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Mount Prospect Financial Advisors

Browse these financial services with great ratings from Thumbtack customers in Mount Prospect.

Top Pro
Jim Beam Financial
4.9
from 45 reviews
  • 9 years in business
  • 76 hires on Thumbtack
  • Top Pro on Thumbtack
Kristi E.
Verified review

We’ve learned so much from Jim, we feel confident we hired an expert to help with all of our financial questions and concerns 👍🏻

  • 20 years in business
  • 30 hires on Thumbtack
Mark P.
Verified review

We met with Pat this morning, and he finished our taxes this evening! We felt very comfortable with Pat, and it was obvious he know his stuff. We will definately use Cambridge Financial Services again!

  • 6 years in business
  • 2 hires on Thumbtack
Brad L.
Verified review

I had an excellent experience with CPFS. There professional work and product is even super-ceeded by their care for people and commitment to values and ethics. The value of their services is fantastic. I would highly recommend anyone to use CPFS in the future.

Top Pro
Cofield Advisors
5.0
from 8 reviews
  • 1 year in business
  • 8 hires on Thumbtack
  • Top Pro on Thumbtack
Mark J.
Verified review

Cortlon was a pleasure to meet with and I am looking forward to a long-term relationship as his client. It is evident that he has a wealth of financial knowledge and I am happy to have him as my financial advisor.

Esteban N.
Verified review

Adam helped me get on track to reach my financial goals. He answered all my questions on a timely matter and helped me construct a custom financial plan specific to my situation. Adam is the best!

New York Life
5.0
from 3 reviews
  • 1 hire on Thumbtack
Charlie M.
Verified review

As leaders, you know firsthand that the #1 rule of personal finance, no matter your level of wealth, is to be in business with the right people. While locating your next “Financial Professional” is not easy, it is worth it... to you personally, your family, and your bottom line. That’s why I am extremely privileged to be writing this letter to recommend Celeste Bermejo as your next Financial Service Professional. Celeste is an extremely talented individual and harmonizes the needs of her clients, yet creates the safest, most enjoyable environment while dealing with a very personable, stressful topic and that’s your money / future!!!! She commands an inspirational character and professional enthusiasm that you’ll find sincere, honest, straight forward, refreshing and energizing. Celeste develops and offers alternatives to traditional financial planning and checking methods by developing individual real life scenarios based upon your needs, thus creating them into a valuable realistic achievable goals. She is aware of the importance of ownership and accountability in her financial relationships. When you meet Celeste in person, you’ll see her role model this through her willingness to listen / collaborate her financial thinking and her strategic execution that drives results! In short Celeste will be open, honest and see you all the way to the finish line. I encourage you to spend time with Celeste and you will immediately realize she is passionate about developing a financial teamwork relationship that will last for years. Celeste has put me back on track and given me hope and realistic expectations of my financial future. Before that I felt overwhelmed and nothing but anxiety. In closing I recommend without reservation Celeste Bermejo as your next Financial Service Professional. I stand behind 100% of everything I’ve stated in this letter.

Emmett Financial Services
5.0
from 2 reviews
  • 33 years in business
  • 11 hires on Thumbtack
Victor L.
Verified review

Initial interview was very good - Bob knows what he is talking about, and I will use his guidance for my situation.

Hoopis Group
5.0
from 1 review
    Matthew A.
    Verified review

    Justin has helped me make financial decisions that will make a positive impact now and in the future. I recommend his services if you are interested in investments and savings.

    • 9 years in business
    About

    We offer a straightforward fee. BFM never accepts third-party commissions, as that would compromise the integrity of our advice. BFM has a flat-retainer fee structure (typically $200-$500 per month). There are no account-size minimum. We are not brokers. We are an independent firm, not pushing banks/insurance financial products. You can keep control on your accounts. We can meet in person or by phone/Skype. The founder has more than 20 years of true investing (not financial sales) experience.

    About

    Serving Elmhurst, IL and outlying areas, Laura Pesek and associate are offering the following services not limited to: Investments, Financial Advisor, Disability Insurance, Life Insurance and Retirement Planning.

    About

    I am a broker whom can provide you a variety of good companies, not just one brand, which may be A+ rated, just like many of mine.

    About

    We specialize in helping small businesses with all their accounting needs at an affordable rate. Including, but not limited to, bookkeeping, sales and payroll returns and income tax preparation. We can provide personal tax preparation as well.

    About

    Buy term and sell the difference! Our coined term to recommend our firm and proven investment belief system of keeping your insurance plans and financial investments separate.

    About

    We help our clients save money, make money and get out of debt!

    About

    Services we offer are: - Accounting and financial analysis services for clients ranging from small business entrepreneurs to Fortune 100 multinationals - Cloud based accounting system development and maintenance across various software platforms - Business and personal tax filings preparation for small businesses - Tax and financial planning consultation for emerging and developing enterprises

    • 7 years in business
    About

    Helping clients achieve financial security. We offer various insurance and retirement plans to help you meet your goals.

    • 13 years in business
    About

    There are a lot of financial service providers out there these days. The way I bring value to my clients is by listening as much as (or more than) I speak, being available to address questions and concerns seven days a week and making folks feel like they're people and not account numbers.

    About

    We educate families and business owners of the financial fundamentals and develop and implement practical plans based on these fundamentals. We leverage the expertise of our strategic partners to deliver the best services possible to our clients.

    About

    I perform various financial services. Additional misc talents include personal shopping, Internet research, and customer service.

    About

    Alamo Insurance & Financial Service provides quality insurance of auto, commercial, property, health, life, and contractors. When you're in need of quality insurance, you need to look no further than Alamo Insurance. Call, or stop in to get a great quote for your insurance needs.

    About

    No Bull Financial Consulting specializes in providing fiduciary financial advice without corporate agendas or sales tactics. Our motto is simple: Honest advice. Flat fees. No bullshit.

    Hire skilled professionals for absolutely everything.