follow

The team at Mindful Money Financial Counsel, LLC is dedicated to providing high-quality financial guidance to help their clients achieve their goals. Reach out to them for all your financial planning needs!

Hunken Ewing Financial Group is a top-notch financial planner located in the heart of Chicago. They pride themselves on providing expert financial advice and tailored solutions to meet their clients' needs. With a 5.0 rating, it's clear that customers are extremely satisfied with the service they receive.

Some key points from customer reviews include:

• Professional and knowledgeable staff.
• Quick and efficient response to inquiries.
• Highly recommended for disability policy needs.

The team at Hunken Ewing Financial Group understands the importance of financial planning and aims to make the process as smooth and successful as possible for every client. Whether you need assistance with retirement planning, investments, or insurance, they are there to help. Make sure to schedule an appointment for a personalized financial consultation to kickstart your financial journey!

Christopher Tomes - Financial Advisor, Ameriprise Financial Services, LLC is a highly regarded financial planner located in Chicago, IL. They offer a range of services to help clients achieve their financial goals, including online appointments for added convenience. Customers have praised the business for their professionalism, knowledge, and dedication to helping them secure their financial future.

• Professionalism is top-notch.
• Great knowledge and expertise in financial planning.
• Helpful in guiding clients towards their financial goals.

With a 5.0-star rating, clients can trust Christopher Tomes - Financial Advisor, Ameriprise Financial Services, LLC to provide excellent financial advice and services.

Financial Advisors & Associates Inc is a top-rated Financial planner located in Chicago, IL. They offer a range of services to help individuals and businesses make informed financial decisions. The team at Financial Advisors & Associates Inc is known for their honesty and expertise in the field.

Customers have praised Financial Advisors & Associates Inc for the following:

• Great honest agents
• Rare find

Purpose Financial Planning LLC is a top-notch financial planner located in Chicago, IL. They offer a range of services to help clients achieve their financial goals. With a perfect rating of 5.0 stars, customers rave about the expertise and professionalism of the team.

• Highly qualified and thorough financial planning services
• Comprehensive financial plans tailored to individual needs
• Knowledgeable and professional staff

Whether you are planning for retirement, saving for your child's education, or simply looking to maximize your investments, Purpose Financial Planning LLC is the go-to choice for expert financial advice. Schedule an appointment today to secure your financial future.

Phil Sitar - Financial Advisor, Ameriprise Financial Services in Chicago, IL, offers a range of financial planning services to help clients achieve their long-term goals. With a stellar 5.0 rating, customers rave about the expertise and personalized attention they receive at this establishment.

Some key points from customer reviews include:

• Highly knowledgeable and professional staff
• Excellent communication and personalized financial plans
• Efficient and effective service

Clients can take advantage of online appointments and on-site services for added convenience. Additionally, the office provides amenities such as toilets for a comfortable visit. Wheelchair-accessible car park is available for added accessibility. With appointments recommended for planning sessions, Phil Sitar - Financial Advisor, Ameriprise Financial Services is dedicated to providing top-notch financial advice tailored to each individual's needs.

Trinity Financial Advisors, LLC is a top-notch financial consultant located in Chicago, IL. They offer a range of services to help clients achieve their financial goals. With a stellar rating of 5.0 stars, it's no wonder customers rave about their experiences.

• Professional and knowledgeable staff who provide top-notch financial advice
• Convenient appointment scheduling for personalized planning
• Great accessibility features for those with mobility needs

Whether you're looking to plan for retirement, invest wisely, or secure your financial future, Trinity Financial Advisors, LLC has got you covered. Book an appointment today and see why customers are raving about their exceptional service.

Edward Jones - Financial Advisor: Mark A Koznicki, CFP®|AAMS™ is a reputable financial consultant located in Chicago, IL. They offer a range of services tailored to help individuals with their financial needs, including retirement planning, investment strategies, and more.

Customers have left glowing reviews for Mark A Koznicki, praising his expertise and professionalism. Here are some key points from their feedback:

• Mark is a great guy to work with. Highly recommended if you're looking for the right financial advisor.
• Really benefited from Mark's advice and insights. Definitely recommend him for financial advice / retirement planning.
• Customers appreciate his dedication to helping them achieve their financial goals and retirement aspirations.

With a stellar rating of 4.8, customers can trust Edward Jones - Financial Advisor: Mark A Koznicki, CFP®|AAMS™ to provide top-notch financial guidance and support. Book an appointment today to secure your financial future.

Edward Jones - Financial Advisor: Clark Lichty, AAMS™ is a top-tier financial consultant located in Chicago, IL. The business offers a range of services, including financial planning and investment strategies tailored to meet the unique needs of each client.

Clients have left positive reviews for this business, highlighting the following key points:

• Besides being a very charismatic individual, Clark is an outstanding financial coach that brings practical applications. His logical approach can help you understand a financial plan like no one else!
• I highly recommend Clark. He took a lot of time to listen to us and build our financial plan to suit our needs. We are out of state but he continually checks in with us, answering questions we may have. He makes things so easy for us, too! We have a lot of confidence in him, as our portfolio has done well since we started with him.
• Kristin is a very professional Financial Advisor. She really tries to keep the client's best interest at heart. She is very very good at budgeting and knows what investments are suitable for you. I would recommend Kristin Anderson.
• Clark built a custom financial plan for me. He is very passionate about what he does and it shows within his work.

With a 4.3-star rating and a team of dedicated professionals, Edward Jones - Financial Advisor: Clark Lichty, AAMS™ is a top choice for individuals seeking expert financial advice and planning. Visit their website for more information and to schedule an appointment.

Merino Wealth Management is a reputable financial planner located in Chicago, IL. They offer a range of services to help their clients achieve financial success, including online appointments and on-site services. The business is committed to inclusivity, with amenities such as gender-neutral toilets and a LGBTQ+ friendly environment.

Customers have praised Merino Wealth Management for their professionalism and personalized approach. Some key points from their reviews include:

• Excellent customer service
• Knowledgeable and experienced staff
• Efficient and effective financial planning strategies

If you are looking for a financial planner that values your individual needs and goals, consider reaching out to Merino Wealth Management for a consultation.