SF
STRIDE Financial
Stride Financial: Steady guidance for life planning, retirement, and peace of mind.
5
Business
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Stride Financial: Steady guidance for life planning, retirement, and peace of mind.
STRIDE Financial in Chicago offers finance and consulting services focused on life planning, retirement strategy, and estate planning. A friendly, knowledgeable team including Sam and Eric provides sound advice and ongoing support through life transitions. Clients value timely updates, webinars, and a trusted, comprehensive approach that delivers peace of mind.
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Develop personalized strategies for a secure and comfortable retirement, including portfolio management and savings plans.
Assist with comprehensive estate plans to protect your assets and ensure your legacy for future generations.
Provide expert guidance on investment portfolios, helping you navigate market fluctuations with confidence.
Offer holistic financial advice tailored to major life events such as marriage, home buying, and career transitions.
Host educational webinars and events to keep clients informed and engaged with financial best practices.
Overall rating
Rick Ferrie
We’ve only been working with Sam and the team for a few years, but so far it has been a terrific experience for life planning and providing a comprehensive retirement strategy. I am not one of those who likes to spend every moment watching stocks rise and fall, so it is a big relief to have friendly, knowledgeable, and consistently supportive staff (kudos to Eric!) ride the roller coaster for you. We unequivocally recommend them for the sound advice and peace of mind they deliver.
Kyle Shields
I have been working with Sam and the Stride team for several years now and have had nothing but a positive experience. During the financial uncertainty of the last few years, I was able to reliably trust Stride with providing me sound advice to make confident financial decisions and gain peace of mind. As I continue to progress through the stages of my life from marriage to buying a house, Stride has been able to support me in all of my questions, transitions, and overall concerns for the future. I would highly recommend Stride Financial and hope to continue partnering with them for years to come!
Diane Hovantzi
I always have positive interactions with every staff member at STRIDE, but particular shoutout to Sam and Eric. I'm confident that Sam will guide me with a strong financial plan as I navigate life changes. I appreciate the timely company updates, financial webinars, and customer appreciation events.
Randy Naffin
So glad I connected with this team of advisors thru a seminar at DePaul. Has been a game changer for my life planning ever since. Yes, life planning. Not only have they helped me financially to put a comprehensive portfolio and game plan together for retirement and beyond, but also estate planning. And all from the same great team of professionals. I'd highly recommend this team of professions to anyone. Friendly and very knowledgeable team to work with.
Darren Seefeldt
I have been working with Stride for about eight years and highly recommend their services. Initially, being self employed without any type of employer sponsored plan, they helped me put together a retirement and savings strategy. Later, after selling my business, they helped me develop a comprehensive, short, medium, and long term financial plan using the funds from the sale of my business. From the first time I met with them I have always felt they are genuinely invested (no pun intended) in my family reaching our financial goals. No matter where you are financially, I would recommend contacting them.
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