Should I hire a financial advisor before buying a house?

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.

What experience should I look for in a financial advisor?

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.

Can my financial planner help with taxes?

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).

6 Best Joliet Financial Advisors

Beacon Financial Planning Services, LLC.

14710 Naperville Road, Plainfield, IL 60544

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Certified Financial Planner (CFP)

Serving the community of Joliet, Beacon Financial Planning Services, LLC., is a financial planning and consulting firm founded in 1986. It offers comprehensive financial services to individuals and families, including portfolio analysis and management, insurance needs analysis, and education funding strategies. The firm also offers business owners customized solutions, such as stock option strategies, risk reduction, and benefits maximization. Its president David N. Navarro brings more than 20 years of experience in the industry. He is a Chartered Financial Consultant and a Certified Financial Planner.

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Berman Capital Management & Research

Twin Oaks Place Shopping Center 3077 West Jefferson Street, Joliet, IL 60435

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Certified Financial Planner (CFP)

Established in 1984, Berman Capital Management & Research is a financial advisory firm that caters to individuals, families, and businesses in Joliet and the surrounding areas. Included in its line of services are insurance needs analysis and review, as well as education, estate, retirement, and tax planning. Moreover, it offers investment management, private placements, stocks and bonds, and variable and fixed annuities. Michael J. Basso, the director of financial planning, holds the Certified Financial Planner designation. He is a member of the Financial Planning Association.

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Financial Servicenter Corporation

1938 East Lincoln Highway, New Lenox, IL 60451

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Estate Planning
Certified Financial Planner (CFP)
Retirement Planning

Financial Servicenter Corporation is an independent wealth management firm that serves the residents of Joliet and the surrounding areas. It helps clients advance their financial interests through services such as tax planning and preparation, estate planning, and business planning. It also provides investment monitoring and management services. President Philip A. Sgariglia has been working in the financial services industry for more than 45 years. He is a member of the Financial Planning Association and the National Association of Tax Professionals.

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Ftacek Financial Services, LLC

1000 Essington Road, Joliet, IL 60435

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Estate Planning
Retirement Planning

Ftacek Financial Services, LLC, is an independent firm that caters to individuals and businesses in Joliet and the surrounding areas. It addresses a wide range of client concerns, such as education funding, estate and retirement planning, long-term care insurance, retirement income, and wealth accumulation. In addition, the firm offers investment management services, including portfolio preparation and regular reviews. Jeremy Ftacek, the founder, has been working in the financial services industry since 1997. He holds the Accredited Investment Fiduciary designation.

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Retirement Plan Advisors

105 West Adams Street, Chicago, IL 60603

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Retirement Planning

Retirement Plan Advisors is an independent firm that offers financial planning services in Joliet. It serves individuals in the public sector including firefighters, teachers, and management with its investment advisory services. The firm also provides fiduciary services, compensation and contribution retirement programs, and health care funding solutions. The firm's founder, Joshua Schwartz, is a member of the National Association of Plan Advisors. He also serves on the advisory board of the Institutional Investor Institute for Defined Contribution.

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Shankland Financial Advisors LLC

24014 West Renwick Road, Plainfield, IL 60544

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Retirement Planning

Serving Joliet, Shankland Financial Advisors LLC is a consulting and management firm with offices in Plainfield, Hendersonville, and Cashiers. Its team manages accounts such as 401(k) plans and variable annuities. The financial advisors work with clients' tax professionals and attorneys during the process. They also conduct income mapping analyses for retirees. Company owner Daryl B. Shankland has been providing investment management services since 1980. Her background in broadcasting enables her to communicate intricate information to clients in a language they can understand.

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Best Financial Advisors in Joliet

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Financial Advisors FAQs

Beacon Financial Planning Services, LLC.

Berman Capital Management & Research

Financial Servicenter Corporation

Ftacek Financial Services, LLC

Retirement Plan Advisors

Shankland Financial Advisors LLC

Frequently Asked Questions

Q: Should I hire a financial advisor before buying a house?

Q: What experience should I look for in a financial advisor?

Q: Can my financial planner help with taxes?

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