Regional Finance - Peoria (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.

michael pagni They have helped me so much over the years awesome place!

David Wagenbach He was good to work with and very knowledgeable about insurance. I asked some detailed technical Questions!

David Vaughn The staff here at the credit union are extremely friendly and helpful. Any time I come by, they always greet me with a cheerful smile and if I call, they are very quick to help and answer my questions. Always a great experience!