Golden Tree Wealth Partners, LLC. - Chicago, Illinois

Golden Tree Wealth Partners, LLC

Golden Tree Wealth Partners, LLC is a leading financial services firm based in Chicago, IL, offering a wide range of services to clients across the United States. Located at 625 W Adams St Floor 19, Chicago, IL 60661, and easily accessible via phone at 2242681439, the company provides expert advice in accounting, bookkeeping, business management, financial consulting, insurance, and tax preparation.

The firm is known for its exceptional customer service and dedication to helping clients achieve their financial goals. With a team of experienced professionals who speak multiple languages and provide on-site services, Golden Tree Wealth Partners, LLC caters to a diverse client base. The office is wheelchair accessible, making it convenient for all clients to visit.

In addition to its commitment to exceptional service, Golden Tree Wealth Partners, LLC is proud to be a Latino-owned business. The company is also recognized as LGBTQ+ friendly and provides a safe space for transgender individuals. With a strong focus on community and inclusiveness, Golden Tree Wealth Partners, LLC is a trusted partner for businesses and individuals alike.

The company has received excellent reviews, with an average rating of 5/5 on Google My Business. Clients appreciate the personalized attention, expert advice, and reliable service provided by Golden Tree Wealth Partners, LLC. If you are looking for a financial services firm that prioritizes your needs and offers a comprehensive range of services, Golden Tree Wealth Partners, LLC is an excellent choice.

👍 Reviews of Golden Tree Wealth Partners, LLC.

Mayra R. P.

5/5

I've known Erik for quite some time, and I can confidently say he's been instrumental in helping me establish my business with ease. His wealth of knowledge and genuine desire to see others succeed, especially his clients, truly sets him apart. Erik makes the entire process seamless and stress-free, backed by a dedicated team ready to assist with any service you may need, from business strategies to tax advice. What I admire most about Erik is his unwavering optimism and his ability to see possibilities where others may see obstacles. He's not only a problem-solver but also a source of creative solutions. Thanks to Erik's guidance, I've received valuable steps to set up my business and insightful ideas for expansion. I highly recommend Erik and his financial wealth company for anyone seeking personalized and effective financial guidance.

MARIO G.

5/5

I've been working with Erik for about two months now. Our first project together involved creating a financial plan which included, amongst other things, my taking control (from a previous financial advisor) of all of my retirements savings. This resulted in opening new Vanguard accounts. Erik recommended various investment allocations and funds within those allocations. What I like most about this project is that I no longer have to pay a yearly 1% "management fee" to my old advisor and I now have control. BTW, my accounts have performed nicely in these past months. The second project that Erik helped me with is to plan for the purchase of an investment property. I'm very happy with his advice on this. An interesting thing about his advice and this project... I will be able to share the experience with my son and daughter which Will help in their financial futures - money well spent is the point that I'm making here. I look forward to working with Erik on future projects.

Rich H.

5/5

I've used Golden Tree the past two tax seasons for my business taxes. They are great to work with and take the time to understand your situation. Wonderful people all around!!

Mike R.

5/5

Tax preparation with Golden Tree Wealth Partners and in particular Paula was a very easy process. Golden Tree has an eye for detail, and their client portal was simple
to navigate. Paula reached personally out during the process to verify a few items and answer any questions (unlike recent experience with other tax professionals who are more difficult to contact). They even were aware of the recent 2024 changes in specific tax laws in my state. I would select six stars out of five if there was a way to do so!

Rami A.

5/5

I had a time sensitive matter that I needed CPA advice on. Even though it was the weekend, Erik responded within an hour, we were able to schedule an appointment same day, got some of my questions answered, then Erik sent me a follow up email the next morning (Sunday morning) with all the questions answered!! I greatly appreciate the timely and detailed response and customer follow up!!

Adam K.

5/5

In any stage of starting your own business you will be faced with many unknowns . Eric and Golden wealth have far exceeded all expectations I had coming into our work relationship . If we were faced with any unknowns Eric would make sure we had a complete understanding of the matter at hand . Eric executes what needs to be done and is beyond transparent on what that process looks like every step of the way . Honestly, loyalty and making sure his clients have the knowledge and structure for success. We truly appreciate Eric and Golden Wealth with the partnership and friendship that has come to be .

elizabeth R.

5/5

Erik and his team at Golden Tree have the most knowledge when it comes to business and financial planning. His guidance has helped my business grow and will continue to work with his team.

O M.

5/5

Exemplary work! Caught me up on personal and business filings with great results!!!