Featured Business Financial Advisor in Chicago, IL
Chicago Financial Advisors
@financial | @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 | @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 Accountant). 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, Health, Disability, Life, Long Term Care
 
 
 
Prepared By: Sam McElroy

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