This profile has been claimed by the business owner or representative.
Any good business has a business plan, your financial future should be run like a Fortune 500 company. As your personal CFO, we will create a well thought-out strategy focused on your specific goals and use them as a guide for all our investment decisions.
333 South Wabash Avenue, Suite 2700, Chicago, IL, 60604, United StatesGet directions
|Mon||8:00 a.m. to 5:00 p.m.|
|Tue||8:00 a.m. to 5:00 p.m.|
|Wed||8:00 a.m. to 5:00 p.m.|
|Thu||8:00 a.m. to 5:00 p.m.|
|Fri||8:00 a.m. to 5:00 p.m.|
Jason Paplaski is my ideal financial advisor. He is extremely in touch with the markets and knowledgeable about the intricacies involved in financial planning. He is always there is always a phone call away and a great teacher. Jason takes the time to understand ever client and their individual needs, and will build a plan with you. He is frequently in touch giving updates from the market side and assessing changes on my side. I can say he always has my best interest in mind, the most important quality for an advisor in my b... read more
Through mutual professional contacts, my wife & I met, spoke with & started working with Rich. Through the course of our working with him, he’s provided immeasurable financial advise to help us feel confident on the grounds we stand with respect to retirement. Prior to working with Rich, the word “estate” won’t have existed in our lexicon when it comes to the state of our financial assets but with guidance, planning & executing on said plans I think it’s time to let the word out about the benefits of working with Rich. Sol... read more
I am a dental professional and have been wanting to start investing and planning for retirement, but I have always been skeptical about using financial advisors. However, after meeting Richard Little, I learned that his investing philosophy aligns with my own, which involves safe and long-term growth strategies. He is NOT the typical “salesman” type of financial advisor that I was expecting; he prioritized our financial goals over his own. He is very knowledgeable and transparent with his advice and he clearly demonstrates h... read more
Richard Little was a dynamic and engaging speaker at our financial investment workshop. His expertise as a financial advisor is undeniable. Through an interactive presentation he created an environment that engaged the audience throughout the session and delivered real-life takeaways. We received numerous comments from our members that the presentation was helpful insightful and with a content that can be applied to building financial security and wealth. Everyone left feeling excited and motivated to act.
Making Jason my CFP was one of the best decisions I ever made. Jason is very knowledgeable and should be considered an expert in his field. Jason is always accessible and very attentive. When discussing future goals, he understands my vision and always has honest, thoughtful financial guidance. In a world with so much to worry about, Jason has made finance one thing to no longer stress about. Since I started working with him, I no longer worry about my family's financial future.
Serenity Wealth Management has a 5 star rating with 33 reviews.
Serenity Wealth Management is closed now. It will open on Monday at 8:00 a.m.