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Service | Sub Service | Average Price Range (USD) |
---|---|---|
Investment Advisory | Portfolio Management |
$1000 - $5000
Call to Book
|
Retirement Planning |
$500 - $2000
Call to Book
|
|
Tax Optimization Strategies |
$300 - $1500
Call to Book
|
|
Client Relationship Management | Personal Financial Planning |
$200 - $1000
Call to Book
|
Regular Portfolio Reviews |
$150 - $600
Call to Book
|
|
Client Education Workshops |
$100 - $400
Call to Book
|
|
Internship Programs | Summer Internship |
$0 - $0
Call to Book
|
Leadership Training |
$0 - $0
Call to Book
|
|
Work Experience Projects |
$0 - $0
Call to Book
|
As a wealth CEO, you must maximize wealth usage. You direct the management of your financial strategy and investment portfolio. Chicago Partners Wealth Advisors started as an idea to be the client's Chief Investment Officer (CIO) and has nonetheless dedicated itself to uniting wealth. Our holistic wealth management approaches make sure that your portfolio, tax plan, and financial strategy work together. This is how you will be more prepared for retirement.
 
Based on various interns and clients reviews Chicago Partners has a strong team of employees, Gain valuable experience during internships. Friendly work environment with supportive. The Company offers professional and client-focused approach and well-structured internship and can be recommended to anybody looking to learn the financial service industry. The Clients have observed that CP employees are well knowledgeable and provide adequate support. Their innovative and client-centric approach in building a connection and assisting their clients is exquisite. Their relationship-oriented approach distinguishes them from other businesses. The camaraderie in the office is genuine and conducive for productive work. This company is thus highly recommended by intern and clients alike for somebody looking for a good internship experience or a professional looking for sound financial advice.
 
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