Lombard, IL Financial Advisors and Resources



Financial Advisor Firms in Lombard, IL


FORUM FINANCIAL MANAGEMENT, LP

Website

(630) 873-8520

1900 S. Highland Avenue
Suite 100
Lombard, IL 60148

SEC#: 801-69970
Years in Business: 12 years

STRATEGIC CAPITAL INVESTMENT ADVISORS INC

Website

(630) 620-6500

700 E. Butterfield Road
Ste 320
Lombard, IL 60148

SEC#: 801-56603
Years in Business: 22 years

HUNTER CAPITAL MANAGEMENT, LLC

Website

(312) 341-9727

377 E. Butterfield Rd.
Suite 220
Lombard, IL 60148

SEC#: 801-118729
Years in Business: 1 years

LINCOLN INVESTMENT PLANNING, LLC

Website

(630) 620-6100

500 Waters Edge
Ste 150
Lombard, IL 60148

SEC#: 801-14059
Years in Business: 43 years

CETERA INVESTMENT ADVISERS LLC

Website

(630) 705-1800

One East 22nd Street
Suite 710
Lombard, IL 60148

SEC#: 801-20406
Years in Business: 37 years

CAPITAL ANALYSTS, LLC

Website

(630) 620-6100

500 Waters Edge
Suite 150
Lombard, IL 60148

SEC#: 801-74614
Years in Business: 9 years

CETERA INVESTMENT ADVISERS LLC

Website

(630) 705-1800

One East 22nd Street
Suite 710
Lombard, IL 60148

SEC#: 801-20406
Years in Business: 37 years

CETERA INVESTMENT ADVISERS LLC

Website

(630) 705-1800

One East 22nd Street
Suite 710
Lombard, IL 60148

SEC#: 801-20406
Years in Business: 37 years

LINCOLN INVESTMENT PLANNING, LLC

Website

(630) 620-6100

500 Waters Edge
Ste 150
Lombard, IL 60148

SEC#: 801-14059
Years in Business: 43 years


How Retirement-Friendly is Lombard, IL?

  • Population: 43,998
  • % of Population 62 Years and Over: 20%
  • Average Home Value: $260,900
  • Average Monthly Housing Cost: $1,487
  • Average Household Income: $100,270
  • 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.)


Lombard, IL Financial Advisor FAQs

Financial advisors are usually professionals who help by providing education about specific financial products, including stocks, bonds, annuities, insurance policies and mutual funds. They also help investors make the right decisions about what they should invest in for their retirement or various other investments. The advice can either be general or depend on your individual situation.
Yes. A financial advisor is necessary for people who want to grow their income, change the way they save or invest, or protect themselves against some of life's shocks that can happen when you least expect them.
An advisor gets paid by collecting commissions, which are earned by selling financial services products.
It's important for anyone who has a goal and is in need of external support to make sure they partner with the right person. A good advisor will have experience working with clients just like you, an established track record, encourage being open-minded about investments and direction, be ethical and financially transparent, dedicate enough time to your goals to provide the necessary recommendations, charge a reasonable fee for their services, possess integrity and stick firm by their true practices despite setbacks or outside pressures.