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September 2023 by terrence maday
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.
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September 2023 by Thomas OGara
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!!!
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September 2023 by Peter Weatherhead
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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August 2023 by Tim Sullivan
Chicago Partners Wealth Advisors: A Disappointing Choice for Responsible InvestingAs an investor seeking a reliable Registered Investment Advisory (RIA) firm, my experience with Chicago Partners has been nothing short of disappointing. In this review, I will outline some glaring concerns that have come to light during my time with this firm, shedding light on their unethical billing practices, poor fiduciary duties, and a concerning lack of accountability.One of the most concerning aspects of my experience with Chicago Partners has been their unethical billing practices. Despite promising transparent and fair fee structures, their billing statements have been riddled with hidden charges and questionable expenses. This lack of transparency is concerning, as it raises doubts about the firm's commitment to acting in the best interest of their clients.Furthermore, Chicago Partners has demonstrated a disheartening lack of fiduciary responsibility. As an RIA firm, their primary duty should be to act in the best interests of their clients, putting client welfare above their own. However, my interactions with the firm have left me with the impression that their pursuit of profits takes precedence over the well-being of their clients.The conduct of both the CEO and employees has been nothing short of arrogant. Instead of fostering a client-centric environment, the leadership and staff at Chicago Partners exude an aura of superiority, displaying an unfortunate lack of humility and empathy towards their clients' concerns.Moreover, my attempts to address issues with the firm have been met with resistance and refusal to acknowledge any wrongdoing. Instead of taking responsibility for their missteps, Chicago Partners appears to deflect blame and sidestep accountability. This evasive behavior raises serious doubts about their commitment to self-improvement and growth as a responsible financial institution.In addition to their questionable billing practices and fiduciary duties, I am deeply concerned about Chicago Partners' investment choices. Some of the investments they've recommended or implemented on my behalf have left me questioning their judgment and due diligence. It seems they prioritize their own interests or partnerships over objectively sound investment decisions.Lastly, their communication with clients leaves much to be desired. Instead of addressing concerns with empathy and understanding, they tend to resort to a defensive stance, portraying themselves as victims rather than finding solutions to the issues at hand.As an investor seeking a reliable and trustworthy RIA firm, I cannot recommend Chicago Partners as a suitable choice. It is essential for investors to prioritize transparency, ethical conduct, and genuine client care, qualities that seem to be lacking at Chicago Partners.
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August 2023 by Tim F.
Chicago Partners Wealth Advisors: A Disappointing Choice for Responsible InvestingAs an investor seeking a reliable Registered Investment Advisory (RIA) firm, my experience with Chicago Partners has been nothing short of disappointing. In this review, I will outline some glaring concerns that have come to light during my time with this firm, shedding light on their unethical billing practices, poor fiduciary duties, and a concerning lack of accountability.One of the most concerning aspects of my experience with Chicago Partners has been their unethical billing practices. Despite promising transparent and fair fee structures, their billing statements have been riddled with hidden charges and questionable expenses. This lack of transparency is concerning, as it raises doubts about the firm's commitment to acting in the best interest of their clients.Furthermore, Chicago Partners has demonstrated a disheartening lack of fiduciary responsibility. As an RIA firm, their primary duty should be to act in the best interests of their clients, putting client welfare above their own. However, my interactions with the firm have left me with the impression that their pursuit of profits takes precedence over the well-being of their clients.The conduct of both the CEO and employees has been nothing short of arrogant. Instead of fostering a client-centric environment, the leadership and staff at Chicago Partners exude an aura of superiority, displaying an unfortunate lack of humility and empathy towards their clients' concerns.Moreover, my attempts to address issues with the firm have been met with resistance and refusal to acknowledge any wrongdoing. Instead of taking responsibility for their missteps, Chicago Partners appears to deflect blame and sidestep accountability. This evasive behavior raises serious doubts about their commitment to self-improvement and growth as a responsible financial institution.In addition to their questionable billing practices and fiduciary duties, I am deeply concerned about Chicago Partners' investment choices. Some of the investments they've recommended or implemented on my behalf have left me questioning their judgment and due diligence. It seems they prioritize their own interests or partnerships over objectively sound investment decisions.Lastly, their communication with clients leaves much to be desired. Instead of addressing concerns with empathy and understanding, they tend to resort to a defensive stance, portraying themselves as victims rather than finding solutions to the issues at hand.As an investor seeking a reliable and trustworthy RIA firm, I cannot recommend Chicago Partners as a suitable choice. It is essential for investors to prioritize transparency, ethical conduct, and genuine client care, qualities that seem to be lacking at Chicago Partners.Ps Take note almost all of their reviews are from inters which hardly gives an investor an accurate picture.
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November 2021 by Ryan Witt
I just finished my 8-week summer internship at Chicago Partners and I cannot stress enough the professionalism of everyone working there. I was welcomed by everyone and each day continuously learned more about the business. They treat their clients with respect and strive to help them achieve their goals. Their unique business and great representatives really set them a part. I could not have asked for a better group of people to work with and will be sad to go.
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November 2021 by Michael Karnig
The team at Chicago Partners was extremely knowledgeable about investments while also being extremely supportive in helping me to learn about the strategy behind the business. I was able to gain valuable experience that I believe makes me much more qualified for a role in the industry going forward.
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November 2021 by Maggie Brett
I have worked as a summer intern for Chicago Partners for two summers, and I have had such a great experience. The employees have been extremely helpful and given me such great insight. Overall, I had a fantastic experience.
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November 2021 by Jacob Hallam
During my summer internship I gained valuable experience and learned essential investment practices. They included me with client meetings, projects, and assignments that I would not have received otherwise. Professionalism and client relationships come first and I think that is what makes this company different.
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November 2021 by Timmy Starr
Great team of employees who genuinely care for their clients.
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November 2019 by Wyatt Boleky
I worked at Chicago Partners for two summers and it has been a fantastic experience. The employees there are hard working and dedicated to making sure their clients are the most important priority. They spend the time developing strong relationships with their clients in order to make each individual feel comfortable with their personal advisor. As an intern, I was offered a position for the second summer being there as lead intern which was a great leadership role that allowed me to develop even more as a business professional.
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November 2019 by Dr. John A. Wascow
Have you ever been to a financial planner/advisor that pressured you into joining their group? Well, I have and I didn't like being pressured into doing something that I wasn't 100% comfortable with.Fortunately, I had a friend mention Chicago Partners Wealth Advisors and suggested that I check them out. Well, I did. And I was impressed. They have a talent group of professionals who are constantly monitoring what is going in the financial markets and they make suggestions as to what they would do and why. And they do this in a non-threatening way, which I really liked. I am extremely pleased with my conversations with them and highly recommend anyone who is looking for sound, financial advice to give them a call.
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November 2019 by Ryan Cote
I was an intern for the summer of 2019 and gained valuable experience. I found the advisory staff professional and outgoing. I am grateful to Chicago Partners for the opportunity that they gave me as I have learned much about the financial world.
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November 2019 by Ryan Tully
The people here at Chicago Partners are extremely helpful and knowledgeable. The environment around the office is great with all friendly faces. I am happy I was introduced to Chicago Partners.
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November 2019 by [Pending Deletion] Teddy Starr
The work environment and employees have been wonderful here! Everyone is very committed and focused on building strong relationships