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Best Financial Advisors in Skokie

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Freund & Smith Advisors logo

Freund & Smith Advisors

5215 Old Orchard Road Suite 1200, Skokie, IL 60077
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  • 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.

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Haven Financial Solutions, Inc. logo

Haven Financial Solutions, Inc.

815 Oakton St, Evanston, IL 60202
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  • 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.

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Jimmy Cochran logo

Jimmy Cochran

123 N Wacker Dr Ste 2300, Chicago, IL 60606
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  • 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.

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KMG Wealth Management logo

KMG Wealth Management

4711 Golf Rd. Suite 705, Skokie, IL 60076
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  • 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.

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Mappa Wealth Management logo

Mappa Wealth Management

400 Skokie Blvd Suite 550, Northbrook, IL 60062
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  • 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.

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Midwest Financial Advisors Group logo

Midwest Financial Advisors Group

5250 Old Orchard Rd, Skokie, IL 60077
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  • 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.

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Mirretti Perryman Wealth Strategies logo

Mirretti Perryman Wealth Strategies

4711 Golf Rd Ste 402, Skokie, IL 60076
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  • 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.

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MJC Financial Fitness logo

MJC Financial Fitness

Skokie, IL
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  • 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.

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Rappaport Reiches Capital Management, LLC logo

Rappaport Reiches Capital Management, LLC

5202 Old Orchard Road Suite 160, Skokie, IL 60077
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  • 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.

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Savant Wealth Management - Chicago logo

Savant Wealth Management - Chicago

200 W. Madison Street Suite 2601, Chicago, IL 60606
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  • 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.

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ShankerValleau logo

ShankerValleau

5215 Old Orchard Road, Suite 850, Skokie, IL 60077
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  • 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.

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Tony Pondel, Certified Financial Planner, P.C. logo

Tony Pondel, Certified Financial Planner, P.C.

5250 Old Orchard Road Suite 300, Skokie, IL 60077
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  • 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.

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Two Hawks Consulting, LLC logo

Two Hawks Consulting, LLC

9725 Woods Drive Suite 2009, Skokie, IL 60077
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  • 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.

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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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