Best Financial Advisors in Aurora, IL

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List of Firms

Aurora, IL Fiduciary Financial Advisors

Servant Financial
Location 2112 W Galena Blvd, Aurora, IL 60506, USA
Phone (630) 264-0127
Directions
Sum Total Financial Management
Location 2631 Ginger Woods Pkwy Suite #101, Aurora, IL 60502, USA
Phone (630) 231-7200
Directions
Edward Jones - Financial Advisor: John A Heim, CFP®
SEC File# 801-3297
CRD# 250
Location 1242 N Eola Rd Unit E, Aurora, IL 60502, USA
Phone (630) 692-0401
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
Griffin Co
Location 1600 W Indian Trail, Aurora, IL 60506, USA
Phone (630) 892-3393
Directions
Freedom Insurance and Financial Solutions
5 out of 5
Location 3450 Montgomery Rd #7, Aurora, IL 60504, USA
Phone (630) 622-4168
Directions
Skinner & Associates
Location 1730 N Farnsworth Ave UNIT 1A, Aurora, IL 60505, USA
Phone (630) 701-2056
Directions
Carolyn S. Swafford - Wealth Management
SEC File# 801-119750
CRD# 153537
Location 37 S River St, Aurora, IL 60506, USA
Phone (630) 906-5470
Directions
Edward Jones - Financial Advisor: Forrest White
SEC File# 801-3297
CRD# 250
5 out of 5
Location 2 S Hankes Rd Suite A, Aurora, IL 60506, USA
Phone (630) 859-1749
Directions
Edward Jones - Financial Advisor: David Breese, AAMS®
SEC File# 801-3297
CRD# 250
Location 75 Executive Dr Ste 331, Aurora, IL 60504, USA
Phone (331) 212-6071
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
Michele Morgan - Wealth Management
SEC File# 801-119750
CRD# 153537
Location 37 S River St, Aurora, IL 60506, USA
Phone (630) 844-3222
Directions
Leaderone Financial Corporation
Location 69 E Downer Pl, Aurora, IL 60505, USA
Directions
Clear Perspective Advisors
SEC File# 801-69625
CRD# 145323
5 out of 5
Location 201 N Constitution Dr, Aurora, IL 60506, USA
Phone (630) 780-1701
Directions
Paul Campbell - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 75 Executive Dr Ste 335, Aurora, IL 60504, USA
Phone (630) 423-8664
Directions
Edward Jones - Financial Advisor: Nick Ferraro
SEC File# 801-3297
CRD# 250
4 out of 5
Location 1128 Prairie St Suite B, Aurora, IL 60506, USA
Phone (630) 340-5645
Directions
Mike Cava, CFA CFP® - Wealth Management
Location 37 S River St, Aurora, IL 60506, USA
Phone (630) 281-4522
Directions
Anderson Financial
Location 2000 W Galena Blvd # 301, Aurora, IL 60506, USA
Phone (630) 844-3300
Directions
Peregrine Financial Group
Location 2378 Legacy Dr, Aurora, IL 60502, USA
Phone (630) 851-4460
Directions
Aspen Financial Services
Location 44 E Downer Pl, Aurora, IL 60506, USA
Phone (630) 897-5241
Directions
Edward Jones - Financial Advisor: Mike Hatch
SEC File# 801-3297
CRD# 250
Location 4255 Westbrook Dr Ste 205, Aurora, IL 60504, USA
Phone (630) 236-9983
Time Monday: 9:00 AM – 4:30 PM Tuesday: 9:00 AM – 4:30 PM Wednesday: 9:00 AM – 4:30 PM Thursday: 9:00 AM – 4:30 PM Friday: 9:00 AM – 4:30 PM Saturday: Closed Sunday: Closed
Directions
Edward Jones - Financial Advisor: Eric Saunders, AAMS®
SEC File# 801-3297
CRD# 250
Location 2418 W Indian Trail Ste D, Aurora, IL 60506, USA
Phone (630) 907-1433
Directions
D&D Financial Services
Location 2524 Lambert Dr, Aurora, IL 60503, USA
Phone (630) 212-8601
Directions
Edward Jones - Financial Advisor: Timothy D Ludwig, AAMS®
SEC File# 801-3297
CRD# 250
Location 2124 Ogden Ave Suite 304, Aurora, IL 60504, USA
Phone (630) 499-9502
Directions
John W Anderson & Associates
Location 93 Manchester Way, Aurora, IL 60506, USA
Phone (630) 896-6980
Directions
Cruz Investments & Wealth Management
5 out of 5
Location 605 N Broadway 2nd floor, Aurora, IL 60505, USA
Phone (630) 897-0333
Directions
Financial Advisors in Aurora, IL

Where Certified Financial Advisors in Aurora, IL Serve

Aurora, IL is a bustling city with a rich history and plenty of landmarks to explore. From the stunning Paramount Theatre to the iconic Phillips Park Zoo, there is no shortage of things to see and do here. The city is also home to several top employers, including Caterpillar Inc. and Rush-Copley Medical Center, making it a hub of industry and innovation. Major highways such as I-88 and I-55 run through the area, providing easy access to nearby cities and attractions. And with diverse neighborhoods like Downtown, Aurora University, and Indian Trail, there is truly something for everyone in this vibrant community.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Aurora, IL are serviced by banks in a variety of ways. One of the most common services that banks offer to residents is personal checking and savings accounts. These accounts allow residents to securely store their money and easily access it when needed. Additionally, many banks in Aurora offer online and mobile banking services, allowing residents to manage their accounts from the comfort of their own homes. Another important service that banks offer in Aurora is loans, including mortgages, auto loans, and personal loans. This is especially important in Aurora, as the city has a growing population and a strong economy, making it an attractive place to live and work. Overall, banks play a crucial role in the financial well-being of Aurora residents, providing them with the tools and resources they need to manage their money and achieve their financial goals.

Insurance Broker

Residents of Aurora, IL can benefit greatly from the services of an insurance broker. With the unpredictable weather patterns in Aurora, it is important to have proper insurance coverage to protect against damage caused by storms, floods, and other natural disasters. An insurance broker can help residents find the best policies for their specific needs, whether it be for home, auto, or health insurance. Additionally, with a diverse population in Aurora, an insurance broker can assist non-English speaking residents in navigating the complex insurance system and finding policies that fit their budget and coverage requirements. Overall, an insurance broker can provide valuable guidance and support to ensure that Aurora residents are properly protected and prepared for any unexpected events.

Retirement Planning

Residents of Aurora, IL can greatly benefit from the guidance and expertise of a retirement planner. One of the most common ways a retirement planner can help is by creating a personalized retirement plan tailored to the unique needs and goals of each individual. With Aurora being a diverse community, a retirement planner can provide specific advice on how to navigate retirement planning as a resident of this city. They can offer insight on how to maximize social security benefits, navigate healthcare costs, and create a tax-efficient retirement plan. Additionally, a retirement planner can help residents of Aurora, IL stay on track with their retirement goals by providing ongoing support and advice, ensuring they are well-prepared for their golden years.

Wealth Management

Residents of Aurora, IL could greatly benefit from the expertise of a wealth manager in a number of ways. For one, Aurora is a rapidly growing city with a diverse population, and a wealth manager could help individuals navigate the complexities of managing their finances in such a dynamic environment. Additionally, Aurora has a thriving business community, and a wealth manager could assist entrepreneurs and business owners in achieving their financial goals. Furthermore, Aurora is home to a number of retirees, and a wealth manager could provide guidance on how to maximize retirement savings and ensure a comfortable retirement. Overall, a wealth manager could provide invaluable support and guidance to residents of Aurora, IL as they navigate the complexities of managing their finances in a rapidly changing environment.

Mortgage Loan Officer

Residents of Aurora, IL can benefit greatly from the services of a mortgage loan officer. These professionals can help residents secure financing for their dream homes or refinancing options for existing mortgages. They can also assist with navigating the complex and often confusing world of mortgage lending, providing guidance and support throughout the process. Specifically, in Aurora, IL, a mortgage loan officer can help residents take advantage of the city's diverse housing market, which includes everything from historic homes to modern condos. With a mortgage loan officer's expertise, residents can find the perfect home and secure the financing they need to make it their own.

Tax Services

Residents of Aurora, IL can benefit from the expertise of a tax advisor in several ways. One of the most common ways is by taking advantage of tax deductions and credits that they may not be aware of. For example, residents of Aurora who own a home may be eligible for property tax deductions, while those who have children may qualify for child tax credits. Additionally, a tax advisor can help residents navigate the complex tax laws and regulations specific to Illinois, ensuring that they are in compliance and avoiding penalties. With the help of a tax advisor, residents of Aurora can save money on their taxes and have peace of mind knowing that their finances are in order.

Estate Planning Lawyer

Residents of Aurora, IL can benefit from the services of an estate planning lawyer in a number of ways. One of the most common ways that an estate planning lawyer can help is by creating a will or trust that outlines how a person's assets will be distributed after their death. This is especially important in Aurora, where the population is growing rapidly and many residents may have complex family situations or own multiple properties. An estate planning lawyer can also assist with other important legal documents, such as power of attorney and healthcare directives, which can ensure that a person's wishes are respected if they become incapacitated. By working with an estate planning lawyer, residents of Aurora can have peace of mind knowing that their affairs are in order and their loved ones will be taken care of in the event of their passing.

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FAQs About Personal Financial Advisors in Aurora, IL