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Laurels

Best Financial Advisors in Bolingbrook
2022

We scored 32 Financial Advisors in Bolingbrook, IL and Picked the Top 15

Here are the Picks:

4D Financial Advisors, LLC

Axis Wealth Advisors

DHJJ Financial Advisors

F5 Financial

Fiduciary Financial Partners

M. Brown Financial Advisors

Millington Financial Advisors

NorthStar Wealth Group

Prairie Investment Advisors, LLC

Professional Wealth Advisors LLC

Pulse Financial Services

Riverstone Wealth Partners LLC

Shankland Financial Advisors LLC

Wealthbridge Financial Advisors

wintrustwealth.com

Why These Financial Advisors?

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

Reviewed Curated Top Picks 32 25 15

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

4D Financial Advisors, LLC

  • Certified Financial Planner (CFP)

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.

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1717 N. Naper Blvd. #205
Naperville, IL 60563

Website

(630) 364-2837 Website

Professionalism: A+

More Info

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Axis Wealth Advisors

  • Certified Financial Planner (CFP)

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.

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436 Berry Dr.
Naperville, IL 60540

Website

(630) 743-9898 Website

Professionalism: A+

More Info

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

DHJJ Financial Advisors

  • Certified Financial Planner (CFP)

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.

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184 Shuman Blvd, Suite 200
Naperville, IL 60563

Website

(630) 420-1360 Website

F5 Financial

  • Financial Planning
  • Tax Preparation

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.

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50 South Main Street, Suite 200
Naperville, IL 60540

Website

(630) 474-5213 Website

Reputation:A

More Info

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Fiduciary Financial Partners

  • Retirement Planning
  • Certified Financial Planner (CFP)

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.

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1250 E. Diehl Road, Suite 404
Naperville, IL 60563

Website

(630) 780-1534 Website

M. Brown Financial Advisors

  • Investment Management
  • Financial Planning
  • Insurance Products
  • Certified Financial Planner (CFP)

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.

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2728 Forgue Drive, Suite 100
Naperville, IL 60564

Website

(630) 637-8600 Website

Reputation:A

More Info

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Millington Financial Advisors

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

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.

Click to Call

222 South Mill Street
Naperville, IL 60540

Website

(630) 922-7900 Website

Reputation:A

More Info

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

NorthStar Wealth Group

  • Certified Financial Planner (CFP)

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.

Click to Call

6435 Main St Ste 160
Woodridge, IL 60517

Website

(630) 487-2484 Website

Professionalism: A+

More Info

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Prairie Investment Advisors, LLC

  • Certified Financial Planner (CFP)

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.

Click to Call

1813 North Mill Street, Suite G
Naperville, IL 60563

Website

(630) 778-8785 Website

Professionalism: A+

More Info

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Professional Wealth Advisors LLC

  • Estate Planning
  • Tax Planning

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.

Click to Call

2651 Warrenville Road Suite 200
Downers Grove, IL 60515

Website

(630) 716-3600 Website

Reputation:A

More Info

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Pulse Financial Services

  • Finance Planning

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.

Click to Call

6040 Rt. 53, Suite A
Lisle, IL 60532

Website

(630) 322-9960 Website

Reputation:A

More Info

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

7 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Riverstone Wealth Partners LLC

  • Certified Financial Planner (CFP)

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.

Click to Call

606 Riverside Avenue
St.Charles, IL 60174

Website

(630) 513-7122 Website

Reputation:A

More Info

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Shankland Financial Advisors LLC

  • Financial Planning

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.

Click to Call

24014 W Renwick Rd Ste 105
Plainfield, IL 60544

Website

(833) 742-6534 Website

Reputation:A

More Info

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.

Online Profiles:

1 (Good)

Average Review Score:

4.5 / 5 (Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

Wealthbridge Financial Advisors

  • Certified Financial Planner (CFP)

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.

Click to Call

805 Plainfield Rd, Suite 217C
Darien, IL 60561

Website

(630) 405-6155 Website

Professionalism: A+

More Info

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

wintrustwealth.com

  • Certified Financial Planner (CFP)

Wintrust Wealth Management serves individuals, business owners, and organizations in Bolingbrook. Its advisors help clients understand their finances and tax risks, manage their investments, and achieve their financial objectives. They also manage retirement incomes and achieve the retirement lifestyle customers prefer. In addition, they advise about how to pay for college, give to charity, and transfer their wealth to beneficiaries. Chairman and CEO Thomas P. Zidar oversees the 1031 exchange, investments, trust, and asset management units of the company.

Click to Call

231 South LaSalle Street, 13th Floor
Chicago, IL 60604

Website

(312) 431-6593 Website

Professionalism: A+

More Info

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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