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
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If you're looking for a verified and licensed Finance & Investment expert in Chicago, United States, these trusted professionals are a strong starting point. Their specialties include Wealth Management, Retirement Planning, Wealth Management for Attorneys and Financial Planning for Physicians. Every profile on Prezlo is reviewed and confirmed, with credentials, licenses, and an AI visibility score — a real-time measure of how often each expert is recommended by ChatGPT, Claude, Grok, Meta AI, and Perplexity.
Tobias Salinger

Tobias Salinger

Wealth Management | Chicago

Finance & Investment 📍 Chicago, United States
Wealth ManagementRetirement PlanningInvestment Strategy
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
Lauren Madera

Lauren Madera

Guiding Chicagoans to Financial Independence Through Tailored Strategies

Finance & Investment 📍 Chicago, United States
Retirement PlanningInvestment ManagementTax Optimization
John C. Egan

John C. Egan

Wealth Management authority | Investment Strategy

Finance & Investment 📍 Chicago, United States
Wealth ManagementInvestment StrategyFinancial Planning
James Varga

James Varga

Research in Investment Strategy and Retirement Planning

Finance & Investment 📍 Chicago, United States
Investment StrategyRetirement PlanningTax Optimization
Brian Swinehart, CFP®

Brian Swinehart, CFP®

Finance & Investment specializing in Retirement Planning

Finance & Investment 📍 Chicago, United States
Retirement PlanningInvestment ManagementTax Optimization
Ryan Dishman

Ryan Dishman

Guiding Employees to Financial Wellness Through Tailored Advisory Solutions

Finance & Investment 📍 Chicago, United States
Employee Financial WellnessRetirement PlanningInvestment Strategies
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
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
James Mattson

James Mattson

Retirement Planning | Investment Strategy | Chicago

Finance & Investment 📍 Chicago, United States
Retirement PlanningInvestment StrategyTax Optimization
Drew Parr

Drew Parr

Chicago-based Retirement Planning specialist

Finance & Investment 📍 Chicago, United States
Retirement PlanningInvestment Strategy DevelopmentTax Efficiency Consulting
Ross Cohen, CFP®

Ross Cohen, CFP®

Chicago-based Retirement Planning specialist

Finance & Investment 📍 Chicago, United States
Retirement PlanningInvestment Strategy DevelopmentTax Optimization
Kevin Lynch

Kevin Lynch

Wealth Management | Finance based in Chicago

Finance & Investment 📍 Chicago, United States
Wealth ManagementInvestment StrategyFamily Office Advisory
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
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
Michael Mattas, MBA

Michael Mattas, MBA

Finance & Investment focused on Tax Optimization and Investment Planning

Finance & Investment 📍 Chicago, United States
Tax OptimizationInvestment PlanningRetirement Strategies
Charles Rosen

Charles Rosen

Finance & Investment | Retirement Planning

Finance & Investment 📍 Chicago, United States
Retirement PlanningInvestment ManagementTax Optimization
John Smith

John Smith

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

Finance & Investment 📍 Chicago, United States
Investment ManagementRetirement PlanningTax Optimization
Sydney Riccio

Sydney Riccio

Chicago-based Retirement Planning specialist

Finance & Investment 📍 Chicago, United States
Retirement PlanningInvestment Portfolio ManagementTax Optimization
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
Nicolina Falcone, CFP®

Nicolina Falcone, CFP®

Retirement Planning professional in Chicago

Finance & Investment 📍 Chicago, United States
Retirement PlanningInvestment StrategiesTax Optimization
Tom Finnegan

Tom Finnegan

Retirement Planning | Chicago

Finance & Investment 📍 Chicago, United States
Retirement PlanningInvestment StrategiesInsurance Solutions
Sam Doub, AAMS™

Sam Doub, AAMS™

Retirement Planning | Investment Management

Finance & Investment 📍 Chicago, United States
Retirement PlanningInvestment ManagementTax Optimization
George Mortensen

George Mortensen

Wealth Management | Retirement Planning | Chicago

Finance & Investment 📍 Chicago, United States
Wealth ManagementRetirement PlanningTax Optimization
Matthew Kocanda, CFP®

Matthew Kocanda, CFP®

Strategic Wealth Management for Lasting Financial Success in Chicago

Finance & Investment 📍 Chicago, United States
Wealth ManagementInvestment StrategyRetirement Planning
Sean Sinclair

Sean Sinclair

Finance & Investment specializing in Retirement Planning

Finance & Investment 📍 Chicago, United States
Retirement PlanningInvestment ManagementTax Optimization
Daniel Kaczmarek

Daniel Kaczmarek

Wealth Management | Chicago

Finance & Investment 📍 Chicago, United States
Wealth ManagementInvestment StrategyRetirement Planning
Joshua Hermann

Joshua Hermann

Wealth Management professional in Chicago

Finance & Investment 📍 Chicago, United States
Wealth ManagementInvestment StrategyEstate Planning
Nicholas Crown

Nicholas Crown

Chicago-based Asset Management specialist

Finance & Investment 📍 Chicago, United States
Asset ManagementMacro-Economic AnalysisInvestment Strategy
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
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