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Best Financial Advisors in Joliet

2024

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Joliet, 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
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Price: Free Consultation

Joliet, IL

Why choose this provider?

Need help contacting a Financial Advisor in Joliet? 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
105 West Adams Street, Chicago, IL 60603
  • Retirement Planning

Why choose this provider?

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.

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
1000 Essington Road, Joliet, IL 60435
  • Estate Planning
  • Retirement Planning

Why choose this provider?

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.

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
Twin Oaks Place Shopping Center 3077 West Jefferson Street, Joliet, IL 60435
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

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 West Renwick Road, Plainfield, IL 60544
  • Retirement Planning

Why choose this provider?

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.

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
4.0 / 5 (2)
Yelp
4.0 / 5 (1)

Website
14710 Naperville Road, Plainfield, IL 60544
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

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

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 do with your Joliet financial advisor during the mid-year check-in?

    Start by revisiting your financial goals to look at the progress and required modifications. Then, do a budget review to identify expense changes to accommodate and areas where you can reduce expenses. An income analysis is important to explore additional earning opportunities and potential changes that may impact your finances. Another key task is reviewing the performance of your debt management and investment strategies with your Joliet advisor to ensure they are still balanced and moving toward your financial goals.

  • What kind of services do financial advisors in Joliet usually offer?

    Financial advisors provide a variety of services to target the different needs of individual as well as business clients. An advisor can help you with investment and risk management, retirement, estate, and tax planning, and insurance needs. Joliet financial advisors can also offer guidance on local opportunities when it comes to investments and taxation.

  • Why is tax planning an important part of your financial plan in Joliet?

    Part of tax planning is evaluating your liabilities, assets, and income flow along with tax laws to identify where you can save on taxes for both the long and short term. Your Joliet financial advisor can help you plan out the timing of your purchases, income withdrawals, and investments to make these transactions tax efficient. Selecting particular types of investments and insurance policies that take advantage of your tax breaks is another benefit of tax planning.

  • Why should you work with a financial advisor who is a Certified Financial Planner in Joliet?

    CFPs operate on strict ethical and professional standards set by the CFB Board of Standards. All CFPs have a minimum of three years professional experience and undergo training on extensive financial planning. CFPs also hold expertise in multiple areas, including investment, retirement accounts, taxation, and insurance. Working with a financial advisor with a CFP title also means you have a fiduciary recommending financial products with your best interests in mind instead of commissions.

  • What does it mean for you if your Joliet financial advisor is “fee-only?”

    "Fee-only" means your Joliet financial advisor is compensated with set fees for their services. The advisor does not take commissions from the financial products they recommend to you. The fee-only compensation model prevents conflicts of interest between the client and the advisor. This means the advisor’s recommendations will not be influenced by the commissions they could make but will solely be based on your best interests.

  • 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.