Chicago Financial Services - Chicago (IL)

Whyte Wolf Kevin and his Office Administrator, Amy, are a perfect duo. The truly care about their clients and go the extra mile to help. Kevin regularly meets with his clients. He has a wealth of knowledge, listens intently to my concerns and works WITH me to formulate a plan with my retirement goals in mind. I highly recommend this financial advisor and investment office!

Tracy Kaiser I will never go elsewhere. I’ve even moved to another state and continue using her services.Professional in every aspect. Don’t go to tax preparation companies that “herd” people through. Your going to pay more for less at places like that. Having Nancy Winter CPA prepare my taxes has been the best decision for my family. If I have questions about anything that is financial and will affect my taxes I call her and she always responds.

Lindsay Moye Lori really focuses on getting to know each and every one of her clients and truly wants the best for them! She always goes above and beyond. She puts the clients best interest first which is so very important. I could not recommend her enough!

Jim Lovelace Ive been working with T J, Deborah and Katie for countless years and with their expertise, they have allowed my family to retire and continue to help us live our best life. T J understands the myriad of available financial products and listens to what people need and want. He or his staff are always available to answer questions and they are a great resource to help folks on their retirement journey. We highly recommend Edward Jones and T J Dura

Julie Payne Ryan 0’Connell of Blooming Tree Wealth Management has been my financial advisor for over 20 years and he has guided me very well during some of the worst and best of times in the market. I recently retired and felt well prepared financially for this next stage of life. I am living the dream and feel so grateful for Ryan’s direction. He is very insightful, knowledgeable and always accessible. If you need financial planning or advice, Blooming Tree Wealth Management is a great resource.