Carlos Maia, MBA Financial Advisor

Strategic Wealth Partners, located in Deerfield, IL, is a trusted independent wealth management firm dedicated to providing personalized financial strategies and independent advice tailored to the unique needs of its clients. With a team of 40 dedicated professionals and over $4.48 billion in assets under management, the firm serves a diverse clientele that includes retirees, professionals, multigenerational families, business owners, and more. The firm focuses on managing the complexities of wealth to simplify clients' financial lives, ensuring they can navigate significant life transitions and investment challenges. Strategic Wealth Partners prides itself on its holistic approach, offering insights and guidance that reflect both emotional and practical aspects of wealth management. Generated from the website

Franklin Enterprises is a reputable financial planning firm based in Deerfield, IL. Their expertise in financial matters makes them a trusted resource for individuals seeking sound advice and guidance. With a focus on helping clients achieve their financial goals, Franklin Enterprises is known for their personalized approach and commitment to providing top-notch services in the Deerfield area. Generated from their available business information

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Deerfield, IL area, Victor Taylor will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.