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Stewart's Tax Service
- Financial Planner, Bookkeeper, Accountant
- 9206 S Emerald Ave Chicago, IL 60620
- Open ⋅ Closes at 12:00PM
Referral from
Jan 21, 2014
Andrea S.:
Does anyone have a referral for professional business taxes?
Wyleia F.:
Over ten years Stewarts Tax Services. :-@773-651-5570@9206 S.Emerald Bovard LLC
Referral from
Feb 27, 2015
Amigotistical:
Looking for a Chicago Accountant for small business advice and immigrant tax issues I'm considering a relocation to Chicago from...
CaImerThanYouAreDude:
I've known [John Bovard](http://www.bovardcpa.com/) for a few years and I think he is exactly what you are looking for La Escuelita
Referral from
Jan 02, 2018
Mel C.:
I'm wondering if there are any financial planners in this group that may be able to answer a question for me. I did Google it and did...
Lince V.:
Sergio Xula +1 (630) 835-6291 Hyde Park Angels
- Financial Planner
- 222 W Merchandise Mart Plaza #1212, Chicago, IL 60654, USA Chicago, IL 60654
Referral from
Aug 27, 2016
JamesBalcer:
@hydeparkangels @1871Chicago Any suggestions on where to learn more about these topics as we'll be out of town on that date?
Hyde A.:
The best place is here: http://hydeparkangels.com/blog/
Referral from May 12, 2018
dvereber asked:
Financial Planning for Retirement - looking for a financial planner. Thanks for reading my post. I am looking for someone to give my parents some good financial...
-greeneggsnsam- replied:
I would check the CFP Board’s website and use their “find a certified financial planner” tool. Some planners charge hourly and some have a flat fee. No need to pay more than $200-$300 per hour, and if their situation is fairly straightforward, you shouldn’t expect it to take more than 10 hours at most.
SnoopySuited replied:
Letsmakeaplan.org
Djohnson2921 replied:
So my advice is find someone who can teach you what their doing with your money. If you don't fully understand what your investing in I would highly recommend talking to someone who can explain it to you. I work for a bank and you wouldn't believe how many people don't understand what their investing in and what the risks are and trade % rates. The %'s of trade alone are enough to make you go broke. 1-2% are massive amounts of money. Find someone who can teach you and also dont take just one persons opinion. A lot of the wealthy people I interact with on a daily basis have a SIMPLE, CONSISTENT method to investing. CONSISTENT. Remember that word.
kuennen22 replied:
Dvereber I am an advisor and typically the process is to assess my potential clients first then be transparent on the work and the fees associated with the work. I'd be happy to talk to you more in depth. Here is a copy of my website and a link to our process as well. My number one suggestion is to work with someone who acts as a fiduciary and does a financial plan for everyone. Not just investment management. https://www.ameripriseadvisors.com/jason.kuennen/ https://cdn.ameriprisecontent.com/cds/alwp/advisor/jason.kuennen/cusersbtramp1 box-synckuennen-nabermarketingkuennen-naber-associates636590486830641558.pdf
Referral from July 26, 2017
GCPDblue asked:
Recommendation on a financial planner? Does anyone have a financial planner they like? My wife and I are wanting to get a little more serious about saving for retirement...
BuckeyeBullet replied:
Pro tip: Any "financial planning advisor" who is not a fiduciary, is a salesman. Ask them that first. Better yet just go over to r/personalfinance and learn the basics.
Anonymous replied:
[deleted]
pfthrowaway21315 replied:
Don't have a specific recommendation for one, but I would make sure that whoever you choose is a "Fee Only Financial Planner." Basically, they will charge you for an hour or two of their time to offer *unbiased* financial advice. The alternative is "free" financial planners, such as the ones at local banks and investment firms. I would recommend avoiding those, as they will invariably steer you to whatever financial product gains them the most commission.
Elduderinohio replied:
Second the "fee only" recommendation- they are more expensive but that is because that is the price of unbiased advice. We used The Sherrington Group and were very happy with them.
cyberhiker replied:
You should talk to several planners, [this search](https://www.daveramsey.com/smartvestor) should help you find some.
Kayaker419 replied:
Any firm that is a RIA will be in your best interest. I personally use https://www.plantemoran.com/how-we-can-help/services/wealth-management/personal-wealth-management
Anonymous replied:
[deleted]
Referral from January 15, 2014
Mary L. asked:
I'm looking for a financial planner. Anyone have a referral?
Kari H. replied:
My brother in law, Piero Setta, he works for Country financial. Christine Burkel Triezenberg has worked with him before
Rachel B. replied:
I highly recommend this! Don & I took this class over the summer and is was fantastic: Worth every penny. http://www.daveramsey.com/fpu/home/?s_kwcid=TC%7C6886%7Cdave+ramsey+class%7C%7CS%7Cp%7C24478283426&gclid=CPrPoo71 gLwCFYkWMgode3 oAww
Referral from July 23, 2016
itsme2e asked:
if anyone has a financial planner they like/recommend - DM me. I want to make sure I can always say yes when guac is extra...
Jon S. replied:
- Here are a couple that John Oliver recommends :) https://www.youtube.com/watch?v=gvZSpET11ZY
Referral from November 8, 2014
Ryan H. asked:
For those of you interested in securing the services of a financial planner, I highly recommend Wu Tang Financial!
Ryan H. replied:
Smith Barney .. Bunch of bitches. Old time marks!
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