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Fidelity Investments

1 N LaSalle St #100
Chicago, IL 60602 800-621-9222

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Very kind and professional workers. It was easy to do business with them. - Sep 05, 2023

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Chase Bank

10 S Dearborn St
Chicago, IL 60670 312-732-1164

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The large banks are very systematic. The service is somewhat personalized,... - May 26, 2020

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Morgan Stanley Financial Advisors

227 W Monroe St #3400
Chicago, IL 60606 312-648-3471

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Highly recommend our advisor. Highly competent and knowledgeable about the... - May 11, 2020

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TIAA Financial Services

333 W Wacker Dr Fl28
Chicago, IL 60606 312-332-2272

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After we requested a new advisor because our previous advisor had not returned... - Oct 25, 2023

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UBS Financial Services

1 N Upper Wacker Dr
Chicago, IL 60606 312-525-4100

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Complete explanation of portfolio structure and any changes. Portfolio created... - Sep 16, 2023

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Morgan Stanley Financial Advisors

233 S Wacker Dr #9300
Chicago, IL 60606 312-827-6500

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Fees a little high, but do good work. - Jun 14, 2021

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Fidelity Investments

401 N Michigan Ave #100
Chicago, IL 60611 800-952-3053

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I am not very investment savvy fidelity is okay but I feel like they won't... - Aug 24, 2023

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Wells Fargo Advisors

30 S Wacker Dr #4000
Chicago, IL 60606 312-630-7000

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No raters have left a written comment.

William Blair

150 N Riverside Plz
Chicago, IL 60606 800-621-0687

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Awesome people - Nov 15, 2017

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Charles Schwab

430 N Michigan Ave
Chicago, IL 60611 312-467-4033

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Buyer beware. Was a customer for 2 years. Both years, tax forms were late.... - Mar 02, 2025

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Edward Jones

6727 N Northwest Hwy
Chicago, IL 60631 773-775-2082

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I would recommend this location. They are responsive and helpful. Willing to... - Jul 16, 2022

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Lincoln Financial Advisors

8755 W Higgins Rd #200
Chicago, IL 60631 773-693-6100

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advisors really care about us - May 19, 2020

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A H Financial

1800 W 18th St
Chicago, IL 60608 312-666-1819

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Very people friendly! - May 15, 2020

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Baird Private Wealth Management

227 W Monroe #2300
Chicago, IL 60606 312-332-5600

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My advisor, Tom Marchal has never been willing to invest in areas important... - May 18, 2025

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Blyth & Associates

3808 N Central Ave
Chicago, IL 60634 773-202-0050

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Carla Nitz is knowledgeable of the market and makes recommendations but leaves... - Oct 31, 2020

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E Trade Financial

Chicago, IL 60606 800-387-2331

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Not great, but steady. - May 22, 2018

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Kingsview Investment Management

33 N LaSalle St #2510
Chicago, IL 60602 312-870-6701

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Whether you have a little money or a lot, you are treated equally by this financial... - Mar 22, 2019

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Mather Group

353 N Clark St #2775
Chicago, IL 60654 888-537-1080

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They gave the impression of being stretched thin - and their service suffers. - Apr 19, 2020

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Rothchild Wealth Partners

311 S Wacker Dr #5900
Chicago, IL 60606 312-983-8956

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No raters have left a written comment.

Wintrust Wealth Management

231 La Salle St
Chicago, IL 60604 312-431-1700

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Experts in all they do, and always looking out for us. - Jun 21, 2022

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Planning for what happens to your possessions and money after you die requires making many decisions. Here are some basic dos and definite don’ts that will save you hassles and money—and avoid common mistakes.

To help your heirs unravel your finances, maintain a list of your major assets and accounts and where they can find your end-of-life documents. We've gathered a list of what to include.

Unless your situation is very straightforward, have your will prepared by an experienced lawyer, and hire a financial planner or estate attorney to organize your finances.