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Best Financial Advisors in Chicago, IL

Handpicked from 156 vetted & reviewed Financial Planning & Wealth Management firms in the Chicago area, discover the top 5 elite providers among the selected group of 24 finalists.

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Scott Tucker Solutions

Scott Tucker Solutions

(20)
  • Fiduciary
  • Income
  • Investments
“We visited with other advisors, but Scott was the only planner that talked extensively about tax strategies;  and being a fiduciary, we truly believe he has our best interests at heart, in everything he does.”
In Business Since 2015
8725 W Higgins Rd Ste 105, Chicago, IL
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Wilson & Associates, CPA

Wilson & Associates, CPA

(29)
Services For Individuals, Tax Services, Business Services
“Not only did I walk away with a refund but because of Wilson & Associates my business have been restructured and now I can pay my business taxes and walk away free and clear without wondering if I'm going to be in tax debt.”
In Business Since 2013
Offers Financing Options
Transparent Fees & Pricing
Family Business
6965 N Western Ave, Chicago, IL
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Kensington Research & Recovery

Kensington Research & Recovery

(29)
  • Property Tax
  • Communication
  • Appeal
“I have actually use this service for years, let me tell you, they do their job just fine and before you know it, you are paying way less taxes than everyone else around you, just sold a house that was easily $2000 less than everyone else in taxes alo...”
In Business Since 2003
Licensed, BBB Accredited
444 N Michigan Ave Suite 1200, Chicago, IL
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EZ Tax and Accounting Service

EZ Tax and Accounting Service

(20)
For Individuals, Tax Problem Resolution, For Small Businesses
“You can trust them and relay on them when you need them the most , issues with the state or federal never ever been an issue , there staff are great and wonderful, with there knowledge and experience with the tax law made it easier for me and my fami...”
In Business Since 2012
Licensed, BBB Rating: A+
4732 N Kedzie Ave, Chicago, IL 60625
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Desmond & Ahern

Desmond & Ahern

(1)
Assurance, Services For Individuals, Consulting
“For instance, Kevin has always been willing to help and Carol consistently informing us about important deadlines, which truly demonstrates their high level of professionalism.”
In Business Since 1961
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
Free Initial Consultation
10827 S Western Ave, Chicago, IL
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
98 (100)
Minimum Reputation Rank
97.5 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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Gladys R. Wilson & Associates

Gladys R. Wilson & Associates

(15)
Services For Individuals, Tax Services, Business Services
“And, since none of this was in my wheelhouse, I had many questions, sometimes the same one over and over, and I never felt rushed or that I was causing irritation.”
In Business Since 1994
Offers Financing Options
Transparent Fees & Pricing
Free Initial Consultation
3439 N Harlem Ave, Chicago, IL
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Serenity Wealth Management-Cfp, Fiduciary Financial Advisors

Serenity Wealth Management-Cfp, Fiduciary Financial Advisors

(30)
Businesses, Individuals
“However, after having several conversations with Jason prior to agreeing to become a client, I soon realized someone with Jason's financial expertise, level headedness, and genuine concern for helping others was exactly what I needed to put us on a b...”
In Business Since 2020
333 S Wabash Ave UNIT 2700, Chicago, IL
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W.e.d. Tax and Accounting Services

W.e.d. Tax and Accounting Services

(25)
Bookkeeping, Tax Planning, Financial Statements
“I appreciate the availability of scheduled appointments, timely appointments, the courteous and professional staff, and most of all the attention to detail.”
In Business Since 2005
Accepts All Major Credit Cards
5629 W Madison St Suite 1, Chicago, IL
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Eddie Patel

Eddie Patel

(8)
  • Tax
“Our retirement funds had been largely tied up hyper-conservatively in C Ds for years as we really felt we had no clue about what an appropriate strategy might be for increasing our returns - given that we are extremely risk-averse!”
In Business Since 2010
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
2125 W Irving Park Rd Ste 1 OFC, Chicago, IL
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Zhou Agency

Zhou Agency

(27)
  • Tax Return
  • Attitude
  • Questions
“I have been working with Jojo since 2016 on my 1st condo purchasing, due to all the excellent service they provided, I decided to come back to work with her and her team again on my 2nd condo purchase this year.”
In Business Since 2006
Accepts All Major Credit Cards, Cash, Debit
625 N Michigan Ave Ste 1705, Chicago, IL
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Patriot Tax Group

Patriot Tax Group

(14)
“This place and man Sam is GOD sent and I'm so glad that's it's a tax place like this in our urban area that can help individuals to not only file but have a clear understanding of they taxes.”
In Business Since 2015
Offers Financing Options
Transparent Fees & Pricing
Free Initial Consultation
3940 W Chicago Ave, Chicago, IL
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Anderson Financial Group

Anderson Financial Group

(24)
  • Team
  • Rate
  • Questions
“Dan & his team not only educated my wife and I he and his team made sure that other people not on their time (such as the lawyer) stayed o top of the process and didn't allow things to fall between the cracks..”
In Business Since 2003
2421 N Ashland Ave, Chicago, IL
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John R. Waters Company

John R. Waters Company

(2)
“He was extremely professional and willing to be a second set of eyes and work with another CPA.”
In Business Since 1975
Licensed, BBB Rating: A+
225 W Washington St STE 1120, Chicago, IL
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Dennis A Parker CPA

Dennis A Parker CPA

(2)
“I have been using Dennis for the last 15 years as my accountant and have always received great advice and timely service.”
In Business Since 1991
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
5439 W Lawrence Ave, Chicago, IL
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AMC Accounting Solutions

AMC Accounting Solutions

(4)
Services For Individuals, New Business Formation, Bank Financing
“I have been in business for over 11 years and the greatest compliment to AMC is that I am able to concentrate on my business and do what I do best, while they are doing what they do best!!!!”
In Business Since 2004
Offers Financing Options
Transparent Fees & Pricing
Free Initial Consultation
1001 E Chicago Ave STE 103, Naperville, IL
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APA Financial Services

APA Financial Services

(12)
Tax Audit Representation, Non-Profit Organization Set Up, Property Tax Appeals
“Alex and his team demonstrate professionalism at every turn and they are very competent at what they do best.”
In Business Since 2014
Free Initial Consultation
17 E Monroe St Suite 178, Chicago, IL
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Stride Financial

Stride Financial

(11)
Retirement Planning, Wealth Management, Social Security Maximization
“And, while Sam hosts a weekly radio broadcast on varied financial topics, clients and guests are regularly invited to join webinars to hear about topics including required minimum distributions, social security, long term care insurance and so much m...”
In Business Since 2020
Free Initial Consultation
1925 N Clybourn Ave Suite 301, Chicago, IL
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Fortineaux & Associates Cpa's

Fortineaux & Associates Cpa's

(6)
IRS Wage Garnishment, Innocent Spouse Relief, Personal Financial Planning
“Take the worry out of filing go to Fortineaux and Associates he is extremely good at accounting and will get top dollar for you.”
In Business Since 2016
Transparent Fees & Pricing
Accepts All Major Credit Cards
Offers Financing Options
11622 S Western Ave, Chicago, IL
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Tax & Beyond

Tax & Beyond

(14)
Tax Planning & Preparation, Employee Retention Credit, Audit & Assurance
“Very nice office clean and friendly staff my taxes were prepared by a very sweet and friendly agent Julieta Rosado she is very Knowledgeable and can help with all your tax questions.”
In Business Since 1998
3454 S Halsted St, Chicago, IL
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D'Andrea & Associates

D'Andrea & Associates

(4)
Accounting Services, New Business Startup Services, Corporate Taxes
“I have worked with Chris D'Andrea and his staff for more than two decades and they have helped me grow my business and guide me through corporate and indivdual tax law along the way!”
In Business Since 2016
Transparent Fees & Pricing
Accepts All Major Credit Cards
Offers Financing Options
53 W Jackson Blvd #260, Chicago, IL
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Zagmout & Company Cpas

Zagmout & Company Cpas

(7)
Home, Ask Zagmout, Business Advisory
“My experience was seamless with their expertise, efficient and easy filing process, quick correspondence and clear communication.”
In Business Since 2015
Free Initial Consultation
200 E Randolph St Suite 5100, Chicago, IL
Featured

We are leveraging technology to meet our clients needs by accepting financial documents via secure client portal, preparing & filing returns electronically, and meeting new and existing clients via Zoom. Stay safe out there!

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Derose Financial Planning Group

Derose Financial Planning Group

(13)
College Funding, Life Insurance Planning, Estate and Legacy Planning
“The best decision my husband and I ever made, was having De Rose Financial Planning Group create a life plan for us (That's right: Great financial planning is more than just investments, lesson learned thanks to De Rose FPG).”
In Business Since 2010
Licensed
8755 W Higgins Rd STE 200, Chicago, IL
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ORT Consulting Group

ORT Consulting Group

(3)
Quickbooks, Internal Controls, Bank Financing
“ORT will give you the best advice based on your individual situation and will always look out for your best interest.”
In Business Since 1997
Offers Financing Options
5808 W Higgins Ave, Chicago, IL
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Lashley Financial Solutions

Lashley Financial Solutions

(21)
  • Credit
  • Information
  • Mentorship
“I would like thank lashley solutions for helping me restore my credit he took care of my problems in a timely fashion and my scores improved substantially, he's very knowledgeable about credit repair and I'm elated with my results,I'll continue to wo...”
In Business Since 2020
5014 W Madison St, Chicago, IL
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Retirement Planning and Investment Management Services in Chicago, IL Cost Estimates

Minimum cost
$1250
Maximum cost
$10621
National Average
$3749
Avg Per Hour Rates
$375
$2499
$6873
Fair price range is based on 291 cost profiles
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Average Cost $3749
Minimum cost $1250
Maximum cost $10621
Avg Per Hour Rates $375

Fair range $2499 to $6873 is based on 291 cost profiles.

Why these companies made our list

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