Best Financial Advisors in Chicago, IL

“I was looking around for a very long time for a good CPA that will help me with a previous offer of compromise that was fill out wrong not only did Wilson accept to fix someone else mistake but solve the problem in less than a week.”

“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...”

“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...”

“Upon my retirement from Northwestern Sam and I discussed what actions needed to be taken, disbursement amounts needed from retirement funds and how they would manage my retirement funds to minimize or eliminate the reduction of principal and to maxim...”

“We have had bad experiences with "big box" tax preparation services so it was such a breath of fresh air to work with somebody with such expertise and cared about answering our many questions.”

“I think she's definitely an essential piece to your organization because she continues to provide the Premier Customer Service Experience, which keeps satisfied customers like myself coming back year after year!”

“Rob has been incredibly helpful as the accountant for my startup - balancing practicality with learning, so that I'm able to understand what is most important without requiring me to spend too much time on it!”

“Rui and her team have been consistently communicative, punctual, and kind, and have gone above and beyond to ensure that we're able to save money in our filings while offering very good rates for their service.”

“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...”

“We've been hiring Eddie Patel and his team at Zen Wealth Management for years because they are so good at what they do and so delightful to work with.”

“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).”

“Parker was able to help with my parents trust taxes and he had to make amendments to 2 previous years that were done by a different CPA incorrectly.”

“He was extremely professional and willing to be a second set of eyes and work with another CPA.”

“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.”

“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...”

“Take the worry out of filing go to Fortineaux and Associates he is extremely good at accounting and will get top dollar for you.”

“He maintains a calm and productive work environment building a team with agents, buyers, sellers and other attorneys through close communication, cutting straight to the issues, being resourceful, problem solving, while being professional and persona...”

“When we initially reached out to Vitaly, I had an expectation that his efforts would be geared more towards my husband's finances who at that time was making 95% of our family's income.”