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Find Top Financial Advisors in Winnetka, 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 Winnetka, 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 Winnetka

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 Winnetka, Illinois
Financial Advisor Office Location Phone Number
Chad Coe
Coe Financial Group
1121 Lake Cook Road Suite P,
Deerfield, IL  60015
(847) 282-3170
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
Timothy Creath, CLU, ChFC
Creath Financial Services
903 Sienna Drive,
Schaumburg, IL  60193
(224) 353-3328

Information on Qualified Financial Advisors in Winnetka

Qualifications CRD# 2491459
FirmCRD# 2491459
Series 6, 7, 24, 63, 65


Office Location 1121 Lake Cook Road Suite P,
Deerfield,
IL 
60015
Phone Number (847) 2823170

Chad L. Coe, CWS®, is the Founder and President of COE FINANCIAL GROUP, INC., and is a universally recognized expert in wealth management strategies. Chad embraces a values-based approach and focuses on the personal well being and financial security of those he serves. He specializes in structuring programs based on personal values, objectives, and risk tolerance. Chad is equally adept at customizing and managing portfolios for estate preservation and optimization in times of transition. He has licenses Series 6, 7, 24, 51, 63, and 65 and is an Investment Executive with First Allied Securities. He also is an active member of First Allied Securities Representative Advisory Council. Chad is imbued with tremendous philanthropic spirit. He is the Founder and President of Special Kids Network, a fundraising arm for several charitable organizations that assist children with special needs. Chad is also a highly respected business coach and connector of business people, encouraging and motivating others to assert themselves positively in the world and, ultimately, give back. He presides over several prominent networking groups and is the author of The Power of Peopletizing: Networking Your Way To Financial Freedom. Chad is a highly sought after keynote speaker whose keen insight into human interaction and making quality business connections is in great demand in today's "Relationship Economy." Securities offered through First Allied Securities, Inc., a Registered Broker/Dealer. Member: FINRA/SIPC. Advisory services offered through First Allied Advisory Services, Inc., a Registered Investment Adviser.

About Coe Financial Group

At Coe Financial Group, our priority is to thoroughly understand you and your needs. The best way to do this is by listening. Through a comprehensive process, we begin by taking the time to learn about you and your immediate and long-term goals. We ask the questions you may have not considered and evaluate the consequences you may not have foreseen. By asking the right questions, we can learn about you and your family. This helps us better understand what is important to you when helping you make smart choices about your money and financial future. Rather than simply recommend investment options, we take the time to learn about what type of investor you are. How much risk are you comfortable taking? Are you more focused on building or preserving your wealth? What is your time frame for pursuing your goals? These questions and more help us understand your specific financial needs and design personalized strategies. Our unique perspective is designed to help you gain clarity about your financial situation and make informed decisions. Read more about some of the common questions we ask you.



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

About Chicago Partners

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.

About Personal Capital Advisors Corporation

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# 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).



List of Additional Financial Advisors in or around Winnetka, Illinois
Financial Advisor Office Location Phone Number
Sidney A. Blum
GreenLight Fee Only Advisors, LLC
2521 Gross Point Road,
Evanston, IL  60201
(847) 556-9299
Kyle Nolan
Edelman Financial Engines, LLC
1515 W. 22nd Street,
Oak Brook, IL  60523
(630) 756-5260

Information on Additional Financial Advisors in or around Winnetka, Illinois

Sidney A. Blum

GreenLight Fee Only Advisors, LLC

Qualifications CRD# 137925
FirmCRD# 137925

Tel: (847) 5569299
2521 Gross Point Road,
Evanston,
IL 
60201


Kyle Nolan

Edelman Financial Engines, LLC

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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FREQUENTLY ASKED QUESTIONS

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?