Naperville, IL Financial Advisors and Resources



Financial Advisor Firms in Naperville, IL


WINDROCK WEALTH MANAGEMENT

Website

(312) 650-9593

225 West Jefferson Avenue, Suite 2

Naperville, IL 60540

SEC#: 801-106722
Years in Business: 6 years

LAKEWOOD ASSET MANAGEMENT, LLC

Website

(312) 543-1772

225 W Jefferson Avenue, Suite 102

Naperville, IL 60540

SEC#: 801-113632
Years in Business: 3 years

LANTZ FINANCIAL LLC

Website

(331) 204-6230

1733 Park Street
Suite 350
Naperville, IL 60563

SEC#: 801-114035
Years in Business: 3 years

PMA ASSET MANAGEMENT, LLC

Website

(630) 657-6400

2135 Citygate Lane
7th Floor
Naperville, IL 60563

SEC#: 801-115313
Years in Business: 2 years

CALAMOS AVENUE MANAGEMENT, LLC

Website

(630) 245-7200

2020 Calamos Court

Naperville, IL 60563

SEC#: 801-119329
Years in Business: 1 years

CALAMOS ADVISORS LLC

Website

(630) 245-7200

2020 Calamos Court

Naperville, IL 60563

SEC#: 801-29688
Years in Business: 34 years

DHJJ FINANCIAL ADVISORS

Website

(630) 420-1360

184 Shuman Boulevard
Suite 200
Naperville, IL 60563

SEC#: 801-42639
Years in Business: 28 years

MEYER FINANCIAL SERVICES, INC.

Website

(630) 896-7770

2020 Calamos Court
Suite 200
Naperville, IL 60563

SEC#: 801-119195
Years in Business: 1 years

FIDUCIARY FINANCIAL PARTNERS, LLC

Website

(630) 780-1534

1250 E. Diehl Road
Suite 404
Naperville, IL 60563

SEC#: 801-78241
Years in Business: 8 years


How Retirement-Friendly is Naperville, IL?

  • Population: 147,501
  • % of Population 62 Years and Over: 15.6%
  • Average Home Value: $422,900
  • Average Monthly Housing Cost: $1,911
  • Average Household Income: $154,724
  • 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.)


Naperville, IL Financial Advisor FAQs

The amount of pay is determined by the type of payment schedule as well as any additional services that advisor provides. The most common fee structure for an investment advisor is a percentage of the money being invested from 1% to 3%. If you need help managing your investments then annual fees can be anywhere from 0.5% to 1%.
Yes. A financial advisor can give an individual a tailored recommendation that matches their needs because this job is simply too complex for the average person to tackle on his/her own.
Find a financial advisor that can demonstrate their experience and knowledge in the area of investments and retirement planning. For example, if you want to be advised on the best way to save for retirement, look for an advisor who has experience with retirement savings.
First, you need to find out what type of financial services they can help you with. Ask them questions about their qualifications for these areas, and make sure the answer is convincing. Do your research on both the advisor and company you are considering working with, but ask follow up questions if something sounds off.