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Serenity Wealth Management-CFP®, Fiduciary Financial Advisors photo
Serenity Wealth Management-CFP®, Fiduciary Financial Advisors photo
Serenity Wealth Management-CFP®, Fiduciary Financial Advisors photo
Serenity Wealth Management-CFP®, Fiduciary Financial Advisors photo
Serenity Wealth Management-CFP®, Fiduciary Financial Advisors photo

Serenity Wealth Management-CFP®, Fiduciary Financial Advisors

5.0 27 reviews
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Address: 333 S Wabash Ave UNIT 2700, Chicago, IL 60604, USA Get Directions
Financial Consultant Best Financial Consultants in US Best Financial Consultants in IL

Services & pricing

Average price range
ServiceDetailsPrice
Financial Advisory Investment Strategy Development $100 - $200
Retirement Planning $150 - $300
Debt Management $80 - $150
Portfolio Management Portfolio Review $150 - $250
Risk Assessment $100 - $200
Rebalancing Portfolio $75 - $150
Insurance Review and Planning Life Insurance Analysis $100 - $200
Policy Structuring $75 - $150
Coverage Recommendations $50 - $100
Financial Planning Goal Setting $100 - $200
Budget Formation $80 - $150
Savings Strategies $50 - $100
Tax Planning Tax Strategy Development $150 - $300
Tax Liability Assessment $100 - $200
Filing Assistance $75 - $150
College Savings Planning 529 Plan Setup $100 - $200
Investment Strategy for College Funds $75 - $150
Savings Goal Declaration $50 - $100
Business Financial Consultation Retirement Plan Setup for Businesses $200 - $400
Business Strategy Review $150 - $300
Cash Flow Management $100 - $200
Wealth Management Asset Allocation Review $100 - $200
Financial Market Analysis $150 - $300
Performance Tracking $75 - $150
Client Education and Workshops Financial Literacy Workshops $20 - $50
Investment Strategy Seminars $30 - $70
Personal Finance Certifications $100 - $200

What people love

From reviews
Recommend(12) Highly recommend(6) Helped me(2) Very knowledgeable(2) Very confident(1) Very helpful(1) Amazing experience(1) Detail oriented(1) Super nice(1) Always honest(1)

About this business

Easily understood is our goal. We are here to help you make wise choices that will last a lifetime. I am a Certified Financial Planner (CFP(c)), and my job is to strategize, implement, and monitor your customized plan. Our team knows this because our families face financial problems. Developing a strategy for paying off debt, saving for retirement, and college in today's world can be overwhelming and confusing. A Fiduciary Financial Advisor is committed to helping you meet the goals. We believe that the best approach to investing and preserving wealth is to question traditional ideas. Our Fiduciary approach means that we work for you and that your best interests are our highest priorities.

Reviews Summary

Jason and Richard are skilled, caring advisors who take time to understand their clients' financial needs, provide insightful advice, and create customized strategies for wealth management. According to the reviews, both build strong relationships of trust and are recommended for financial planning, investment discussions, and strategies. Jason and Richard care about their clients, answer questions promptly, and are responsive. One client says he is confident in his finances with Richard's management and that he feels more at ease because of the financial planning. These fintech pros also provide thoughtful advice to individuals, families, and businesses, as attested by many recommendations. Finally, the reviews show that clients enjoy working with both advisors for their professionalism and kindness, looking forward to working with them again and again.

Location & directions

Chicago, Illinois
Serenity Wealth Management-CFP®, Fiduciary Financial Advisors
Financial Consultant
Address
333 S Wabash Ave UNIT 2700, Chicago, IL 60604, USA
Hours
Closed Now
Get Directions
Serenity Wealth Management-CFP®, Fiduciary Financial Advisors Reviews · 5.0 average
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