Find a Financial Advisor in Rolling Meadows, IL

 

Get Top Tier Financial Planning

We did the hard work of finding trustworthy partners in Rolling Meadows, IL.

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best Rolling Meadows Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Rolling Meadows, IL


  • Financial Advisor Close to Rolling Meadows, IL

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Rolling Meadows, IL


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Rolling Meadows, IL

We evaluated over 13,000 RIA firms to bring you the best of the best Rolling Meadows financial advisors.
  • This field is for validation purposes and should be left unchanged.


How Retirement-Friendly is Rolling Meadows, IL?

  • Population: 23,219
  • % of Population 62 Years and Over: 18.1%
  • Average Home Value: $245,500
  • Average Monthly Housing Cost: $1,449
  • Average Household Income: $101,352
  • 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.)



The Top Financial Advisor Firms in Rolling Meadows, IL

 

GALLAGHER FIDUCIARY ADVISORS, LLC

Website

(630) 285-3564

2850 Golf Road

Rolling Meadows, IL 60008

SEC#: 801-68868
Years in Business: 13 years

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Website

(877) 653-4732

1600 Golf Rd

Rolling Meadows, IL 60008

SEC#: 801-14235
Years in Business: 42 years

TLG ADVISORS, INC.

Website

(312) 982-7433

2850 Golf Road

Rolling Meadows, IL 60008

SEC#: 801-60458
Years in Business: 20 years

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Website

(877) 653-4732

1600 Golf Rd

Rolling Meadows, IL 60008

SEC#: 801-14235
Years in Business: 42 years

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Website

(877) 653-4732

1600 Golf Rd

Rolling Meadows, IL 60008

SEC#: 801-14235
Years in Business: 42 years

KESTRA ADVISORY SERVICES, LLC

Website

(866) 800-7194

2850 Golf Road

Rolling Meadows, IL 60008

SEC#: 801-56126
Years in Business: 22 years

TLG ADVISORS, INC.

Website

(312) 982-7433

2850 Golf Road

Rolling Meadows, IL 60008

SEC#: 801-60458
Years in Business: 20 years

PEACHCAP TAX & ADVISORY, LLC

Website

(847) 592-7130

1701 Golf Road
109C
Rolling Meadows, IL 60008

SEC#: 801-107335
Years in Business: 5 years

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Website

(877) 653-4732

1600 Golf Rd

Rolling Meadows, IL 60008

SEC#: 801-14235
Years in Business: 42 years

 


Rolling Meadows, IL Financial Advisor FAQs

Tips include finding an advisor who has experience with your specific situation and who will be committed to working with you long-term. Plus it's always good to find an advisor who can fill in your gaps in knowledge on things like investing, taxes, retirement planning, and others.
Financial advisors charge a variable fee to manage investments. In general, financial advisors charge a 1% of assets managed to provide ongoing asset management services.
A financial advisor is someone who helps you spend your money as well as save for retirement, college, emergencies, major purchases and more.
Get a profile of what kind of clients he/she usually works with. If their typical client fits your description, he/she will most likely be a fit for you.