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.
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