Significant Wealth Partners - Cary, Illinois

Significant Wealth Partners is a renowned financial services firm located at 117 W Main St, Cary, IL 60013, United States. The company can be reached via phone at 847-639-7830 or through their website at mysignificantwealth.com. Specializing in financial planning, estate planning, and insurance brokerage, Significant Wealth Partners has made a significant impact in the industry.

The company is well-equipped to handle the diverse needs of its clients, offering a range of services including financial planning, estate planning, and insurance brokerage. With a team of experienced professionals, including financial planners, estate planning attorneys, and insurance brokers, Significant Wealth Partners is committed to providing personalized solutions for each client.

In terms of accessibility, Significant Wealth Partners ensures that their facilities are designed to accommodate all clients. The office features a wheelchair-accessible entrance, wheelchair-accessible parking, and wheelchair-accessible restrooms. It is also important to note that appointments are recommended to ensure a seamless experience for all clients.

With a strong focus on customer satisfaction, Significant Wealth Partners has garnered positive feedback from clients. Currently, the company holds a 5/5 average rating based on two reviews on Google My Business, reflecting their commitment to excellence.

👍 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!