Wealth Management Firms Chicago IL

Welcome to the Engine Builder Local Pages. Here you can find local information about Wealth Management Firms in Chicago, IL. We have compiled a list of businesses and services around Chicago, including Investment Banking that should help you with your search. Should you wish to find help online, the ads on this page have also been targeted to Investment Management in order to better help you find what you are looking for. We hope this page helps satisfy your local needs.

Mark Berg
Timothy Financial Counsel, Inc.
(312) 602-9755
10 South Riverside Plaza
Chicago, IL
Expertises
Hourly Financial Planning Services, Investment Advice without Ongoing Management, College/Education Planning, Retirement Plan Investment Advice, Tax Planning, Planning Issues for Business Owners
Certifications
NAPFA Registered Financial Advisor, CFP®

Mary Claire Allvine
Brownson, Rehmus & Foxworth, Inc.
(312) 346-3647
200 S. Wacker Drive, Suite 2300
Chicago, IL
Expertises
Ongoing Investment Management, Cash Flow/Budgets/Credit Issues, Estate & Generational Planning Issues, Financial Issues Between Generations, Alternative or Private Investments
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Cicily Maton
Aequus Wealth Management Resources
(312) 664-4090
303 W. Erie, Suite 311
Chicago, IL
Expertises
Helping Clients Identify & Achieve Goals, Ongoing Investment Management, High Net Worth Client Needs, Retirement Plan Investment Advice, Divorce Planning, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, BA, CFP®

William Keffer
Keffer Financial Planning
(312) 239-1403
222 S. Riverside Plaza, 29th Floor
Chicago, IL
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Middle Income Client Needs, Advising Employee Benefit Plan Participants, Insurance Related Issues, including Annuities, Divorce Planning
Certifications
NAPFA Registered Financial Advisor, CDFA, CFP®, ChFc, CLU, MBA, CRPS

Leisa Aiken
Veo Financial Counsel, LLC
(312) 265-2220
10 S. Riverside Plaza, Suite 1800
Chicago, IL
Expertises
Hourly Financial Planning Services, Investment Advice without Ongoing Management, Middle Income Client Needs, Women's Financial Planning Issues, Retirement Plan Investment Advice, Helping Clients Identify & Achieve Goals
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA, MBA

Kristopher Johnson
Timothy Financial Counsel, Inc.
(312) 602-9755
10 South Riverside Plaza
Chicago, IL
Expertises
Hourly Financial Planning Services, Investment Advice without Ongoing Management, College/Education Planning, Retirement Plan Investment Advice, Tax Planning, Planning Issues for Business Owners
Certifications
NAPFA Registered Financial Advisor, CFP®

Joseph Harowski
Smart Choice Financial Planning, Inc.
(312) 893-5426
125 S. Wacker Dr., Ste. 300,
Chicago, IL
Expertises
Middle Income Client Needs, Planning Issues for Business Owners, Retirement Plan Investment Advice, Ongoing Investment Management, Hourly Financial Planning Services
Certifications
NAPFA Registered Financial Advisor, CFP®

Lazetta Braxton
Financial Fountains, LLC
(888) 683-4093
233 South Wacker Drive
Chicago, IL
Expertises
Middle Income Client Needs, Ongoing Investment Management, Women's Financial Planning Issues, Newlyweds & Novice Investors, Retirement Plan Investment Advice, Helping Clients Identify & Achieve Goals
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Cheryl Krueger
Growing Fortunes Financial Partners, LLC
866.550.PLAN (7526)
200 S. Wacker Dr.
Chicago, IL
Expertises
Helping Clients Identify & Achieve Goals, Hourly Financial Planning Services, Middle Income Client Needs, Women's Financial Planning Issues, College/Education Planning, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, BS, CFP®

Jeffrey Kostis
JK Financial Planning, Inc.
(312) 869-2151
20 North Wacker Drive
Chicago, IL
Expertises
Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules, Planning Issues for Business Owners, Investment Advice without Ongoing Management, Newlyweds & Novice Investors, Hourly Financial Planning Services
Certifications
NAPFA Registered Financial Advisor, BBA, CDFA, CFP®, CPA/PFS, MAcc

Babcox Media • www.babcox.com
3550 Embassy Parkway
Akron, OH 44333
330-670-1234 • (FAX) 330-670-0874