Significant Wealth Partners - Cary, Illinois

Significant Wealth Partners

Significant Wealth Partners is a highly regarded financial services firm located at 117 W Main St, Cary, IL 60013. With a strong focus on helping clients achieve their financial goals, the company offers a wide range of services, including financial planning, estate planning, and insurance brokerage.

The firm's team of experienced professionals, which includes financial planners, estate planning attorneys, and insurance brokers, works closely with clients to develop personalized strategies that cater to their unique needs and aspirations. Their expertise and commitment to excellence have earned them a stellar reputation in the industry.

In addition to their professional services, Significant Wealth Partners is committed to providing a welcoming and accessible environment for all clients. They offer wheelchair accessible entrance, parking lot, and restroom facilities, ensuring that everyone can access their services comfortably.

To schedule an appointment, it is recommended to contact the firm in advance. This allows them to allocate sufficient time and resources to best serve each client's individual needs. Appointments can be made by calling their direct line at 76397830106 or by visiting their website at mysignificantwealth.com.

Significant Wealth Partners takes pride in their commitment to client satisfaction and continuous improvement. They actively seek feedback from their clients to enhance their services and better meet their evolving needs.

With an average rating of 5/5 based on 2 reviews on Google My Business, Significant Wealth Partners has demonstrated their dedication to providing top-notch financial services and exceptional client experiences.

Specialties: Financial planner, Estate planning attorney, Insurance broker

Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointment required, Appointments recommended

👍 Reviews of Significant Wealth Partners

Stephen S.

5/5

We met Stephen Smith at the Schaumburg, Illinois office. My wife and I want to thank you for helping us navigate us through social security issues but most importantly for transitioning us financially for an out of state move and retirement planning.You took the time to get to know our expectations, needs and suggestions options for the resources we had. You patiently ran through various scenarios and gave us confidence to make good decisions. We just cannot say enough about your outstanding attention to detail and quickness in responding back to our emails and phone calls. You are the MVP on our team and we are so happy we chose you as our confidant and advisor. We highly recommend you and your team to anyone. You always had solutions for us and are so happy with your service.

Rick P.

5/5

I have to admit, I have never before had a financial advisor I liked. That probably accounts for my lack of success in that arena as well. I’ve recently moved my assets to Brian Atkins at Significant Wealth Partners in Cary and Deerfield and cannot rave enough. Not only is Brian quick, thoughtful and efficient, he is also the smartest guy in finance I’ve ever worked with. The formulas and algorithms he uses are mind blowing. I finally feel like that part of my life is well managed and has a positive trajectory because it is being handled by the best guy in town!