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Best Financial Advisors in Waukegan

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Arlington Heights, IL 60005Arlington Heights, IL 60005
  • Estate Planning
  • Business Formation
  • Business Tax Preparation

Since 1982, Baldwin Financial Advisors has been serving clients in Waukegan. It handles financial planning and offers various solutions, such as estate review, risk management analysis, and retirement plan review. The company also creates financial statements. It advises clients on multiple kinds of investments, including variable annuities, municipal securities, and mutual funds. Managing director Kate Leipprandt is a member of The National Association of Insurance and Financial Advisors. She has been featured on media outlets like Chicago Tribune.

Arlington Heights, IL 60005Arlington Heights, IL 60005

Website(847) 253-3185

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

570 Lake Cook Rd Ste 115, Deerfield, IL 60015
Deerfield, IL 60015
  • Estate Planning

David A. Marcus and Associates, Inc., provides individuals and business owners in Waukegan with financial products and services. Its team of independent planning specialists executes a financial program according to its clients' goals and needs. They offer assistance in planning for retirement and wealth transfer, as well as choosing the right life and health insurance coverages. The firm also helps small and large employers in obtaining group health insurance and employee benefits. Marcus has been a Certified Financial Planner for over 30 years.

570 Lake Cook Rd Ste 115, Deerfield, IL 60015
Deerfield, IL 60015

Website(847) 945-8711

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

184 Shuman Blvd, Suite 200, Naperville, IL 60563
Naperville, IL 60563
  • Tax Planning
  • Retirement Planning
  • Wealth Management

DHJJ is a financial advisory firm serving individuals and businesses in Waukegan. The company offers financial and business advisory services. Its principal advisor, Cammy Corso, is a certified financial planner who has been in the industry for over 22 years. Her financial advisory solutions include portfolio selection, estate and retirement planning, investment management, and insurance review. Corso integrates the personal and business view of her clients' financial situation to create individualized strategies to increase their options and benefits.

184 Shuman Blvd, Suite 200, Naperville, IL 60563
Naperville, IL 60563

Website(630) 420-1360

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

6 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

704 Florsheim Dr Ste 13, Libertyville, IL 60048
Libertyville, IL 60048
  • Certified Financial Planner (CFP)

Don Swanson is a wealth advisor at Thrivent, a Fortune 500 company that has been providing a variety of financial solutions for over a hundred years. Serving individuals and families in Waukegan and the surrounding areas, Don and his team advise and guide clients on a broad range of financial matters, such as retirement savings, life and health insurance plans, investments, mutual funds, and charitable giving. Don is both a Chartered Life Underwriter and a Chartered Financial Consultant.

704 Florsheim Dr Ste 13, Libertyville, IL 60048
Libertyville, IL 60048

Website(847) 281-9582

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

413 East Terra Cotta Avenue, Crystal Lake, IL 60014
Crystal Lake, IL 60014

Exemplar Financial Network provides financial advisory services to Waukegan and the neighboring communities. It specializes in assisting individuals in handling their finances to protect the future of their wealth and loved ones. It also guides clients in creating written financial plans, reviewing investment and retirement plans, and establishing budgeting strategies. The company's president and wealth advisor, David Hubbard, has been in the financial industry since 1980. He serves as a member of the Northern Illinois Special Recreation Association's Foundation.

413 East Terra Cotta Avenue, Crystal Lake, IL 60014
Crystal Lake, IL 60014

Website(815) 459-4550

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4.4 / 5 ( Best)

Total Reviews:

7 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

500 Lake Cook Rd., Suite 325, Deerfield, IL 60015
Deerfield, IL 60015
  • Financial Planning
  • Tax Planning
  • Retirement Planning

Financial Wealth Alliance is a boutique financial planning company that serves clients in Waukegan. The firm exclusively caters to the financial needs of clients who are in retirement or are getting ready to retire. The team specializes in crafting retirement income plans that cover a variety of financial facets, including income and investment planning, tax planning, insurance management, health care, and legacy planning. The company's president, Dariusz Godlewski, is an Investment Adviser Representative under Brookstone Capital Management.

500 Lake Cook Rd., Suite 325, Deerfield, IL 60015
Deerfield, IL 60015

Website(847) 312-3454

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Three Parkway North, Suite 500, Deerfield, IL 60015
Deerfield, IL 60015
  • Financial Planning

GCG Financial, LLC, seeks to improve the financial security of families and businesses in the Waukegan area. It develops financial roadmaps that cover individuals' current net worth and investment risk tolerance, as well as plans for retirement and transfer of estates. It also helps clients develop investment strategies and build portfolios according to their goals and risk profiles. For business owners, it administers benefit programs, insurance solutions, and retirement plans for employees. GCG Financial has been offering investment advisory services since 1975.

Three Parkway North, Suite 500, Deerfield, IL 60015
Deerfield, IL 60015

Website(847) 457-3000

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4.5 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A

Helpfulness: --

Detail: --

1650 Lake Cook Road Suite 190, Deerfield, IL 60015
Deerfield, IL 60015
  • Estate Planning
  • Financial Planning

Founded in 1970, Horwitz & Associates is an investment firm that provides a wide range of services for clients in Waukegan and the surrounding areas. As a Registered Investment Advisor, it guides clients in portfolio construction while considering the overall portfolio risk and possible tax consequences. The firm also assists in other areas of financial planning like insurance, retirement, and cash management. Silvia Liu, one of the firm's financial advisors, is a FINRA Registered Representative. She speaks English, Mandarin, and German.

1650 Lake Cook Road Suite 190, Deerfield, IL 60015
Deerfield, IL 60015

Website(224) 632-4600

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

3 (Best)

Average Review Score:

4.6 / 5 ( Best)

Total Reviews:

9 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

223 N Route 21 #28, Gurnee, IL 60331
Gurnee, IL 60331
  • Certified Financial Planner (CFP)

Lake County Financial Planning has been serving clients in Waukegan since 1999. It assists clients in achieving their financial objectives through financial planning services that include cash flow management, investment management, and retirement planning. Its services are based on the needs of clients and the changes in their lifestyles, careers, charitable giving methods, and inheritances. Navigating changing economic climates can be challenging and Lake County Financial Planning prides itself on dedication to understanding the individual needs of each client they serve. The firm also monitors the progress of financial plans and updates them as needed. The founder, Scott Davis, obtained his financial planner certification in 2002 and his RICP designation in 2014.

223 N Route 21 #28, Gurnee, IL 60331
Gurnee, IL 60331

Website(847) 360-5151

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4.5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

300 Saunders Road Suite 100, Riverwoods, IL 60015
Riverwoods, IL 60015
  • Certified Financial Planner (CFP)

Lelah Financial is an independent financial advisory firm that serves Waukegan. It offers comprehensive financial and investment management services to help clients meet their financial goals and, at the same time, prepare for otherwise unplanned life-changing events. Established by Josh Lelah, a Certified Financial Planner, the firm incorporates health and variable insurance products into asset building and financial planning strategies. Lelah has been in the industry for over 15 years and holds a degree in Consumer Science, specializing in Personal Finance.

300 Saunders Road Suite 100, Riverwoods, IL 60015
Riverwoods, IL 60015

Website(224) 300-6884

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

770 Lake Cook Rd. Suite 100, Deerfield, IL 60015
Deerfield, IL 60015
  • Certified Financial Planner (CFP)
  • Investment Management
  • Wealth Management

MAI Capital Management is a firm that serves the financial planning needs of clients in Waukegan. In the business for more than 50 years, the company offers a broad spectrum of financial management solutions that are personalized according to each client's individual needs and goals. Its financial advisors have extensive experience assisting clients with estate and financial planning, insurance, investments, tax planning, and philanthropy. MAI Capital Management was recently named an honoree of the 2020 Smart Business, Medical Mutual Pillar Award for Community Service.

770 Lake Cook Rd. Suite 100, Deerfield, IL 60015
Deerfield, IL 60015

Website(847) 559-0180

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

836 Skokie Boulevard, Northbrook, IL 60062
Northbrook, IL 60062
  • Certified Financial Planner (CFP)

Oak Wealth Advisors is a financial advisory firm that caters to Waukegan clients. The firm provides a wide range of services, including cash flow, estate planning, retirement, and insurance planning. It avoids a "beat the market" investment approach and works to diversify clients' asset allocations. The firm also offers legal planning solutions for families with special needs members. Company president Michael Walther II served as the treasurer for the National Association for Down Syndrome. He has been featured in The Washington Post.

836 Skokie Boulevard, Northbrook, IL 60062
Northbrook, IL 60062

Website(847) 945-8888

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

1531 S. Grove Avenue Suite 206, Barrington, IL 60010
Barrington, IL 60010
  • Estate Planning
  • Retirement Planning
  • Wealth Management

Piershale Financial Group, Inc., is an advisory firm that serves the Waukegan area. Included in its services is retirement planning, which involves an assessment of clients' IRA beneficiaries. Its team also manages investment portfolios. The financial advisors provide investment recommendations according to clients' goals and needs, and they continuously monitor portfolios in addition to conducting performance meetings. Piershale Financial Group is led by Michael Piershale, who has over three decades of experience. He hosts a weekly radio show, “The Money Hour Radio.”

1531 S. Grove Avenue Suite 206, Barrington, IL 60010
Barrington, IL 60010

Website(847) 713-8070

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4.8 / 5 ( Best)

Total Reviews:

60 (Best)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

2651 Warrenville Road Suite 200, Downers Grove, IL 60515
Downers Grove, IL 60515
  • Retirement Planning
  • Finance Planning
  • Wealth Management

Professional Wealth Advisors LLC is an independent firm that serves clients in Waukegan. It provides a wide range of financial planning and wealth management services, including cash flow management, income tax planning, and insurance planning. Its financial advisors have more than 80 years of combined industry experience. They work with the advisors of clients to help them design and implement financial plans that can lead to financial independence. Stephen Potts, Peter Wilmot, and their business partners established the firm in 2015.

2651 Warrenville Road Suite 200, Downers Grove, IL 60515
Downers Grove, IL 60515

Website(630) 716-3600

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

2815 Forbs Ave Suite 107, Hoffman Estates, IL 60192
Hoffman Estates, IL 60192
  • Retirement Planning
  • Financial Planning

Rauschenberger Financial Advisors offers its services in the Waukegan metro. The firm provides a suite of services that aim to help its clients reach their financial goals. These include educating them on all matters financial; answering planning questions and providing analysis; helping identify and manage risks in life and plans; acting as an accountability coach; and seeking to minimize costs and prevent costly mistakes. Keith Rauschenberger founded the firm in 2011. He has over 25 years of experience in the banking industry.

2815 Forbs Ave Suite 107, Hoffman Estates, IL 60192
Hoffman Estates, IL 60192

Website(847) 802-2500

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

777 N. Lake Zurich Rd, Suite 125D, Barrington, IL 60010
Barrington, IL 60010
  • Certified Financial Planner (CFP)

Retirement Matters is a financial planning firm serving individuals and families in Waukegan. It assists clients in preparing for retirement, both emotionally and financially. Its advisors help clients through financial plans that cover income taxes, everyday spending, debt management, legacy building, and charitable giving. Additionally, the firm offers wealth management solutions that include tax strategies, investment management, education planning, and estate planning. Retirement Matters has been featured on The Wall Street Journal and Chicago Tribune.

777 N. Lake Zurich Rd, Suite 125D, Barrington, IL 60010
Barrington, IL 60010

Website(847) 558-6991

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4.9 / 5 ( Best)

Total Reviews:

11 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

1509 N Milwaukee Ave, Libertyville, IL 60048
Libertyville, IL 60048
Instagram

The Tranel Financial Group is a financial advisory firm serving the communities of Waukegan. Its advisors assist clients in navigating their finances, handling investment management and planning for taxes and retirement. They also offer estate planning services and consultations involving the division of marital assets in a divorce. The firm was founded by the husband-and-wife team of Roch and Kat Tranel in 1988 and has been striving to help people build wealth and achieve financial independence.

1509 N Milwaukee Ave, Libertyville, IL 60048
Libertyville, IL 60048

InstagramWebsite(847) 680-9050

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

32 (Best)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

16 Executive Court, Suite 3, South Barrington, IL 60010
South Barrington, IL 60010
  • Certified Financial Planner (CFP)

Vermillion Financial Advisors, Inc., assists individuals and businesses in Waukegan and the surrounding locations. Included in its services is financial plan development, which covers clients' insurance, cash flow, taxes, estate, and retirement. Its team of advisors also builds, analyzes, and monitors investment portfolios. The firm was co-founded in 1988 by Mark LaSpisa, who specializes in serving a niche market comprising high-net-worth individuals who are over 50 years old. He has appeared on several media outlets, including Bloomberg Wealth Manager and Forbes.

16 Executive Court, Suite 3, South Barrington, IL 60010
South Barrington, IL 60010

Website(847) 382-9999

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

32 (Best)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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