Best Financial Advisors in Chicago, IL

The highest-rated Financial Planning & Wealth Management companies out of 156 vetted & reviewed in the Chicago area.

Wilson & Associates, Cpas

Wilson & Associates, Cpas

(48)
Business Services, Quickbooks Services, Services For Individuals
“Wilson & Associates, CPA, is a top-knotch, knowledgeable firm that combines detailed grasp of CPA skills with a comprehensive background to assist in any tax preparation concerns.”
Transparent Fees & Pricing
Family Business
In Business Since 2023
Offers Financing Options
6965 N Western Ave, Chicago, IL
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EZ Tax and Accounting Service

EZ Tax and Accounting Service

(46)
  • Financial
  • Hospitality
  • Tax Return
“They are also are not so small and so have a wide range experience; they've seen things, and so they know the questions to ask, and they have the technology to make filing fast and easy.”
Licensed, BBB Rating: A+
In Business Since 2012
4732 N Kedzie Ave, Chicago, IL 60625
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Kensington Research & Recovery

Kensington Research & Recovery

(46)
  • Bill
  • Team
  • Appeal
“All questions are answered in professional manner and promptly would highly recommend to work with Kengstion if you want to get your property taxes under control.”
Licensed, BBB Accredited
In Business Since 2003
444 N Michigan Ave Suite 1200, Chicago, IL
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Stride Financial

Stride Financial

(50)
Tax Planning, Wealth Management, Financial Planning
“During one of our early meetings with STRIDE, they presented to my wife and I the extent of the commissions and additional fees our (at the time) advisor was earning in addition to his standard rate.”
In Business Since 2020
1925 N Clybourn Ave Suite 301, Chicago, IL
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W.e.d. Tax and Accounting Services

W.e.d. Tax and Accounting Services

(50)
Payroll Services, Tax Planning, Financial Planning
“I appreciate the availability of scheduled appointments, timely appointments, the courteous and professional staff, and most of all the attention to detail.”
Accepts All Major Credit Cards
In Business Since 2005
5629 W Madison St Suite 1, Chicago, IL
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Gladys R. Wilson & Associates

Gladys R. Wilson & Associates

(32)
Business Services, Services For Individuals, Tax Services
“I have been a client of Gladys Wilson and Associates for over a decade and year after year they have delivered the most efficient and honest tax declaration.”
Se Habla Español
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 1994
3439 N Harlem Ave, Chicago, IL
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Tax & Beyond

Tax & Beyond

(44)
Property Management Accounting, Employee Retention Credit, Accounting & Bookkeeping
“Tax season can be very daunting and overwhelming but there is always one person I can turn to assist me in making sure my taxes are done efficiently and accurately.”
In Business Since 1998
3454 S Halsted St, Chicago, IL
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Pasquesi Partners

Pasquesi Partners

(41)
  • Understand
  • Books
  • Small Business
“He's generous with his time, knows the answer to any question you might have, and can help efficiently make sense of accounting/tax issues that can be really tough to wrap one's head around.”
Transparent Fees & Pricing
In Business Since 2014
350 N Orleans St Suite 9000N, Chicago, IL
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Zhou Agency

Zhou Agency

(43)
  • Real Estate
  • Planning
  • Questions
“He provides invaluable advice on a challenging deal he helped me with and delivered great results at the end, like all the other agents I have worked with at Zhou Agency.”
Accepts All Major Credit Cards, Cash, Debit
In Business Since 2006
625 N Michigan Ave Ste 1705, Chicago, IL
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Patriot Tax Group

Patriot Tax Group

(29)
  • Estate Planning
  • Property Taxes
  • Tax Preparer
“I can't state how much Sam has helped me progress and I highly encourage anyone looking for guidance from a top notch accountant with real world experience to look no further.”
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 2017
Offers Financing Options
3940 W Chicago Ave, Chicago, IL
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Anderson Financial Group

Anderson Financial Group

(48)
  • Understand
  • Buyer
  • Refinance
“From the start, Dan was fantastic to work with as he was transparent on the process from what to expect, timing, and overall made us feel we were in great hands.”
In Business Since 2003
2421 N Ashland Ave, Chicago, IL
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Serenity Wealth Management

Serenity Wealth Management

(34)
Professional Tax Guidance, Estate Planning, Investment Planning
“We received numerous comments from our members that the presentation was helpful insightful and with a content that can be applied to building financial security and wealth.”
CFP Certified
In Business Since 2020
333 S Wabash Ave UNIT 2700, Chicago, IL
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Eddie Patel

Eddie Patel

(9)
  • Questions
  • Tax
“I've been a client for many years and he has helped me with not only taxes, but investments and savings accounts as well.”
Licensed, BBB Rating: A+
In Business Since 2012
Accepts All Major Credit Cards
2257 W Irving Park Rd Ste 1, Chicago, IL
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Derose Financial Planning Group

Derose Financial Planning Group

(26)
Estate and Legacy Planning, College Funding, Life Insurance Planning
“The entire team delivers a hands on and personal touch to all of their work, as well as flexibility and availability for any questions or concerns we have as they arise.”
In Business Since 2010
8755 W Higgins Rd STE 200, Chicago, IL
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Dennis A Parker CPA

Dennis A Parker CPA

(3)
“I have been using Dennis for the last 15 years as my accountant and have always received great advice and timely service.”
Licensed, BBB Rating: A+
In Business Since 1993
Accepts All Major Credit Cards
5439 W Lawrence Ave, Chicago, IL
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John R. Waters & Company

John R. Waters & Company

(2)
“Jim Murphy has provided us with the most personal service and has been great to work with!”
Licensed, BBB Rating: A+
In Business Since 1977
225 W Washington St STE 1120, Chicago, IL
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AMC Accounting Solutions

AMC Accounting Solutions

(5)
Audits - Reviews - Compilations, Bank Financing, Internal Controls
“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!!!!”
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 2002
Offers Financing Options
1001 E Chicago Ave STE 103, Naperville, IL
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Scott Tucker Solutions

Scott Tucker Solutions

(20)
  • Presentation
  • Fees
  • Retirement
“Scott is very responsive, tailors his services to your particular needs, and is always looking for financially sound ways to grow and protect your retirement dollars.”
In Business Since 2015
8725 W Higgins Rd Ste 105, Chicago, IL
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Strategic Financial Group

Strategic Financial Group

“We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our p...”
Licensed, BBB Rating: A+
In Business Since 2010
1327 W Washington Blvd #4a, Chicago, IL
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Zagmout & Company Cpas

Zagmout & Company Cpas

(22)
Tax Services, Business Advisory, Firm meet the Founder careers
“They not only helped with my taxes but provided a very personalized service that empowered me to ask questions and do better financial planning for the future.”
Free Initial Consultation
In Business Since 2015
200 E Randolph St Suite 5100, Chicago, IL
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Titcomb Law Group

Titcomb Law Group

(19)
  • Questions
  • Knowledge
  • Condo
“To go one step further, Chris made it easy for me to sign documents and work with notaries virtually, which allowed me to sell my Chicago condo from Los Angeles without having to travel or even schedule meetings.”
In Business Since 2018
134 N La Salle St suite 1720, Chicago, IL
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Fortineaux & Associates Cpa's

Fortineaux & Associates Cpa's

(7)
Why Quickbooks, Back Taxes Owed, Internal Controls
“Excellent service”
Accepts All Major Credit Cards
Offers Financing Options
In Business Since 2016
Transparent Fees & Pricing
11622 S Western Ave, Chicago, IL
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Corcoran Ender & Associates

Corcoran Ender & Associates

(3)
Tax Services, Industries, Business Services
“Brian Corcoran and his associates have been handling my tax preparation for years and I recommend them to anyone who asks.”
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 2002
Offers Financing Options
4010 S California Ave, Chicago, IL
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Lestna Retirement

Lestna Retirement

(14)
  • Adviser
  • Questions
  • Budget
“Not only my wife and I feel a piece of mind in terms of our financial situation, but also feel much more empowered with all the ideas and support we receive from Vitaly.”
CEFEX Certified
In Business Since 2012
Transparent Fees & Pricing
444 N Michigan Ave #1200, Chicago, IL
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Retirement Planning and Investment Management Services Near You Cost Estimates

Minimum cost
$1040
Maximum cost
$8840
National Average
$3120
Avg Per Hour Rates
$312
$2080
$5720
Average price range is based on 874 cost profiles
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National Average $3120
Minimum cost $1040
Maximum cost $8840
Avg Per Hour Rates $312

Average price range $2080 to $5720 is based on 874 cost profiles.

Why these companies made our list

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