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McAdam Financial
Planification financière personnalisée qui inspire la confiance et guide vos objectifs de retraite.
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Insurance
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Planification financière personnalisée qui inspire la confiance et guide vos objectifs de retraite.
McAdam Financial à Chicago propose une planification financière et de retraite personnalisée, soutenue par une équipe compétente et réactive. Les clients décrivent des conseils réfléchis et sur mesure de la part de conseillers tels que Steven Schmuhl et Peter Molnar, avec un soin professionnel et des stratégies proactives qui renforcent la confiance. Situé au 141 W Jackson Blvd, Suite 1950, le cabinet se concentre sur l'aide aux clients pour atteindre des objectifs clairs en matière de retraite et d'investissement.
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Des stratégies personnalisées pour vous aider à planifier une retraite anticipée ou sécurisée en toute confiance.
Gestion de portefeuille d'investissement personnalisée pour optimiser le potentiel de rendement et s'aligner sur vos objectifs.
Des solutions d'assurance complètes adaptées pour protéger vos actifs et votre avenir financier.
Séances de conseil individuelles pour des conseils clairs et exploitables sur les évolutions du marché et les décisions financières.
Planification et orientation proactives pour bâtir une base financière solide pour l'avenir.
Note globale
Scotty Walker
I’ve had an absolutely outstanding experience working with Steven Schmuhl at McAdam Financial in Chicago! Steven goes above and beyond to provide personalized financial and retirement planning tailored to individual goals. His expertise, professionalism, and proactive approach have made a huge difference for me—and I trust him completely. I’ve recommended Steven to several colleagues who are now also clients, and they share the same positive experience. If you’re looking for custom financial strategies and long-term planning with someone who truly cares about your success, I highly recommend Steven and the entire McAdam Financial team!
Michelle Storm
McAdam Financial has been a fantastic partner for the last seven years. My advisor, Steven Schmuhl, is outstanding—responsive, knowledgeable, and genuinely supportive. Every interaction feels thoughtful and tailored, and Steven consistently provides great advice and insight that helps me make confident decisions. He also makes the relationship personal in the best way—he takes the time to connect, and we always enjoy catching up on our mutual love of Big Ten sports. The whole team is excellent, and I truly feel like I’m on track for early retirement because of the planning and guidance I’ve received. I can’t recommend Steven and McAdam Financial enough.
Robin Cooper
I’ve had the pleasure of working with Michael Lynch as my financial advisor, and I can confidently say he goes above and beyond for his clients. Michael takes the time to understand your goals, explains everything clearly, and makes sure you feel confident in every decision. What stands out most is his professionalism and genuine care. He’s not just focused on numbers, but on helping build a solid financial future. Whether it’s retirement planning, investment strategies, or simply making sense of market changes, Michael’s guidance has been invaluable. If you’re looking for someone who is knowledgeable, trustworthy, and truly invested in your success, I highly recommend Michael Lynch!
Trent Sperry
Working with the team at McAdam Financial has been a fantastic decision. My advisor, Peter Molnar, has already earned me several times what it costs to sign up in just the short timeframe I have been with them. They put your goals first, help you make informed decisions, and are detailed every step of the way. I would recommend them, and specifically Peter, to anyone looking to optimize their portfolio’s earning potential.
Traci Sperry
I am so happy that we connected with financial advisor, Peter Molnar at McAdam Financial. I can’t say enough good things about him. He makes everything easy to understand and genuinely cares about helping us reach our goals.Peter’s expertise, dedication and professionalism give me so much confidence in our decisions. As we are only a few years away from retirement, it is so reassuring to know he’s got our backs. I would highly recommend him to anyone looking for solid, trustworthy advice.
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