Financial Services across the Chicago metro
Inclusive and diverse-owned financial services businesses across the Chicago metro, not just the city itself.
Advisers, planners and insurance agents working with Chicago households and small businesses. How someone is paid, fee-only or commission, shapes the advice they give, so ask that before the first meeting. Several work with clients whose finances do not fit the standard template, including unmarried partners and owner-operators.
Enhanced
1Boosted placement
All listings
2Sponsor the Financial Services page in Chicago. One Category Sponsor per city, credited on this page and on the Chicago hub.See sponsorship
Where they are across the Chicago metro
Each listing sits at its street address when the owner has shared one, otherwise at its ZIP or town.
Businesses on the map of Chicago
- Brian Thompson Financial, Chicago (town center)
- Empowered+ Financial, Chicago (town center)
- Headdy Mulroy Advisor Group, Chicago (town center)
Getting your money in order in Chicago? Start here.
Plain-English guides to business credit, community lenders and grants, and to spotting a funding scam before it costs you.
Guides for money and funding
Reading picked for financial services and for the Chicago metro.
Microloans for Diverse-Owned Businesses in 2026: A Practical Guide to Small-Dollar Funding
11 min read
Small Business Grants for Diverse-Owned Businesses in 2026: What’s Real, What’s Not, and Where to Look
10 min read
How to Avoid Small Business Grant and Funding Scams in 2026
11 min read
Funding Application Checklist for Diverse-Owned Businesses in 2026
10 min read
Coming up
Where to be around Chicago
Pride and cultural festivals nearby, and the heritage and awareness dates on the calendar.
Keep exploring
More across the Chicago metro
Each photo is from a listing in that category.
Real Estate14 places Photo: Andy Ogorzaly
Professional Services5 places Photo: The Grossman Group
Retail & Shops14 places Photo: Women & Children First
Restaurants & Food9 places Photo: Taylor's Tacos
Community & Nonprofit7 places Photo: Brave Space Alliance
Bars & Nightlife5 places Photo: Nobody's Darling
Notes
Signed, dated pieces about the places where we spend our money, and who they are built for.
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Read moreFinancial Services in Chicago: questions people ask
How many financial professionals are listed across the Chicago metro?
Three right now, in Chicago. The list grows as businesses are recommended, checked and added.
What makes a business inclusive on Inclusivity.org?
Every listing shows why it is here, with a source you can check: the owner's own statement, a public listing such as a chamber directory, or a recognized certification. Some are owned by the communities they serve and some are allies who welcome everyone. We never list someone's identity without a source.
What does fiduciary mean?
A fiduciary is required to put your interests first when giving advice. Ask any advisor whether they act as a fiduciary at all times and how they are paid.
How can I check a financial professional?
FINRA BrokerCheck and the SEC's adviser database are free, and CFP Board has a lookup for certified planners. The IRS directory lists credentialed tax preparers.
Is it free to be listed?
Yes. A basic listing is free, and owners can claim and update theirs at any time. Featured and Enhanced listings get more room on the page, and being listed never depends on them.
How do I suggest a financial professional that is missing?
Use Recommend a business at the bottom of this page. We research every suggestion, and nothing goes live until it has been checked.
Know a financial professional we're missing?
Tell us who they are and we'll do the research. Nothing goes live until we've checked it, and we never list someone's identity without a source.