Financial professionals in Chicago, IL

Chicago pairs LaSalle Street financial firms with established neighborhood advisors and accountants across the city and suburbs.

Serving the Loop, Lincoln Park, the North Shore and more

Compare Chicago financial pros by service

Financial Advisors in Chicago
Independent, fee-transparent financial advisors near you — compared on credentials, fee model, and verified client reviews.
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Wealth Management in Chicago
Wealth managers for high-net-worth planning — investments, tax, estate, and legacy strategy under one roof.
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CPAs & Accountants in Chicago
Licensed CPAs and accountants for tax strategy, audits, and business books — vetted on licensing and specialty.
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Tax Preparation in Chicago
Tax preparers and enrolled agents near you — compared on credentials, IRS standing, and turnaround.
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Mortgage Brokers in Chicago
NMLS-licensed mortgage brokers who shop multiple lenders for your best rate — compared on lender network and fees.
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Insurance Agents in Chicago
Licensed insurance agents for life, home, auto, and business coverage — independent vs. captive, compared.
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Estate Planning in Chicago
Estate planning attorneys for wills, trusts, and powers of attorney — vetted on bar standing and specialty.
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Bookkeeping in Chicago
Bookkeepers and bookkeeping services for small business — compared on software, scope, and monthly pricing.
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Sample listings

Featured professionals in Chicago

Featured
Lincoln Auto Insurance
★★★★☆ 4.5 on Google (1260)
Insurance Agents · Chicago, IL
State-licensed
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Featured
QR TaxPro
★★★★★ 4.9 on Google (967)
Tax Preparation · Chicago, IL
EA, CPA, AFSP
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Salvador Insurance Agency
★★★★★ 4.9 on Google (574)
Insurance Agents · Chicago, IL
State-licensed
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Featured
Chicagoland Home Mortgage Services
★★★★★ 5.0 on Google (536)
Mortgage Brokers · Chicago, IL
NMLS-licensed
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Featured
Bradford Miller Law, P.C.
★★★★★ 5.0 on Google (503)
Estate Planning · Chicago, IL
JD, estate attorney
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Illinois Vehicle Auto Insurance
★★★★★ 4.8 on Google (498)
Insurance Agents · Chicago, IL
State-licensed
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Michael H. Wasserman, PC
★★★★★ 5.0 on Google (386)
Estate Planning · Chicago, IL
JD, estate attorney
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Mike Del Preto
★★★★★ 5.0 on Google (369)
Mortgage Brokers · Chicago, IL
NMLS-licensed
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Featured
Zhou Agency
★★★★★ 4.9 on Google (321)
CPAs & Accountants · Chicago, IL
CPA, EA
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Finding financial help in Chicago

How do I find a trusted financial professional in Chicago?

Start by deciding which service you need — a financial advisor, CPA, tax preparer, mortgage broker, or insurance agent. On The Finance Reviews you can compare Chicago professionals by credentials, fee model, and verified reviews, then visit their site or call directly.

Are the Chicago listings free to browse?

Yes — browsing and comparing is always free. The Finance Reviews is an independent directory, not a lead broker.

What areas around Chicago are covered?

Listings span Chicago and nearby areas including the Loop, Lincoln Park, the North Shore, the West Loop and Naperville.

Serving clients in Chicago?

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