Laurels

Best Financial Advisors in Skokie
2022

Freund & Smith Advisors

Freund & Smith Advisors

  • Certified Financial Planner (CFP)
  • Retirement Planning

Freund & Smith Advisors is a Skokie-based firm serving individuals, families, and businesses. It offers a wide range of financial solutions including risk management, education funding, tax mitigation strategies, and retirement accumulation planning. The planning process involves regular monitoring and review of the implemented strategies as the client's life situation grows or changes. The firm's co-founder, Alex Freund, is a CPA with over 30 years of experience in the finance industry. He is also a Certified Financial Planner and a Chartered Life Underwriter.

5215 Old Orchard Road Suite 1200
Skokie, IL 60077

Website

Website
Haven Financial Solutions, Inc.

Haven Financial Solutions, Inc.

  • Certified Financial Planner (CFP)

Haven Financial Solutions, Inc., offers fiduciary advice to clients in Skokie in managing their monetary resources. Its team members assess the financial circumstances of clients to create custom spending, estate, tax, and education plans. They address concerns like how to secure target retirement funds, maximize business or employee benefits, or diversify investment portfolios. They also offer insights on freelance income management to organize one's finances for situations like unemployment and relocation. Principal financial planner Danielle L. Schultz has certifications as CFP and CDFA.

815 Oakton St
Evanston, IL 60202

Website

Website
Jimmy Cochran

Jimmy Cochran

  • Certified Financial Planner (CFP)

Jimmy Cochran provides services to clients throughout Skokie and the surrounding cities. He offers financial advising services to help individuals protect their finances from unexpected future expenses and preserve their income for their financial goals. He also handles other services, such as charitable giving, insurance and risk management, tax-aware investing, and retirement analysis. Cochran is available to plan the wealth and legacies of multi-generational families. He brings more than a decade of experience in the financial industry.

123 N Wacker Dr Ste 2300
Chicago, IL 60606

Website

Website
KMG Wealth Management

KMG Wealth Management

  • Certified Financial Planner (CFP)

KMG Wealth Management handles different areas of financial planning by reviewing and analyzing the financial situations of clients, particularly accumulators, pre-retirees, and retirees. The company serves Skokie and nearby locations. Services include tax management, retirement planning, investment management, estate planning, and cash flow analysis. The firm also assists with tax-smart and ESG (environmental, social, and governance) investing. One of its managing partners, Jim Koliatsis, is a Certified Financial Planner with over 20 years of industry experience.

4711 Golf Rd. Suite 705
Skokie, IL 60076

Website

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: A+

Mappa Wealth Management

Mappa Wealth Management

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

Mappa Wealth Management is a fiduciary firm that serves individuals, families, and businesses in Skokie. It offers to be a long-term companion in making financial and life decisions by providing investment management and retirement strategies. It makes difficult financial ideas simpler by taking the time to explain its approach and by actively involving clients in the development of their financial plans. Founder and President Mark A. Mappa has more than three decades of financial services experience. He also has multiple professional designations, including CFP.

400 Skokie Blvd Suite 550
Northbrook, IL 60062

Website

Website
Midwest Financial Advisors Group

Midwest Financial Advisors Group

  • Certified Financial Planner (CFP)

Midwest Financial Advisors Group caters to clients in the Skokie community and the surrounding cities. It provides services to individuals and families who wish to protect their wealth and legacy by planning their charitable giving strategies, beneficiary designations, and insurance assessment. The company also handles retirement income solutions to manage clients' social security benefits, investments, and pensions. Its founder, Heather O'Neil Fairbanks, is a chartered financial consultant and Certified Financial Planner with more than three decades of industry experience.

5250 Old Orchard Rd
Skokie, IL 60077

Website

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: A+

Mirretti Perryman Wealth Strategies

Mirretti Perryman Wealth Strategies

  • Retirement Planning
  • Certified Financial Planner (CFP)

Mirretti Perryman Wealth Strategies helps clients throughout Skokie attain their financial security goals. Its advisors seek to understand clients' personal situations and devise plans that guide them in their respective financial journeys. They help clients with planning for business, retirement, insurance, and cash flow, as well as creating a lasting legacy and managing their investment portfolios. It caters to retirees, business owners, and families and guides individuals who recently received a substantial amount of wealth, whether through inheritance, business sales, lottery, divorce, or legal settlements.

4711 Golf Rd Ste 402
Skokie, IL 60076

Website

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: --

MJC Financial Fitness

MJC Financial Fitness

  • Private Wealth Advisor
  • Retirement Planning

MJC Financial Fitness serves clients in Skokie and nearby areas. It offers a wide range of services, from financial coaching and project-based planning to fiscal fitness checkups and comprehensive financial planning. It offers educational programs for clients who want to understand their income and expenses, as well as reevaluate their financial goals and budget. The firm was founded by Michael Chrisler who has been working in the financial technology industry for more than 15 years.

Skokie, IL

WebsiteInstagram

Website

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:

4 (Good)

Score Consistency:

Consistent (Best)

Rappaport Reiches Capital Management, LLC

Rappaport Reiches Capital Management, LLC

  • Certified Financial Planner (CFP)

Rappaport Reiches Capital Management, LLC, is an independent and fiduciary advisor located in Skokie. It provides professionals, families, and non-profits with customized financial plans once they have identified and communicated their goals. It crafts strategies that address cash flow management, accounting coordination, estate planning, insurance review, and investment portfolio monitoring and updating. The company was founded in 2005 by David Rappaport and Shari Greco Reiches. Shari is a former vice chair of the Illinois State Board of Investment, and David is a Certified Financial Planner.

5202 Old Orchard Road Suite 160
Skokie, IL 60077

Website

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: A+

Savant Wealth Management - Chicago

Savant Wealth Management - Chicago

  • Certified Financial Planner (CFP)
  • Retirement Planning

Savant Wealth Management - Chicago provides financial solutions to individuals and families in the Skokie metro and neighboring areas. Its services include financial planning, investment management, tax management, estate planning, and retirement planning. The independent firm has also been helping clients with their family wealth transfer, private trust, and accounting needs for more than three decades. Since joining the industry in 1982, managing director Martin J. Armbruster has received the Certified Financial Planner and Personal Financial Specialist designations.

200 W. Madison Street Suite 2601
Chicago, IL 60606

Website

Website

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:

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+

ShankerValleau

ShankerValleau

  • Certified Financial Planner (CFP)
  • Tax Planning

ShankerValleau is a financial advisory firm that caters to clients in the Skokie area. It provides financial planning, wealth management, tax planning, and accounting solutions for individuals and businesses. It develops a financial profile, plans for investments, confirms asset allocation goals, and reviews the different aspects of the clients' financial life. It has been serving the community since 1985. Janice Hennessy, its Certified Financial Planner, is also a CPA and an investment advisor representative. She is a member of the National Association of Personal Financial Advisors.

5215 Old Orchard Road, Suite 850
Skokie, IL 60077

Website

Website

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+

Tony Pondel, Certified Financial Planner, P.C.

Tony Pondel, Certified Financial Planner, P.C.

  • Certified Financial Planner (CFP)

Tony Pondel, Certified Financial Planner, P.C., offers wealth management services to customers in Skokie and its nearby areas. The practice formulates financial plans that consider a client's life goals and aspirations plus cash flow and expenses. The firm takes steps to diversify portfolios and reduce the impact of losses. It also monitors the current progress of individuals' investments. The office is an independent agency that operates without the influence of annuity providers.

5250 Old Orchard Road Suite 300
Skokie, IL 60077

Website

Website
Two Hawks Consulting, LLC

Two Hawks Consulting, LLC

  • Estate Planning
  • Certified Financial Planner (CFP)

Two Hawks Consulting, LLC is a Skokie-based advisory firm serving high-net-worth individuals and families. It helps clients navigate through advanced estate planning, business transition and succession, and charitable planning. Its founder, Randy Fox, is a Certified Financial Planner and an Accredited Estate Planner who collaborates with experts from different fields to establish customized financial plans. He is the Editor-in-Chief of Planned Giving Design Center and a recipient of the Fithian Leadership Award from the International Association of Advisors in Philanthropy.

9725 Woods Drive Suite 2009
Skokie, IL 60077

Website

Website

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