CTS Financial Group - Chicago, Illinois

Okay, here’s a detailed overview of CTS Financial Group, crafted with a formal and approachable tone, designed to be helpful to potential clients:

CTS Financial Group: A Comprehensive Overview

CTS Financial Group is a well-established and respected financial services provider dedicated to assisting individuals and families with a wide range of their financial needs. Located in the heart of Chicago at 737 N Michigan Ave #2120, Chicago, IL 60611, and reachable at Phone: 23371040, CTS Financial Group offers a holistic approach to financial well-being. Their website, Website: ctsfinancialgroup.com, provides further details on their services and team.

Specializations and Services

CTS Financial Group distinguishes itself through a diverse portfolio of specialized services. Primarily, they function as an Investment Service provider, guiding clients towards strategic investment plans tailored to their goals and risk tolerance. Furthermore, they operate as a dedicated Financial Planner, assisting clients in developing comprehensive financial roadmaps encompassing budgeting, retirement planning, and estate planning. They also maintain a robust Insurance Agency, offering a variety of insurance solutions to protect clients’ assets and loved ones. Finally, they provide professional Tax Preparation services, ensuring clients remain compliant with all applicable tax regulations.

Key Features and Accessibility

CTS Financial Group prioritizes client convenience and accessibility. They offer Online Appointments, streamlining the scheduling process. Recognizing the diverse needs of their clientele, they provide Language Assistance, ensuring clear and effective communication. The office itself is designed with accessibility in mind: it boasts a Wheelchair Accessible Entrance and Wheelchair Accessible Restroom. Beyond physical accessibility, CTS Financial Group fosters an inclusive environment, proudly identifying as LGBTQ+ friendly and maintaining a Transgender Safe Space.

Client Feedback and Reputation

CTS Financial Group has garnered a strong reputation within the Chicago community. They currently have 25 reviews on Google My Business, with an impressive Average Opinion of 4.8/5. This positive feedback consistently highlights the team's responsiveness, dedication to client satisfaction, and ability to handle complex financial situations with ease. It is evident that clients appreciate the proactive and supportive approach offered by the firm.

Important Considerations

It’s important to note that Appointment Required for all services. This ensures clients receive personalized attention and dedicated expertise. The team at CTS Financial Group is known for its patience and willingness to answer client questions thoroughly, fostering a comfortable and informed relationship.

Conclusion and Recommendation

CTS Financial Group appears to be a reliable and client-focused financial services provider. Their comprehensive service offerings, combined with their commitment to accessibility and a consistently positive client experience, make them a strong contender for individuals seeking sound financial guidance. To explore their services in greater detail and schedule a consultation, we strongly recommend visiting their website: ctsfinancialgroup.com.

👍 Reviews of CTS Financial Group

Ravi M.

5/5

CTS Financial Group has been handling my taxes since I can recall. We have had many different requirements and changes in needs over the years. Max is always very patient with my questions and often give me advice to help anticipate future situations. No matter the situation I know from experience that Max will take care of it. From start to finish they are very responsive and make the experience stress free. The CTS team does an amazing job!

ChART C.

5/5

CTS Financial Group is a joy to work with. Jon Much is professional, patient, clear and always available whenever I have a question. I look forward to building my financial portfolio with CTS and am grateful to work with financial experts who are honest, transparent and invested in working with me to strategize longterm financial prosperity.

Dave C.

5/5

CTS Financial Group has been handling my taxes and providing investment strategies for us for over a decade. As a business owner with both 1099 and W-2 income I would be lost without their expert advice! Max is always very patient with my endless questions and last minute filings, too! I cannot say enough good things about the CTS team!

Marc Z.

5/5

Jon Much is the best financial advisor in the business. I've worked with him for years and he's honest, incredibly experienced and unbelievably hard working. He's also extremely talented and truly has his clients best interest always at heart. I only feel comfortable referring close family and friends to him.

David S.

5/5

We have been CTS clients for 30+ years and have always found their knowledge, expertise and hands-on, comprehensive service to be excellent. Todd, Chris and the entire CTS team are trusted pros, and great people as well.

Dana G.

5/5

I have so many great things to say about CTS Financial Group. Their experience, expertise and advice have been so valuable. Jonathon has been wonderful to work with!

Scott S.

5/5

My wife and I have worked with CTS Financial Group for a number of years now and have never been disappointed in their thoroughness and attention to detail. We trust Jon and team to guide our retirement planning.

Matt C.

5/5

CTS has been a great help to me. Jon and Chris were able to translate their conventional wisdom and expertise into a stress-free experience for me. I highly recommend them.