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STRIDE Financial
Stride Financial: Un accompagnement fiable et constant pour la planification de la vie, la retraite et la tranquillité d'esprit.
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Stride Financial: Un accompagnement fiable et constant pour la planification de la vie, la retraite et la tranquillité d'esprit.
STRIDE Financial à Chicago propose des services financiers et de conseil axés sur la planification de la vie, la stratégie de retraite et la planification successorale. Une équipe chaleureuse et compétente, comprenant Sam et Eric, fournit des conseils avisés et un soutien continu lors des transitions de vie. Les clients apprécient les mises à jour en temps utile, les webinaires et une approche fiable et complète qui offre la tranquillité d'esprit.
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Élaborer des stratégies personnalisées pour une retraite sûre et confortable, y compris la gestion de portefeuille et les plans d'épargne.
Aider à élaborer des plans successoraux complets pour protéger vos actifs et assurer votre patrimoine pour les générations futures.
Fournir des conseils d'expert sur les portefeuilles d'investissement, pour vous aider à naviguer les fluctuations du marché avec assurance.
Fournir des conseils financiers holistiques adaptés à des événements majeurs de la vie tels que le mariage, l'achat d'une maison et les transitions de carrière.
Organiser des webinaires et des événements éducatifs afin de tenir les clients informés et engagés dans les meilleures pratiques financières.
Note globale
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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