Best Financial Advisors in West Dundee, IL

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List of Firms

West Dundee, IL Fiduciary Financial Advisors

Fiat Financial Money Center
4 out of 5
Location 657 S 8th St, West Dundee, IL 60118, USA
Phone (877) 408-2254
Directions
Jason M Nowitzki, CRPC® | Financial Advisor
Location 317 N Lincoln Ave, Carpentersville, IL 60110, USA
Phone (224) 699-4630
Directions
Ed Amos
Location 2175 Point Blvd, Elgin, IL 60123, USA
Phone (312) 731-3055
Directions
Ode Financial Services
Location 18 E Dundee Rd Bldg 5 Ste 310, Barrington, IL 60010, USA
Phone (847) 519-1413
Directions
Edward Jones - Financial Advisor: Anja Decker
4 out of 5
Location 1972 Larkin Ave Suite H, Elgin, IL 60123, USA
Phone (847) 742-0424
Directions
Edward Jones - Financial Advisor: Ernie Gamino
Location 1983 Huntley Rd, West Dundee, IL 60118, USA
Phone (847) 428-5021
Directions
Juengling & Associates
Location 115 W Main St # 210, West Dundee, IL 60118, USA
Phone (847) 836-2400
Directions
Edward Jones - Financial Advisor: Jay Bennett
5 out of 5
Location 119 W Main St Suite 100, West Dundee, IL 60118, USA
Phone (224) 699-9370
Directions
Scott A Saunders CPA, P.C.
5 out of 5
Location 600 Spring Hill Ring Rd Ste 302, West Dundee, IL 60118, USA
Phone (847) 426-7272
Directions
Wells Fargo Advisors
SEC File# 801-57434
CRD# 11025
5 out of 5
Location 2312 Esplanade Dr, Algonquin, IL 60102, USA
Phone (847) 458-0142
Directions
Edward Jones - Financial Advisor: Justin R Budd
Location 2295 Valley Creek Dr Suite C, Elgin, IL 60123, USA
Phone (847) 628-6135
Directions
Baird Private Wealth Management
Location 2205 Point Blvd Suite 150, Elgin, IL 60123, USA
Phone (888) 792-9819
Directions
American City Bureau
Location 302 W Main St, West Dundee, IL 60118, USA
Phone (224) 293-3000
Directions
Financial Advisors in West Dundee, IL

Where Certified Financial Advisors in West Dundee, IL Serve

West Dundee, IL is a bustling community with a rich history and a variety of landmarks that attract visitors from near and far. The village is home to numerous top employers, including the renowned Advocate Sherman Hospital, which provides top-notch healthcare services to the community. Major highways and streets, such as Route 31 and Route 72, make it easy to navigate the area and access nearby cities and towns. West Dundee is also known for its charming neighborhoods, each with its own unique character and personality. Whether you're exploring the historic downtown district or taking in the scenic beauty of the Fox River, there's always something new and exciting to discover in West Dundee.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of West Dundee, IL could benefit from the guidance of a financial advisor in several ways. For starters, a financial advisor could help them create a budget and manage their expenses more effectively. This is especially important given the high cost of living in West Dundee, which is slightly above the national average. Additionally, a financial advisor could help residents plan for their retirement and invest their money wisely. With the median age of residents in West Dundee being around 40 years old, retirement planning is a crucial aspect of financial planning. A financial advisor could also help residents navigate the complexities of taxes and ensure that they are taking advantage of all available deductions and credits. Overall, a financial advisor could provide invaluable support to residents of West Dundee, helping them achieve their financial goals and secure their financial future.

Insurance Broker

Residents of West Dundee, IL can benefit greatly from the services of an insurance broker. With so many different types of insurance policies available, it can be difficult to know which ones are necessary and which ones are not. An insurance broker can help residents of West Dundee, IL navigate the complex world of insurance and find the policies that are best suited to their individual needs. Whether it's car insurance, home insurance, or health insurance, an insurance broker can help residents of West Dundee, IL find the coverage they need at a price they can afford. In addition, an insurance broker can provide valuable advice and guidance when it comes to filing claims and dealing with insurance companies. With the help of an insurance broker, residents of West Dundee, IL can have peace of mind knowing that they are protected in the event of an unexpected event.

Retirement Planning

Residents of West Dundee, IL can benefit from the services of a retirement planner in many ways. One of the most common ways is by helping them plan for their future and ensuring they have enough money to retire comfortably. With the cost of living in West Dundee, IL being higher than the national average, it's essential to have a solid financial plan in place. A retirement planner can help residents create a budget, invest in retirement accounts, and manage their assets to maximize their retirement savings. Additionally, a retirement planner can provide guidance on healthcare costs, which can be a significant expense for retirees. By working with a retirement planner, residents of West Dundee, IL can have peace of mind knowing they have a plan in place for their future.

Wealth Management

Residents of West Dundee, IL can benefit from the services of a wealth manager in several ways. One of the most common ways is through retirement planning. With a wealth manager's guidance, residents can create a personalized retirement plan that takes into account their unique financial situation and goals. Additionally, a wealth manager can assist with investment management, helping residents to make informed decisions about where to invest their money and how to diversify their portfolio. For residents of West Dundee, IL, a wealth manager can also provide guidance on estate planning, ensuring that their assets are distributed according to their wishes and minimizing the tax burden on their heirs. Overall, a wealth manager can help residents of West Dundee, IL to achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of West Dundee, IL can benefit greatly from the services of a mortgage loan officer. These professionals can help residents secure loans for purchasing homes, refinancing existing mortgages, and even consolidating debt. With the median home value in West Dundee being around $300,000, many residents may need assistance navigating the complex process of securing a mortgage. A mortgage loan officer can provide guidance on the various loan options available, help residents understand the application process, and provide support throughout the entire process. Additionally, with West Dundee being a rapidly growing community, a mortgage loan officer can help residents take advantage of the current housing market and secure a loan that fits their unique needs and budget.

Tax Services

Residents of West Dundee, IL can benefit greatly from the expertise of a tax advisor. With the complexity of the tax code, a tax advisor can help residents navigate the various deductions and credits available to them, ensuring they are maximizing their tax savings. In addition, a tax advisor can assist with tax planning, helping residents prepare for future tax liabilities and avoid surprises come tax season. Specifically, residents of West Dundee, IL may benefit from a tax advisor's knowledge of local tax laws and regulations, particularly if they own a business or have rental properties in the area. With the help of a tax advisor, residents can feel confident that they are complying with all applicable tax laws and regulations, while also minimizing their tax burden.

Estate Planning Lawyer

Residents of West Dundee, IL could benefit from the services of an estate planning lawyer in a variety of ways. For example, an estate planning lawyer can help residents create a comprehensive plan for the distribution of their assets after they pass away. This can include drafting a will, setting up trusts, and designating beneficiaries for retirement accounts and life insurance policies. Additionally, an estate planning lawyer can assist with planning for incapacity by creating power of attorney documents and healthcare directives. With the unique needs and demographics of West Dundee, IL, such as its large population of retirees and families with young children, working with an estate planning lawyer can provide peace of mind and ensure that their loved ones are taken care of in the event of their passing.

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