Find a Financial Advisor in Skokie, IL

 

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

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We Only Work With The Best Skokie Financial Advisors


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

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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 Skokie, IL


  • Financial Advisor Close to Skokie, 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 Skokie, 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 Skokie, IL

We evaluated over 13,000 RIA firms to bring you the best of the best Skokie financial advisors.
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How Retirement-Friendly is Skokie, IL?

  • Population: 63,821
  • % of Population 62 Years and Over: 24.7%
  • Average Home Value: $331,700
  • Average Monthly Housing Cost: $1,390
  • Average Household Income: $100,654
  • 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 Skokie, IL

 

HARBOUR FINANCIAL RESOURCES, LTD

Website

(847) 675-6836

9933 Lawler Ave., Suite 500

Skokie, IL 60077

SEC#: 801-58020
Years in Business: 21 years

SHANKERVALLEAU WEALTH ADVISORS, INC.

Website

(847) 475-2900

5215 Old Orchard Road
Suite 850
Skokie, IL 60077

SEC#: 801-62920
Years in Business: 17 years

RAPPAPORT REICHES CAPITAL MANAGEMENT,

Website

(847) 832-0030

5202 Old Orchard Road
Suite 160
Skokie, IL 60077

SEC#: 801-67542
Years in Business: 14 years

M1 CAPITAL MANAGEMENT

Website

(847) 983-3547

5250 Old Orchard Road
Suite 345
Skokie, IL 60077

SEC#: 801-72578
Years in Business: 10 years

IHT WEALTH MANAGEMENT LLC

Website

(847) 929-5362

4711 Golf Rd.
Suite 705
Skokie, IL 60076

SEC#: 801-79769
Years in Business: 7 years

SANCTUARY ADVISORS, LLC

Website

(800) 447-4923

8707 Skokie Blvd.

Skokie, IL 60077

SEC#: 801-99364
Years in Business: 6 years

IHT WEALTH MANAGEMENT LLC

Website

(847) 929-5362

4711 Golf Rd.
Suite 705
Skokie, IL 60076

SEC#: 801-79769
Years in Business: 7 years

VIRTUE CAPITAL MANAGEMENT, LLC

Website

(847) 674-6470

8170 Mccormick Blvd
Suite 102
Skokie, IL 60076

SEC#: 801-79938
Years in Business: 7 years

M1 CAPITAL MANAGEMENT

Website

(847) 983-3547

5250 Old Orchard Road
Suite 345
Skokie, IL 60077

SEC#: 801-72578
Years in Business: 10 years

 


Skokie, IL Financial Advisor FAQs

Almost everyone needs a financial advisor. Financial advisors are focused on helping you plan for the future and invest your money so it grows over time even if interest rates fluctuate.
A financial advisor is an individual who specializes in advising people about their investment portfolios and how to best approach personal finance. They can help you with the aspects of your finances relating to retirement planning, insurance planning, education funding for children's educational expenses, tax minimization strategies etc.
Financial advisors get paid by charging a percentage of the assets they manage. For example, if Alice has $100,000 and she wants to be financial advisor's client for 10 years, then Alice would pay the consultant with 1% profit each year ($1000).
Know the financial advisors' qualifications and certifications. Ask for a list of references from satisfied customers. Make sure they have been registered with the Securities and Exchange Commission or another governing body in your state if they provide investment services to you, which includes stocks, bonds, mutual funds, commodities futures contracts and commission-based transactions.