Featured Business Financial Advisor in Chicago, IL
Chicago Financial Advisors
@financial Investments
1901 N. Clybourn Ave, Suite 302
Chicago, IL 60614
(312) 767-9066
“with trust comes solutions”
Advisor Profile
Sam McElroy
Name:  Sam McElroy
Phone Number:  (312) 767-9066
Website:  Visit Website

About @financial Investments

@financial is a full service financial services brokerage specializing in comprehensive, holistic financial planning, and offers a complete line of financial services and products for families and businesses; including retirement planning, college planning, estate planning, business planning, life insurance; annuities; health insurance; property and casualty insurance; long term care insurance; disability insurance; and investment advisory services.

In addition to managing @financial and @financial Investments and working with an extensive client base, our leadership team personally coaches, trains, and mentors a network of financial advisors throughout the country, and have been asked to lead adult education classes, workshops, and seminars on a variety of financial topics including Social Security planning, investment strategies, retirement planning, risk management, college planning, and estate planning.

Collectively, our national team holds the following designations: CFP (Certified Financial Planner), CFA (Chartered Financial Analyst), ChFC (Chartered Financial Consultant), MSFS (Masters in Financial Services), NSSA (Certified National Social Security Advisor), CCPS (Certified College Planning Specialist), CPA (Certified Public ccountant). These professionals comprise an experience and knowledge base we can pull from as situations require.

General Information

Insurance License#:    16288492
States Licensed in:    AL, AZ, CO, FL, IL, IN, MA, MD, MS, NC, NH, NJ, NV, PA, TN, TX, VA, OR, WI, OR
Firm CRD#:    167037
CRD#:    6166318

Qualifications & Memberships

Insurance and Annuity Licenses:    Long Term Care, Life, Health, Annuity, Accident, Disability
Securities Licenses:    Series 65
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