Rami Akkari ..
6/2/2024
I had a time sensitive matter that I needed CPA advice on. Even though it was the weekend, Erik responded within an hour, we were able to schedule an appointment same day, got some of my questions...
Golden Tree Wealth Partners
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625 W Adams St
Chicago, IL 60661
Golden Tree Wealth Partners is a Chicago-based financial firm that offers a comprehensive range of services, including financial position analysis, tax management, risk management, retirement planning, wealth accumulation, estate planning, GAAP accounting, and fractional CFO services. With a team of experienced professionals, they provide personalized guidance and tailored strategies to help individuals, business owners, and executives achieve their financial goals and maximize their wealth.
Led by founder and CEO Erik Cascio, who specializes in tax-efficient strategies and wealth accumulation, Golden Tree Wealth Partners stands out for its commitment to helping clients make informed decisions and protect their assets. With operational excellence and a passion for client satisfaction, CEO Jimmy Alba brings expertise in tax services and business processes, ensuring a strategic and relatable experience for businesses and individuals alike.
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Reviews
5.02 reviewsChristopher Y.
5/3/2024
Responded quickly and was very helpful when it came to explaining our situation to us better then we knew ourselves!
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