Financial Advisors in or around Chicago, Illinois

WiserAdvisor is the oldest and the largest independent network of financial advisors.

We will match you with 2 to 3 financial advisors who meet your specific needs

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Results from people who have used the "Match Me" form above

Profile

Susan is in her mid 60s, retired school teacher, married, has grandkids and loves gardening and is involved in her church community.

Portfolio Size:

$200K in 403(b) and $35K cash to invest.

Former Advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
... WiserAdvisor helped us connect with Brian who had clients similar to our situation.

WiserAdvisor >   Illinois >   Chicago 

Premium Financial Advisors Listing

James Gazis, Financial Advisor from Chicago, Illinois

James Gazis

Distance: 0 miles

Balanced Asset Strategies is an independent Registered Investment Advisor. Your interests always come first because we work for only you and are free from conflicts of interest. Together, we will create a financial plan and investment strategy implementing both your life style and economic objectives. What is most important to you? How do you g...

Marc J. Lane, Financial Advisor from Chicago, Illinois

Marc J. Lane

Distance: 0 miles

With roots going back to 1971, Marc J. Lane Wealth Group™ is comprised of The Law Offices of Marc J. Lane, a Professional Corporation; Marc J. Lane Investment Management, Inc.; Marc J. Lane & Company; and Marc J. Lane Risk Management, Inc. Marc J. Lane Wealth Group™ is widely recognized for excellence. Our professionals include attorneys, Chartered...

Michael Porrey, Jr. CRFA™, MBA, Financial Advisor from Chicago, Illinois

Michael Porrey, Jr. CRFA™, MBA

Distance: 0 miles

MAP Wealth Managers, LLC is a comprehensive financial services firm committed to guiding you to financial independence. We are dedicated to helping you grow, protect, and conserve your wealth by delivering an unprecedented level of personalized service and expertise.Our mission is to assist our clients in navigating their unique financial plan by f...

Sean Condon, CFP®, Financial Advisor from Chicago, Illinois

Sean Condon, CFP®

Distance: 1 miles

Perritt Capital Management has been assisting our clients with building family wealth for over 25 years. We provide customized investment solutions to high net worth individuals, executives and entrepreneurs. Our wealth advisory team of experienced and credentialed professionals (including CFA, CFP, and CPA designations) provide individual client...

Howard Goodfriend, Financial Advisor from Chicago, Illinois

Howard Goodfriend

Distance: 1 miles

As a financial advisor with more than 25 years of experience, I strive to provide an excellent experience for my clients, so that my relationships with them endure over the long run. My firm, Raymond James, is one of the best regarded financial planning and investment firms in the country. My services include investment management, retirement plann...

Christopher Stein, Financial Advisor from Chicago, Illinois

Christopher Stein

Distance: 12 miles

We are dedicated to guiding each and every client through the process of obtaining financial independence, so they can focus on the most important things in their life. We work with our clients to build successful long-term relationships based on the highest levels of trust, integrity, open communication and service. Our goal is to provide real pe...

Chris Entringer, Financial Advisor from Chicago, Illinois

Chris Entringer

Distance: 18 miles

The Mutual Fund Store® is a nationally branded, independent Registered Investment Adviser (RIA) organization. Today, the company’s system* of fee-based RIA firms includes more than 100+ company and franchise locations across the U.S. In July 1996, Adam Bold opened The Mutual Fund Store in a Kansas City-area suburb. In 1998, he made his debut as ...

Genevieve Mar, Financial Advisor from Chicago, Illinois

Genevieve Mar

Distance: 20 miles

Genevieve's passion for her work is evident in the extra mile she always puts in for every client. Her vast knowledge and ongoing research keeps clients' portfolios updated and actively managed. As an independent advisor, she is free to create a portfolio suitable for your needs without being biased. Her business has grown tremendously from long st...

Steve Czech, Financial Advisor from Chicago, Illinois

Steve Czech

Distance: 20 miles

The Mutual Fund Store® is a nationally branded, independent Registered Investment Adviser (RIA) organization. Today, the company’s system* of fee-based RIA firms includes more than 100+ company and franchise locations across the U.S. In July 1996, Adam Bold opened The Mutual Fund Store in a Kansas City-area suburb. In 1998, he made his debut as ...

Erik Johnson, Financial Advisor from Chicago, Illinois

Erik Johnson

Distance: 22 miles

The Mutual Fund Store® is a nationally branded, independent Registered Investment Adviser (RIA) organization. Today, the company’s system* of fee-based RIA firms includes more than 100+ company and franchise locations across the U.S. In July 1996, Adam Bold opened The Mutual Fund Store in a Kansas City-area suburb. In 1998, he made his debut as ...

Clemens P. Ciupke, MBA, CPA & Jim L. Calaway, CFA, CIC, Financial Advisor from Chicago, Illinois

Clemens P. Ciupke, MBA, CPA & Jim L. Calaway, CFA, CIC

Distance: 24 miles

Since 1984, our team of portfolio managers has successfully navigated booms and busts in the financial markets with a steady focus on long-term value creation. Our passion is designing and implementing customized investment management strategies that stand the test of time. We take a decidedly hands-on, personalized approach to building portfolios...

Matthew Arndt, CFA, CPA, CFP, Financial Advisor from Chicago, Illinois

Matthew Arndt, CFA, CPA, CFP

Distance: 25 miles

We help investors grow their savings and protect these savings from the unforeseen. We look for people who are committed to financial success. We'll help you get where you want to be and prioritize your concerns. We know that your financial well-being is not limited to investment advice, and we'll make recommendations on all potential risks to your...

Timothy Creath, CLU, ChFC, QKA, Financial Advisor from Chicago, Illinois

Timothy Creath, CLU, ChFC, QKA

Distance: 26 miles

I help individuals and privately held businesses with their investment and insurance needs. I establish a mutually beneficial relationship with my clients so that we can work together through the years and make sure that their plan keeps up with the changes in their lives. I have been in the business for 22 years and have 3 advanced designa...

James Budzyn, CLU, ChFC, Financial Advisor from Chicago, Illinois

James Budzyn, CLU, ChFC

Distance: 27 miles

Capital Wealth Partners, Inc., a financial planning firmspecializing in both personal and corporate needs,in the areas of Wealth Accumulation, Asset Protection,Estate Planning and Legacy needs.We cover the entire metropolitan Chicagoland area aswell as numerous out-of-state clients. We are an efficientlystructured firm using state-of-the-art techno...

Kevin P. Holland, CFP®, CPA/PFS, AAMS, CMFC, MBA, Financial Advisor from Chicago, Illinois

Kevin P. Holland, CFP®, CPA/PFS, AAMS, CMFC, MBA

Distance: 29 miles

My Mission Statement is: "Helping People to Build, Preserve & Distribute Their Wealth Through Ethical & Effective Wealth Management". The primary focus of my proprietary investment management process reduces risk during declining markets to avoid significant losses in portfolio values and still participate in the majority of an advance in rising m...

Ken Tomko, CFA, CMT, CFP®, Financial Advisor from Chicago, Illinois

Ken Tomko, CFA, CMT, CFP®

Distance: 29 miles

T2 Asset Management was founded by two Chartered Financial Analysts with decades of experience who believe individual investors deserve the highest level of investment advice available. Our firm and processes have been designed to eliminate many of the problems and biases inherent in the advisory world today. Our rare combination of education and e...

Other Financial Advisors Listing

Barry, Merritt Cooper, Financial Advisor from Chicago, Illinois

Barry, Merritt Cooper

Bmo Asset Management U.S.

William, Allen Goldstein, Financial Advisor from Chicago, Illinois

William, Allen Goldstein

Chesley, Taft & Associates, Llc

Faris, Franklin Chesley, Financial Advisor from Chicago, Illinois

Faris, Franklin Chesley

Chesley, Taft & Associates, Llc