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Chicago Partners Wealth Advisors
- Financial Services
- Chicago, IL
About this business
Wealth Advisors that specialize in creating one-stop solutions for total wealth management. We provide investment portfolio creation and maintenance, tax planning and preparation, and financial advice and planning (retirement, estate, education, insurance, etc.). Our focus is to help you optimize the management of your wealth. We take care of all your wealth management needs in one place, with one team, so you can focus less on managing your wealth and more on living your best life.
Location details
UBS Tower, 1 N Upper Wacker Dr #4110, Chicago, IL, 60606, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
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... read more
Rob is great to work with and my family has trusted him for years. We followed him when he moved over to Chicago Partners Wealth Advisors and our satisfaction with him and the staff has remained outstanding. We highly recommend Rob and Chicago Partners Wealth Advisors as a whole!
Terrible experience. After an initial mistake on which accounts to work with, I still tried to work with them. I did want more assurances on strategy to feel confident we were on the same page. I did this as I was setting up accounts at Schwab. For whatever reason, they just didn't answer my questions. Too busy I guess. This is an issue with multiple middle men involved for Private products. My advisor said - "this has been the worst onboarding experience with an RIA partner I've had in my career at TD/Schwab". Ouch. So it's... read more
I was recommended by a friend, I don't regret trying defence partners. Recommended
First, I would like to address the fact that someone rated this firm with one star and I was in shock of that rating! Please look at Chicago Partners response to that review before taking that review into consideration. Now, for my honest assessment as a REAL client of Chicago Partners. I have been with CP for 6 years and each and every time I have an interaction with them I am thoroughly impressed and thankful they are my partner in wealth management. The industry of wealth management has evolved and CP is at the cusp of th... read more
Frequently asked questions about Chicago Partners Wealth Advisors
How is Chicago Partners Wealth Advisors rated?
Chicago Partners Wealth Advisors has a 4.4 star rating with 26 reviews.
When is Chicago Partners Wealth Advisors open?
Chicago Partners Wealth Advisors is closed now. It will open on Monday at 9:00 a.m.
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