Wealth Management in Lombard, IL

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List of Firms

Lombard, IL Wealth Management Firms

Key Investment & Management Inc.
4 out of 5
Location 1263 Highland Ave Suite 2W, Lombard, IL 60148, USA
Phone (630) 932-5757
Language http://key-investment.com/
Directions
Hurt & Associates Inc
5 out of 5
Location 101 Orchard Terrace, Lombard, IL 60148, USA
Phone (630) 620-4828
Language http://www.hurtassociatesinc.com/
Directions
Patrick Calkins - RBC Wealth Management Financial Advisor
Location Two Mid America Plaza Suite 500S, Oakbrook Terrace, IL 60181, USA
Phone (630) 472-5504
Language https://us.rbcwealthmanagement.com/patrick.calkins?utm_source=GMB&utm_medium=Yext
Directions
Wealth Management in Lombard, IL

Where Wealth Management Advisors in Lombard, IL Serve

Lombard, IL is a bustling suburban town located in DuPage County, just 20 miles west of Chicago. This charming village boasts a variety of landmarks, including the historic Lilacia Park, a stunning 8.5-acre garden filled with over 700 lilac bushes, as well as the Yorktown Center, a premier shopping destination with over 150 stores and restaurants. Top employers in Lombard include Advocate Good Samaritan Hospital, a leading healthcare provider in the region, and Pepsico, a multinational food and beverage company. Additionally, Lombard is home to a thriving business district, with many small and medium-sized businesses contributing to the local economy. Major highways and streets in Lombard include the Ronald Reagan Memorial Tollway (I-88), which runs through the southern portion of the village, as well as Roosevelt Road (IL-38), a major east-west thoroughfare. Other notable streets include Main Street, which features a variety of shops and restaurants, and St.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Lombard, IL can benefit from a bank in various ways. Firstly, the bank can provide them with a range of financial services such as checking and savings accounts, loans, and credit cards. Lombard is a bustling suburb with a thriving economy, and having a bank nearby can help residents manage their finances more efficiently. Additionally, the bank can offer investment and wealth management services to help residents grow their wealth and plan for their future. Lombard is known for its diverse community, and the bank can provide services that cater to the unique needs of each resident. For instance, the bank can offer bilingual services to assist residents who speak languages other than English. Overall, having a bank in Lombard can help residents manage their finances, plan for their future, and achieve their financial goals.

Insurance Broker

Residents of Lombard, IL can benefit greatly from the services of an insurance broker. With the town being located in the heart of DuPage County, there are a number of unique insurance needs that residents may have. For example, Lombard is known for its high rate of severe weather events, including tornadoes and hailstorms. An experienced insurance broker can help residents navigate the complexities of insurance coverage for these types of events, ensuring that they are adequately protected in the event of damage to their homes or vehicles. Additionally, Lombard is home to a number of small businesses, and an insurance broker can assist these entrepreneurs in finding the right coverage to protect their assets and mitigate risk. With so many unique insurance needs, residents of Lombard can benefit greatly from the expertise of an insurance broker.

Retirement Planning

Residents of Lombard, IL could greatly benefit from the expertise of a retirement planner. With an aging population and a median age of 42 years old, many residents are approaching retirement age and need guidance on how to prepare financially. A retirement planner can help them create a personalized plan for their retirement goals, taking into account their unique circumstances and the specific challenges of living in Lombard, such as the high cost of living and property taxes. They can also provide advice on Social Security benefits, healthcare costs, and investment strategies to help residents maximize their retirement savings. Additionally, a retirement planner can help residents navigate the complex tax laws and regulations in Illinois, ensuring they are taking advantage of all available deductions and credits. With the help of a retirement planner, residents of Lombard can feel confident and secure in their retirement years.

Financial Advisor

Lombard, IL residents can benefit from the services of a financial advisor in numerous ways. Firstly, a financial advisor can help them to create a personalized budget plan that takes into account their unique financial situation and goals. This is particularly important in Lombard, where the cost of living is relatively high compared to other areas in the state. Additionally, a financial advisor can help residents to manage their debt, invest in the right stocks and bonds, and plan for retirement. Furthermore, given the unpredictable nature of the economy, a financial advisor can help Lombard residents to navigate the ups and downs of the stock market and make informed decisions about their investments. Overall, a financial advisor can provide invaluable guidance and support to Lombard residents as they work towards achieving their financial objectives.

Mortgage Loan Officer

Residents of Lombard, IL would greatly benefit from the expertise of a mortgage loan officer. With a population of over 43,000 people, Lombard is a bustling suburb that is home to many families and individuals looking to purchase or refinance their homes. A mortgage loan officer can help residents navigate the complex process of obtaining a mortgage, which can include everything from finding the right lender to securing the best interest rate. Furthermore, Lombard is known for its diverse housing market, which includes everything from historic homes to modern apartments. A mortgage loan officer can provide invaluable guidance to residents looking to finance a home in Lombard, regardless of their unique needs and preferences. Whether a resident is a first-time homebuyer or a seasoned real estate investor, a mortgage loan officer can help them achieve their financial goals and secure a comfortable future.

Tax Services

Residents of Lombard, IL can benefit from the expertise of a tax advisor in various ways. One specific example is navigating the complexities of property taxes in Lombard. With a tax advisor's help, residents can better understand the tax assessment process and potentially appeal their property tax bill if it seems unfair or inaccurate. Additionally, a tax advisor can assist with tax planning and preparation, helping residents maximize deductions and minimize their tax liability. For small business owners in Lombard, a tax advisor can provide guidance on tax compliance and help ensure they are taking advantage of all available deductions and credits. Overall, a tax advisor can provide valuable assistance to Lombard residents in navigating the often-confusing world of taxes and ensuring they are making the most of their financial resources.

Estate Planning Lawyer

Residents of Lombard, IL can benefit from the services of an estate planning lawyer in various ways. With Lombard being a suburb of Chicago, it is one of the most expensive places to live in Illinois. As such, an estate planning lawyer can help residents to create a comprehensive plan that will ensure their assets are protected and their loved ones are taken care of in the event of their death. This includes drafting wills, trusts, and other legal documents that can help to minimize estate taxes and avoid probate court. Additionally, an estate planning lawyer can provide guidance on how to protect assets from creditors and ensure that healthcare and financial decisions are made in accordance with the resident's wishes. With the complexities of estate planning, it is essential for Lombard residents to seek the services of a qualified estate planning lawyer to ensure that their assets are protected and their loved ones are taken care of.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

Wealth management services provided by a seasoned wealth manager in Lombard, IL are comprehensive and tailored to meet the specific needs of high net worth individuals. From investment management and financial planning to estate and tax planning, a wealth manager in Lombard, IL can help clients navigate the complex world of wealth management with ease. Lombard, IL is a vibrant and dynamic community that offers a unique blend of urban sophistication and small-town charm. With easy access to Chicago's financial district and a thriving business community, Lombard, IL is a hub for affluent individuals seeking expert wealth management services. A skilled wealth manager in Lombard, IL can provide clients with the knowledge and expertise needed to achieve their financial goals and secure their financial future. Whether it's building a diversified investment portfolio or creating a comprehensive estate plan, a wealth manager in Lombard, IL can help clients make informed decisions and achieve financial success.

Lombard, IL is the ultimate destination for anyone looking to get a wealth manager. This quaint village, located in DuPage County, is known for its bustling economy, diverse population, and exceptional quality of life. Lombard is home to a plethora of financial institutions, including top-notch wealth management firms that cater to the needs of the affluent community. With its highly educated and experienced professionals, Lombard's wealth management industry is second to none. The town's unique blend of traditional values and modern technology makes it an ideal location for anyone looking to secure their financial future. Lombard's wealth management firms offer a wide range of services, from investment planning to retirement planning, and everything in between. Whether you're a high net worth individual or a small business owner, Lombard's wealth management firms have the expertise and resources to help you achieve your financial goals.