Featured Business Financial Advisor in Chicago, IL
Chicago Financial Advisors
@financial Investments
1901 N. Clybourn Ave, Suite 302
Chicago, IL 60614
(312) 767-9066
“with trust comes solutions”
Advisor Profile
Sam McElroy
Name:  Sam McElroy
Phone Number:  (312) 767-9066
Website:  Visit Website

About @financial Investments

@financial is a full service financial services brokerage
specializing in comprehensive, holistic financial planning,
and offers a complete line of financial services and products
for families and businesses; including retirement planning,
college planning, estate planning, business planning, life
insurance; annuities; health insurance; property and casualty
insurance; long term care insurance; disability insurance; and
investment advisory services.

In addition to managing @financial and @financial Investments
and working with an extensive client base, our leadership team
personally coaches, trains, and mentors a network of financial
advisors throughout the country, and have been asked to lead
adult education classes, workshops, and seminars on a variety
of financial topics including Social Security planning,
investment strategies, retirement planning, risk management,
college planning, and estate planning.

Collectively, our national team holds the following
designations: CFP (Certified Financial Planner), CFA
(Chartered Financial Analyst), ChFC (Chartered Financial
Consultant), MSFS (Masters in Financial Services), NSSA
(Certified National Social Security Advisor), CCPS (Certified
College Planning Specialist), CPA (Certified Public
ccountant). These professionals comprise an experience and
knowledge base we can pull from as situations require.
 

General Information

CRD#:    6166318
Firm CRD#:    167037
Insurance License#:    16288492
States Licensed in:    AL, AZ, CO, FL, IL, IN, MA, MD, MS, NC, NH, NJ, NV, PA, TN, TX, VA,
OR, WI, OR
States Willing to do Business in:   
 

Qualifications & Memberships

Securities Licenses:    Series 65
Insurance and Annuity Licenses:    Accident, Annuity, Disability, Health, Long Term Care, Life
 
 
 
Prepared By: Sam McElroy

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