JADE Financial & Tax Services  
 Tele: 630-882-5625, 847-902-1888                                                                                               Client Login


Welcome to JADE Financial & Tax Services

JADE Financial & Tax Services is an independent full-service financial management firm specializing in providing comprehensive and objective financial consultation. We are supported by the largest independent broker/dealer* in the industry which allows us to offer our clients unbiased advice. We provide fee-based as well as commission-based financial planning services through LPL Financial. We are committed to providing exceptional personal service,  independent advice and prudent strategies for investing. We focus on strategies for preservation of wealth, investment growth and maintaining income stream during retirement.  Our mission  is to help our clients pursue their financial goals by providing ongoing consultation and support, periodic face-to-face meetings, asset allocation analysis and portfolio rebalancing. Our reward is satisfied clients!

* As reported in Financial Planning magazine 1996-2012, based on total revenues.


Jing O'Brien, MBA & CPA, 
founder of JADE Financial & Tax Services, member of AICPA, member of Buffalo Grove Chamber of Commerce, member of Rotary Club of Buffalo Grove

Our Commitment

At JADE Financial & Tax Services, we are free from proprietary products and conflicts of interests. We strive to exceed your expectations and help you to work toward your financial goals.

Check the background of investment professionals associated with this site on FINRA's BrokerCheck, please click: http://brokercheck.finra.org/