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Outside the Box Financial Planning, LLC

5.0

About this business

Location details

6525 N Nashville Ave, Chicago, IL, 60631, United States

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WeekdayScheduleStatus
MonClosed
Tue8:30 a.m. to 5:00 p.m.
Wed8:30 a.m. to 5:00 p.m.
Thu8:30 a.m. to 5:00 p.m.
Fri8:30 a.m. to 5:00 p.m.
SatClosed
SunClosed
5.08 reviews
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Lana Hav's profile image
Lana Hav 
on Google
3 months ago

Great service. Thank you. 

Yanja Batbaatar's profile image
Yanja Batbaatar 
on Google
2 years ago

We are very happy with his investment recommendations and the strategies he utilized as well as the tax savings. Highly recommended 

Leo Goldyuk's profile image
Leo Goldyuk 
on Google
2 years ago

Financial fitness takes time, planning, and execution. However, even if you know all ingredients in a recipe, sometimes you are just not motivated or have enough time to cook. As a busy business owner, I often placed the financial goals of my business ahead of making smart financial plans for my families future. If you are tired of putting off the actions you need to make, Ivan is the coach you need. He helped me organize my retirement planning, tax planning and insurance needs. I also appreciate his research and input on fi... read more

Zhanna Kushniarova's profile image
Zhanna Kushniarova 
on Google
2 years ago

When I needed help to transfer my 401k due to my company where I am nurse getting bought it was Ivan who helped me navigate the way, since then he has also helped me with negotiating a 25% salary increase, set up retirement accounts, and benefits and gave great advice along the way. I don't have much time researching financial planning decisions so I am glad I have someone I can trust. I would definetely recommend Ivan for all your financial needs! 

Julie Wallbaum's profile image
Julie Wallbaum 
on Google
4 years ago

We have been working with Ivan for over 5 years and have been extremely satisfied with the work he has done for us. Highly motivated and trustworthy, we would recommend Outside the Box for all your financial needs. 

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Frequently asked questions about Outside the Box Financial Planning, LLC

How is Outside the Box Financial Planning, LLC rated?

Outside the Box Financial Planning, LLC has a 5 star rating with 8 reviews. 

When is Outside the Box Financial Planning, LLC open?

Outside the Box Financial Planning, LLC is open now. It will close at 5:00 p.m.  

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