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Best Financial Advisors in Bolingbrook

2023

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Website
Bolingbrook, IL
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement 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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

848-BookPro
Bolingbrook, IL

Why choose this provider?

Need help contacting a Financial Advisor in Bolingbrook? 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 Dr., Naperville, IL 60540
  • Certified Financial Planner (CFP)

Why choose this provider?

Axis Wealth Advisors is a financial firm that serves clients in the Bolingbrook area. It provides advice in creating plans for wealth management. Its process includes an analysis of financial data and personal values and constructing and designing a plan using comprehensive financial planning software tools from eMoney. The firm also assists in building account applications, following up on loose ends, and monitoring and adjusting the plans depending on the circumstances. Axis Wealth Advisors was founded in 2016 by Kevin Merling, a Certified Financial Planner.

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
6435 Main St Ste 160, Woodridge, IL 60517
  • Certified Financial Planner (CFP)

Why choose this provider?

NorthStar Wealth Group offers its legal services to clients in the Bolingbrook metro. The private advisory firm provides financial advisory services covering advice for cash flow, education and retirement savings, estate, and tax planning, and compensation and executive benefits. It also offers insurance and annuity solutions and advanced investments using comprehensive strategies that fit planning needs. Gabriel Chavez, its private wealth advisor, is a CFP with 17 years of experience in the financial advisory industry.

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

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
184 Shuman Blvd, Suite 200, Naperville, IL 60563
  • Certified Financial Planner (CFP)

Why choose this provider?

DHJJ Financial Advisors provides customized services to clients in the Bolingbrook area. It offers financial planning solutions that are based on a full-holistic strategy incorporating individual income tax planning with investment management. It provides options for asset management, estate planning, divorce financial planning, retirement planning, and charitable giving strategies. The company also assists with Roth IRA conversion strategies and corporate 401(k) plans. DHJJ Financial Advisors is headed by Samantha Bonamassa, a member of the Chicago Financial Women organization.

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 (6)

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
1813 North Mill Street, Suite G, Naperville, IL 60563
  • Certified Financial Planner (CFP)

Why choose this provider?

Prairie Investment Advisors, LLC, is a company that helps individuals and families in Bolingbrook through financial planning and investment management. It has also provided asset management services for public foundations, trade associations, churches, and charities. Its primary services are financial planning, investment management, and consulting. It helps clients by identifying their priorities, reviewing their current investments, and creating a customized portfolio. Sharon A. Adelman, the company's founder, has more than two decades of experience in finance and business management.

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
1717 N. Naper Blvd. #205, Naperville, IL 60563
  • Certified Financial Planner (CFP)

Why choose this provider?

4D Financial Advisors, LLC, serves clients in Bolingbrook. Its team assists individuals and families with creating a financial plan to meet their current and future needs. This covers organizing cash flow, getting appropriate insurance plans, and preparing for retirement that can sustain needs during a client's golden years. The firm also helps set up and manage investment portfolios to achieve long-term financial goals. Founder Jeff Dvorak is a Certified Financial Planner and a Certified Private Wealth Advisor.

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
6040 Rt. 53, Suite A, Lisle, IL 60532
  • Finance Planning

Why choose this provider?

Pulse Financial Services is a family-owned and family-operated business that serves clients in Bolingbrook. It helps individuals, pre-retirees, retirees, and business owners in attaining their financial objectives. Its wealth advisors examine the unique needs and goals of clients to create customized financial plans. Its founder, Rick Umbach, established the firm in 2004. After spending 30 years helping hundreds of clients, he transferred ownership and management to his children, Andy Umbach and Stephanie Anderson, in 2016.

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 (6)
Google
5.0 / 5 (1)
Yelp
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
2651 Warrenville Road Suite 200, Downers Grove, IL 60515
  • Estate Planning
  • Tax Planning

Why choose this provider?

Founded in 2015, Professional Wealth Advisors LLC is an independent management firm serving the Bolingbrook metro. It caters to individuals, business owners, executives, endowments, and foundations. The company offers a wide range of investment and retirement planning services, including asset allocation, portfolio review, business succession planning, and IRA conversion. Its financial advisors also deal with debt management, emergency funding, dollar-cost averaging, and estate planning. Professional Wealth Advisors' team brings over 80 years of combined industry experience.

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 (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
805 Plainfield Rd, Suite 217C, Darien, IL 60561
  • Certified Financial Planner (CFP)

Why choose this provider?

Wealthbridge Financial Advisors caters to clients in Bolingbrook. Its wealth management services help people fund short-term and long-term expenses with a financial plan that covers the management of cash flow, along with preparing for retirement with a stable and sustainable income. They also assist clients with choosing investments, ranging from safe government bonds to more risky stocks. Founder Tim Randle is a Certified Financial Planner and Chartered Financial Consultant with more than 15 years of industry experience.

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
24014 W Renwick Rd Ste 105, Plainfield, IL 60544
  • Financial Planning

Why choose this provider?

Shankland Financial Advisors LLC is an independent firm that serves Bolingbrook. Its team offers risk management and asset protection services. The financial planners also address concerns involving pension plans, IRA rollovers, and 401(k)s. In addition, they manage variable annuity accounts and investment portfolios, working with clients' legal and tax professionals in the process. Shankland Financial Advisors is headed by Daryl Shankland, who has been providing investment advisory services since 1980. She is regularly featured on radio and television shows for her commentary on financial matters.

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.
4.3
Google
4.5 / 5 (2)
Yelp
4.0 / 5 (1)

Website
2728 Forgue Drive, Suite 100, Naperville, IL 60564
  • Certified Financial Planner (CFP)
  • Insurance Products
  • Investment Management
  • Financial Planning

Why choose this provider?

Established in 2006, M. Brown Financial Advisors is an independent firm that serves individuals, families, and businesses in Bolingbrook and the surrounding areas. With more than 90 years of collective experience, its team assists in crafting customized financial plans that involve retirement plans, insurance programs, college funding, tax strategies, and wealth management strategies. In the financial services industry for more than 30 years, founder Mark Brown holds Accredited Investment Fiduciary and Certified Financial Planner designations.

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 (2)
Facebook
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
222 South Mill Street, Naperville, IL 60540
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Financial Planning

Why choose this provider?

Millington Financial Advisors provides Bolingbrook residents with various wealth management and financial advisory services. Its scope of work includes helping develop and maintain retirement and estate plans, assisting clients in managing their investment portfolios, and handling tax preparation for high net worth clientele. Legacy planning services are also available, with its financial advisors assisting individuals and families in utilizing charitable giving strategies for tax benefits. Charles G. Millington, one of the company's advisors, holds the Certified Financial Planner and Certified Estate Planner designations.

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
1250 E. Diehl Road, Suite 404, Naperville, IL 60563
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

Fiduciary Financial Partners caters to clients in the Bolingbrook area. The firm offers private wealth management services that help individuals and families with short-term and long-term expenses. These include creating budget plans, choosing insurance policies, and setting up estates for clients' beneficiaries. Its advisors also assist in managing debt and selecting investments that suit an individual's risk tolerance. Company co-founder and managing principal Nicholas Economos has more than 25 years of financial industry experience.

Website
606 Riverside Avenue, St.Charles, IL 60174
  • Certified Financial Planner (CFP)

Why choose this provider?

Riverstone Wealth Partners LLC is an asset management firm that serves the Bolingbrook metro and the surrounding areas. The firm assists in developing investment strategies, diversifying investments, identifying existing risks, implementing tax-sensitive income and growth portfolios, and monitoring financial plans in order to achieve its clients' financial objectives. The firm is a registered partner of Commonwealth Financial Network. One of its registered principal wealth advisors, Jodi L. Manthei, is an Accredited Investment Fiduciary and is registered in 23 different states.

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 (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
50 South Main Street, Suite 200, Naperville, IL 60540
  • Tax Preparation
  • Financial Planning

Why choose this provider?

F5 Financial provides Bolingbrook residents, families, and business owners with financial planning services. It utilizes known investment market trends to help clients improve their portfolios, implementing strategies that balance cash flow and assets for investing with portfolio liquidity. It also offers retirement planning services, with its staff working on aspects ranging from cash flow budgeting and insurance risk management to estate planning and wealth transfer strategies. Company president Curt Stowers holds the 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.
4.0
Google
3.7 / 5 (3)
Yelp
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
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Frequently Asked Questions

  • 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.

  • What should you look for when choosing a financial planner in Bolingbrook?

    To find a competent financial planner in the Bolingbrook area, you are advised to check whether the individual has the necessary credentials to work in the industry, particularly the Certified Financial Planner designation. You can check their details in the directory of local accredited financial planners to see if you are working with the proper counsel.

  • What does the financial planning process look like in Bolingbrook?

    The financial planning process involves an initial consultation to get to know you and your finances better. After assessing your profile, your advisor in Bolingbrook will develop your plan, working closely with you the entire time to ensure that it is in line with your financial objectives. The presentation and implementation of your plan come next, followed by monitoring and revisions as necessary.

  • What are the advantages of having an effective representative in a Bolingbrook retirement plan?

    A well-informed representative for your retirement plan gives you access to invaluable market information and legal expertise. This provides you with the information necessary to make decisions based on the particular requirements of your plan. Additionally, your representative can offer you access to premium investment management teams in Bolingbrook through individual research.

  • How can you minimize the impact of financial risks in Bolingbrook?

    Your Bolingbrook financial advisor can help you reduce the impact of risks on your finances by examining your current insurance policies and evaluating whether any adjustments are necessary. They will then set you up with additional policies such as disability, property, casualty, and long-term care insurance. These policies can help protect you and your assets if things go wrong due to potential financial risks.

  • How can your Bolingbrook financial advisor assist you if you want to start setting your charity goals?

    If you have already begun to carry out your charitable goals in Bolingbrook, your financial advisor can support you in determining the most advantageous asset to donate and integrating charity giving into your entire estate plan. They will also advise you on private foundations and outright charitable gifts and help you develop tax strategies to enhance your giving.

  • 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.

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