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

(42)
Services For Individuals, Tax Services, Business Services
“This is a place I found very reliable, they have good customer service, when it comes to my taxes and other business related issues, they know what they're doing and trustworthy, Wilson himself takes his time to work with you.”
In Business Since 2015
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
Family Business
6965 N Western Ave, Chicago, IL
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Kensington Research & Recovery

Kensington Research & Recovery

(47)
  • 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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W.e.d. Tax and Accounting Services

W.e.d. Tax and Accounting Services

(50)
Bookkeeping, Tax Planning, Financial Statements
“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.”
In Business Since 2005
Accepts All Major Credit Cards
5629 W Madison St Suite 1, Chicago, IL
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Gladys R. Wilson & Associates

Gladys R. Wilson & Associates

(33)
Services For Individuals, Tax Services, Business Services
“For almost 15 years of being owners of our corporation, Gladys Wilson and Associates have always given us the best care, seeking the best benefit for our family and corporation, we feel safe, protected and with the peace of mind that they always do t...”
In Business Since 1994
Offers Financing Options
Transparent Fees & Pricing
Se Habla Español
3439 N Harlem Ave, Chicago, IL
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EZ Tax and Accounting Service

EZ Tax and Accounting Service

(34)
  • Questions
“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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Zhou Agency

Zhou Agency

(45)
  • Tax Return
  • Planning
  • Insurance
“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.”
In Business Since 2004
Accepts All Major Credit Cards, Cash, Debit
625 N Michigan Ave Ste 1705, Chicago, IL
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Pasquesi Partners

Pasquesi Partners

(37)
  • Small Business
  • Startup
  • Questions
“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!”
In Business Since 2014
Transparent Fees & Pricing
350 N Orleans St Suite 9000N, Chicago, IL
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Serenity Wealth Management

Serenity Wealth Management

(33)
Financial Advisor In Chicago, Estate Planning, Retirement Planning
“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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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 1963
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
Free Initial Consultation
10827 S Western Ave, Chicago, IL
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Tax & Beyond

Tax & Beyond

(31)
Tax Planning & Preparation, Employee Retention Credit, Audit & Assurance
“Tax and Beyond hires welcoming, sensitive, empathetic and tax warriors who will not just do your taxes but will guide you from right and wrong- keep you on the straight and narrow with Uncle Sam.”
In Business Since 1998
3454 S Halsted St, Chicago, IL
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Patriot Tax Group

Patriot Tax Group

(23)
“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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APA Financial Services

APA Financial Services

(25)
Tax Audit Representation, Non-Profit Organization Set Up, Property Tax Appeals
“The service I have received has been perfect, from the moment of the first consultation, through the interaction with their client portal platform to upload all the required Tax documentation information, Alex and everyone in his team are very profes...”
In Business Since 2014
Free Initial Consultation
17 E Monroe St Suite 178, Chicago, IL
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Eddie Patel

Eddie Patel

(11)
  • 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 2012
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
2257 W Irving Park Rd Ste 1, Chicago, IL
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Stride Financial

Stride Financial

(24)
Retirement Planning, Wealth Management, Social Security Maximization
“If you're seeking advisors that are willing to patiently provide financial education, willing to stand in front of a dry erase whiteboard with multiple colored markers and map out strategies on future financial possibilities including an exit plan fr...”
In Business Since 2020
1925 N Clybourn Ave Suite 301, Chicago, IL
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Anderson Financial Group

Anderson Financial Group

(37)
  • Refinance
  • Buyer
  • Job
“Communication was great, they were always available to answer questions, and we felt like we were kept in the loop on everything that was going on behind the scenes.”
In Business Since 2003
2421 N Ashland Ave, Chicago, IL
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Dennis A Parker CPA

Dennis A Parker CPA

(3)
“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.”
In Business Since 1991
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
5439 W Lawrence Ave, Chicago, IL
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Smithbucklin

Smithbucklin

(2)
“He was extremely professional and willing to be a second set of eyes and work with another CPA.”
In Business Since 1977
Licensed, BBB Rating: A+
225 W Washington St STE 1120, Chicago, IL
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AMC Accounting Solutions

AMC Accounting Solutions

(5)
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 2002
Offers Financing Options
Transparent Fees & Pricing
Free Initial Consultation
1001 E Chicago Ave STE 103, Naperville, IL
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Derose Financial Planning Group

Derose Financial Planning Group

(20)
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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Scott Tucker Solutions

Scott Tucker Solutions

(20)
  • Fiduciary
  • Fees
  • Retirement
“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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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...”
In Business Since 2008
Licensed, BBB Rating: A+
1327 W Washington Blvd #4a, Chicago, IL
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Corcoran Ender & Associates

Corcoran Ender & Associates

(3)
Business Services, Services For Quickbooks, Tax Services
“She recognized us when we came in and was extra patient this year as I had to call my attorney and bank to get certain information for my tax filing.”
In Business Since 2002
Offers Financing Options
Transparent Fees & Pricing
Free Initial Consultation
4010 S California Ave, Chicago, IL
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Titcomb Law Group

Titcomb Law Group

(19)
  • Sale
  • Investment
  • Knowledge
“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...”
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)
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 2014
Transparent Fees & Pricing
Accepts All Major Credit Cards
Offers Financing Options
11622 S Western Ave, 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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