Mokena, IL Financial Advisors and Resources



Financial Advisor Firms in Mokena, IL


CHICAGO INVESTMENT ADVISORY GROUP

Website

(708) 478-7190

19015 S. Jodi Rd., Suite G

Mokena, IL 60448

SEC#: 801-116908
Years in Business: 2 years

ADVISORNET FINANCIAL, INC.

Website

(708) 479-7755

9480 Enterprise Dr
Suite 1
Mokena, IL 60448

SEC#: 801-77035
Years in Business: 9 years

WADDELL & REED, INC.

Website

(708) 478-0172

19065 Hickory Creek Dr
Ste 310
Mokena, IL 60448

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

GRADIENT ADVISORS, LLC

Website

(708) 326-1100

10026 West 190th Place

Mokena, IL 60448

SEC#: 801-71000
Years in Business: 11 years

WADDELL & REED, INC.

Website

(708) 478-0172

19065 Hickory Creek Dr
Ste 310
Mokena, IL 60448

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

ADVISORNET FINANCIAL, INC.

Website

(708) 479-7755

9480 Enterprise Dr
Suite 1
Mokena, IL 60448

SEC#: 801-77035
Years in Business: 9 years

WADDELL & REED, INC.

Website

(708) 478-0172

19065 Hickory Creek Dr
Ste 310
Mokena, IL 60448

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

WADDELL & REED, INC.

Website

(708) 478-0172

19065 Hickory Creek Dr
Ste 310
Mokena, IL 60448

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

WADDELL & REED, INC.

Website

(708) 478-0172

19065 Hickory Creek Dr
Ste 310
Mokena, IL 60448

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


How Retirement-Friendly is Mokena, IL?

  • Population: 20,674
  • % of Population 62 Years and Over: 18.1%
  • Average Home Value: $325,900
  • Average Monthly Housing Cost: $1,747
  • Average Household Income: $133,952
  • 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.)


Mokena, IL Financial Advisor FAQs

A financial advisor provides help to people who want to invest their money. They can provide advice on how much risk someone wants to take with their investments, the returns they should expect from various investments, and other areas that affect a person's finances.
It depends what you need an advisor for. If this is the first time you are investing, it's important to understand how your investing choices will affect your overall financial situation. If you are already retired, have a high income combined with high debt, or have risk tolerance that varies depending on the market environment then a Financial Advisor might be able to provide guidance by helping balance these different needs into one portfolio.
Financial advisors typically work on a fee-based rather than commission-based agreement. This means they are paid an hourly rate or a flat fee for each service based on the services being delivered.
You should decide which type you want and then do due diligence in finding the best candidate for your needs. Ask yourself things like What type of investments have they made? or What have been their recent returns? You can also ask firms who provide this service how their advisors are licensed, certified, what licenses they hold, etc.