Best Financial Advisors in Hoffman Estates, IL

The highest-rated Financial Planning & Wealth Management companies out of 111 vetted & reviewed in the Hoffman Estates area.

Tru Financial Strategies

Tru Financial Strategies

(3)
Estate and Legacy Planning, Tax Strategies, Wealth Management
“They care about your personal interests and listen intently to adjust your financial strategy to your needs.”
In Business Since 2017
2815 Forbs Ave Suite 107, Hoffman Estates, IL
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Consolidated Tax Services

Consolidated Tax Services

(2)
Tax Problems, Tax Preparation, Tax Planning
“Consolidated Tax Services is very responsive and accommodative to requests, and will go the extra mile for you even when you are no longer a current client with them.”
In Business Since 2009
2800 W Higgins Rd, Hoffman Estates, IL
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SIS Financial Group

SIS Financial Group

(1)
“SIS Financial has proven to be a highly professional organization that has met or exceeded all of our expectations.”
In Business Since 2015
5407 Trillium Blvd #250, Hoffman Estates, IL
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SGL Financial

SGL Financial

(3)
Tax Preparation Services, Financial Services
“Beyond their economic and financial knowledge and expertise (which are second to none), they are just very wonderful people: very honest, caring, helpful, insightful, friendly!”
In Business Since 2002
Serving Hoffman Estates Area
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Nracpa

Nracpa

(30)
Wealth Management, Individual Services, Business Services
“As a fractional CFO consultancy, we like working with CP As that truly understand that there's more than just tax planning to do when you are working with a business.”
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
In Business Since 2019
Serving Hoffman Estates Area
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J&R Accounting Group

J&R Accounting Group

(30)
New Business Formation, Payroll Services, Business Accounting
“I'm glad I went to get a second opinion on my taxes, no one ever really paid attention to my taxes and explained everything to me and how I could get my maximum refund.”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2021
1700 E Golf Rd #550, Schaumburg, IL
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Kutchins Robbins and Diamond

Kutchins Robbins and Diamond

(11)
Tax Services, Yardi, Client Accounting & Advisory Services
“Mark and ROI offer not only a depth of accounting and tax expertise but also a focus on providing service with diligence, professionalism, and, most importantly, integrity.”
Transparent Fees & Pricing
Licensed, BBB Rating: A+
In Business Since 1996
1051 Perimeter Dr 9th Floor, Schaumburg, IL
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Tavola Group

Tavola Group

(30)
Estate Planning and Taxes, Business Consulting, Business Tax Preparation
“As a small business owner, I have been a client of Gabe for years and I am very pleased with the quality, integrity, and excellence of service he has provided me.”
In Business Since 1994
900 National Pkwy Suite 260, Schaumburg, IL
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Marc Jacobson & Associates

Marc Jacobson & Associates

(30)
Property & Casualty Insurance, Disability Insurance, Health Insurance
“Marc truly listens to find out your financial goals and learns who you are to find the best strategies and financial products available to suit your unique profile.”
Family Business
Licensed
In Business Since 2002
Serving Hoffman Estates Area
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Teboda & Associates

Teboda & Associates

(30)
  • Goals
  • Trust
  • Future
“We deal mainly with Amanda who is always there for us and has been extremely helpful in providing quality options and assisting us with our decision making.”
In Business Since 2022
81 Market St # 1, Elgin, IL
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Wilsave

Wilsave

(30)
  • Happy
  • Safe
  • Invest
“I like Steve explanations and professional guiding for many investments,Dorota”
In Business Since 2009
800 E Northwest Hwy STE 205, Mt Prospect, IL
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Hopp Accounting & Tax Services

Hopp Accounting & Tax Services

(29)
  • Family
  • Questions
  • Cost
“I have been going to Hopp Accounting for the entirety of the time I've used an accountant for tax prep, and I'll never go back to trying to do my taxes myself!”
Accepts All Major Credit Cards
In Business Since 1972
804 Walnut Ave, Elgin, IL
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Accu-Tax and Accounting Co

Accu-Tax and Accounting Co

(3)
“Helpful and professional services.”
Free Initial Consultation
Transparent Fees & Pricing
Licensed, BBB Rating: A+
Offers Financing Options
Serving Hoffman Estates Area
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Vermillion Financial Advisors

Vermillion Financial Advisors

(30)
Where Are my Investment Accounts Held?, What Does the Vermillion Investment Planning Process Include?, Why do You Use Multiple Independent Third Party Custodians?
“I have been working with Vermillion Financial Advisors for almost 20 years now--starting my relationship with them in my mid-thirties when I was making considerably less money.”
Accepts All Major Credit Cards
In Business Since 1990
Serving Hoffman Estates Area
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Richard M Colombik & Associates

Richard M Colombik & Associates

(3)
Retirement Planning, Real Estate, Business Entity Structuring and Transactions
“Attorneys are very knowledgeable they really helped me with my businesses.”
Licensed, BBB Rating: A+
In Business Since 1987
1000 Woodfield Rd #233, Schaumburg, IL
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Livingston Taxes

Livingston Taxes

(22)
  • Tax Services
  • Professional
“Now as a business owner, Livingston Taxes has helped me through my business journey with education, helpful info for in regards to payroll info and many more.”
Transparent Fees & Pricing
In Business Since 2017
2090 Larkin Ave, Elgin, IL
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James T Borello & Co

James T Borello & Co

(7)
Estate Planning, Retirement Planning, Tax Preparation Services
“PEOPLE who care about your investments”
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
In Business Since 1979
Serving Hoffman Estates Area
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DHD Financial Services

DHD Financial Services

(16)
  • Tax Return
  • Questions
  • Communication
“Our experience with Darshan was a hundred times better then previous experiences with CP As.”
Transparent Fees & Pricing
In Business Since 2015
Serving Hoffman Estates Area
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Tax Planning IQ

Tax Planning IQ

(23)
  • Financial
  • Tax Preparation
  • Efficiency
“Tim has taken care of my tax needs for decades- he's always a pleasure to talk to, and has an easygoing demeanor that takes a lot of stress out of tax season.”
Accepts All Major Credit Cards
In Business Since 2009
200 E Evergreen Ave Suite 119, Mt Prospect, IL
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Wealth Financial Services & Tax Advisory

Wealth Financial Services & Tax Advisory

(28)
  • Information
  • Taxes
  • Medicare
“We then decided to meet with him and review how to even start to decide timing of taking out Social Security and how to make our money work for our retirement.”
In Business Since 2015
Serving Hoffman Estates Area
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Arlington Capital Management

Arlington Capital Management

(2)
“Their indicators for market timing of bull and correction markets have been accurate and their selection procedure for investment ETF's have been on target”
Accepts Cash
Licensed, BBB Rating: A+
In Business Since 2004
21 S Evergreen Ave #100, Arlington Heights, IL
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Kathi Mettille | Nmls# 579170

Kathi Mettille | Nmls# 579170

(21)
  • Questions
  • Home
“It almost took a year and she worked consistently to help update the offer and guided us , provide relevant information until the final closing of our home.”
In Business Since 2018
325 Randall Rd, Elgin, IL
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APC Financial Group

APC Financial Group

(20)
  • Understand
  • Retirement
  • Investment
“From the time we first met, Tony always carefully listened and understood my concerns and goals and he always made sure that our investment strategy reflected them.”
In Business Since 1998
1150 W Northwest Hwy Ste A, Mt Prospect, IL
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Mentor Capital Management

Mentor Capital Management

(1)
Small-Business Services, Financial Planning, Investment Management
“Very helpful!”
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
In Business Since 1998
Serving Hoffman Estates Area
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Retirement Planning and Investment Management Services in Hoffman Estates, IL Cost Estimates

Minimum cost
$1029
Maximum cost
$8743
National Average
$3086
Avg Per Hour Rates
$309
$2058
$5657
Typical price range is based on 388 cost profiles
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Average Cost $3086
Minimum cost $1029
Maximum cost $8743
Avg Per Hour Rates $309

Typical range $2058 to $5657 is based on 388 cost profiles.

Why these companies made our list

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