Chamber of Commerce

      EP Wealth Advisors

      ( 3 Reviews )

      EP Wealth Advisors
      Owner Verified
      Owner Verified
      Listing Incorrect?
      Listing Incorrect?

      Hours

      Thursday:
      8:00 AM - 5:00 PM
      Friday:
      8:00 AM - 5:00 PM
      Saturday:
      Closed
      Sunday:
      Closed
      Monday:
      8:00 AM - 5:00 PM
      Tuesday:
      8:00 AM - 5:00 PM
      Wednesday:
      8:00 AM - 5:00 PM
      CALL DIRECTIONS REVIEWS

      Chamber Rating

      Verified Member
      5.0 - (3 reviews)
      3
      0
      0
      0
      0
      Read Our 3 Reviews

      Chamber Rating

      Verified Member
      5.0 - (3 reviews)
      3
      0
      0
      0
      0
      › ‹
      • victor montelongo


        Apr 3rd, 2016

      • Marla D.

        I found the team at Guidant in Palatine to be extremely helpful after my husband's death, as I was faced with transferring, updating & investing our finances & retirement accounts. They spent countless hours investigating for me, meeting with me, speaking with my investment companies to complete all the necessary actions required. I felt like they were family/ They took the time to explain their investment strategies, etc to educate me. They charged me NO fees for any of these hours, the only fees involved are for the investments they make. I highly recommend this group to anyone needing investment assistance.
        Dec 7th, 2014

      • Heather P

        Frank, Tony, and Bernadette are very helpful and attentive to my unique investment needs. They are always professional and well prepared for our meetings and can explain every aspect of my portfolio in a way that I can understand. They have also helped me with obscure financial matters not really related to my Guidant account contributing to my overall financial well being. Highly recommended!
        Jun 22nd, 2013

      Read Our 3 Reviews

      About
      EP Wealth Advisors

      Once your investments reach $500,000, the way you manage your portfolio needs to evolve. Work with an EP Wealth Advisor who knows you and understands your goals to create a financial plan which prepares you to invest in the markets, and gives the proper context for your investments so you can make prudent decisions no matter where you are in the market cycle.

      Contact Info

      Questions & Answers

      Q What is the phone number for EP Wealth Advisors?

      A The phone number for EP Wealth Advisors is: 847-349-4476.

      Q Where is EP Wealth Advisors located?

      A EP Wealth Advisors is located at 35 W Slade St, Palatine, IL 60067

      Q What is the internet address for EP Wealth Advisors?

      A The website (URL) for EP Wealth Advisors is: https://www.epwealth.com/?utm_source=gmblisting&utm_medium=organic&utm_campaign=il_palatine

      Q How big is EP Wealth Advisors?

      A EP Wealth Advisors employs approximately 20+ people.

      Q What days are EP Wealth Advisors open?

      A EP Wealth Advisors is open:
      Thursday: 8:00 AM - 5:00 PM
      Friday: 8:00 AM - 5:00 PM
      Saturday: Closed
      Sunday: Closed
      Monday: 8:00 AM - 5:00 PM
      Tuesday: 8:00 AM - 5:00 PM
      Wednesday: 8:00 AM - 5:00 PM

      Q How is EP Wealth Advisors rated?

      A EP Wealth Advisors has a 5.0 Star Rating from 3 reviewers.

      Hours

      Thursday:
      8:00 AM - 5:00 PM
      Friday:
      8:00 AM - 5:00 PM
      Saturday:
      Closed
      Sunday:
      Closed
      Monday:
      8:00 AM - 5:00 PM
      Tuesday:
      8:00 AM - 5:00 PM
      Wednesday:
      8:00 AM - 5:00 PM

      Related Categories

      Ratings and Reviews
      EP Wealth Advisors

      Overall Rating

      Overall Rating
      ( 3 Reviews )
      3
      0
      0
      0
      0
      Write a Review

      victor montelongo on Google

      image

      Marla D. on Yelp

      image I found the team at Guidant in Palatine to be extremely helpful after my husband's death, as I was faced with transferring, updating & investing our finances & retirement accounts. They spent countless hours investigating for me, meeting with me, speaking with my investment companies to complete all the necessary actions required. I felt like they were family/ They took the time to explain their investment strategies, etc to educate me. They charged me NO fees for any of these hours, the only fees involved are for the investments they make. I highly recommend this group to anyone needing investment assistance.

      Heather P on Google

      image Frank, Tony, and Bernadette are very helpful and attentive to my unique investment needs. They are always professional and well prepared for our meetings and can explain every aspect of my portfolio in a way that I can understand. They have also helped me with obscure financial matters not really related to my Guidant account contributing to my overall financial well being. Highly recommended!

      Overall Rating

      Overall Rating
      ( 3 Reviews )
      3
      0
      0
      0
      0

      Write a Review

      RATING:
      Create 1 Star Review Create 2 Star Review Create 3 Star Review Create 4 Star Review Create 5 Star Review
      Submit

      Investment Service Near Me in Palatine, IL

      Brandt Financial Concepts, Inc.
      134 West Slade Street Suite One
      Palatine, IL 60067
      (847) 358-8600
      ( 0 Reviews )
      CoinFlip Bitcoin ATM
      239 E Northwest Hwy
      Palatine, IL 60067
      773-800-0106
      ( 0 Reviews )
      Wells Fargo Advisors
      621 E Dundee Rd
      Palatine, IL 60074
      847-963-1588
      ( 0 Reviews )
      Harris Investments
      1034 E Lilac Dr
      Palatine, IL 60074
      (847) 934-3104
      ( 0 Reviews )
      Detterbeck Wealth Management
      110 North Brockway Suite 330, Suite 330
      Palatine, IL 60067
      (847) 934-6262
      ( 0 Reviews )
      Old World Painting and Dctg
      745 E Constitution Dr
      Palatine, IL 60074
      (224) 520-0057
      ( 0 Reviews )
      Imperial Asset Management Llc
      110 N Brockway St
      Palatine, IL 60067
      (847) 963-1438
      ( 1 Reviews )
      Accord Investments Llc
      626 W Parkside Dr
      Palatine, IL 60067
      (224) 578-6577
      ( 0 Reviews )

      START DRIVING

      ONLINE LEADS TODAY!

      Add Your Business
      ChamberofCommerce.com
      Loading