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W.e.d. Tax and Accounting Services
“It was a very seamless experience to submit tax documents and making sure that everything was filed that could be beneficial to me as a new homeowner.”
Best Financial Advisors in Chicago, IL
24 firms listed · all 24 in Chicago · 6 open weekends · 20 rated 4.5+ · 1 shows a license
Data verified October 21, 2026
Stride Financial
“Our personal experiences after many years of service with Stride and working with Tad and Sam and their team has been all positive.”
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Tax & Beyond
“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.”
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Serenity Wealth Management
“He is extremely in touch with the markets and knowledgeable about the intricacies involved in financial planning.”
Derose Financial Planning Group
“We have been using DeRose FPG for 25 years and have been extremely pleased with their competence and confidence in all of our financial decisions.”
Zhou Agency
“Thanks to Rui and Carl from Zhou Agency, they sorted it out within 3 days!!!”
The 24 firms listed for Chicago, IL provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Chicago, IL
All 24 firms we list here are in Chicago itself. We have 164 firms in Chicago on file; this page shows the highest-rated 24. 23 of the firms on this page have a rating, from 4.0 to 5.0 across 1,028 reviews; 5 have 50 or more reviews and 20 are rated 4.5 or higher. The topics that come up most in reviews of the firms on this page are "knowledge" and "patient". 6 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are financial planning (4), tax planning (4), accounting services (3), estate planning (3) and business advisory (2). 1 shows a license on its website; 1 lists staff certifications (CFP) and 3 have a BBB rating of A or A+. 22 have ten or more years of experience, the longest 34 years. 2 offer payment plans; 3 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 24 of the firms on this page; 20 publish a contact page; 22 list a public email and 11 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do any financial advisers listed for Chicago offer a free first meeting?
3 of the 24 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.
Pasquesi Partners
“Choosing to work with Pasquesi Partners was one of the best decisions I've made for my business.”
Tavola Group
“Tavola Group has helped us with our businesses and personal for a long time.”
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Scott Tucker Solutions
“Scott Tucker has a wide range of knowledge of investments and decisive smart choices for allocating monies in a safe manner.”
Eddie Patel
“Eddie has always been very responsive to any questions I have and has helped me develop a financial plan that works within my comfort zone.”
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Zagmout & Company Cpas
“Would highly recommend Zagmout & Co CPAs for all your accounting needs.”
Smart Wealth Strategies
“Highly recommend Antonio Lugo at Smart Wealth Strategies to anyone seeking top-notch financial guidance!”
Dennis A Parker CPA
“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.”
Lestna Retirement
“Great financial knowledge, very personal, authentic and professional, he goes above and beyond.”
Strategic Financial Group
Fortineaux & Associates Cpa's
“Marlin Fortineaux is an outstanding CPA, a true veteran with decades of experience, and vast knowledge of the tax code.”
D'Andrea & Associates
“Always takes the time to answer my questions and provides the best service.”
Mindful Money Financial Counsel
“Methodical, easy to follow, and fruitful financial counsel.”
LCM Capital Management
“Working with the advisors at LCM has been a very positive experience, especially after having the opposite with a previous firm.”
Amling Investments
“Peter is awesome, and I have recommended him to my family and friends.”
Grant's Financial Services- Tax & Accounting Advisors
“Grants financial services are great they went out of their way to make sure I got my tax return Asap 💰”
Stonex Group
“Having multiple options can be helpful for customers with different financial requirements.”
Geowealth
“Geowealth has been an excellent financial service provider of my retirement fund strategies.”
Levin Ginsburg
“He was recommended to us by a mom's group and I have to say I'm very thankful for that recommendation.”
Why these companies made our list
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