WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Orland Park, Illinois. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.
Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.
| Qualified Financial Advisors in Orland Park, Illinois | ||
|---|---|---|
| Financial Advisor | Office Location | Phone Number |
| Paul Garrett Garrett Consulting Corporation |
101 W. 22nd Street, Lombard, IL 60148 |
(630) 576-5182 |
| Paul Daly OMH Partner Group, Inc. |
999 North Main Street, Glen Ellyn, IL 60137 |
(630) 510-3126 |
| Jim Hagedorn, CFA Chicago Partners |
1 N. Wacker Dr., Chicago, IL 60606 |
(312) 375-3282 |
| Personal Capital Personal Capital Advisors Corporation |
---, Chicago, IL 60601 |
(650) 556-1310 |
| Michael Cirelli SAI Financial Services |
27575 Ferry Road, Warrenville, IL 60555 |
(630) 615-8289 |
Qualifications
CRD# 1839490
FirmCRD# 8032
Series 6, 7, 22, 24, 63, 66
Compensation/Fee
Fee-Based (Fee and Commissions), Based on Assets, Commissions
Office Location
101 W. 22nd Street,
Suite 200,
Lombard,
IL 60148
Phone Number
(630) 5765182
Paul is the principal executive of Garrett Consulting Corporation and in his role is directly responsible for all investment, insurance and employee benefit product sales, marketing, administration and compliance regulation for the organization. He has been a practicing financial planner for over 31 years. He operates in a fiduciary capacity. Paul's primary expertise is in investment planning, with an emphasis in qualified and non-qualified retirement plan consulting for small and medium sized businesses. He currently commands a client base of over 260 individual, business and institutional investors, and is managing in excess of $130 million for these clients. He holds a General Securities Representative (Series 7) and a General Securities Principal (Series 24) License with the Financial Industry Regulatory Authority (FINRA) and is a candidate for the Certified Financial Planner accreditation. Paul is highlighted as one of the top 7% of financial advisors as a Five-Star wealth manager in the November 2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, and 2019 issues of Chicago Magazine. Paul coordinates total financial plans for business and personal clients and is facile in the areas of business and personal life insurance, retirement, business strategy, employee benefit, executive benefit, disability insurance, estate, college funding and tax planning. Paul resides in the western suburb of Oak Brook. He is active in the community, is a member of several professional organizations (including the Better Business Bureau), and is an accomplished guitarist and bassist who also enjoys swimming and serves on several nonprofit boards.
Garrett Consulting is a professional financial consulting organization that recognizes and strives to fulfill our clients' goals. Over the past 31 years, Paul Garrett has worked one-on-one with private businesses, individual investors, and corporations to come up with comprehensive plans to pursue clients' financial needs.
Qualifications
CRD# 2684208
Series 65
Compensation/Fee
Fee-Based (Fee and Commissions), Based on Assets, Commissions, Flat Fee
Office Location
999 North Main Street,
Suite 106-D,
Glen Ellyn,
IL 60137
Phone Number
(630) 5103126
Paul Daly is the Principle and President of OMH Partner Group, Inc. located in Glen Ellyn, IL. Paul has been in this industry for over 25 years and brings a vast amount of experience to working with his clients. He is a Licensed Life/Health Insurance Agent and Investment Advisor Representative. Paul earned a Bachelor's degree from Western Illinois University with a Major in Economics and a Minor in Marketing.
OMH Partner Group specializes in protecting principle, managing risk, and educating our clients in the investment process. It is the investment navigation that a client needs in today's financial world. We utilize The Financial ABC's of Retirement Planning Model which is a balance approach to investing. OMH Partner Group expertise includes managed investment accounts, fixed indexed annuities, gold/silver, and creating income plans. We make sure each client has just the right blend of protection of principle, liquidity, and managed risk. Licensed to provided financial services and insurance products for the State of Illinois.
Qualifications
CRD# 458-3528
FirmCRD# 147662
Compensation/Fee
Fee Only, Based on Assets
Office Location
1 N. Wacker Dr.,
Chicago,
IL 60606
Phone Number
(312) 3753282
Optimize Your Most Important Business: the Management of Your Wealth. Chicago Partners is an SEC-registered, fee-only independent registered investment advisor (RIA) that specializes in creating a one-stop wealth management experience. With 23 investment professionals managing over $1.9 billion for 650+ clients, our team specializes in optimizing each dimension of our distinguished clients' wealth. Our clients include high & ultra-high-net-worth individuals, foundations, institutions, and corporations. Our clients optimize each dimension of their wealth by using our 5-Step Wealth Optimization Process, which includes: - Investment Consulting - Custom Investment Portfolios - Tax Planning & Tax Preparation - Personalized Financial Plans - The Fiduciary Relationship Our clients work with their dedicated teams consisting of CPA, CFP, J.D., and CFA-certified individuals, each focused on optimizing a specific dimension of the client's wealth. Each client's plan is customized to meet their unique goals & objectives, and their team of fiduciaries is always working to reach their goals and objectives.
Qualifications
FirmCRD# 155172
Compensation/Fee
Fee-Based (Fee and Commissions), Based on Assets
Office Location
---,
Chicago,
IL 60601
Phone Number
(650) 5561310
Key Differentiators: • See all your financial accounts with all your financial institutions, all in one place: You can link your checking, savings, 401k, IRA, mortgage, investments, credit cards, and more. • Personalization on a whole new level: Personal Capital offers personalized financial planning, for qualified clients. • Dynamic, Diversified Portfolios: Proprietary SmartWeighting™ technology helps minimize the risk of market drops by automatically rebalancing portfolios. • Access to Experts and Specialists: Clients also enjoy access to a wide range of experts in tax, income, retirement, estate planning, insurance, college savings, stock options, real estate, socially responsible investing and charitable giving. • Transparent fees: Clients pay one flat fee for all of our wealth management services. • We'll always act in your best interest: Personal Capital is a fiduciary, which means their advisors are legally obligated to act in your best interest.
Personal Capital is an industry-leading digital wealth management company. We do the right thing by the everyday investor by taking a holistic, 360ý approach to money management. Our state-of-the-art tools and technology provide investors with a complete financial picture and our financial advisors are fiduciaries, legally bound to act in your best interest to provide expert guidance, and logical strategies, based on a personal understanding of an investorýs financial picture and goals. We currently manage more than $10+ billion in assets, work with investors in each state and have offices across the U.S.
Qualifications
CRD# 6492810
Series 7, 66
Compensation/Fee
Fee-Based (Fee and Commissions), Based on Assets, Flat Fee, Hourly
Office Location
27575 Ferry Road,
Suite 100,
Warrenville,
IL 60555
Phone Number
(630) 6158289
SAI Financial Services is a comprehensive financial planning firm that has been in business since 1985. Jeff Scheithe, CFP and Michael Cirelli are the principal partners at SAI Financial Services with a complete service team behind them to care for their clients needs. Jeff and Michael are fiduciaries, which means we put the interests of our clients before our own. Jeff has been a Certified Financial Planner for over 20 years and Michael has completed all of his coursework for the CFP and plans to sit for the exam in early 2020. SAI Financial Services is located in Warrenville, IL and we also have a second office location in Wheaton, IL.
| List of Additional Financial Advisors in or around Orland Park, Illinois | ||
| Financial Advisor | Office Location | Phone Number |
| Kyle Nolan Edelman Financial Engines, LLC |
1515 W. 22nd Street, Oak Brook, IL 60523 |
(630) 756-5260 |
Qualifications
CRD# 5426926
FirmCRD# 104510
Series 7, 66
Tel: (630) 7565260
1515 W. 22nd Street,
Suite 850W,
Oak Brook,
IL 60523
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Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?
