Cresset - Chicago, Illinois

Cresset: A Premier Financial Planning Service in Chicago

For individuals and families seeking comprehensive and personalized financial planning, Cresset stands as a respected and established firm. Located in the heart of Chicago at Address: 444 W Lake St #4700, Chicago, IL 60606, Cresset offers a suite of services designed to navigate the complexities of wealth management, retirement planning, investment strategies, and estate planning. With a dedicated team of experienced professionals, Cresset prioritizes building long-term relationships based on trust and transparency.

About Cresset

Cresset Capital is a wealth management firm specializing in providing tailored financial solutions. They distinguish themselves through a client-centric approach, focusing on understanding each client's unique circumstances, goals, and risk tolerance. The firm’s philosophy centers around proactive planning and ongoing support, ensuring clients stay on track toward achieving their financial aspirations. Cresset’s commitment extends beyond simply managing assets; they aim to empower clients with the knowledge and tools needed to make informed decisions throughout their lives. Their approach encompasses a holistic view of a client’s financial landscape, integrating various aspects such as tax planning, insurance, and philanthropic giving.

Key Features and Services

• Comprehensive Financial Planning: Cresset’s core offering involves developing customized financial plans that address a wide range of needs, from budgeting and debt management to long-term investment strategies.
• Investment Management: They provide professional investment management services, constructing and managing portfolios aligned with clients’ objectives and risk profiles.
• Retirement Planning: Cresset assists clients in planning for a secure and comfortable retirement, including evaluating retirement income needs and developing strategies for maximizing savings.
• Estate Planning: Recognizing the importance of safeguarding assets and ensuring a smooth transfer of wealth, they offer estate planning services, including wills, trusts, and estate tax strategies.
• Tax Planning: Cresset’s team collaborates with tax professionals to minimize tax liabilities and optimize financial efficiency.

Location and Accessibility

Cresset’s Chicago office is strategically situated at Address: 444 W Lake St #4700, Chicago, IL 60606. The firm is committed to providing convenient and accessible services to its clients. Notably, the location features Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, and Wheelchair accessible seating, demonstrating a dedication to inclusivity. Furthermore, they offer Online appointments alongside Onsite services, catering to a variety of client preferences. A Restroom is readily available within the premises.

Client Feedback and Reputation

Clients consistently praise Cresset's professionalism, expertise, and dedication to their financial well-being. Currently, Cresset has 8 reviews on Google My Business, with an Average opinion: 4.5/5. These reviews highlight the firm’s responsiveness, personalized service, and ability to deliver results. The company actively encourages Appointments recommended, which further underscores their commitment to a thorough and considered approach to financial planning.

Additional Information

• Phone: 26260279
• Website: cressetcapital.com
• LGBTQ+ friendly – Cresset fosters an inclusive environment for all clients.
• Appointment required – Clients are required to schedule an appointment for personalized service.

In conclusion, Cresset Capital presents itself as a reliable and client-focused financial planning firm in Chicago. Its commitment to accessibility, combined with its expertise and positive client feedback, makes it a worthwhile consideration for individuals seeking expert guidance in managing their financial future. The firm’s dedication to understanding individual needs and providing tailored solutions contributes to its strong reputation within the industry. Financial planning, wealth management, and investment strategies are at the core of their business model, coupled with a strong emphasis on client satisfaction and long-term relationships.

👍 Reviews of Cresset

Xo D.

1/5

I’ve had some reliability issues with Cresset. It’s been frustrating, and I’m exploring other options to find a more dependable service.

Taylor E.

5/5

Nikola J.

5/5

Natalie K.

5/5

Eva G.

5/5

robert R.

5/5

Irena K.

5/5

Ben R.

5/5