Palatine, IL Financial Advisors and Resources



Financial Advisor Firms in Palatine, IL


DETTERBECK WEALTH MANAGEMENT

Website

(847) 934-6262

110 N. Brockway
Suite 330
Palatine, IL 60067

SEC#: 801-110527
Years in Business: 4 years

MERCER GLOBAL ADVISORS INC.

Website

(847) 303-1220

4801 Emerson Avenue
Suite 106
Palatine, IL 60067

SEC#: 801-69271
Years in Business: 13 years

CWM, LLC

Website

(847) 934-7777

220 N Smith St # 220,

Palatine, IL 60067

SEC#: 801-72037
Years in Business: 10 years

CWM, LLC

Website

(847) 934-7777

220 N Smith St # 220,

Palatine, IL 60067

SEC#: 801-72037
Years in Business: 10 years

AUSDAL FINANCIAL PARTNERS, INC.

Website

(847) 529-2348

334 E. Colfax Street Unit A
Second Floor
Palatine, IL 60067

SEC#: 801-69266
Years in Business: 13 years

MERCER GLOBAL ADVISORS INC.

Website

(847) 303-1220

4801 Emerson Avenue
Suite 106
Palatine, IL 60067

SEC#: 801-69271
Years in Business: 13 years

WIPFLI FINANCIAL ADVISORS, LLC

Website

(847) 358-1170

625 N. North Court
Suite 200
Palatine, IL 60067

SEC#: 801-56865
Years in Business: 22 years

AUSDAL FINANCIAL PARTNERS, INC.

Website

(847) 529-2348

334 E. Colfax Street Unit A
Second Floor
Palatine, IL 60067

SEC#: 801-69266
Years in Business: 13 years

MERCER GLOBAL ADVISORS INC.

Website

(847) 303-1220

4801 Emerson Avenue
Suite 106
Palatine, IL 60067

SEC#: 801-69271
Years in Business: 13 years


How Retirement-Friendly is Palatine, IL?

  • Population: 68,407
  • % of Population 62 Years and Over: 17%
  • Average Home Value: $287,200
  • Average Monthly Housing Cost: $1,365
  • Average Household Income: $109,952
  • 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.)


Palatine, IL Financial Advisor FAQs

It's true that not everyone needs a financial advisor, but many people do. If you are unsure about what to invest in or how to manage common tasks like buying life insurance policies or annuities, then an advisor could be invaluable.
As a financial advisor, I work closely with clients to help them reach their personal and financial goals. This includes understanding each client's situation and determining the best plan of action for progressing their investments. The goal is to look at where they want to be in five years and help create a strategy that will get them there without taking unnecessary risks along the way.
Financial advisors charge a fee for their services and split their fee with the broker-dealer where they work. Financial advisors vary in price according to many factors, such as length of time as an advisor, net worth of clients, and whether or not they offer investment advice.
Beware of anyone who promises unrealistic rates of return or who will only do business with you if you sign up for their company's investment products. We recommend that all consumers rely on trusted reviews and referrals before choosing an advisor.