After reviewing several financial management companies, I decided to go with McAdam as I found their approach to fina...
After reviewing several financial management companies, I decided to go with McAdam as I found their approach to financial planning the most straightforward and understandable. I couldn’t be happier with the service and advice I’ve received so far from their team. Adam Duffy in their Chicago office, and Derek Stavarski in Philadelphia not only have the knowledge and expertise, they are friendly and understanding and ready to accommodate for any life change or needs that arise. They are truly part of a team I didn’t know I needed, but have given me the confidence in my financial future knowing I have them to advise me and that they have my best interest in mind always.
Services
Financial planning, Estate planning, Retirement savings consulting, Investment advising, Tax planning, Wealth management
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I’ve been working with Envision Wealth Planning since 2020, and I couldn’t be more impressed with JB and his entire t...
I’ve been working with Envision Wealth Planning since 2020, and I couldn’t be more impressed with JB and his entire team. They’ve not only helped us build a strong retirement fund, but they’ve also helped us created a thoughtful, … More
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My wife and I are very happy with our team at Chicago Partners. I could go on about portfolio construction, tax aware...
My wife and I are very happy with our team at Chicago Partners. I could go on about portfolio construction, tax awareness, Sharpe ratios and risk adjusted returns, but suffice it to say that I worked for many years with one of their big competitors on LaSalle St. and knowing what I know about the entire industry, I chose CPWA. They are all substance and no fluff. They work well with my accountant, attorney and insurance agents. Our three person team means that someone is always available and like the founder, Jim Hagedorn, our team are eminently prudent & trustworthy professionals, which is very, very important to us. They took great care of my elderly parents for many years and I am confident my children will say the same thing someday.
Services
Financial planning, Insurance purchase consulting, Retirement savings consulting, Investment advising
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After reviewing several financial management companies, I decided to go with McAdam as I found their approach to fina...
After reviewing several financial management companies, I decided to go with McAdam as I found their approach to financial planning the most straightforward and understandable. I couldn’t be happier with the service and advice I’ve … More
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Jason is an incredible financial advisor especially for people in their 20s and 30s who often get overlooked by tradi...
Jason is an incredible financial advisor especially for people in their 20s and 30s who often get overlooked by traditional advisors. From the very beginning he’s treated my goals seriously and never made my wife and I feel “too small” for good advice. Whether it’s a quick question about budgeting, job offers, planning to move homes, or bigger long-term strategies, he’s always just a phone call or text away and quick to respond.
It’s rare to find someone who combines real expertise with genuine care, but Jason does both. If you’re looking for a trusted partner who will meet you where you are and help you grow, Jason is the one to call.
Services
Financial planning, College savings-related financial consulting, Net worth & cash flow analysis consulting, Retirement savings consulting
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