Best Financial Advisors in Arlington Heights

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APC Financial Group serves the community of Arlington Heights. Established in 1993, it provides financial advisory services, covering mutual funds, savings, pensions, Social Security, managed assets, and annuities. It also helps people protect themselves and their families through disability policies, life insurance, and long-term care plans. In addition, its professionals offer advice in tax planning, which includes personal, corporate, partnership, and trust tax strategies. Founder Anthony Canonaco has been a Top Financial Advisor awardee of Cetera Financial Specialists since 2010.

Baldwin Financial Advisors is a registered investment advisory firm that serves the residents of Arlington Heights and the surrounding areas. It helps clients navigate their financial future through investment-optimized financial strategies, insurance recommendations, and retirement planning. Its process includes working with clients' accountants, attorneys, and trustees. Managing director Kate B. Leipprandt authored a textbook entitled the "ABA Financial Planning Workbook." She was featured in U.S. News and World Report, Business Week, and Working Woman.

Bussenger Financial Group is an advisory firm serving clients in Arlington Heights. Its advisors guide clients on their major financial decisions and help determine if current strategies are aligned with their goals today and in the future. They also assist clients in planning for their finances, retirement, investments, income, taxes, and estates. The company's president and founder, Lisa Bussenger, has been trained by Ed Slott's Master Elite IRA Advisor Group. She has also been a member of the Cary-Grove Chamber of Commerce for 11 years.

Financial Elements Inc. is a financial planning and investment advisory firm serving clients in Arlington Heights. It assists clients in determining priorities and creating plans and strategies that will work today and in the future. It offers services regarding retirement, estate, gifting, insurance, and long-term care needs. The firm continues to monitor and rebalance each client's asset allocation based on expected and unexpected events. Financial Elements is a member of The Financial Planning Association and the NAPFA.

Jeffrey C. Simon serves clients in Arlington Heights. Simon is a financial advisor with Wells Fargo Advisors. Since 1994, he has been assisting clients through the process of planning and implementing financial strategies designed to improve and secure assets and wealth. He can help with curating custom-tailored retirement, savings, estate, and business plans based on each client's unique needs and goals. He can also assist with investment and risk management matters. Simon is one of the board members of the Chicago Lions Charitable Association.

Page Financial Advisors, Inc. is a wealth management firm providing financial consultancy services to clients in Arlington Heights. With help from its local referral network of lawyers, accountants, and financial professionals, the company assists customers with planning for taxes, businesses, retirements, and estates. After thoroughly understanding the client's financial situation, it advises on risk management and asset allocation to help them work toward their goals. David Page has over 30 years of financial advisory experience. He founded the firm in 1998.

Platania Financial Inc. has been providing services in the Arlington Heights metro and nearby areas for 30 years. It helps families and individuals achieve financial security through its range of services, including emergency funding, income and expense analysis, asset allocation, and Roth conversion. The company also offers risk tolerance and behavioral analysis, retirement and estate planning, and insurance solutions. Its president, Jim Platania, has been in the financial services industry since 1982. He obtained his CFP designation in 1986.

SGL Financial is a fiduciary company that has a team of financial advisors, including a Certified Financial Planner and Certified Estate Planner, who assist retirees in Arlington Heights. They help with asset allocation and 401k rollovers as well as retirement, investment, and income planning. They analyze the income and retirement needs of clients and use their proprietary 4-Pillar Planning process to develop a personalized strategy. The company's CPAs also assist with tax preparation and provide audit assistance.

The Synergistic Financial Center serves clients in Arlington Heights. It helps people who want to learn how to manage their finances better. Its team works with individuals on organizing their cash flow for current and future needs, along with creating retirement plans with sustainable income during their golden years. The company also gives advice on investment portfolios that suit a client's risk tolerance and goals. President Brian Wegrzyn is a Certified Financial Planner with more than three decades of experience.

Vantage Financial is an independently owned wealth management firm based in Arlington Heights. It serves individuals and families nationwide, employing a relational approach that fosters long-term client relationships. The firm uses planning-led strategies that uncover its clients' financial situation. The information it gathers helps it create tailored plans that address the clients' financial targets which include risk management and asset growth. Vantage Financial brings decades of professional experience since its founding in 1989. It currently serves 400 clients throughout the country and around the world.

Woodfield Financial Advisors is a firm that has been serving clients in Arlington Heights for more than 39 years. It offers a wide range of financial planning services to individuals and business owners. These services include business owners' advisories, investment strategies, tax management, insurance planning, and retirement planning. It has a team that has more than 41 years of combined experience. Founder James B Dobbs leads the team of Certified Financial Planners. He uses his business ownership experience to help his clients.

World Equity Group serves clients in and around the Arlington Heights community. This financial advisory firm provides a comprehensive suite of services, including strategic family wealth planning, retirement income distribution, full-service investment banking, risk and management, and investment oversight services. This fully independent firm offers clients a broad range of financial products to provide them with more solutions for their specific situations and financial goals. Robert D. Yarosz, the owner, has been in the financial industry for 36 years.