Lake County, IL Financial Advisors and Resources



Financial Advisor Firms in Lake County, IL


NEWMAN SCHIMEL

Website

(847) 317-9350

740 Waukegan Road
Suite 205
Deerfield, IL 60015

SEC#: 801-67605
Years in Business: 14 years

E. A. HORWITZ LLC

Website

(224) 632-4600

1650 Lake Cook Rd.
Suite 190
Deerfield, IL 60015

SEC#: 801-77366
Years in Business: 8 years

PARKSIDE INVESTMENTS, LLC

Website

(312) 778-7700

570 Lake Cook Road
Suite 100
Deerfield, IL 60015

SEC#: 801-108826
Years in Business: 4 years

ROBERTS, GLORE & CO.

Website

(224) 330-6980

707 Lake Cook Road
Suite 210
Deerfield, IL 60015

SEC#: 801-20667
Years in Business: 37 years

CAPITAL MANAGEMENT CONSULTANTS, INC.

Website

(847) 498-8899

155 N. Pfingsten Road
Suite 325
Deerfield, IL 60015

SEC#: 801-31247
Years in Business: 33 years

EQUITRUST FINANCIAL GROUP, LTD.

Website

(847) 317-0200

570 Lake Cook Rd.
Suite 101
Deerfield, IL 60015

SEC#: 801-62880
Years in Business: 17 years

HOCHMAN COLE INVESTMENT ADVISORS, INC.

Website

(847) 559-0180

770 Lake Cook Road #100

Deerfield, IL 60015

SEC#: 801-67213
Years in Business: 15 years

STRATEGIC WEALTH PARTNERS

Website

(224) 632-1600

520 Lake Cook Road
Suite 520
Deerfield, IL 60015

SEC#: 801-80683
Years in Business: 6 years

NADLER FINANCIAL GROUP, INC.

Website

(847) 940-4040

155 N. Pfingsten Road
Suite 160
Deerfield, IL 60015

SEC#: 801-61462
Years in Business: 19 years


How Retirement-Friendly is Lake County, IL?

  • Population: 701,473
  • % of Population 62 Years and Over: 17.2%
  • Average Home Value: $273,400
  • Average Monthly Housing Cost: $1,520
  • Average Household Income: $127,257
  • 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 County, IL Financial Advisor FAQs

Financial advisors can charge either an hourly fee, a flat-rate monthly retainer, or be compensated on commission basis. The type of compensation system they adopt is determined by what best suits the interests of their clients.
Financial advisors offer advice and financial management to clients, usually in private banking or wealth management. This includes investment and risk analysis, retirement planning, and education about various investment types. Financial advisors work closely with clients to tailor a plan specifically for their needs.
Without a professional, people can easily get mixed up in products and strategies that might not be the best fit for them. Financial advisors offer their clients personalized and focused strategies so that each portfolio matches the individual's risk tolerance and investing objectives.
What you should look for in a financial advisor is one who has a fiduciary responsibility to their clients. This means that the advisor will have an ethical and legally binding obligation to be acting in your best interest at all times.