Expertise.com

2024

Last updated:

Best Financial Advisors in Arlington Heights

Our Recommended Top 12

We did the research for you!

  • Licensing
  • User Reviews
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Our goal is to connect people with the best local professionals. We scored Arlington Heights Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

29Reviewed

22Curated

12Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Arlington Heights, IL
Free Consultation

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Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

  • Estate Planning
  • Financial Planning
  • Retirement Planning
  • Investment Management

Arlington Heights, IL

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Why choose this provider?

Need help contacting a Financial Advisor in Arlington Heights? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

1150 W. Northwest Highway Suite A, Mount Prospect, IL 60056

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Review Sources

Google
4.8 (22)

Why choose this provider?

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.

  • Financial Planning

21925 Field Parkway Suite 205, Deer Park, IL 60010

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Review Sources

Facebook
5.0 (20)
Google
4.3 (12)

Why choose this provider?

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.

  • Estate Planning
  • Financial Planning

150 W Campbell Street, Arlington Heights, IL 60005

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Why choose this provider?

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.

  • Certified Financial Planner (CFP)
  • Estate and Trust Specialist
  • Retirement Planning

301 S Burton Pl, Arlington Heights, IL 60005

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Review Sources

Google
5.0 (1)

Why choose this provider?

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.

  • Financial Planning

1861 Hicks Road, Suite D, Rolling Meadows, IL 60008

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

2 West Northwest Highway, Arlington Heights, IL 60004

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Review Sources

Google
5.0 (2)

Why choose this provider?

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.

  • Estate Planning
  • Tax Planning
  • Certified Financial Planner (CFP)

21660 Field Parkway Suite 290, Deer Park, IL 60010

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Review Sources

Google
5.0 (25)
Yelp
5.0 (7)
Facebook
5.0 (5)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Financial Planning

21 S. Derbyshire Ln, Arlington Heights, IL 60004

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Review Sources

Facebook
4.7 (462)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

85 W. Algonquin Road, Suite 395, Arlington Heights, IL 60005

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Why choose this provider?

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.

  • Certified Financial Planner (CFP)

1650 N. Arlington Heights Rd. Suite 100, Arlington Heights, IL 60004

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Review Sources

Google
5.0 (3)
Facebook
1.0 (1)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

FAQs

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • How much does it cost to prepare for retirement in Arlington Heights?

    It depends on two main factors: how long you expect your retirement to last and how much you want to spend during your retirement period. While some people in Arlington Heights may have an idea about how much longer they have, some elderly folks underestimate it by roughly five years. This problem can cause financial difficulties for you or your loved ones throughout retirement. Addressing them early on can help you calculate the right cost for your retirement.

  • Is retirement modeling in Arlington Heights different from retirement planning?

    No, retirement modeling and retirement planning are not distinct in Arlington Heights. In fact, retirement modeling is a part of the planning procedure. This is because you need to reconsider your financial condition as you get ready for retirement. Retirement modeling is implemented as your financial advisor runs several scenarios to simulate your future expenditures, taxes, charity giving, healthcare costs, and other financial-related factors.

  • Which assets are considered the most suitable for gifting in Arlington Heights?

    The finest assets to give in Arlington Heights are those that have risen in value, such as private enterprises, stocks, and real estate, which would otherwise be subject to capital gains tax upon sale. After making the gift using the appreciated assets, the capital gain tax obligation will be gone. Moreover, donor-advised or philanthropic funds are still another choice for giftable assets.

  • In Arlington Heights, what are the types of charitable remainder trusts?

    Charitable remainder unitrust (CRUT) and charitable remainder annuity trust (CRAT) are the two forms of CRT available in Arlington Heights. A CRUT pays a predetermined percentage of the trust assets each year, whereas a CRAT pays a fixed dollar amount to the person you name for a predetermined number of years, up to twenty years.

  • What steps are involved in the process of creating your investment plan in Arlington Heights?

    In Arlington Heights, your financial advisor will begin with an initial meeting to review your portfolio and understand your specific needs. Using the results of this evaluation, they will develop a customized investment plan that fits your objectives and risk tolerance. Determining asset allocation is the next essential phase, followed by thorough contribution and distribution planning.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.