Significant Wealth Partners 117 West Main Street, Cary, IL 60013
About the Business
Significant Wealth Partners is a finance, insurance agency, and legal institution located at 117 West Main Street in Cary, Illinois, United States. At Significant Wealth Partners, we believe in knowing how your money works, navigating tax laws effectively, and building a reliable and dynamic financial plan. Our philosophy is centered around significant growth, which includes thoughtful planning for life's variables such as education, home purchases, and travel. We specialize in retirement planning, helping our clients achieve the retirement lifestyle they've always dreamed of while leaving a lasting legacy.
Our team of experts is well-versed in guiding clients through Social Security, Roth Conversions, Alternative Investments, and income generation strategies. We offer free informational seminars to help you understand our foundational philosophies and how we can help you navigate each stage of life. Whether you're looking to buy your first home, start your own business, or plan for your child's education, our wealth building experience can help you achieve your financial goals.
At Significant Wealth Partners, we provide sound strategies to help you avoid overpaying taxes and maximize your wealth. Our tailored financial plans include income and expense reports to help you achieve your vision for retirement. We also offer services in estate planning, tax minimization, and social security optimization to ensure your financial legacy is protected.
Visit our YouTube channel for valuable insights on financial planning, retirement, taxes, estate planning, and more. Our client relationships are built on tailored portfolio design and continuous management, ensuring your unique requirements are met. Contact us at our Lincolnshire or Downers Grove offices to learn more about how we can help you make your wealth have lasting significance.
Photos
Location & Phone number
117 W Main St, Cary, IL 60013, United States
Hours open
Monday:
09:00 - 18:00
Tuesday:
09:00 - 18:00
Wednesday:
09:00 - 18:00
Thursday:
09:00 - 18:00
Friday:
09:00 - 16:00
Saturday:
Closed
Sunday:
Closed
Reviews
"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."
"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!"
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