Burr Ridge, IL Financial Advisors and Resources



Financial Advisor Firms in Burr Ridge, IL


4WEALTH ADVISORS, INC.

Website

(708) 695-5300

745 Mcclintock Drive
Suite 150
Burr Ridge, IL 60527

SEC#: 801-113392
Years in Business: 3 years

MPS-LORIA FINANCIAL PLANNERS,LLC

Website

(630) 887-4404

7500 South County Line Road

Burr Ridge, IL 60527

SEC#: 801-66518
Years in Business: 15 years

DOMINION PORTFOLIO MANAGEMENT, INC.

Website

(630) 974-6363

2 Carriage Place

Burr Ridge, IL 60527

SEC#: 801-115280
Years in Business: 2 years

KESTRA ADVISORY SERVICES, LLC

Website

(630) 686-3900

745 Mcclintock
Suite 120
Burr Ridge, IL 60527

SEC#: 801-56126
Years in Business: 22 years

DOMINION PORTFOLIO MANAGEMENT, INC.

Website

(630) 974-6363

2 Carriage Place

Burr Ridge, IL 60527

SEC#: 801-115280
Years in Business: 2 years

DOMINION PORTFOLIO MANAGEMENT, INC.

Website

(630) 974-6363

2 Carriage Place

Burr Ridge, IL 60527

SEC#: 801-115280
Years in Business: 2 years

STRATEGIQ FINANCIAL GROUP, LLC

Website

(630) 455-4700

1333 Burr Ridge Parkway
Suite 200
Burr Ridge, IL 60527

SEC#: 801-68171
Years in Business: 14 years


How Retirement-Friendly is Burr Ridge, IL?

  • Population: 10,763
  • % of Population 62 Years and Over: 32.2%
  • Average Home Value: $713,600
  • Average Monthly Housing Cost: $2,477
  • Average Household Income: $249,719
  • Illinois Total Tax Burden: 9.52% (9th Highest in U.S.)
  • Illinois Property Tax: 4.00% (8th Highest in U.S.)
  • Illinois Individual Income Tax: 2.11% (19th Lowest in U.S.)
  • Illinois Sales and Excise Tax: 3.41% (24th Highest in U.S.)


Burr Ridge, IL Financial Advisor FAQs

A financial advisor is a professional who provides advice and services about how to use money, investments, and savings.
If you are asking about investing money, ask about reported returns, fees charged by the advisor themselves and their company, whether they are a fiduciary - which means that if your investments are an IRA or 401K for example, then they have to follow strict laws mandating that they act in your best interest. What's more is that many of them will charge more for advice regarding stocks vs. mutual funds.
The cost of hiring a financial advisor varies greatly depending on the following factors: services required, location, complexity of client's individual situation, number of visits needed to provide full service. Overall pricing should be discussed with an advisor before any agreement is made.
First, you should do some research. Make a list of potential candidates and ask around to see if people have any experience with them. Keep in mind that when choosing a financial advisor, you will be entrusting someone with your life and retirement and it’s important that they are well-qualified and trustworthy.