Baldwin Financial Advisors, LLC

Arlington Heights, Illinois

5.0 (1 reviews)
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About

Baldwin Financial Advisors is a women-owned financial planning firm in Arlington Heights, Illinois that provides financial planning, investment management, and consulting services with a focus on retirement planning. The firm employs a structured methodology that includes comprehensive analysis, ongoing coaching throughout the first year after plan delivery, and coordination with clients' attorneys and CPAs. At least one advisor holds the CFP® certification and operates under fiduciary standards. The practice addresses common client concerns around retirement affordability, market volatility, savings adequacy, and investment suitability, and incorporates risk management and insurance review into its planning process.

Specialties

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 10:30AM-6PM, Tuesday: 10AM-6PM, Wednesday: 10AM-6PM, Thursday: 10AM-6PM, Friday: 10AM-2:30PM, Saturday: Closed
SEC registered
No
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