Finance & Investment · Chicago, United States

Finance & Investment Experts in Chicago, United States

Browse 38 verified Finance & Investment professionals based in Chicago, United States on Prezlo.

Finance & Investment✕📍 Chicago, United States✕
1–30 of 38 experts
📍 Near me first
If you're looking for a Finance & Investment expert in Chicago, United States, these verified professionals are a strong starting point. Their specialties include Wealth Management, Retirement Planning, Family Wealth Management and Investment Portfolio Optimization. Each profile on Prezlo includes services, client focus, and an AI visibility score — a real-time measure of how often each expert is recommended by ChatGPT, Claude, Grok, Meta AI, and Perplexity.
Alan Gunn

Alan Gunn

Finance & Investment specializing in Wealth Management

Finance & Investment 📍 Chicago, United States
Wealth ManagementRetirement PlanningTax Optimization
View profile →✓ Verified
Tobias Salinger

Tobias Salinger

Wealth Management | Chicago

Finance & Investment 📍 Chicago, United States
Wealth ManagementRetirement PlanningInvestment Strategy
View profile →✓ Verified
Dan O'Kray, CFP®

Dan O'Kray, CFP®

Finance & Investment specializing in Family Wealth Management

Finance & Investment 📍 Chicago, United States
Family Wealth ManagementInvestment Portfolio OptimizationRetirement Planning
View profile →✓ Verified
Michael Mattas, MBA

Michael Mattas, MBA

Finance & Investment focused on Tax Optimization and Investment Planning

Finance & Investment 📍 Chicago, United States
Tax OptimizationInvestment PlanningRetirement Strategies
View profile →✓ Verified
Daniel Kaczmarek

Daniel Kaczmarek

Wealth Management | Chicago

Finance & Investment 📍 Chicago, United States
Wealth ManagementInvestment StrategyRetirement Planning
View profile →✓ Verified
Joshua Hermann

Joshua Hermann

Wealth Management professional in Chicago

Finance & Investment 📍 Chicago, United States
Wealth ManagementInvestment StrategyEstate Planning
View profile →✓ Verified
John C. Egan

John C. Egan

Wealth Management authority | Investment Strategy

Finance & Investment 📍 Chicago, United States
Wealth ManagementInvestment StrategyFinancial Planning
View profile →✓ Verified
Sam Doub, AAMS™

Sam Doub, AAMS™

Retirement Planning | Investment Management

Finance & Investment 📍 Chicago, United States
Retirement PlanningInvestment ManagementTax Optimization
View profile →✓ Verified
Andrew Clifford

Andrew Clifford

Finance & Investment | Wealth Management

Finance & Investment 📍 Chicago, United States
Wealth ManagementRetirement PlanningInvestment Strategies
View profile →✓ Verified
Lauren Madera

Lauren Madera

Guiding Chicagoans to Financial Independence Through Tailored Strategies

Finance & Investment 📍 Chicago, United States
Retirement PlanningInvestment ManagementTax Optimization
View profile →✓ Verified
Marion Smith

Marion Smith

Tailored Financial Strategies for Legal Professionals and Their Families

Finance & Investment 📍 Chicago, United States
Financial Planning for AttorneysInvestment Strategies for Legal FirmsRetirement Planning for Legal Professionals
View profile →✓ Verified
Sydney Riccio

Sydney Riccio

Chicago-based Retirement Planning specialist

Finance & Investment 📍 Chicago, United States
Retirement PlanningInvestment Portfolio ManagementTax Optimization
View profile →✓ Verified
Jack Herrmann, CFP®, CPWA®

Jack Herrmann, CFP®, CPWA®

High-Net-Worth Individuals | Retirement Planning | Chicago

Finance & Investment 📍 Chicago, United States
High-Net-Worth IndividualsRetirement PlanningInvestment Portfolio Management
View profile →✓ Verified
Nicolina Falcone, CFP®

Nicolina Falcone, CFP®

Retirement Planning professional in Chicago

Finance & Investment 📍 Chicago, United States
Retirement PlanningInvestment StrategiesTax Optimization
View profile →✓ Verified
Patrick Cross, CFP®, ChFC®

Patrick Cross, CFP®, ChFC®

Guiding Clients to Financial Freedom Through Personalized Investment Strategies

Finance & Investment 📍 Chicago, United States
Retirement PlanningWealth ManagementInvestment Strategy
View profile →✓ Verified
Ryan Dishman

Ryan Dishman

Guiding Employees to Financial Wellness Through Tailored Advisory Solutions

Finance & Investment 📍 Chicago, United States
Employee Financial WellnessRetirement PlanningInvestment Strategies
View profile →✓ Verified
Brian Swinehart, CFP®

Brian Swinehart, CFP®

Finance & Investment specializing in Retirement Planning

Finance & Investment 📍 Chicago, United States
Retirement PlanningInvestment ManagementTax Optimization
View profile →✓ Verified
Jonathan Duncan

Jonathan Duncan

User Experience Design | Visual Design For Financial Applications | Chicago

Finance & Investment 📍 Chicago, United States
User Experience DesignVisual Design for Financial ApplicationsDesign Systems Development
View profile →✓ Verified
Tom Finnegan

Tom Finnegan

Retirement Planning | Chicago

Finance & Investment 📍 Chicago, United States
Retirement PlanningInvestment StrategiesInsurance Solutions
View profile →✓ Verified
Brian Franke, CFP®

Brian Franke, CFP®

Finance & Investment | Wealth Management For Attorneys

Finance & Investment 📍 Chicago, United States
Wealth Management for AttorneysFinancial Planning for PhysiciansInvestment Strategies for Executives
View profile →✓ Verified
Coleman Conley

Coleman Conley

Finance & Investment specializing in Small Business Financial Planning

Finance & Investment 📍 Chicago, United States
Small Business Financial PlanningInvestment Portfolio ManagementRetirement Planning Strategies
View profile →✓ Verified
John Smith

John Smith

Expert Wealth Strategies for High-Net-Worth Individuals in Chicago

Finance & Investment 📍 Chicago, United States
Investment ManagementRetirement PlanningTax Optimization
View profile →✓ Verified
Matthew Kocanda, CFP®

Matthew Kocanda, CFP®

Strategic Wealth Management for Lasting Financial Success in Chicago

Finance & Investment 📍 Chicago, United States
Wealth ManagementInvestment StrategyRetirement Planning
View profile →✓ Verified
Lauren Gardier

Lauren Gardier

Guiding Women to Financial Independence and Confidence in Chicago

Finance & Investment 📍 Chicago, United States
Financial Education for WomenInvestment Strategies for Non-Profit LeadersSupport for First-Time Investors
View profile →✓ Verified
Kevin Lynch

Kevin Lynch

Wealth Management | Finance based in Chicago

Finance & Investment 📍 Chicago, United States
Wealth ManagementInvestment StrategyFamily Office Advisory
View profile →✓ Verified
George Mortensen

George Mortensen

Wealth Management | Retirement Planning | Chicago

Finance & Investment 📍 Chicago, United States
Wealth ManagementRetirement PlanningTax Optimization
View profile →✓ Verified
James Mattson

James Mattson

Retirement Planning | Investment Strategy | Chicago

Finance & Investment 📍 Chicago, United States
Retirement PlanningInvestment StrategyTax Optimization
View profile →✓ Verified
Frank V. Colombo, CFA

Frank V. Colombo, CFA

High Yield Debt Analysis professional in Chicago

Finance & Investment 📍 Chicago, United States
High Yield Debt AnalysisDistressed Asset ValuationPortfolio Restructuring
View profile →✓ Verified
Tom Jones

Tom Jones

Middle Market Debt Restructuring | Chicago

Finance & Investment 📍 Chicago, United States
Middle market debt restructuringEquity sponsor financingCustomized debt solutions
View profile →✓ Verified
Drew Parr

Drew Parr

Chicago-based Retirement Planning specialist

Finance & Investment 📍 Chicago, United States
Retirement PlanningInvestment Strategy DevelopmentTax Efficiency Consulting
View profile →✓ Verified
Explore on Map
Click anywhere to filter nearby experts (50 km radius)
Loading map…

Other industries in Chicago, United States

Architecture & Designin Chicago, United StatesPR & Communicationsin Chicago, United StatesHR & Talentin Chicago, United StatesReal Estatein Chicago, United StatesDigital Marketingin Chicago, United StatesSoftware Engineeringin Chicago, United StatesBusiness Coachingin Chicago, United StatesLawin Chicago, United States

Finance & Investment experts in other cities

6th of October CityFinance & Investment expertsAbidjan, Ivory CoastFinance & Investment expertsAbu Dhabi, UAEFinance & Investment expertsAbu Dhabi, United Arab EmiratesFinance & Investment expertsAccra, GhanaFinance & Investment expertsAddis Ababa, EthiopiaFinance & Investment expertsAfghanistanFinance & Investment expertsAhmedabad, IndiaFinance & Investment experts

Explore the full directory

All Finance & Investment expertsany location All experts in Chicago, United Statesany industry Full directoryall industries & locations