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Chicago Partners Wealth Advisors
- Financial Services
- Chicago, IL
About this business
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 |
My wife and I are very happy with our team at Chicago Partners. I could go on about portfolio construction, tax awareness, Sharpe ratios and risk adjusted returns, but suffice it to say that I worked for many years with one of their big competitors on LaSalle St. and knowing what I know about the entire industry, I chose CPWA. They are all substance and no fluff. They work well with my accountant, attorney and insurance agents. Our three person team means that someone is always available and like the founder, Jim Hagedorn, o... read more
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!
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 29 reviews.
When is Chicago Partners Wealth Advisors open?
Chicago Partners Wealth Advisors is closed now. It will open tomorrow at 9:00 a.m.
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