Jan C.
11/19/2014
Jessica has been my financial advisor for the last five years and continues to be so. She is always available if I had any questions or need advice. She has advised me through many of my life's...
Merino Wealth Management
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(7)
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211 W Wacker Dr Ste 301
Chicago, IL 60606
History
Over the years Jessica has helped clients in all walks of life but has become especially proficient in helping female entrepreneurs who consider themselves Gen Xers, Xennials, or Millennials. She understands their challenges. Her goal is to help them feel more confident and less stressed as they pursue their financial goals. She loves her work because she finds that it leads to a domino effect of financial empowerment as her clients help themselves and others.
Specialties
We take a down-to-earth approach to help make achieving your financial and life goals a reality. At the end of the day, our clients want to feel more confident and less stressed about finances, and in turn, more present and effective in their own lives and businesses. From growing your wealth to strategically preserving it, we are here to help!
Also at this address
Reviews
5.07 reviews
Stacie T.
8/9/2018
I have been working with Jessica for almost 2 years. Coming from bankruptcy I was extremely disappointed in myself and feeling a little hopeless. Fortunately, I found a job making good money and...
Katie R.
12/29/2013
Jessica has been helping me with my finances for the past 3 months, and I am very happy with her services! I was pretty intimidated with the idea of meeting with a financial planner, initially....
Rob L.
9/13/2011
Jessica has been extremely helpful with our personal and business finances since we started with her a few years ago. Her knowledge base is far reaching; from day to day debit consolidation...
Laurie L.
11/7/2014
Having been with Jessica Merino at Ameriprise for almost 7 years now (WOW!), I would like to follow up on my first review, as a lot has happened in the last 7 years! I can't say enough about how...
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