Niles, IL Financial Advisors and Resources

Financial Advisor Firms in Niles, IL



(847) 318-9975

8060 W. Oakton Street, Suite 102

Niles, IL 60714

SEC#: 801-41787
Years in Business: 29 years

How Retirement-Friendly is Niles, IL?

  • Population: 29,451
  • % of Population 62 Years and Over: 28.5%
  • Average Home Value: $289,600
  • Average Monthly Housing Cost: $1,174
  • Average Household Income: $84,043
  • 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.)

Niles, IL Financial Advisor FAQs

A financial advisor can work as a broker, an insurance agent, a planner or risk manager. They are paid through commission from investments and insurance policies they sell you.
For those with a high-income who will need a significant amount of funds come retirement time, a fee-only certified financial planner can help you determine how much insurance is necessary so that your remaining salary is enough. This way, the number of years spent recovering from the effects of an injury or illness won't be very long during the remainder of life.
You want an advisor who will listen carefully to all the details of your life and then determine the appropriate service for you. You should ask about their approach and how they plan on tailoring their strategy so it fits your individuality.
The best way to find a financial advisor is by asking friends for recommendations. You can get referrals from other clients, contacts, family members or even someone in your Facebook or LinkedIn network.