Lake Forest, IL Financial Advisors and Resources



Financial Advisor Firms in Lake Forest, IL


ALLEY COMPANY, LLC

Website

(847) 482-0938

585 Bank Lane
Suite 2400
Lake Forest, IL 60045

SEC#: 801-60264
Years in Business: 20 years

NORTH SHORE PRIVATE ASSET MANAGEMENT, LLC

Website

(888) 375-4918

222 E. Wisconsin Ave
Suite 102
Lake Forest, IL 60045

SEC#: 801-92175
Years in Business: 6 years

RANGER INTERNATIONAL MANAGEMENT, L.P.

Website

(214) 871-5200

263 Market Square
Suite B
Lake Forest, IL 60045

SEC#: 801-71679
Years in Business: 11 years

GEM FINANCIAL ADVISORS, INC.

Website

(847) 680-3082

810 S. Waukegan Road
Suite 200
Lake Forest, IL 60045

SEC#: 801-70834
Years in Business: 11 years

CRESCENT GROVE ADVISORS

Website

(847) 752-0292

100 North Field Drive
Suite 215
Lake Forest, IL 60045

SEC#: 801-79577
Years in Business: 7 years

ROUNDTABLE HEALTHCARE MANAGEMENT, INC

Website

(847) 739-3200

272 East Deerpath Road, Suite 350

Lake Forest, IL 60045

SEC#: 801-73397
Years in Business: 9 years

TSFG, LLC

Website

(847) 735-7100

1052 N Western Avenue

Lake Forest, IL 60045

SEC#: 801-99339
Years in Business: 6 years

QUANTUM PRIVATE WEALTH, LLC

Website

(847) 474-1400

249 Market Square Ct

Lake Forest, IL 60045

SEC#: 801-118195
Years in Business: 1 years

PARALLEL49 EQUITY

Website

(847) 295-4410

225 East Deerpath Road, Suite 200

Lake Forest, IL 60045

SEC#: 801-74029
Years in Business: 9 years


How Retirement-Friendly is Lake Forest, IL?

  • Population: 19,173
  • % of Population 62 Years and Over: 27.4%
  • Average Home Value: $886,500
  • Average Monthly Housing Cost: $2,937
  • Average Household Income: $269,555
  • 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 Forest, IL Financial Advisor FAQs

A financial advisor helps clients that need to manage their money and plan for the future
A financial advisor typically gets paid either by a flat fee, an hourly rate for services rendered, or a percentage of the assets they advise.
Yes, there are many financial advisors that can help give an assessment of your current financial situation and then work with you on managing your finances. They're able to provide expertise in areas like interpreting the tax code, assisting with investment decisions, retirement savings, investing for college education expenses.
The rules of thumb for choosing a financial advisor are the same as that of any professional. Look for personal integrity, experience, and cost effectiveness.