Overview

Financial Solutions Advisory Group is a fee-only RIA based in Chicago Illinois. We provide wealth management and financial planning services to clients who have portfolios between $500K to $5M. We pride ourselves in understanding the unique lives and finances of our clients who are nearing retirement or are retired. In order to expand our practice to drive continued growth we are looking to acquire a practice or merge a practice with a business model and investment philosophy that is aligned with ours. We have successfully completed 3 acquisitions / mergers since 2005 (2005, 2008, 2013).

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...