Best Financial Advisors in Lake County, IL

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List of Firms

Lake County, IL Fiduciary Financial Advisors

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
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
Lakeshore Investment Club
Location 476 Hampshire Ct, Grayslake, IL 60030, USA
Phone (847) 548-0553
Lakeside Financial Group
Location 34121 N, US-45 Ste 203, Grayslake, IL 60030, USA
Phone (847) 223-7443
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
Robert Foltz - RBC Wealth Management Financial Advisor
Location 950 N Western Ave Suite 200, Lake Forest, IL 60045, USA
Phone (847) 857-8623
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
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
Gem Financial Advisors
SEC File# 801-111055
CRD# 158043

5 out of 5

Location 810 S Waukegan Rd, Lake Forest, IL 60045, USA
Mike Niemczyk & Associates, Inc.
Location 10 N Lake St Ste 107, Grayslake, IL 60030, USA
Phone (847) 543-1509
Briggs Financial Inc.

5 out of 5

Location 256 E Cherry Cove Ln, Round Lake Beach, IL 60073, USA
Phone (517) 242-7804
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
Aspire Planning Group
SEC File# 801-122583
CRD# 316636
Location 960 Harris Rd Suite 2B, Grayslake, IL 60030, USA
Phone (847) 231-0990
Lake County Financial Planning

4 out of 5

Location 223 N, IL-21 # 28, Gurnee, IL 60031, USA
Phone (847) 360-5151
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
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
Palabe Wealth
Location 501 N Riverside Dr Ste 117, Gurnee, IL 60031, USA
Phone (847) 249-6600
Image of Lake County, IL

About Lake County, IL

Lake County, IL is a suburban county located in northeastern Illinois. The county is home to many Chicago suburbs, including the city of Waukegan. Some of the county's most notable landmarks include the Six Flags Great America amusement park and the world's largest Harley-Davidson dealership. The top employers in the county are Abbott Laboratories, Walgreens, and Medline Industries. Major highways and streets in the county include I-94 and Route 41. The neighborhoods of Lake County are diverse and include wealthy enclaves as well as economically depressed areas.

Where Certified Financial Advisors in Lake County, IL Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Lake County, IL residents have a variety of banking services to choose from. Each bank offers different products and services, so it is important for residents to compare what is available before making a decision. Some banks offer checking and savings accounts, while others provide loans, mortgages, and other financial products. Residents should take the time to research each bank's offerings in order to find the best one for their needs.

Insurance Broker

Residents of Lake County, IL have a number of insurance options available to them, but for the best coverage at the best prices, they should consult with an insurance broker.An insurance broker is someone who can help you find the right policy for your needs and budget. They work with a variety of insurers, so they can compare rates and find the best deal for you. They'll also be able to advise you on what type of coverage is best for you, and they can help you file claims if something happens.If you live in Lake County, IL, it's a good idea to talk to an insurance broker about your coverage needs.

Retirement Planning

Lake County, IL residents can benefit greatly from working with a financial advisor when it comes to retirement planning. A good advisor will help you assess your current financial situation and develop a plan that meets your specific needs. They can also provide valuable guidance on how to save for retirement, invest wisely, and protect your assets.

Wealth Management

Lake County, IL is a beautiful area with plenty to offer its residents. However, many people in the county struggle financially due to a lack of proper wealth management. Wealth management can help by providing education on financial planning and investing, as well as access to resources like loans and credit. With the help of wealth management, Lake County residents can make the most of their money and live comfortably within their means.

Estate Planning Lawyer

Lake County, IL residents can benefit from the services of estate planning lawyers. These legal professionals can help individuals create wills and trusts that will ensure their property and assets are distributed according to their wishes after they die. In addition, estate planning lawyers can also provide guidance on gift tax laws and how to minimize taxes on estates.

Mortgage Loan Officer

Lake County, IL residents can benefit greatly from the services of mortgage loan officers. Mortgage loan officers can help Lake County, IL residents get the best deals on home mortgages. They can also provide advice on how to save money on their mortgages and how to avoid common mistakes made by homeowners.

Tax Services

Lake County, IL residents can benefit from the help of tax accountants in order to ensure that they are getting the best return on their investment. Tax accountants can help residents understand what deductions they are eligible for and can help them file their taxes correctly. This can save residents time and money in the long run.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Lake County, IL