Best Financial Advisors in DuPage County, IL

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List of Firms

DuPage County, IL Fiduciary Financial Advisors

SEC File# 801-64547
CRD# 136426
5 out of 5
Location 1776 S Naperville Rd #102a, Wheaton, IL 60189, USA
Phone (630) 221-1000
Time Monday: 8:00 AM – 6:00 PM Tuesday: 8:00 AM – 6:00 PM Wednesday: 8:00 AM – 6:00 PM Thursday: 8:00 AM – 6:00 PM Friday: 8:00 AM – 6:00 PM Saturday: Closed Sunday: Closed
Directions
SEC File# 801-123236
CRD# 123037
Location 104 E Roosevelt Rd #200, Wheaton, IL 60187, USA
Phone (630) 681-0700
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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James Forcucci - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1761 S Naperville Rd Ste 100, Wheaton, IL 60189, USA
Phone (630) 871-1110
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Edward Jones - Financial Advisor: Kyle Bonfield, AAMS™
SEC File# 801-3297
CRD# 250
Location 301 W Roosevelt Rd Suite C, Wheaton, IL 60187, USA
Phone (630) 480-4835
Directions
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Barry Kaufman - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1761 S Naperville Rd Ste 100, Wheaton, IL 60189, USA
Phone (630) 871-1110
Directions
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Jay Patel - Raymond James
5 out of 5
Location 1776a S Naperville Rd, Wheaton, IL 60189, USA
Phone (630) 462-2660
Directions
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Chad Stein - TIAA Financial Consultant
Location 55 E Loop Rd Suite 101, Wheaton, IL 60189, USA
Phone (312) 345-5627
Directions
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Prizm Financial Advisors Inc
5 out of 5
Location 1745 S Naperville Rd #200, Wheaton, IL 60189, USA
Phone (630) 665-4848
Directions
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Upstream Investment Partners
5 out of 5
Location 2443 Warrenville Rd STE 115, Lisle, IL 60532, USA
Phone (630) 599-7116
Directions
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Brian O'Connell - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1761 S Naperville Rd Ste 100, Wheaton, IL 60189, USA
Phone (630) 871-1110
Directions
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Northwestern Mutual - The Mathur Financial Group
4 out of 5
Location 377 Butterfield Rd #400, Lombard, IL 60148, USA
Phone (630) 458-7010
Directions
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Voyage Financial Group
5 out of 5
Location 1011 Warrenville Rd #225, Lisle, IL 60532, USA
Phone (630) 353-0000
Directions
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CrossPoint Wealth
5 out of 5
Location 3333 Warrenville Rd STE 200, Lisle, IL 60532, USA
Phone (630) 799-8350
Directions
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Fortune Financial Group, Inc.
5 out of 5
Location 800 W Roosevelt Rd Building B Suite 104, Glen Ellyn, IL 60137, USA
Phone (630) 942-9007
Directions
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James Maher Financial Associates
SEC File# 801-57663
CRD# 6312
Location 1755 S Naperville Rd, Wheaton, IL 60189, USA
Phone (630) 240-4341
Directions
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Morgan Stanley Financial Advisors
Location 4225 Naperville Rd Ste 255, Lisle, IL 60532, USA
Phone (630) 505-3232
Directions
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Brookstone Capital Management
SEC File# 801-68010
CRD# 141413
5 out of 5
Location 1745 S Naperville Rd, Wheaton, IL 60189, USA
Phone (630) 653-1400
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Cory Davidson - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1761 S Naperville Rd STE 100, Wheaton, IL 60189, USA
Phone (630) 871-1110
Directions
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Edward Jones - Financial Advisor: Brian J Ramaker, CFP®|AAMS™|CRPC®
Location 1315 Macom Dr Suite 206, Naperville, IL 60564, USA
Phone (630) 637-1322
Directions
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Capstone Financial Advisors
SEC File# 801-56979
CRD# 109341
Location 2001 Butterfield Rd Suite 1750, Downers Grove, IL 60515, USA
Phone (630) 241-0833
Directions
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4D Financial Advisors LLC
Location 1717 N Naper Blvd #205, Naperville, IL 60563, USA
Phone (630) 364-2837
Directions
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Edward Jones - Financial Advisor: Scott E Krase
SEC File# 801-3297
CRD# 250
Location 1725 S Naperville Rd #203, Wheaton, IL 60189, USA
Phone (630) 752-0977
Directions
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Edward Jones - Financial Advisor: Brandon Macias
SEC File# 801-3297
CRD# 250
Location 330 S Naperville Rd Suite 220, Wheaton, IL 60187, USA
Phone (630) 949-8486
Directions
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Fairhaven Wealth Management
SEC File# 801-80596
CRD# 173771
Location 104 E Roosevelt Rd Suite 100, Wheaton, IL 60187, USA
Phone (630) 990-9000
Directions
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Edward Jones - Financial Advisor: Paul E Desruisseaux
SEC File# 801-3297
CRD# 250
Location 2745 Maple Ave Suite 2 B, Lisle, IL 60532, USA
Phone (630) 420-9040
Directions
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Reed Financial Advisors
5 out of 5
Location 140 Exchange Blvd, Glendale Heights, IL 60139, USA
Phone (630) 528-2789
Directions
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Kristin Gustafson - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1761 S Naperville Rd STE 100, Wheaton, IL 60189, USA
Phone (630) 871-1110
Directions
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Edward Jones - Financial Advisor: Danielle F Marshall, AAMS™|CRPC®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 112 W Liberty Dr, Wheaton, IL 60187, USA
Phone (630) 653-5701
Directions
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Edward Jones - Financial Advisor: Chris Masek, CFP®|AAMS™
SEC File# 801-3297
CRD# 250
5 out of 5
Location 340 W Front St, Wheaton, IL 60187, USA
Phone (630) 510-1041
Time Monday: 8:00 AM – 4:30 PM Tuesday: 8:00 AM – 4:30 PM Wednesday: 8:00 AM – 4:30 PM Thursday: 8:00 AM – 4:30 PM Friday: 8:00 AM – 4:30 PM Saturday: Closed Sunday: Closed
Directions
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James L Schmitt - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 28377 Davis Pkwy STE 601, Warrenville, IL 60555, USA
Phone (630) 225-4650
Directions
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Edward Jones - Financial Advisor: Richard Ferrari, AAMS™|CRPC®
SEC File# 801-3297
CRD# 250
Location 290 S County Farm Rd 3rd Floor Suite R, Wheaton, IL 60187, USA
Phone (630) 690-6039
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
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Raymond James Financial Services
Location 3333 Warrenville Rd, Lisle, IL 60532, USA
Phone (630) 799-8237
Directions
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Smith Financial Advisors, Inc.
Location 1755 S Naperville Rd #1755, Wheaton, IL 60189, USA
Phone (630) 510-3262
Directions
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Edward Jones - Financial Advisor: Barb Franks
SEC File# 801-3297
CRD# 250
Location 300 S County Farm Rd Suite H, Wheaton, IL 60187, USA
Phone (630) 871-0388
Directions
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Edward Jones - Financial Advisor: Jason S Rotter
SEC File# 801-3297
CRD# 250
Location 45 S Park Blvd Suite 140, Glen Ellyn, IL 60137, USA
Phone (630) 403-4039
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Buckingham Tax & Financial Planning
Location 330 S Naperville Rd # 402, Wheaton, IL 60187, USA
Phone (630) 580-5050
Directions
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Keffer Financial Planning
Location 511 W Wesley St, Wheaton, IL 60187, USA
Phone (630) 842-5609
Directions
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Kevin E O'Hara - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 184 Shuman Blvd Ste 260, Naperville, IL 60563, USA
Phone (630) 799-9310
Directions
Financial Advisors in DuPage County, IL

Where Certified Financial Advisors in DuPage County, IL Serve

DuPage County, located in Illinois, is a vibrant and bustling area that boasts a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the stunning Morton Arboretum to the iconic Cantigny Park, DuPage County is home to a variety of breathtaking landmarks that are sure to leave visitors in awe. In terms of top employers, DuPage County is home to some of the most innovative and successful companies in the world, including Navistar International, Edward-Elmhurst Health, and Advocate Health Care. Major highways and streets in the area include I-88, I-290, and Route 83, making it easy for residents and visitors alike to get around quickly and efficiently. Finally, DuPage County is home to a variety of diverse and unique neighborhoods, each with its own distinct personality and charm. Whether you're exploring the historic streets of Wheaton or the trendy shops and restaurants of Naperville, there's something for everyone in DuPage County.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of DuPage County, IL are serviced by banks in a variety of ways. One of the most common ways is through personal checking and savings accounts, which allow residents to easily manage their finances and save for the future. Many banks in DuPage County also offer mortgage loans, helping residents to purchase their dream homes in this affluent county. Additionally, banks in DuPage County provide business loans and other financial services to support the thriving local economy. With over 900,000 residents and a median household income of over $90,000, DuPage County is a prime location for banks to serve a diverse and financially stable customer base.

Insurance Broker

Residents of DuPage County, IL can benefit greatly from the services of an insurance broker. The most common ways an insurance broker can help are by finding the best insurance policies for their clients, providing expert advice on insurance matters, and helping with claims processing. DuPage County is known for its high cost of living, and an insurance broker can help residents find affordable insurance policies that meet their needs. With the county's diverse population and range of industries, an insurance broker can also provide specialized insurance solutions for businesses and individuals in different sectors. Additionally, an insurance broker can help residents navigate the complex insurance market and ensure they have the coverage they need to protect their assets and loved ones.

Retirement Planning

Residents of DuPage County, IL can benefit greatly from the expertise of a retirement planner. A retirement planner can help individuals navigate the complexities of retirement planning, such as creating a budget, investing in the right accounts, and maximizing Social Security benefits. In DuPage County, where the cost of living is higher than the national average, a retirement planner can help residents ensure they have enough savings to maintain their desired standard of living in retirement. Additionally, with the county's large population of older adults, a retirement planner can provide guidance on healthcare costs and long-term care options. Overall, a retirement planner can provide peace of mind and a clear plan for a secure retirement for residents of DuPage County, IL.

Wealth Management

Residents of DuPage County, IL could benefit from a wealth manager in a number of ways. One of the most common ways is by receiving personalized financial advice and guidance. With the high cost of living in DuPage County, many residents struggle to save for retirement, pay off debt, or invest in their future. A wealth manager can help residents create a financial plan that takes into account their unique goals and circumstances. Additionally, a wealth manager can help residents navigate the complex tax laws in Illinois, which can be particularly challenging in DuPage County where property taxes are among the highest in the state. By working with a wealth manager, residents can feel more confident about their financial future and make informed decisions about their money.

Mortgage Loan Officer

Residents of DuPage County, IL can benefit from the expertise of a mortgage loan officer in several ways. For starters, a mortgage loan officer can help residents navigate the complex process of obtaining a mortgage, which can be especially daunting for first-time homebuyers. Additionally, a mortgage loan officer can provide valuable insights into the local real estate market, which can be helpful for those looking to buy or sell a home in DuPage County. One specific thing to note about DuPage County is that it is one of the most affluent counties in Illinois, with a median household income that is significantly higher than the state average. As such, residents of DuPage County may have unique financial needs and considerations that a mortgage loan officer can help address.

Tax Services

Residents of DuPage County, IL can benefit from the expertise of a tax advisor in a variety of ways. One of the most common ways is by receiving guidance on how to maximize their tax deductions and credits. DuPage County is home to many affluent communities, and residents may have complex financial situations that require specialized knowledge to navigate. A tax advisor can help residents identify deductions they may be eligible for, such as those related to home ownership or charitable donations. Additionally, a tax advisor can provide advice on how to minimize tax liabilities and avoid costly mistakes. With the help of a tax advisor, residents of DuPage County can feel confident that they are making informed decisions about their finances and minimizing their tax burden.

Estate Planning Lawyer

Residents of DuPage County, IL can benefit greatly from the services of an estate planning lawyer. These attorneys specialize in helping individuals plan for their future and ensure that their assets are distributed according to their wishes. One specific way that residents of DuPage County can benefit from an estate planning lawyer is by taking advantage of Illinois' estate tax exemption. Illinois is one of the few states that still has an estate tax, and the exemption limit is lower than the federal limit. An estate planning lawyer can help residents of DuPage County navigate this complex tax system and ensure that their estate is not subject to unnecessary taxes. Additionally, an estate planning lawyer can help residents of DuPage County with other important tasks, such as creating a will, setting up trusts, and designating beneficiaries. By working with an estate planning lawyer, residents of DuPage County can have peace of mind knowing that their assets will be protected and their wishes will be carried out.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in DuPage County, IL