Mc Atee Financial Center - Mt Zion (IL)

Erin Riordan I have had an extremely positive and valuable experience working with Chicago Partners. My financial advisors and planners are not only highly knowledgeable but also genuinely care about my individual well-being, making them a pleasure to work with. The team encourages me to ask any and all clarifying questions regarding my personal finances, budgeting, and investing. They ensure that I have a comprehensive understanding of the process, which alleviates any feelings of uncertainty or confusion. Additionally, Chicago Partners offers monthly webinars tailored for young investors that cover the basics of investing. This is an invaluable opportunity that is rare in the industry. The client services provided by Chicago Partners are exceptional; they foster a sense of community that feels more like family than a mere exchange of services. Since partnering with Chicago Partners, I feel confident and satisfied with my financial health and well-being. I have complete trust that my investments are in good hands. I would wholeheartedly recommend this company to anyone seeking financial planning services.

Liz F. I have been very pleased with my financial advisor James Argoudelis. He is very knowledgeable, and relatable. He has done an excellent job with my portfolio. I would highly recommend him.

Leigh Steckel Roodhouse staff very friendly and always willing to help you.

Angela Roberts Friendly and professional staff!

Stayce Thurman The entire staff is very friendly. We have every thing insured with them from home to life ins. to cars to toys i.e. boats, campers, and UTV. They find the best policy at the best prices.