Lake Bluff, IL Financial Advisors and Resources



Financial Advisor Firms in Lake Bluff, IL


ABERDEEN WEALTH MANAGEMENT LLC

Website

(312) 456-3315

515 Glen

Lake Bluff, IL 60044

SEC#: 801-57736
Years in Business: 21 years

JMG FINANCIAL GROUP LTD

Website

(847) 999-2130

964 North Shore Drive

Lake Bluff, IL 60044

SEC#: 801-23526
Years in Business: 36 years

JMG FINANCIAL GROUP LTD

Website

(847) 999-2130

964 North Shore Drive

Lake Bluff, IL 60044

SEC#: 801-23526
Years in Business: 36 years

PRAIRIE SKY FINANCIAL GROUP, LLC

Website

(847) 512-8820

75 E Scranton Avenue
2nd Fl
Lake Bluff, IL 60044

SEC#: 801-79948
Years in Business: 7 years

SEACREST WEALTH MANAGEMENT, LLC

Website

(847) 602-6251

131 E. North Avenue

Lake Bluff, IL 60044

SEC#: 801-69141
Years in Business: 13 years

PRAIRIE SKY FINANCIAL GROUP, LLC

Website

(847) 512-8820

75 E Scranton Avenue
2nd Fl
Lake Bluff, IL 60044

SEC#: 801-79948
Years in Business: 7 years

SEACREST WEALTH MANAGEMENT, LLC

Website

(847) 602-6251

131 E. North Avenue

Lake Bluff, IL 60044

SEC#: 801-69141
Years in Business: 13 years


How Retirement-Friendly is Lake Bluff, IL?

  • Population: 5,632
  • % of Population 62 Years and Over: 21%
  • Average Home Value: $656,100
  • Average Monthly Housing Cost: $2,785
  • Average Household Income: $232,616
  • 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.)


Lake Bluff, IL Financial Advisor FAQs

Not everyone needs a financial advisor, but getting one will benefit you in a lot of ways. When you have questions about your financial situation, your financial advisor can provide you with a professional answer.
A financial advisor equips a person make a plan to achieve specific goals, whether it be retirement or college savings. Financial advisors can help with both the short and long-term outlook for your life.
There are many different variables that go into calculating the cost of getting an advisor. However, it is often calculated on a per hour basis, though some advisors charge by the project or contract. Ask your potential advisors about their billing structures before hiring them; you'll be able see how affordable they might be for you personally.
If you need advice on investments, someone with an accredited certification from a professional organization such as the CFA is appropriate. If you are more concerned about taxes or retirement savings, an accountant is better suited for those areas of expertise.