Financial Advisors in or around Grayslake, Illinois

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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 >   Grayslake 

Premium Financial Advisors Listing

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

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

Distance: 14 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...

Genevieve Mar, Financial Advisor from Grayslake, Illinois

Genevieve Mar

Distance: 18 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 Grayslake, Illinois

Steve Czech

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 ...

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

Timothy Creath, CLU, ChFC, QKA

Distance: 22 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...

Christopher Stein, Financial Advisor from Grayslake, Illinois

Christopher Stein

Distance: 26 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...

Other Financial Advisors Listing

Mike Niemczyk, Financial Advisor from Grayslake, Illinois

Mike Niemczyk

MLN Retirement Planning, Inc

For over 14 years Michael Niemczyk, President of MLN Retirement Planning, Inc. and a licensed investment advisor, has hand selected a team of professionals to design, implement and manage profitable r...

Rene Apack, Financial Advisor from Grayslake, Illinois

Rene Apack

Rene Apack

I provide insurance and financial services to local business and individuals....

Paula Dorion-Gray, CFP®, Financial Advisor from Grayslake, Illinois

Paula Dorion-Gray, CFP®

Dorion-Gray Retirement Planning, Inc.

Dorion-Gray is a planning based investment manager. Our planning system is a long term system that changes with what is going on in your life. We are a fee based manager. All fees are disclosed at all...

Tim Dooley CFP®, Financial Advisor from Grayslake, Illinois

Tim Dooley CFP®

Comprehensive Retirement Resources, Inc

Tim offers local and personalized financial services including insurance coordination, financing retirement, investment advisory services, tax preparation* and estate planning. Tim is focused on 55+ ...

Bill Ulivieri-Principal, Financial Advisor from Grayslake, Illinois

Bill Ulivieri-Principal

Cenacle Capital Management, LLC

Our investment experience is brought together to provide a balanced portfolio that can take advantage of changing trends in equities, bonds, commodities, and currencies. Our goal is to increase return...

Carol Anderson, Financial Advisor from Grayslake, Illinois

Carol Anderson

Lincoln Financial Advisors

My mission is to be a trusted financial advisor to my clients in all aspects of their personal and business financial future. I will maintain the highest standard of honesty, integrity, and profession...

Robert J. Anderson CFP®, Financial Advisor from Grayslake, Illinois

Robert J. Anderson CFP®

Voyager Capital Management, Llc

Voyager Capital Management is beyond investing…it’s about living. It’s about living the life you’ve worked so hard to attain. While it’s absolutely true that financial planning, investing and wealth ...