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Chicago Partners Wealth Advisors

Chicago Partners Wealth Advisors Reviews Summary

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Financial Services | Chicago, IL

1 N Wacker Dr Suite 4075, Chicago, IL 60606, United States

Trustguide Rating

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This rating reflects Trustguide's opinion about the organization's customer feedback published on review platforms.

What do customers say about Chicago Partners Wealth Advisors?

As of Mar 13, 2024, 17 customers have reviewed this business and rated it 4.8 Star out of 5. Trustguide conducted an in-depth analysis of Chicago Partners Wealth Advisors's publicly available reviews, carefully extracting sentiment phrases to help users understand customer experiences.

About this report

This report was produced by Trustguide on Mar 13, 2024, based on a randomly selected set of publicly available reviews, sorted by relevance. Trustguide uses Natural Language Processing to analyze the data set and produces unbiased and objective review summaries. See source

Created by
Trustguide
Published on
February 22, 2024
Last updated
March 13, 2024
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Satisfaction Score

Based on the set of reviews used to generate this report, it appears that of Chicago Partners Wealth Advisors's customers had a positive experience.

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Chicago Partners Wealth Advisors

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Chicago Partners Wealth Advisors's customer reviews analysis

An analysis of the latest reviews for Chicago Partners Wealth Advisors reveals a dichotomous picture of the firm's reputation among clients and interns. On one hand, intern experiences overwhelmingly reflect a positive culture based on a supportive and educational environment, with systematic emphasis on professionalism, client relationships, and personal growth. Interns praised the firm for its nurturing mentorship, pursuit of clients' needs, and collaborative working environment. However, a stark contrast is observed in at least one review from an investor. This particular client review highlights serious concerns including alleged unethical billing practices, poor fiduciary duties, a lack of empathy, and resistance to addressing client complaints. These criticisms suggest a possible overshadowing of the firm's client-first approach by a profit-driven mentality and raise questions about the transparency and values guiding its decision-making processes.

Positive Feedback

Positive feedback from Chicago Partners Wealth Advisors interns is notable for its consistency across several key areas. Interns reported a welcoming and professional work environment, attributing their enriching experience to the firm's client-first philosophy. Various interns noted the emphasis on learning and mentorship, with the firm actively involving interns in client meetings, projects, and investment strategies to foster professional development. Furthermore, interns speak highly of the firm's investment knowledge and commitment to client goals, which they view as a distinguishing characteristic in the wealth management industry. Additionally, the firm's lack of sales pressure and provision of reasoned, non-coercive financial advice are highlighted as major pluses by satisfied clients.

Concerns and Threads

A negative review from a client provides a stark contrast to the upbeat intern reviews and presents potential areas of concern. The client's experience sheds light on issues such as purported unethical billing practices with hidden fees, inadequate fiduciary conduct, and a perception of arrogance within the firm's leadership and staff. The review cites a focus on profit over client welfare and a failure to take responsibility for alleged shortcomings or effectively address client grievances. Criticisms are also leveled at the firm's investment choices and reaction to feedback, with signals of evasive, defensive communication instead of constructive dialogue.

Frequently asked questions about Chicago Partners Wealth Advisors

What have interns said about their experience working with Chicago Partners Wealth Advisors?

Interns have reported a highly positive experience, emphasizing the firm's commitment to providing a supportive educational environment, involving them directly in client work, and fostering professional growth. The welcoming and proactive culture focused on client relationships is recurrently mentioned.

Are there any concerns regarding Chicago Partners Wealth Advisors' billing practices and fiduciary duties?

At least one client review has raised concerns about the firm's billing practices, including hidden fees, and questioned the strength of the firm's fiduciary duties, suggesting their interests may not always align with client welfare. However, this viewpoint may not reflect the experiences of all clients.

Does Chicago Partners Wealth Advisors apply pressure on potential clients to use their services?

According to client testimonies, the firm is praised for its non-threatening approach, avoiding the application of sales pressure when providing financial advice, which clients have found to be an especially appealing aspect of their interactions.

Recent customer reviews and testimonials for Chicago Partners Wealth Advisors

Chicago Partners Wealth Advisors
Thomas OGara
5-Star
5 months ago
I was an intern for Chicago Partners for the 2023 summer and absolutely loved everything about the firm. They have a great workplace environment that prioritizes people and their needs. From their clients to their employees, there is no stone left unturned. They do an amazing job catering to their clients' needs and they only do well if the client does well!!!
Chicago Partners Wealth Advisors
terrence maday
5-Star
5 months ago
I really enjoyed my internship with Chicago Partners this past summer. Their work environment was welcoming and professional, and they wanted the best possible experience for their interns. They put their clients first and go out of their way to ensure their needs are met. I am grateful I was able to learn from some incredible mentors at Chicago Partners.
Chicago Partners Wealth Advisors
Peter Weatherhead
5-Star
5 months ago
Working as an intern at Chicago Partners was a very enjoyable experience. Strong culture and excellent employees on every level of the firm
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Overall Rating

TrustScore®
A+
A
B
C
D
F
Verified by
Trustguide®
Overall Rating
4.8
/5
17
reviews
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Average
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Poor
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About Chicago Partners Wealth Advisors

Financial Services

Chicago Partners is built on the vision of serving as our clients' Chief Investment Officer (CIO), solely focused on bringing together the different areas of your wealth.We create integrated wealth management strategies that make sure your portfolio, financial plan, and tax strategy all work together in harmony for optimal results.We serve high-net-worth individuals, foundations and institutions, family offices, corporations, covered/restricted persons, and more to help build financial plans that move our clients closer to their goals. Learn more today!

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