Lisle, IL Financial Advisors and Resources



Financial Advisor Firms in Lisle, IL


OPUS WEALTH MANAGEMENT GROUP

Website

(331) 777-9900

1011 Warrenville Road
Suite 155
Lisle, IL 60532

SEC#: 801-93175
Years in Business: 6 years

OBERWEIS ASSET MANAGEMENT INC

Website

(630) 577-2300

3333 Warrenville Road
Suite 500
Lisle, IL 60532

SEC#: 801-35657
Years in Business: 31 years

WADDELL & REED, INC.

Website

(630) 245-1156

4225 Naperville Rd
Ste 230
Lisle, IL 60532

SEC#: 801-16720
Years in Business: 39 years

VOYA FINANCIAL ADVISORS, INC.

Website

(630) 245-4031

2525 Cabot Drive
Suite 100
Lisle, IL 60532

SEC#: 801-46585
Years in Business: 27 years

ADVISORS ASSET MANAGEMENT, INC.

Website

(630) 297-4023

4343 Commerce Court
Suite 214
Lisle, IL 60532

SEC#: 801-62731
Years in Business: 17 years

GLOBAL RETIREMENT PARTNERS LLC

Website

(630) 810-9100

750 Warrensville Drive
Suite 400
Lisle, IL 60532

SEC#: 801-80074
Years in Business: 7 years

LEVEL FOUR ADVISORY SERVICES, LLC

Website

(224) 610-0624

1011 Warrenville Rd
Suite 155
Lisle, IL 60532

SEC#: 801-66368
Years in Business: 15 years

LEVEL FOUR ADVISORY SERVICES, LLC

Website

(224) 610-0624

1011 Warrenville Rd
Suite 155
Lisle, IL 60532

SEC#: 801-66368
Years in Business: 15 years

SIGMA PLANNING CORPORATION

Website

(877) 394-1290

2443 Warrenville Road
Suite 115
Lisle, IL 60532

SEC#: 801-20404
Years in Business: 37 years


How Retirement-Friendly is Lisle, IL?

  • Population: 23,431
  • % of Population 62 Years and Over: 18.4%
  • Average Home Value: $366,500
  • Average Monthly Housing Cost: $1,521
  • Average Household Income: $120,512
  • 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.)


Lisle, IL Financial Advisor FAQs

A financial advisor is a professional who advises people on how to spend their money. Some advisors focus on retirement income and estate planning, and others offer advice for people who want to raise children or manage their household finances. The majority of financial advisors derive commissions from the products they sell as part of their job.
A good advisor will have a financial planning process which you can see, understand, and agree with before investing your money. That means he'll help you set goals and set up a plan for reaching those goals. If they do not, choose someone else.
You should ask your financial advisor for a list of all ETFs and mutual funds they recommend and what percent of the portfolio they recommend putting into each. Make sure you know whether their recommendations are suitable for short-term, long-term or retirement investing.
It is essential for all adults to have a financial advisor so they can feel assured in their finances and future. If you're not very financially savvy and want to consider your future, having a good financial advisor will be paramount.