Find the Best 18 Finance services in Chicago, IL (Part 2)

Dawn Carter Great staff, very professional on the phone, best loan to have. If you go anywhere else, YOURE BEING SCREWED

Alvie Red My spouse and I had a lot of changes in income, property (bought& sold) in addition to filing jointly which we were not familiar with. Ms. Grant was pleasant and knowledgeable of so many different aspects of the tax system. All of our concerns were addressed during our consultation with Ms. Grant. We felt a big relief, especially compared to how we felt last year around tax season!

Kevin I had a zoom call with Van Ewing moments ago. Really nice, smart guy. He answered all of my emails in a timely manner and it sounds like he is getting the ball rolling on my disability policy immediately. Would definitely recommend.

Marc S Westpoint has a great team that does an amazing job in investments, insurance & all areas of financial planning.

Mike Zhang Lestna Retirement helped me with a deep dive into my investments and insurance portfolios. Vitaly took time to review everything thoroughly and provided great feedbacks and strategic changes to improve my portfolio performance and maximize savings. He also identified gaps in my insurance coverages and connected me with agent for better coverage and premium. The team is professional, insightful and there is no sales pitch. Highly recommend.

Julio Ramos Dannys approach to financial planning is nothing short of meticulous. He is incredibly attentive, ensuring that every meeting and communication is fruitful and informative. His responsiveness is commendable; Ive never felt left waiting or in doubt about my financial decisions. In addition, Dannys recommendations extend beyond the typical scope of financial advising. He suggests avenues and opportunities that I hadnt considered, demonstrating his commitment to my overall financial well-being. Overall, my experience with Danny, has been exceptionally positive. For anyone seeking a knowledgeable, client-focused financial advisor, I highly recommend Danny and his team at Arbor Financial Advisors LLC.

Paula Boynton If theres long stores inside of Illinois thats including Chicago because its a street in a city in the avenue is there because its needed same as school....

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.

Mohd Adnan Sleep number credit card issued by Syncrony Bank: I was told that it is a 24 months promotional offer 0 %interest rate on 04/12/24(purchase date). They charged me 34.99% interest for the same period saying I had balance beyond 04/12/25. I paid for the product 100% but they are charging 34.99% interest on interest from the date of Purchase. Employee no longer works at Sleep Number. It was said that if used a credit card it will 24 months no interest.

Terence Nugent Mosaic combines ethics and expertise to deliver tax preparation and financial services with integrity.

Tiffany Great honest agents. Such a rare find!