Addante Financial Services

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About Us

Who we are

Addante Financial Services is a leading financial advisory company based in Chicago, IL. We are committed to providing our clients with the highest level of service, integrity and professionalism.

At Addante Financial Services, we take pride in building long-term relationships with our clients by listening to their needs and understanding their goals.

“At Addante Financial Services, we take pride in building long-term relationships with our clients by listening to their needs and understanding their goals.”

James Addante, Financial Advisor

Why choose us

Addante Financial Services is a trusted adviser for individuals, business owners and professionals. We specialize in providing customized solutions to meet your individual needs no matter what stage of life you are at.

With the expertise of more than 25 years of experience in finance including accounting, auditing and taxation with expertise in insurance, Addante’s team can help you grow your wealth through retirement planning, tax savings strategies or financial protection for yourself or your family.

  • Easy to manage fund
  • Creative finance idea
  • Finance management
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James Addante, President
About us

Who we are

Addante Financial Services is a leading financial advisory company based in Chicago, IL. We are committed to providing our clients with the highest level of service, integrity and professionalism. At Addante Financial Services, we take pride in building long-term relationships with our clients by listening to their needs and understanding their goals.
Contact Us
Features

Why choose us

Addante Financial Services is a trusted advisor for individuals, business owners and professionals. We specialize in providing customized solutions to meet your individual needs no matter what stage of life you are at.

With the expertise of more than 25 years of experience in finance including accounting, auditing and taxation with expertise in insurance, Addante’s team can help you grow your wealth through retirement planning, tax savings strategies or financial protection for yourself or your family.

Easy to manage fund

Creative finance idea

Finance management

Why choose us

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Services

What we do

In recent years, a large majority of establishments have extended their operational frontiers beyond geographical boundaries…
In recent years, a large majority of establishments have extended their operational frontiers beyond geographical boundaries…
The IRS may hold up your joint or state tax return against benchmarks that comparable returns are expected to follow…
Digitalization is practically impossible to ignore anymore. It is thus not surprising that a lot of people are more disposed to tax preparation…
Addante Financial Services’ team will help you select the health insurance coverage plan that is right for your needs…
Everyone deserves a fulfilling retirement after several years of hard work. But like every other phase of life, enjoying retirement requires…
  • Tax Preparation
services

What we do​

  • IRS Audit Representation
  • Income Tax Issues and Filings
  • Insurance Plan
  • IRAs Annuities and 401k Rollovers
Services

What we do

We provide our clients all kinds of financial services.

Tax Preparation

At Addante Financial Services, Inc. taxation experts seek to ensure that tax preparation is credible, error-proof and as detached from encumbrances as possible.

IRS Audit Representation

We assist taxpayers in various parts of the country in lawsuits dealt with by the IRS and Tax Court , in filing compliance and other foreign tax issues.

Income Tax Issues and Filings

In recent years, a large majority of establishments have extended their operational frontiers beyond geographical boundaries.

IRAs Annuities and 401k Rollovers

If you are planning to change jobs or retire soon, a rollover is an excellent option. Learn more about IRA’s Annuities and 401k rollover options.

Insurance Plans

Addante Financial Services’ team will help you select the health insurance coverage plan that is right for your needs.

Got a question? Get in touch.

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