Golden Tree Wealth Partners, LLC. - Chicago, Illinois

Address: 625 W Adams St Floor 19, Chicago, IL 60661.
Phone: 2242681439.
Website: goldentreewealthpartners.com
Specialties: Accounting firm, Bookkeeping service, Business management consultant, Financial consultant, Insurance agency, Tax preparation.
Other points of interest: Identifies as Latino-owned, Onsite services, Language assistance, Wheelchair accessible entrance, Wheelchair accessible restroom, Wheelchair accessible seating, LGBTQ+ friendly, Transgender safespace.
Opinions: This company has 8 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Golden Tree Wealth Partners, LLC.

☎️2242681439

⏰ Open Hours of Golden Tree Wealth Partners, LLC.

Monday: 8 AM–7 PM
Tuesday: 9 AM–5 PM
Wednesday: 8 AM–7 PM
Thursday: 8 AM–7 PM
Friday: 9 AM–5 PM
Saturday: 10 AM–3 PM
Sunday: Closed

Overview of Golden Tree Wealth Partners, LLC.

Golden Tree Wealth Partners, LLC, based at 625 W Adams St Floor 19, Chicago, IL 60661, stands out as a comprehensive and culturally conscious financial and business advisory firm. With a focus on accounting, bookkeeping services, business management consulting, financial consulting, and even offering insurance agency services and tax preparation, this Latino-owned company prides itself on being fully inclusive and supportive of its diverse clientele. Their commitment to accessibility is commendable, offering wheelchair accessible entrance, restroom, and seating, ensuring all clients, regardless of physical ability, can comfortably conduct their business. Moreover, they extend a welcoming environment for the LGBTQ+ community and maintain a transgender safe space, reflecting their dedication to diversity and inclusion.

For potential clients seeking professional financial and business services, Golden Tree Wealth Partners, LLC is highly recommended. Here are some key features and points of interest:

- Specialties: They specialize in a wide range of services including but not limited to accounting, bookkeeping, and financial consulting. Their services also extend to business management consultancy and insurance agency operations.
- Onsite Services: Offering services directly on-site demonstrates their commitment to client convenience and accessibility.
- Language Assistance: Their provision of language assistance ensures that non-English speakers can receive the same high-quality service.
- Diversity and Inclusion: As a Latino-owned business, they emphasize cultural understanding and sensitivity, making them a preferred choice for many clients.
- Reviews: With 8 reviews on Google My Business, Golden Tree Wealth Partners, LLC has garnered a solid reputation, boasting an impressive average opinion of 5/5. This high rating is a testament to their customer satisfaction and professionalism.

For those interested in learning more about Golden Tree Wealth Partners, LLC, visiting their website at goldentreewealthpartners.com is highly advisable. Here, prospective clients can find detailed information about their services, read testimonials, and get in touch directly.

👍 Reviews of Golden Tree Wealth Partners, LLC.

Golden Tree Wealth Partners, LLC. - Chicago, Illinois

Mayra R. P.

5/5

I've known Erik for quite some time, and I can confidently say he's been instrumental in helping me establish my business with ease. His wealth of knowledge and genuine desire to see others succeed, especially his clients, truly sets him apart. Erik makes the entire process seamless and stress-free, backed by a dedicated team ready to assist with any service you may need, from business strategies to tax advice. What I admire most about Erik is his unwavering optimism and his ability to see possibilities where others may see obstacles. He's not only a problem-solver but also a source of creative solutions. Thanks to Erik's guidance, I've received valuable steps to set up my business and insightful ideas for expansion. I highly recommend Erik and his financial wealth company for anyone seeking personalized and effective financial guidance.

MARIO G.

5/5

I've been working with Erik for about two months now. Our first project together involved creating a financial plan which included, amongst other things, my taking control (from a previous financial advisor) of all of my retirements savings. This resulted in opening new Vanguard accounts. Erik recommended various investment allocations and funds within those allocations. What I like most about this project is that I no longer have to pay a yearly 1% "management fee" to my old advisor and I now have control. BTW, my accounts have performed nicely in these past months. The second project that Erik helped me with is to plan for the purchase of an investment property. I'm very happy with his advice on this. An interesting thing about his advice and this project... I will be able to share the experience with my son and daughter which Will help in their financial futures - money well spent is the point that I'm making here. I look forward to working with Erik on future projects.

Rich H.

5/5

I've used Golden Tree the past two tax seasons for my business taxes. They are great to work with and take the time to understand your situation. Wonderful people all around!!

Mike R.

5/5

Tax preparation with Golden Tree Wealth Partners and in particular Paula was a very easy process. Golden Tree has an eye for detail, and their client portal was simple
to navigate. Paula reached personally out during the process to verify a few items and answer any questions (unlike recent experience with other tax professionals who are more difficult to contact). They even were aware of the recent 2024 changes in specific tax laws in my state. I would select six stars out of five if there was a way to do so!

Rami A.

5/5

I had a time sensitive matter that I needed CPA advice on. Even though it was the weekend, Erik responded within an hour, we were able to schedule an appointment same day, got some of my questions answered, then Erik sent me a follow up email the next morning (Sunday morning) with all the questions answered!! I greatly appreciate the timely and detailed response and customer follow up!!

Adam K.

5/5

In any stage of starting your own business you will be faced with many unknowns . Eric and Golden wealth have far exceeded all expectations I had coming into our work relationship . If we were faced with any unknowns Eric would make sure we had a complete understanding of the matter at hand . Eric executes what needs to be done and is beyond transparent on what that process looks like every step of the way . Honestly, loyalty and making sure his clients have the knowledge and structure for success. We truly appreciate Eric and Golden Wealth with the partnership and friendship that has come to be .

elizabeth R.

5/5

Erik and his team at Golden Tree have the most knowledge when it comes to business and financial planning. His guidance has helped my business grow and will continue to work with his team.

O M.

5/5

Exemplary work! Caught me up on personal and business filings with great results!!!