Laurels

Best Financial Advisors in Schaumburg
2022

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Schaumburg 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 24 17 7

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

Baker & Yoest Investment Advisers, Inc.

  • Certified Financial Planner (CFP)

Baker & Yoest Investment Advisers, Inc., is a full-service financial planning firm serving Schaumburg. It offers investment, retirement, estate, and business succession planning. Its advisors take the time to understand the client and examine their financial status to develop a detailed investment plan to help achieve their monetary objectives. They customize the client's portfolio from various investment vehicles, such as mutual funds, individual stocks, and fixed and variable annuities. The firm also offers long-term care, life, and disability insurance.

790 Frontage Road, Ste 116
Northfield, IL 60093

Website

Ennea Wealth Solutions

  • Certified Financial Planner (CFP)

Ennea Wealth Solutions provides risk management solutions to individuals and families in the Schaumburg metro. It handles retirement planning services, which include current plan analysis, human resources integration, auto-enrollment and Roth deferral plan designing, and retirement plan benchmarking using the fi360 technology. Ennea Wealth Solutions also offers insurance plans and asset management services. One of its principals and co-founders, James Vandelogt, has been in the industry for over 15 years. He is a Chartered Life Underwriter and Certified Financial Planner.

1051 Perimeter Drive Suite 1110
Schaumburg, IL 60173

Website