Deer Park, IL Financial Advisors and Resources



Financial Advisor Firms in Deer Park, IL


ESSEX LLC

Website

(847) 777-7800

21805 Field Parkway
Suite 250
Deer Park, IL 60010

SEC#: 801-54274
Years in Business: 24 years

PLEXUS FINANCIAL SERVICES, LLC

Website

(847) 307-6222

21805 Field Parkway
Suite 320
Deer Park, IL 60010

SEC#: 801-81192
Years in Business: 6 years


How Retirement-Friendly is Deer Park, IL?

  • Population: 3,884
  • % of Population 62 Years and Over: 22.3%
  • Average Home Value: $570,400
  • Average Monthly Housing Cost: $2,591
  • Average Household Income: $203,986
  • 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.)


Deer Park, IL Financial Advisor FAQs

The first step is to get a recommendation from someone you trust, such as your accountant or local CPA. If you're not sure who, then phone around to find one that's right for you. There are no federal rules that regulate financial advisors; instead, the National Association of Securities Dealers (NASD) and state securities agencies oversee their practices and enforces standards and ethics.
Do some research on their background and past experience to find the person with whom you feel most comfortable working. Make sure you know what services they offer and how much a consultation will cost before your appointment.
Typically, advisors charge an annual fee for services rendered. It works best with long-term investment plans, such as retirement or pension plans where income levels out over time instead of spurts of high earning periods.
Financial advisors can be a necessity in many situations. Financial planning is more complex than the average adult might realize, and is not something they should take responsibility for on their own. A financial advisor can help with this process by acting as your expert guide through your personal finances.