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W.e.d. Tax and Accounting Services

(50)

Team
Atmosphere
Patient

“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.”

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Stride Financial

(50)

Team
Explanations
Strategies

“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...”

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Tax & Beyond

(44)

Merchant
Informative
Knowledge

“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!”

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Pasquesi Partners

(41)

Questions
Books
Startup

“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!”

i

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Zhou Agency

(43)

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.”

i

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Serenity Wealth Management

(34)

Feel
Honest
Questions

“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...”

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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 166 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 663 reviews; 3 have 50 or more reviews and 22 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (90%), quality (77%) and responsiveness (70%). 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), estate planning (3), accounting services (2) 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+. 21 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 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 firms listed for Chicago take financial planning bookings online?

11 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.

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Eddie Patel

(9)

Tax
Questions

“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.”

i

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Derose Financial Planning Group

(26)

Team
Parents
Goals

“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).”

i

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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.”

i

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Zagmout & Company Cpas

(22)

Service
Online Portal
Questions

“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.”

i

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Scott Tucker Solutions

(20)

Fiduciary
Fees
Tax

“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.”

i

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Strategic Financial Group

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Fortineaux & Associates Cpa's

(7)

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

i

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Lestna Retirement

(14)

Budget
Insurance
Adviser

“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.”

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Optimum Retirement Planning

(9)

Interest
Tax
Questions

“I'm pretty savvy about the market, mutual funds, and investment in general, and for most of my life I've told myself that there was no need for a financial advisor- just put it all in a no-load, stock market tracking mutual fund.”

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Smart Wealth Strategies

(9)

Medicare
Communication

“He also helped me to navigate the vast confusing world of Medicare, helping me to decide on the supplemental insurance plan that was right for me, given my current health and medication needs.”

i

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D'Andrea & Associates

(4)

Questions

“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!”

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Mindful Money Financial Counsel

(3)

“Honestly, I went to the meeting nervous, concerned about being judged about our situation and decisions we made, and also concerned that the solutions we received would be hard to maintain.”

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Grant's Financial Services- Tax & Accounting Advisors

(16)

Information

“I was with her when she got started,and she has been a very capable,nice and so many other things in this business,and every person that I refer to her say the same things about her and the quality of her staff and how they care about people and I wa...”

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Amling Investments

(6)

Retirement

“The client portal makes it easy to organize and track financial documentation and dashboards in one place which cuts down on email clutter and finding important documents- which is a HUGE time-saver itself.”

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Geowealth

(2)

“Geo Wealth is an excellent Finance Tech "Fintech" company for RIA investment advisors, with a cutting edge platform, a full service trading team, and complete billing support.”

i

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Stonex Group

(2)

Office

“Great new office design and a vibrant group!”

i

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Levin Ginsburg

(2)

“My wife and I have retained the firm for many years and they handled the sale of our business several years ago with consummate skill.”

i

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Bourbon Financial Management

(1)

“Mr Bourbon took time to understand my personal situation and was able to help me to achieve my financial goals.”

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Average Cost	$3749
Minimum cost	$1250
Maximum cost	$10621
Avg Per Hour Rates	$375

Best Financial Advisors in Chicago, IL

W.e.d. Tax and Accounting Services

Stride Financial

Tax & Beyond

Pasquesi Partners

Zhou Agency

Serenity Wealth Management

Area overview: Chicago, IL

Eddie Patel

Derose Financial Planning Group

Dennis A Parker CPA

Zagmout & Company Cpas

Scott Tucker Solutions

Strategic Financial Group

Fortineaux & Associates Cpa's

Lestna Retirement

Optimum Retirement Planning

Smart Wealth Strategies

D'Andrea & Associates

Mindful Money Financial Counsel

Grant's Financial Services- Tax & Accounting Advisors

Amling Investments

Geowealth

Stonex Group

Levin Ginsburg

Bourbon Financial Management

Retirement Planning and Investment Management Services in Chicago, IL Cost Estimates

Why these companies made our list

Financial Advisors near Chicago

Popular in Chicago