Black Diamond Financial Services

Black Diamond Financial Services Financial planner in Chicago
N Paulina St, Chicago, IL 60626

Black Diamond Financial Services, located on N Paulina St in Chicago, IL, is a trusted financial planning firm dedicated to helping clients achieve their financial goals. With a team of experienced advisors, they offer personalized financial planning, investment management, and retirement planning services. Clients appreciate their transparent communication and tailored strategies, contributing to a strong reputation in the community. The firm operates in the America/Chicago time zone and has garnered positive feedback from satisfied customers, reflected in their average rating from reviews.

Services Offered

• Comprehensive Financial Planning
• Investment Management
• Retirement Planning
• Tax Planning
• Estate Planning

Cost Ranges

While the specific costs can vary based on the complexity of the services required, clients can expect financial planning fees to range from $1,500 to $5,000 annually. Investment management fees are often a percentage of assets under management, typically ranging from 0.5% to 1.5%.

Local Tips

• Consider scheduling a consultation during off-peak hours for more personalized attention.
• Take advantage of their location in the vibrant Rogers Park neighborhood to explore nearby dining and shopping options after your appointment.

Frequently Asked Questions

What is the first step to get started with Black Diamond Financial Services?

Contact them to schedule an initial consultation where they will assess your financial needs and goals.

Are there any additional fees I should be aware of?

Aside from the standard service fees, there may be additional costs for specialized services or third-party fees associated with investment products.

Do they offer virtual consultations?

Yes, Black Diamond Financial Services offers virtual consultations for clients who prefer remote meetings.

America/Chicago time zone
average rating from reviews for Black Diamond Financial Services: