Best Financial Advisors in Lombard, IL

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List of Firms

Lombard, IL Fiduciary Financial Advisors

LTC Financial Partners
Location 419 S Westmore-Meyers Rd, Lombard, IL 60148, USA
Phone (866) 220-5990
Black Diamond Planners
Location 3140 Finley Rd suite c, Downers Grove, IL 60515, USA
Phone (630) 541-8827
JMG Financial Group, Ltd.
4 out of 5
Location 2001 Butterfield Rd, Downers Grove, IL 60515, USA
Phone (630) 571-5252
Northwestern Mutual - The Mathur Financial Group
4 out of 5
Location 377 Butterfield Rd #400, Lombard, IL 60148, USA
Phone (630) 458-7010
Commonwealth Financial Network
SEC File# 801-41541
CRD# 8032
3 out of 5
Location 101 22nd St # 200, Lombard, IL 60148, USA
Phone (630) 576-5166
Edward Jones - Financial Advisor: Paul Cord, AAMS™
5 out of 5
Location 1281 S Main St, Lombard, IL 60148, USA
Phone (630) 691-8142
Brian Titus - Financial Advisor, Ameriprise Financial Services, LLC
Location 3000 Woodcreek Dr STE 110, Downers Grove, IL 60515, USA
Phone (630) 541-5300
Financial Advisors in Lombard, IL

Where Certified Financial Advisors in Lombard, IL Serve

Lombard, IL is a bustling suburb located in DuPage County, known for its rich history and diverse community. The town is home to several landmarks including the Lilacia Park, a stunning botanical garden featuring over 700 varieties of lilacs, and the Lombard Historical Society, which houses artifacts and exhibits showcasing the town's past. Top employers in Lombard include the Advocate Good Samaritan Hospital, the Lombard School District, and the Village of Lombard, providing ample job opportunities for residents. The town is conveniently located near major highways including I-355, I-88, and I-290, making it easy to commute to neighboring cities such as Chicago and Naperville. Lombard is divided into several neighborhoods, each with its unique charm and character. The Downtown Lombard area is a popular destination for shopping and dining, while the Yorktown neighborhood is known for its upscale shopping mall and entertainment options.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Lombard, IL have a variety of options when it comes to banking services. One of the most common ways that residents are serviced by banks is through the numerous ATM locations throughout the town. Lombard has a vibrant downtown area with many local shops and restaurants, and many of the banks have conveniently placed ATMs in this area. Additionally, residents can visit local bank branches for services such as opening accounts, applying for loans, and accessing safe deposit boxes. Lombard is a growing community with a strong sense of community pride, and many of the local banks offer personalized service to their customers, making banking a more personal experience for residents.

Insurance Broker

Residents of Lombard, IL can benefit from the services of an insurance broker in many ways. One of the most common ways is by helping them find the right insurance coverage that meets their unique needs and budget. Lombard, IL is a suburban village located in DuPage County, Illinois, and is home to over 43,000 residents. As such, there are many different types of insurance policies available to residents, including home insurance, auto insurance, life insurance, and health insurance. An insurance broker can help residents navigate the complex world of insurance policies and find the coverage that best suits their needs. Additionally, an insurance broker can provide valuable advice and guidance on how to save money on insurance premiums, which can be especially helpful for residents of Lombard, IL who are looking to stretch their budgets.

Retirement Planning

Residents of Lombard, IL can benefit greatly from the services of a retirement planner. Lombard is a vibrant community with a population of over 43,000 people, many of whom are approaching retirement age. A retirement planner can help these individuals navigate the complex world of retirement planning, offering expert advice on everything from saving for retirement to managing their investments. They can also help residents of Lombard, IL create a comprehensive retirement plan tailored to their specific needs and goals. With a retirement planner's guidance, Lombard residents can ensure that they have the financial security they need to enjoy their golden years to the fullest.

Wealth Management

Residents of Lombard, IL could benefit greatly from the guidance of a wealth manager. One of the most common ways that a wealth manager could assist Lombard residents is by helping them navigate the complex world of investment options. Lombard is a bustling suburb with a diverse population, and many individuals may not know where to begin when it comes to investing their money. A wealth manager could provide personalized advice on which investment options are best suited to their clients' needs and risk tolerance. Additionally, Lombard has a high cost of living, and a wealth manager could help residents develop a financial plan that allows them to achieve their long-term financial goals while also managing their day-to-day expenses. Overall, a wealth manager could be an invaluable resource for Lombard residents looking to secure their financial future.

Mortgage Loan Officer

Residents of Lombard, IL can benefit from the expertise of a mortgage loan officer in several ways. One of the most common ways is by getting assistance with finding the best mortgage rates and loan options that suit their financial needs. Lombard, IL is a town that is known for its high cost of living, and many residents struggle to afford a home in the area. A mortgage loan officer can help residents navigate the complex process of obtaining a mortgage and provide guidance on how to secure the best possible terms. Additionally, a mortgage loan officer can help residents with the pre-approval process, which can be especially helpful in a competitive real estate market like Lombard, IL. With the help of a mortgage loan officer, residents can feel confident in their ability to secure a mortgage and purchase their dream home in Lombard, IL.

Tax Services

Residents of Lombard, IL can benefit greatly from the expertise of a tax advisor. A tax advisor can assist in preparing tax returns, identifying tax deductions and credits, and ensuring compliance with tax laws. Lombard, IL residents may also benefit from the guidance of a tax advisor in navigating the unique tax laws and regulations specific to Illinois. For example, Illinois has a flat income tax rate of 4.95%, which may require different tax planning strategies than other states. Additionally, Lombard, IL residents may need assistance with property tax assessments, as the town has a diverse mix of residential and commercial properties. A tax advisor can help residents understand their property tax obligations and potentially reduce their tax liability. Overall, a tax advisor can provide valuable insights and assistance to Lombard, IL residents in navigating the complex world of taxes.

Estate Planning Lawyer

Residents of Lombard, IL can benefit greatly from the expertise of an estate planning lawyer. One of the most common ways an estate planning lawyer can help Lombard residents is by creating a comprehensive estate plan that ensures their assets are distributed according to their wishes after they pass away. This is especially important in Lombard, where the median home value is higher than the national average and many residents have significant assets to protect. An estate planning lawyer can also assist with drafting a will, establishing trusts, and minimizing estate taxes, which can be particularly complex in Illinois. By working with an estate planning lawyer, Lombard residents can have peace of mind knowing their assets are protected and their loved ones are taken care of.


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