Financial Advisors in Chicago
Investment and Retirement Specialists in Chicago
Please refer to the following list of financial advisors, investment specialists, and retirement planners in the Chicago area (specifically Cook County) that focus on the investment and retirement needs of senior citizens (older adults and the elderly) and their families. These financial specialists have chosen to participate in the Senior Citizen's Guide to Chicago.
Senior's Equity Income, Inc.
200 West 22nd Street, Suite 201B
Lombard, IL 60148
1-800-721-8776
www.seniorsequityincome.com
— Senior's Equity Income, Inc. routinely closes reverse mortgage loans that other companies just won't touch because of our experience in the industry. For most seniors this will be the biggest financial decision they make. Be certain that you call "A Reverse Mortgage Expert".
Wells Fargo
Frank Powell, Reverse Mortgage Specialist
511 W. North Avenue
Chicago, IL 60610
312-919-4749
www.wfseniorloan.com
— We offer Reverse Mortgage programs that can optimize your cash flow, promote your peace of mind and help you make the most of these years. If you are 62 years of age, our Reverse Mortgage program allows you to borrow against the equity in your home without repayment of the loan for as long as you live there. Now your home can work for you!
Go Direct®
800-333-1795 • www.GoDirect.org
— Seniors can prevent identity theft by switching to direct deposit, which eliminates the risk of stolen checks and forgeries. It’s also easier and more convenient than paper checks, because the payment goes straight into your bank account. It’s fast, easy and free to switch to direct deposit.
Pension Information Effort (P.I.E.) – 312-744-4016
— Understanding and obtaining pension benefits can be difficult to retired persons. This program assists seniors by investigating pension history, advising on applied laws, reviewing and filling appropriate documents needed to obtain individual and spousal benefits.
Social Security Administration – 800-772-1213
U.S. Internal Revenue Service – 312-886-9386