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Find Top Financial Advisors in Saint Charles, Illinois

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WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Saint Charles, 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.

Qualifications of Financial Advisors in Saint Charles

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Qualified Financial Advisors in Saint Charles, Illinois
Financial Advisor Office Location Phone Number
Michael Cirelli
SAI Financial Services
27575 Ferry Road,
Warrenville, IL  60555
(630) 615-8289
Rob Kirvan
Advanced Planning Advisors
2135 City Gate Lane,
Naperville, IL  60563
(630) 780-1099
Timothy Creath, CLU, ChFC
Creath Financial Services
903 Sienna Drive,
Schaumburg, IL  60193
(224) 353-3328
Paul Daly
OMH Partner Group, Inc.
999 North Main Street,
Glen Ellyn, IL  60137
(630) 510-3126
Paul Garrett
Garrett Consulting Corporation
101 W. 22nd Street,
Lombard, IL  60148
(630) 576-5182
Thomas Koleski
Cedar Capital Advisors
330 E. Main St.,
Barrington, IL  60010
(312) 285-5737
Kyle Nolan
Edelman Financial Engines, LLC
1515 W. 22nd Street,
Oak Brook, IL  60523
(630) 756-5260

Information on Qualified Financial Advisors in Saint Charles

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

About SAI Financial Services

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.



Qualifications CRD# 6135958
FirmCRD# 152665
Series 65


Office Location 2135 City Gate Lane,
Suite 300,
Naperville,
IL 
60563
Phone Number (630) 7801099

Robert Kirvan is a Financial Planner at Advanced Planning Advisors, Inc., a full service Retirement Management Firm. Mr. Kirvan is a Investment Advisor Representitive, that acts in a Fiduciary capacity to act in the best interests of all his clients. Robert has over 19 years experience in business and financial services. His main focus is working with pre-retirees and retirees, to build a solid financial plan that enables them to enjoy retirement the way they had envisioned it, without the issues that threaten retirement security for many Americans. Robert takes a holistic approach to retirement planning, encompassing the entire Financial House not just segments. This helps clients to make sound and informed decisions that will not only impact today, but will have a profound effect on the future. Robert is a co- host of SMART MONEY TALK, heard every week on AM560 The Answer, Saturdays at 6:00am.Robert has lectured extensively throughout the Country and Chicago land area with respect to retirement and retirement income planning. Mr. Kirvan has been interviewed and published by many local and national publications. Most recently by the Wall Street Journal, with regards to Risk and how it affects retirees portfolio selections. Author of the book ONE SHOT - Ready-Aim-Retire. A step by step manual for positioning assets as you approach Retirement to drive income and long term growth.

About Advanced Planning Advisors

At Advanced Planning Advisors, we focus on Retirement Management. We provide our clients with an unbiased view and plan of action to help meet their objectives. Our loyalty is solely to our clients, so our trusted Advisors choose the products and programs that will best suit the client and not the Advisors. If you are looking for seasoned professionals in Retirement Plan Management, Financial Asset Management, Life Insurance or Long Term Care Insurance, we are confident that you will find the answers you have been seeking at our client-focused firm. As Fiduciaries, we are required to act in the best interest of our clients.



Qualifications CRD# 2245517
Series 6, 63, 65

Compensation/Fee Fee-Based (Fee and Commissions), Based on Assets


Office Location 903 Sienna Drive,
Schaumburg,
IL 
60193
Phone Number (224) 3533328

I grew up about 30 miles southwest of St Louis, Mo. After high school, I went to IIT on an NROTC scholarship. After graduation in 1971, I went to flight school in Pensacola, FL. After flight training, I was designated as a Naval Flight Officer,and served with the World Famous Hurricane Hunters, had two tours of duty with anti-submarine squadrons, went to graduate school, served 2 tours of duty as an executive officer, and was the director of a Navy/Marine Corps school, before retiring in June of 1991. We moved to Schaumburg, IL, and I began my career in the financial services industry. I work with individuals and privately held companies, assisting them with their insurance and investment needs. I establish mutually beneficial long term relationships with my clients. I have 2 advanced designations and I am presently increasing my knowledge of the social security system and retirement income distribution.

About Creath Financial Services

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 plans keep up with the changes in their lives. I have been in the business for over 28 years and have 2 advanced designations in the industry, Charter Life Underwriter (CLU), Chartered Financial Consultant (ChFC).



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.

About OMH Partner Group, Inc.

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# 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.

About Garrett Consulting Corporation

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# 4941185
FirmCRD# 174020

Compensation/Fee Fee-Based (Fee and Commissions), Based on Assets, Flat Fee


Office Location 330 E. Main St.,
3rd Floor,
Barrington,
IL 
60010
Phone Number (312) 2855737

Our clients come to us for highly personalized, in-depth financial planning. We will spend time with you to find out what you want your assets to accomplish and then develop a full plan around those goals. We consider all aspects of your financial life, not just one piece of the puzzle. Some examples of areas we will examine are: portfolio asset allocation, investing for tax efficiency, social security strategies, and analyzing cash flow for retirement. As fiduciaries, we're an independent, fee-based, registered investment advisor, and are bound by the law to act solely in the best interests of our clients. We believe that transparency is a key pillar to building long lasting relationships with clients. Our mission is to become an essential partner to our clients by helping them pursue their vision of financial success through expert, independent advice provided at a reasonable fee. I've been in the industry for almost 15 years. My mission is to offer institutional quality portfolios for retail investors while being completely transparent and helping educate my clients on why they own what they own. Whether it's related to an asset class, fees, or an investment vehicle, my true passion is educating the client. My clients range from first time investors to experienced high net-worth individuals. I live in the western suburbs of Chicago with my wife, three young children and our know-it-all Boston Terrier. I enjoy spending time with his family & coaching, cooking & wine, running, music, and playing guitar.

About Cedar Capital Advisors

Cedar Capital, LLC is a Registered Investment Adviser located in the heart of Barrington, Illinois. Cedar Capital Advisors, the direct client arm of Cedar Capital, LLC, is led by head financial planner and accredited investment fiduciary, Thomas Koleski. Tom has over 14 years' experience within the financial industry and is backed by a team with MBAs from The University of Chicago Booth School of Business with over 45 years of portfolio construction experience combined. Koleski and the investment team merged forces in 2017, allowing Tom to focus more on the individual investor. His mission was to offer personalized service with convenient office hours, one-on-one meetings and a comprehensive list of investments, all while helping his clients pursue their vision of financial success. Tom has the flexibility to accommodate a wide range of client preferences and risk profiles; keeping with the 'big enough to serve, small enough to care' mentality that Tom has instilled. Our goals at Cedar Capital Advisors are simple: - Always act in the client's best interest and provide them with objective advice - Provide our clients with what we believe to be institutional-like quality portfolios - Educate, have fun and treat the client as family Whether it's your first time working with a financial planner or you'd like to get a second opinion; please contact us for a complimentary portfolio review.



Qualifications CRD# 5426926
FirmCRD# 104510
Series 7, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 1515 W. 22nd Street,
Suite 850W,
Oak Brook,
IL 
60523
Phone Number (630) 7565260

Joined Edelman Financial Engines in 2015. Began his career in the financial services industry in 2007. Successfully completed the Series 7 & 66 examination(s) administered by FINRA. Earned the Certified Financial Planner (CFP®) certification(s). Bachelor's degree in Public Financial Management from Indiana University.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



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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?