Libertyville, IL Financial Advisors and Resources



Financial Advisor Firms in Libertyville, IL


INSPIRION WEALTH ADVISORS, LLC

Website

(847) 918-9100

900 Technology Way
Suite 130
Libertyville, IL 60048

SEC#: 801-77181
Years in Business: 9 years

FORESTER CAPITAL MANAGEMENT LTD

Website

(224) 544-5123

700 Park Ave
Suite 103
Libertyville, IL 60048

SEC#: 801-56631
Years in Business: 22 years

PRISM PLANNING PARTNERS

Website

(847) 250-9870

321 S. Milwaukee Avenue

Libertyville, IL 60048

SEC#: 801-118178
Years in Business: 1 years

LIBERTY ONE INVESTMENT MANAGEMENT

Website

(847) 680-9255

1509 N. Milwaukee Ave.

Libertyville, IL 60048

SEC#: 801-116826
Years in Business: 2 years

SOUND INCOME STRATEGIES, LLC

Website

(847) 918-8255

1880 W Winchester Road
Suite 112
Libertyville, IL 60048

SEC#: 801-80425
Years in Business: 6 years

SOUND INCOME STRATEGIES, LLC

Website

(847) 918-8255

1880 W Winchester Road
Suite 112
Libertyville, IL 60048

SEC#: 801-80425
Years in Business: 6 years

SOUND INCOME STRATEGIES, LLC

Website

(847) 918-8255

1880 W Winchester Road
Suite 112
Libertyville, IL 60048

SEC#: 801-80425
Years in Business: 6 years

HIGHPOINT ADVISOR GROUP, LLC

Website

(847) 247-8811

1850 West Winchester Road
Suite 103
Libertyville, IL 60048

SEC#: 801-76675
Years in Business: 9 years

WINTRUST INVESTMENTS, LLC

Website

(847) 990-6700

1200 South Milwaukee Avenue

Libertyville, IL 60048

SEC#: 801-64233
Years in Business: 16 years


How Retirement-Friendly is Libertyville, IL?

  • Population: 20,382
  • % of Population 62 Years and Over: 19.1%
  • Average Home Value: $468,900
  • Average Monthly Housing Cost: $2,007
  • Average Household Income: $179,758
  • 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.)


Libertyville, IL Financial Advisor FAQs

All you have to do is search for someone who piques your interest via one of the many websites that allow you to do so.
You should typically only go with a fiduciary advisor from an accredited financial professional is from a well-known reputable company. Price will be one factor but it is secondary to the reputation of the advisor and their education. Many people think that someone who charges more or has more experience is automatically better, but this isn't always true. Research them thoroughly by going on their website, looking at reviews left about them, and checking for any complaints filed against them. Once you find a few candidates that seem to meet your criteria, see if they have a fee structure where you can work out an agreement so you can test drive one before making a commitment.
A financial advisor who has no track record will typically charge fees based on the size of the account, and those with little to no experience, skill, or success usually command much lower fees than those who have coached many people through times where markets were volatile. You should always be wary if an advisor wants you to pay upfront for their services without discussing any specific amounts first. Financial advisors should not want upfront money.
No matter your income or assets, it is important to have a plan in place before you take the major step of investing. A good financial advisor can help you reach your goals by discovering how much risk to take, when to start withdrawing funds, and other areas where they specialize.