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Best Financial Advisors in Elgin

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Elgin, ILElgin, IL

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.

Elgin, ILElgin, IL

Website

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: --

301 S Burton Pl, Arlington Heights, IL 60005
Arlington Heights, IL 60005
  • Certified Financial Planner (CFP)

Baldwin Financial Advisors helps the residents of Elgin and the surrounding areas in navigating the pathway to their personal financial success. Its team offers financial planning services, which include both coaching sessions and check-ups that can be initially done for a full year via phone or email. The firm also assists its clients in managing their finances, including investments, insurance policies, and savings plans. Using an organized methodology, Baldwin Financial Advisors helps individuals to easily share their long-term monetary goals with their attorney, CPA, or trustee.

301 S Burton Pl, Arlington Heights, IL 60005
Arlington Heights, IL 60005

Website(847) 253-3185

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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)

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+

444 N York St, Elmhurst, IL 60126
Elmhurst, IL 60126
  • Retirement Planning

FSR Wealth Strategies is an independent financial services organization that serves clients based in Elgin. Its team of financial planners assists customers in developing retirement strategies that suit their specific needs and aspirations by utilizing a variety of investment and insurance products. They help clients put hard-earned funds to work to prepare for retirement through strategic business planning, retirement income strategies, annuities, and privatized banking. One of the firm's advisors, Scott Bretl, has delivered financial guidance for the past three decades.

444 N York St, Elmhurst, IL 60126
Elmhurst, IL 60126

Website(630) 993-8200

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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 ( Best)

Total Reviews:

8 (Good)

Score Consistency:

Consistent (Best)

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+

1 Executive Court, South Barrington, IL 60010
South Barrington, IL 60010
  • Estate Planning
  • Financial Planning

Mooney Lyons Financial Advisors helps Elgin residents navigate three financial aspects, from wealth accumulation to pre-retirement and in-retirement. Through its Integrated Wealth Model, the firm assists families, business owners, and professionals in preserving their assets, reducing taxes, and making sound investments. It also deals with budgeting, education funding, insurance policies, and estate planning. Founders Keith Mooney and Joe Lyons have been in the financial services industry for over two decades. They are CFPs and Chartered Finacial Consultants.

1 Executive Court, South Barrington, IL 60010
South Barrington, IL 60010

Website(847) 382-2600

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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 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

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+

1707 N. Randall Road, Suite 200, Elgin, IL 60123
Elgin, IL 60123
  • Estate Planning
  • Tax Planning
  • Financial Planning

PKF Mueller is an advisory group that serves clients in Elgin. It offers a range of wealth management services, including investment and liability management, financial planning, and retirement planning. It also provides risk management, tax planning, bookkeeping, and audit and assurance solutions. CEO David J. Nissen is a certified public accountant and a certified valuation analyst who has been in the industry for over four decades. He is a member of Prairie Capital Advisors and the National Association of Certified Valuation Analysts.

1707 N. Randall Road, Suite 200, Elgin, IL 60123
Elgin, IL 60123

Website(847) 888-8600

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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:

3 (Best)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

8 (Good)

Score Consistency:

Consistent (Best)

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: --

2651 Warrenville Road Suite 200, Downers Grove, IL 60515
Downers Grove, IL 60515
  • Certified Financial Planner (CFP)

Carrying over 80 years of experience, Professional Wealth Advisors LLC serves the Elgin area. It helps with personal financial planning, including investment and retirement planning, risk management and insurance, estate planning and charitable giving, cash flow and budget, and income tax planning. Its investment planning covers time horizon, review of portfolio, stock concentration, asset allocation, withdrawal strategies, and review of investments held outside the firm. Its wealth advisor, Andrew Carman, has been a financial advisor since 2005. He is an Accredited Asset Management Specialist.

2651 Warrenville Road Suite 200, Downers Grove, IL 60515
Downers Grove, IL 60515

Website(630) 716-3600

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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)

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+

2815 Forbs Ave. Suite 107, Hoffman Estates, IL 60192
Hoffman Estates, IL 60192
  • Certified Financial Planner (CFP)

Rauschenberger Financial Advisors guides clients in the Elgin metro with financial matters. The firm employs a holistic planning method to help clients with wealth management, which involves setting goals, cash flow analysis, investments, asset allocations, and tax planning. The firm's sole planner, Keith Rauschenberger, educates clients on financial matters and helps them stay accountable by analyzing their progress. Keith, who spent over 25 years in the banking industry, founded the firm in 2011 and serves as its president.

2815 Forbs Ave. Suite 107, Hoffman Estates, IL 60192
Hoffman Estates, IL 60192

Website(847) 802-2500

Show Number

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)

81 Market Street, Suite 5, Elgin, IL 60123
Elgin, IL 60123
  • Tax Planning
  • Estate and Trust Specialist
  • Retirement Planning
  • Financial Planning

Teboda & Associates is a financial advisory firm that serves Elgin. It assists its clients in developing plans that help them address their needs or achieve their financial goals, such as preparing for a safer retirement. It assesses their financial picture and offers a range of products and services, including recommending investment options and crafting retirement income and wealth management strategies. Its founder and president, Jack Teboda, has 35 years of experience in the field and is an investment adviser representative.

81 Market Street, Suite 5, Elgin, IL 60123
Elgin, IL 60123

Website(847) 741-2284

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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:

2 (Better)

Average Review Score:

4.9 / 5 ( Best)

Total Reviews:

61 (Best)

Score Consistency:

Consistent (Best)

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+

2815 Forbs Ave Suite 107, Hoffman Estates, IL 60192
Hoffman Estates, IL 60192
  • Financial Planning

The Dala Group is a Hoffman Estates-based company that serves clients in Elgin. It handles a wide range of financial planning services, from tax planning to debt management. The company advises clients on various investments, including rental properties and annuities. It also has experience offering insurance solutions to clients, like life, auto, health, and home insurance. Mike Heatwole, the company's founder, is a Certified Financial Planner by the CFP Board. Before starting his business, Heatwole worked at the asset management firm Waddell & Reed.

2815 Forbs Ave Suite 107, Hoffman Estates, IL 60192
Hoffman Estates, IL 60192

Website(847) 532-5335

Show Number

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:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

47 (Best)

Score Consistency:

Consistent (Best)

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+

16 Executive Court, Suite 3, South Barrington, IL 60010
South Barrington, IL 60010
  • Estate Planning
  • Finance Planning

Vermillion Financial Advisors, Inc., has been providing services in the Elgin metro and nearby areas since 1988. It helps pre-retirement planners and seasoned retirees achieve financial security through its comprehensive retirement planning solutions. The company also assists clients who need investment, estate, tax, and cash flow planning services. In addition, its financial advisors craft employer-sponsored retirement plans. President and managing advisor Mark LaSpisa holds CFP, CRPS, and AIF designations. He has been featured on CNN and The Wall Street Journal.

16 Executive Court, Suite 3, South Barrington, IL 60010
South Barrington, IL 60010

Website(847) 382-9999

Show Number

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:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

32 (Best)

Score Consistency:

Consistent (Best)

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+

21660 Field Parkway Suite 290, Deer Park, IL 60010
Deer Park, IL 60010
  • Certified Financial Planner (CFP)

Established in 1982, Woodfield Financial Advisors serves clients in Elgin and nearby areas. It advises business owners on tax and risk reduction, as well as employee retention. For investors, the company creates strategies based on the client's experience, the risk they are willing to take, and when they will need the money. It also offers assistance with insurance and retirement planning. Its team of CFP professionals, including founder Donald J. Monsen, holds over 42 years of aggregated experience.

21660 Field Parkway Suite 290, Deer Park, IL 60010
Deer Park, IL 60010

Website(847) 726-9600

Show Number

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:

23 (Better)

Score Consistency:

Consistent (Best)

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: --

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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