Best Financial Advisors in Lake County, IL

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List of Firms

Lake County, IL Fiduciary Financial Advisors

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Jack M Dunk - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 5101 Washington St Ste 2L, Gurnee, IL 60031, USA
Phone (847) 244-8400
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Edward Jones - Financial Advisor: Rick J Melone
SEC File# 801-3297
CRD# 250
5 out of 5
Location 10 N Lake St Suite 113, Grayslake, IL 60030, USA
Phone (847) 223-2580
Directions
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Gem Financial Advisors
SEC File# 801-111055
CRD# 158043
5 out of 5
Location 810 S Waukegan Rd, Lake Forest, IL 60045, USA
Directions
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Mike Niemczyk & Associates, Inc.
Location 10 N Lake St Ste 107, Grayslake, IL 60030, USA
Phone (847) 543-1509
Directions
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David C Waring - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 765 Ela Rd Ste 300, Lake Zurich, IL 60047, USA
Phone (847) 847-0511
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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Lakeside Financial Group
Location 34121 N, US-45 Ste 203, Grayslake, IL 60030, USA
Phone (847) 223-7443
Directions
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Lake County Financial Planning
4 out of 5
Location 223 N, IL-21 # 28, Gurnee, IL 60031, USA
Phone (847) 360-5151
Directions
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Edward Jones - Financial Advisor: Lock Nelson
SEC File# 801-3297
CRD# 250
Location 216 N Milwaukee Ave Suite 5, Lake Villa, IL 60046, USA
Phone (847) 356-1201
Directions
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Robert Foltz - RBC Wealth Management Financial Advisor
Location 950 N Western Ave Suite 200, Lake Forest, IL 60045, USA
Phone (847) 857-8623
Directions
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Mark Richmond - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 765 Ela Rd Ste 300, Lake Zurich, IL 60047, USA
Phone (847) 540-8761
Directions
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Briggs Financial Inc.
5 out of 5
Location 256 E Cherry Cove Ln, Round Lake Beach, IL 60073, USA
Phone (517) 242-7804
Directions
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Joe Thompson - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 765 Ela Rd Ste 300, Lake Zurich, IL 60047, USA
Phone (847) 540-9248
Directions
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Aspire Planning Group
SEC File# 801-122583
CRD# 316636
Location 960 Harris Rd Suite 2B, Grayslake, IL 60030, USA
Phone (847) 231-0990
Directions
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Lakeshore Investment Club
Location 476 Hampshire Ct, Grayslake, IL 60030, USA
Phone (847) 548-0553
Directions
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Edward Jones - Financial Advisor: Kathleen E Liggins
SEC File# 801-3297
CRD# 250
Location 52 E Main St, Lake Zurich, IL 60047, USA
Phone (847) 550-1687
Directions
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Edward Jones - Financial Advisor: Catherine Donohoe, CFP®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 1110 E Washington St, Grayslake, IL 60030, USA
Phone (847) 543-1537
Directions
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Palabe Wealth
Location 501 N Riverside Dr Ste 117, Gurnee, IL 60031, USA
Phone (847) 249-6600
Directions
Financial Advisors in Lake County, IL

Where Certified Financial Advisors in Lake County, IL Serve

Lake County, IL is a bustling county located in the northeast corner of Illinois, boasting a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the iconic Waukegan Harbor to the stunning Chain O'Lakes State Park, Lake County is home to some of the most breathtaking natural scenery in the state. In terms of top employers, the county is home to Abbott Laboratories, Walgreens, and Grainger, among others, providing ample opportunities for employment and economic growth. Major highways and streets, including I-94 and US-41, run through the county, making transportation a breeze for residents and visitors alike. From the charming neighborhoods of Lake Forest and Libertyville to the bustling city of Waukegan, Lake County offers a diverse range of living options for all types of individuals. With so much to see and do, it's no wonder Lake County is a popular destination for both tourists and locals alike.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Lake County, IL have a variety of ways to access banking services. Many banks have branches in the area, making it easy for residents to visit and speak with a representative in person. Additionally, online banking and mobile apps are popular options for those who prefer to manage their finances digitally. Lake County is also home to several community banks and credit unions that offer personalized service and a focus on local businesses and residents. One specific feature of banking in Lake County is the availability of bilingual services, as the area has a significant Hispanic population. Many banks offer Spanish-speaking representatives and resources to better serve this community.

Insurance Broker

Residents of Lake County, IL can benefit from the services of an insurance broker in a number of ways. For example, an insurance broker can help residents navigate the complex world of health insurance, finding the best policies and providers to meet their needs. Additionally, insurance brokers can help residents protect their homes, cars, and other valuable assets by finding the best policies for their unique situations. One specific challenge that residents of Lake County, IL may face is the high cost of living in the area. An insurance broker can help residents find affordable insurance options that fit within their budgets, providing peace of mind and financial security. Overall, the expertise and guidance of an insurance broker can be invaluable for residents of Lake County, IL looking to protect themselves and their families.

Retirement Planning

Residents of Lake County, IL can benefit greatly from the services of a retirement planner. With its high cost of living and property taxes, Lake County can be a challenging place to retire comfortably. A retirement planner can help residents navigate the complex world of retirement planning, including strategies for maximizing Social Security benefits, managing investments, and minimizing taxes. They can also help residents create a customized retirement plan that takes into account their individual goals and needs. With the help of a retirement planner, residents of Lake County can feel more confident and secure in their financial future.

Wealth Management

Residents of Lake County, IL can benefit greatly from the services of a wealth manager. With a median household income of $93,000, Lake County is one of the wealthiest counties in Illinois. However, managing that wealth can be a challenge. A wealth manager can help residents of Lake County navigate complex financial situations, such as planning for retirement, managing investments, and minimizing taxes. In addition, a wealth manager can provide guidance on estate planning, charitable giving, and other important financial decisions. With the help of a trusted wealth manager, residents of Lake County can feel confident that their financial future is secure.

Mortgage Loan Officer

Residents of Lake County, IL can benefit greatly from the expertise of a mortgage loan officer. These professionals can assist with everything from pre-approvals to closing on a home. One specific way they can help Lake County residents is by navigating the unique housing market in the area. With a mix of urban and suburban neighborhoods, as well as a range of home styles and prices, it can be challenging to find the right fit. A mortgage loan officer can provide guidance on available loan options, down payment assistance programs, and other resources that can make homeownership more accessible. They can also help residents understand the local real estate market and make informed decisions about buying or refinancing a home. Overall, a mortgage loan officer can be an invaluable resource for anyone looking to achieve their homeownership goals in Lake County, IL.

Tax Services

Residents of Lake County, IL can benefit greatly from the expertise of a tax advisor. One of the most common ways a tax advisor can help is by providing guidance on local tax laws and regulations specific to Lake County. With the county's high property taxes and complex tax code, navigating the system can be overwhelming for many residents. A tax advisor can provide personalized advice on how to minimize tax liabilities, take advantage of deductions, and ensure compliance with local tax laws. Additionally, they can assist with tax planning for major life events such as buying a home, starting a business, or saving for retirement. Overall, a tax advisor can provide valuable support and peace of mind for residents of Lake County, IL.

Estate Planning Lawyer

Residents of Lake County, IL can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help Lake County residents is by creating a comprehensive estate plan that addresses their unique needs and circumstances. This can include drafting wills, trusts, powers of attorney, and other legal documents that ensure their assets are distributed according to their wishes. Additionally, an estate planning lawyer can assist Lake County residents with minimizing estate taxes and avoiding probate, which can save their heirs time and money. With the guidance of an experienced estate planning lawyer, Lake County residents can have peace of mind knowing that their loved ones will be taken care of in the event of their passing.

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FAQs About Personal Financial Advisors in Lake County, IL