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Financial advisors in Chicago area

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    jfoxcpacfp
    Moderator

  • jfoxcpacfp
    replied
    We have several long-standing clients who live in Chicagoland. I’m sure others on “the list” do, too, just providing this as an example the geography is no longer a limitation.

    It is so much easier to meet in the comfort of your home or office than to fight traffic for a meeting, arrange babysitting, etc. On Zoom, spouses can meet from 2 locations, also, very convenient when one wants to meet at lunch and the other can do so from their work or at home. Most of our clients plop their kids down for a movie when it’s meeting time. I’ve gotten to know a lot of babies and future financial planning clients 😆. It’s much more comfortable when you can just meet from around the kitchen table or home office in your sweats!

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  • Tim
    replied
    Do your homework before you start looking.
    You need to find a match for the value you are looking for.
    https://www.whitecoatinvestor.com/qu...ncial-adviser/
    Some good info on the blog.

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  • MPMD
    replied
    agree i would not limit this geographically.

    the chance the best person for you is within driving distance is statistically small.

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  • Larry Ragman
    Moderator

  • Larry Ragman
    replied
    Your advisor does not have to be local; many good firms are virtual and work nationally. Check out the WCI find a pro link.

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  • nastle
    started a topic Financial advisors in Chicago area

    Financial advisors in Chicago area

    Any recs please

    thanks
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