Best Financial Advisors in Elgin, IL

The Dala Group is a Hoffman Estates-based company that serves clients in Elgin. It handles a wide range of financial planning services, from tax planning to debt management. The company advises clients on various investments, including rental properties and annuities. It also has experience offering insurance solutions to clients, like life, auto, health, and home insurance. Mike Heatwole, the company's founder, is a Certified Financial Planner by the CFP Board. Before starting his business, Heatwole worked at the asset management firm Waddell & Reed.

Mooney Lyons Financial Advisors helps Elgin residents navigate three financial aspects, from wealth accumulation to pre-retirement and in-retirement. Through its Integrated Wealth Model, the firm assists families, business owners, and professionals in preserving their assets, reducing taxes, and making sound investments. It also deals with budgeting, education funding, insurance policies, and estate planning. Founders Keith Mooney and Joe Lyons have been in the financial services industry for over two decades. They are CFPs and Chartered Finacial Consultants.

Teboda & Associates is a financial advisory firm that serves Elgin. It assists its clients in developing plans that help them address their needs or achieve their financial goals, such as preparing for a safer retirement. It assesses their financial picture and offers a range of products and services, including recommending investment options and crafting retirement income and wealth management strategies. Its founder and president, Jack Teboda, has 35 years of experience in the field and is an investment adviser representative.

PKF Mueller is an advisory group that serves clients in Elgin. It offers a range of wealth management services, including investment and liability management, financial planning, and retirement planning. It also provides risk management, tax planning, bookkeeping, and audit and assurance solutions. CEO David J. Nissen is a certified public accountant and a certified valuation analyst who has been in the industry for over four decades. He is a member of Prairie Capital Advisors and the National Association of Certified Valuation Analysts.

Carrying over 80 years of experience, Professional Wealth Advisors LLC serves the Elgin area. It helps with personal financial planning, including investment and retirement planning, risk management and insurance, estate planning and charitable giving, cash flow and budget, and income tax planning. Its investment planning covers time horizon, review of portfolio, stock concentration, asset allocation, withdrawal strategies, and review of investments held outside the firm. Its wealth advisor, Andrew Carman, has been a financial advisor since 2005. He is an Accredited Asset Management Specialist.

Vermillion Financial Advisors, Inc., has been providing services in the Elgin metro and nearby areas since 1988. It helps pre-retirement planners and seasoned retirees achieve financial security through its comprehensive retirement planning solutions. The company also assists clients who need investment, estate, tax, and cash flow planning services. In addition, its financial advisors craft employer-sponsored retirement plans. President and managing advisor Mark LaSpisa holds CFP, CRPS, and AIF designations. He has been featured on CNN and The Wall Street Journal.

FSR Wealth Strategies is an independent financial services organization that serves clients based in Elgin. Its team of financial planners assists customers in developing retirement strategies that suit their specific needs and aspirations by utilizing a variety of investment and insurance products. They help clients put hard-earned funds to work to prepare for retirement through strategic business planning, retirement income strategies, annuities, and privatized banking. One of the firm's advisors, Scott Bretl, has delivered financial guidance for the past three decades.

Rauschenberger Financial Advisors guides clients in the Elgin metro with financial matters. The firm employs a holistic planning method to help clients with wealth management, which involves setting goals, cash flow analysis, investments, asset allocations, and tax planning. The firm's sole planner, Keith Rauschenberger, educates clients on financial matters and helps them stay accountable by analyzing their progress. Keith, who spent over 25 years in the banking industry, founded the firm in 2011 and serves as its president.

Baldwin Financial Advisors helps the residents of Elgin and the surrounding areas in navigating the pathway to their personal financial success. Its team offers financial planning services, which include both coaching sessions and check-ups that can be initially done for a full year via phone or email. The firm also assists its clients in managing their finances, including investments, insurance policies, and savings plans. Using an organized methodology, Baldwin Financial Advisors helps individuals to easily share their long-term monetary goals with their attorney, CPA, or trustee.

Established in 1982, Woodfield Financial Advisors serves clients in Elgin and nearby areas. It advises business owners on tax and risk reduction, as well as employee retention. For investors, the company creates strategies based on the client's experience, the risk they are willing to take, and when they will need the money. It also offers assistance with insurance and retirement planning. Its team of CFP professionals, including founder Donald J. Monsen, holds over 42 years of aggregated experience.