Joliet, IL Financial Advisors and Resources



Financial Advisor Firms in Joliet, IL


GANTZERT INVESTMENT CO., LLC

Website

(815) 773-2312

1000 Essington Road
Suite 143
Joliet, IL 60435

SEC#: 801-51849
Years in Business: 25 years

INTERACTIVE FINANCIAL ADVISORS, INC.

Website

(815) 263-3738

911 Richmond St.

Joliet, IL 60435

SEC#: 801-63771
Years in Business: 16 years

FORUM FINANCIAL MANAGEMENT, LP

Website

(815) 725-7070

333 N. Hammes Avenue
Suite 104
Joliet, IL 60435

SEC#: 801-69970
Years in Business: 12 years

FORUM FINANCIAL MANAGEMENT, LP

Website

(815) 725-7070

333 N. Hammes Avenue
Suite 104
Joliet, IL 60435

SEC#: 801-69970
Years in Business: 12 years

AUSDAL FINANCIAL PARTNERS, INC.

Website

(815) 725-8300

3077 West Jefferson Street
Suite 200
Joliet, IL 60435

SEC#: 801-69266
Years in Business: 13 years

INTERACTIVE FINANCIAL ADVISORS, INC.

Website

(815) 263-3738

911 Richmond St.

Joliet, IL 60435

SEC#: 801-63771
Years in Business: 16 years

LEELYN SMITH, LLC

Website

(630) 232-8995

1000 Essington Road
Suite 125 By Appointment Only
Joliet, IL 60435

SEC#: 801-113460
Years in Business: 3 years

AUSDAL FINANCIAL PARTNERS, INC.

Website

(815) 725-8300

3077 West Jefferson Street
Suite 200
Joliet, IL 60435

SEC#: 801-69266
Years in Business: 13 years

FORUM FINANCIAL MANAGEMENT, LP

Website

(815) 725-7070

333 N. Hammes Avenue
Suite 104
Joliet, IL 60435

SEC#: 801-69970
Years in Business: 12 years


How Retirement-Friendly is Joliet, IL?

  • Population: 147,826
  • % of Population 62 Years and Over: 12.7%
  • Average Home Value: $186,800
  • Average Monthly Housing Cost: $1,262
  • Average Household Income: $82,703
  • 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.)


Joliet, IL Financial Advisor FAQs

There are two main ways when it comes to financial advisors getting paid. The first is when they are given a flat fee per service, including hourly fees. This can be quite costly for the average person. The second is through commissions on services that the advisor recommends, which usually entail more of a commission-based payment system in place.
Look for someone who agrees with your philosophy on personal finances. You may have questions about money in general, how it is invested, at what risk level they are willing to invest money in stocks or bonds. Ask them their opinion of these things and find out how they manage money for clients.
Yes. A financial advisor can assist in various aspects of your wealth management, including goal setting, investing, asset allocation, retirement planning and many other services.
A good place to start is the SEC's list of registered Investment Advisers. Another place to look is at FINRA, which operates under the SEC. Both regulatory agencies have online tools for finding advisors who are registered with them, and can help you determine if they're licensed trustees or investment advisers.