Significant Wealth Partners - Cary, Illinois

Significant Wealth Partners

Located at 117 W Main St, Cary, IL 60013, United States, Significant Wealth Partners is a leading financial services firm dedicated to helping clients achieve their financial goals. With a strong focus on personalized service and comprehensive financial planning, this team of experienced professionals includes a financial planner, an estate planning attorney, and an insurance broker, among other experts.

The company specializes in a variety of financial planning services, including retirement planning, estate planning, investment management, and risk management. They work closely with their clients to develop customized strategies that address their unique needs and circumstances.

In addition to their professional services, Significant Wealth Partners is committed to providing a welcoming and accessible environment for all clients. The office features a wheelchair-accessible entrance, parking, and restroom facilities. Appointments are recommended but walk-ins are also welcome.

With their expert team, personalized approach, and commitment to client satisfaction, Significant Wealth Partners is well-positioned to help clients build and preserve their wealth for generations to come. If you're looking for a trusted financial partner, look no further than this outstanding Cary-based firm.

Key Features and Information

• Financial planner
• Estate planning attorney
• Insurance broker
• Wheelchair-accessible parking
• Wheelchair-accessible entrance
• Wheelchair-accessible restroom
• Appointment recommended

Location and Contact Information

Address: 117 W Main St, Cary, IL 60013, United States

Phone: 8476397830106

Website: mysignificantwealth.com

Reviews and Ratings

Significant Wealth Partners has earned a strong reputation among its clients, with a 5/5 average rating based on 2 reviews on Google My Business. Clients praise the firm's knowledgeable and dedicated team, as well as its personalized approach to financial planning.

👍 Reviews of Significant Wealth Partners

Stephen S.

5/5

We met Stephen Smith at the Schaumburg, Illinois office. My wife and I want to thank you for helping us navigate us through social security issues but most importantly for transitioning us financially for an out of state move and retirement planning.You took the time to get to know our expectations, needs and suggestions options for the resources we had. You patiently ran through various scenarios and gave us confidence to make good decisions. We just cannot say enough about your outstanding attention to detail and quickness in responding back to our emails and phone calls. You are the MVP on our team and we are so happy we chose you as our confidant and advisor. We highly recommend you and your team to anyone. You always had solutions for us and are so happy with your service.

Rick P.

5/5

I have to admit, I have never before had a financial advisor I liked. That probably accounts for my lack of success in that arena as well. I’ve recently moved my assets to Brian Atkins at Significant Wealth Partners in Cary and Deerfield and cannot rave enough. Not only is Brian quick, thoughtful and efficient, he is also the smartest guy in finance I’ve ever worked with. The formulas and algorithms he uses are mind blowing. I finally feel like that part of my life is well managed and has a positive trajectory because it is being handled by the best guy in town!