Coordinated planning, wherever you are.
755 Financial's office is in Woodstock, Georgia, and its coordination model travels well. For clients in the Chicago area, that means scheduled video reviews, secure document workflows, and periodic in person visits, not a downgrade from the in office experience.
755 Financial serves clients in the Chicago area remotely from its Woodstock, Georgia office, coordinating wealth, tax, insurance, lending, and estate work through scheduled video reviews, secure document workflows, and periodic in person visits.
Video reviews, on your calendar.
Quarterly or semiannual video meetings replace the conference room table, with the same team on the call each time: the person who models your tax return is the same one discussing your portfolio. Documents are exchanged digitally rather than across a conference table.
A visit, on a cadence that fits.
Some conversations, an estate plan signing, a business sale, a major transition, are better in a room. Chicago clients schedule those visits to Woodstock around the milestones that call for them, rather than on a fixed calendar.
Chicago, answered.
Does 755 Financial have an office in Chicago?
No. 755 Financial's only office is in Woodstock, Georgia. Chicago area clients are served remotely, through scheduled video reviews and digital document exchange, with in person visits available as needed.
How do Chicago clients meet with the team?
Most reviews happen by scheduled video call, on a quarterly or semiannual cadence depending on complexity. In person visits to the Woodstock office are scheduled around major decisions, such as an estate plan signing or a business transition.
Coordination for Chicago.
One team, one office in Woodstock, and a plan that accounts for your whole financial picture.
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