Chicago, IL

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Chicago, IL
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Best Financial Advisors in Chicago, IL

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

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Wilson & Associates, Cpas

Wilson & Associates, Cpas

(48)
Services For Individuals, Tax Services, Business Services
“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.”
In Business Since 2023
Offers Financing Options
Transparent Fees & Pricing
Family Business
6965 N Western Ave, Chicago, IL
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EZ Tax and Accounting Service

EZ Tax and Accounting Service

(46)
  • Questions
  • Price
  • Hospitality
“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 2010
Licensed, BBB Rating: A+
4732 N Kedzie Ave, Chicago, IL 60625
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Kensington Research & Recovery

Kensington Research & Recovery

(46)
  • Property Tax
  • Team
  • Communication
“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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Stride Financial

Stride Financial

(50)
Retirement Planning, Wealth Management, Social Security Maximization
“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...”
In Business Since 2020
1925 N Clybourn Ave Suite 301, Chicago, IL
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Gladys R. Wilson & Associates

Gladys R. Wilson & Associates

(32)
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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Tax & Beyond

Tax & Beyond

(44)
Tax Planning & Preparation, Employee Retention Credit, Audit & Assurance
“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!”
In Business Since 1998
3454 S Halsted St, Chicago, IL
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Pasquesi Partners

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!”
In Business Since 2014
Transparent Fees & Pricing
350 N Orleans St Suite 9000N, Chicago, IL
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Zhou Agency

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.”
In Business Since 2006
Accepts All Major Credit Cards, Cash, Debit
625 N Michigan Ave Ste 1705, Chicago, IL
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Patriot Tax Group

Patriot Tax Group

(29)
  • Laws
  • Property Taxes
  • Accountant
“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 2017
Offers Financing Options
Transparent Fees & Pricing
Free Initial Consultation
3940 W Chicago Ave, Chicago, IL
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Anderson Financial Group

Anderson Financial Group

(48)
  • Team
  • Buyer
  • Rate
“They kept me informed of what was happening every step of the way, and even though my financial situation wasn't as straightforward and simple as other homebuyers, they made sure everything went smoothly and that I closed on my new house in less than...”
In Business Since 2003
2421 N Ashland Ave, Chicago, IL
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Serenity Wealth Management

Serenity Wealth Management

(34)
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
CFP Certified
333 S Wabash Ave UNIT 2700, Chicago, IL
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Eddie Patel

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.”
In Business Since 2010
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
2257 W Irving Park Rd Ste 1, Chicago, IL
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Derose Financial Planning Group

Derose Financial Planning Group

(26)
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
8755 W Higgins Rd STE 200, 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 1993
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
5439 W Lawrence Ave, Chicago, IL
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John R. Waters & Company

John R. Waters & Company

(2)
“He was extremely professional and willing to be a second set of eyes and work with another CPA.”
In Business Since 1975
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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Scott Tucker Solutions

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.”
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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Zagmout & Company Cpas

Zagmout & Company Cpas

(22)
Home, Ask Zagmout, Business Advisory
“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.”
In Business Since 2015
Free Initial Consultation
200 E Randolph St Suite 5100, 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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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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Lestna Retirement

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.”
In Business Since 2012
Transparent Fees & Pricing
CEFEX Certified
444 N Michigan Ave #1200, Chicago, IL
Featured

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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.

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