Expertise.com

2024

Last updated:

Best Financial Advisors in Aurora

Our Recommended Top 12

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

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

57Reviewed

39Curated

12Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logoFEATUREDExpertise.com

SmartAdvisor by SmartAsset

Aurora, IL
  • Estate Planning
  • Retirement Planning
  • Investment Management
  • Financial Planning

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.

Reputation:

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.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
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Price: Free Consultation

Aurora, IL

Why choose this provider?

Need help contacting a Financial Advisor in Aurora? 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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

Website
436 Berry Drive, Naperville, IL 60540
  • Retirement Planning
  • Certified Financial Planner (CFP)

Why choose this provider?

Founded in 2016, Axis Wealth Advisors is a consulting and advisory firm that serves small businesses and pre-retirement individuals in Aurora. The independent company simplifies its clients' finances and designs customized financial plans that can help them achieve their personal goals. Additionally, its team monitors the implemented plans and makes adjustments when necessary. The business also offers investment strategies and investment portfolio management. Axis Wealth Advisors is managed by Kevin Merling, who holds AIF®, CFP®, and CPFA certifications.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
28381 Davis Parkway, Warrenville, IL 60555
  • Certified Financial Planner (CFP)

Why choose this provider?

Financial IQ Partners is an Ameriprise Financial Service private wealth advisory that serves the Aurora metro. The advisory provides investment management solutions and financial advice concerning tax planning, multi-generational planning, retirement savings, and executive benefits and compensation. It offers flexible progress meetings that can be done in-person, online, or via phone. Armand Prestidge, one of the firm's financial planners, has over 20 years of experience. He volunteers at Feed My Starving Children, a non-profit organization in Aurora.

Reputation:

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.
4.2
Yelp
4.2 / 5 (59)
Google
5.0 / 5 (2)
Facebook
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
2020 Calamos Court, Naperville, IL 60563
  • Certified Financial Planner (CFP)

Why choose this provider?

Calamos Wealth Management is a privately held financial management firm that caters to clients in Aurora and the surrounding areas. It offers investment management solutions, such as global convertible, high-income opportunities, international growth, and market-neutral income strategies. It also helps with core plus fixed income and lower-volatility equity. Calamos Investments has been serving the community since 1977. John P. Calamos, Sr., the founder, has been working in the financial services industry for more than 50 years.

Reputation:

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.
4.8
Google
4.8 / 5 (5)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
507 Fairway Drive, Naperville, IL 60563
  • Estate Planning
  • Insurance Products
  • Retirement Planning

Why choose this provider?

Hanson Financial Services LLC provides wealth management and financial planning strategies to Aurora. Its services include financial analysis, asset allocation, retirement and estate planning, and college education funding. It also assists with general securities, life and disability income insurance, and fixed and variable annuities. Founder Mark Hanson has been in the financial services industry since 1990. He is a Chartered Financial Consultant and a member of the National Association of Insurance and Financial Advisors. Additionally, Hanson is a registered representative of Principal Securities.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
2056 Westings Avenue, Naperville, IL 60563
  • Certified Financial Planner (CFP)

Why choose this provider?

Mark A. Musaraca is a financial advisor with Wells Fargo Advisors serving the Aurora metro. With help from company resources such as research analysts and economics professionals, he helps clients make informed investment decisions based on their specific needs and goals. He offers services such as retirement planning, estate planning strategies, and IRAs and IRA strategies. In addition, he assists clients in investing in individual retirement accounts. Musaraca holds a Certified Financial Planner designation.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
2728 Forgue Drive, Naperville, IL 60564
  • Certified Financial Planner (CFP)
  • Insurance Products

Why choose this provider?

Established in 2006, M. Brown Financial Advisors serves clients in Aurora and the surrounding communities. Its president, Mark Brown, is a Certified Financial Planner who started his career in the industry in 1987. Brown has expertise in financial planning, investment management, retirement plans, and employee benefits. He also provides life, health, and disability insurance, in addition to employee benefits programs. In addition, Brown and his team follow the code of ethics of the FPA Core Beliefs and CFP.

Reputation:

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.
5.0
Facebook
5.0 / 5 (9)
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
620 North River Road, Naperville, IL 60563
  • Estate Planning
  • Retirement Planning

Why choose this provider?

Campbell Retirement Planning Group of Raymond James is a wealth management firm that serves Aurora and the surrounding areas. Its clientele covers women, retirees, business owners, and non-profit organizations. It provides a wide range of financial services, including investment strategies, portfolio management, longevity planning, retirement planning, and estate planning. Senior vice president Vicky S. Campbell has been working as a financial advisor for more than 35 years. The firm is partnered with the investment banking company Raymond James.

Reputation:

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.
4.4
Yelp
4.2 / 5 (54)
Facebook
4.8 / 5 (32)
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.3
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
2020 Calamos Court, Naperville, IL 60563
  • Estate Planning
  • Retirement Planning
  • Certified Financial Planner (CFP)

Why choose this provider?

Meyer Wealth Advisors provide financial guidance to working professionals in Aurora. The independent firm helps clients develop and maintain a personalized, fully coordinated financial plan that covers all areas of financial services. This plan includes cash flow analysis, education planning, charitable planning, insurance analysis, retirement planning, investment planning, and estate planning. Meyer Wealth Advisors is owned by Jack Meyer, who is a Certified Financial Planner, Chartered Life Underwriter, and Chartered Financial Consultant.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
201 North Constitution Drive, Aurora, IL 60506
  • Certified Financial Planner (CFP)

Why choose this provider?

Aspen Financial Services is a wealth management firm that serves individuals, families, and small businesses from Aurora and the surrounding areas. It helps clients manage their personal financial situations through services such as asset protection, retirement planning, investment planning, and estate conservation. Its financial planning services also include risk management, cash management, tax management, and debt elimination. President Robert C. French has been working in the field of financial planning for more than 25 years.

Website
222 South Mill Street, Naperville, IL 60540
  • Retirement Planning
  • Tax Planning

Why choose this provider?

Millington Financial Advisors is a team of financial advisors and planners that services clients in Aurora and its neighboring areas. With three Certified Financial Planners on board, the firm provides a wide variety of financial planning solutions including financial management, independent investment, tax planning, education funding, retirement planning, and estate planning. The firm also provides assistance to high net worth individuals with services like personal financial statement preparation, portfolio management and reporting, tax planning, risk management, and legacy planning.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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 do you need to save to have a comfortable retirement in Aurora?

    If you are a working individual in Aurora, the savings amount you need depends on different factors, such as retirement expenses and projected lifestyle spending. For an individual earning in their 20's, you can keep 10% to 15% of your earnings. However, if you intend to travel or retire early, you may need to save more money.

  • What are the red flags for investment fund scams in Aurora?

    In Aurora and throughout Illinois, you should exercise discretion when being offered an investment. Some things to watch out for include being pushed into signing up and releasing money immediately without receiving the correct financial product orientation. In addition, a red flag is raised when the returns are too high and beyond the normal rates.

  • Do you have any tips on how you can save money in Aurora?

    Being able to save money will depend on how you have built your lifestyle in Aurora. You may start by paying yourself a small sum every week and place it in a separate savings account. In addition, you can participate in employer-sponsored retirement plans while you are young. Furthermore, you may put your money in tax-deferred accounts, such as an IRA.

  • How do you create a budget plan if you live in Aurora?

    There are many ways to create a budget plan in Aurora. The first thing you need to do is list down all your income, regardless if it's flexible or fixed. After deducting your expenses and calculating your net income, you should consider your tax obligations. From your net proceeds, you will have an idea if you need to either cut back your expenses or if you will need an extra source of income.

  • If you live in Aurora, what is the difference between saving in a bank versus investing through the Illinois Secure Choice?

    There are differences between saving in a bank in Aurora and investing your money through the Illinois Secure Choice, though both financial instruments aim to grow your money. Banks mainly offer savings and checking accounts with set interest rates, while the Illinois Secure Choice was designed for retirement savings. Your retirement plan contributions are managed through securities, bonds, and mutual funds.

  • 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.