Best Financial Advisors in Mount Prospect, IL

The highest-rated Financial Planning & Wealth Management companies out of 189 vetted & reviewed in the Mount Prospect area.

Wilsave

Wilsave

(30)
  • Safe
  • Invest
  • People
“Super service 💞”
In Business Since 2009
800 E Northwest Hwy STE 205, Mt Prospect, IL
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Tax Planning IQ

Tax Planning IQ

(23)
  • Financial
  • Tax Preparation
  • Questions
“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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APC Financial Group

APC Financial Group

(20)
  • Investment
  • Managing
  • Family
“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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Tidal Wealth Management

Tidal Wealth Management

(9)
  • Goals
“Within just an hour of my interaction with Joe, he helped me get my financial life organized, looking at both short and long term goals and gave specific next steps and follow up actions.”
In Business Since 2018
Serving Mount Prospect Area
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Resource Insurance Advisors

Resource Insurance Advisors

(1)
“Adam gives you the information you need to make the best most economical decision for you and your company and is not pushy on selling you additional policies.”
In Business Since 2010
603 E Kensington Rd #200, Mt Prospect, IL
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Grant Merchant Services

Grant Merchant Services

Business Card Level 2 and 3 Processing, Customer Service and Reporting, Credit Card Processing For Medical Practices
“I'm often asked by clients – is there a way to not pay the credit card fees? YES! There is software for your website, office invoicing and even your retail machine that can help YOU surcharge compliantly. What does that mean, compliant??? You can cov...”
Family Business
Free Initial Consultation
In Business Since 2008
Serving Mount Prospect Area
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Daly Investment Management

Daly Investment Management

Investment, Retirement, Market News
“We are an independent, Registered Investment Advisor located in Mount Prospect, Illinois. We specialize in comprehensive financial planning and investment management for individuals, families, and small business owners. We are committed to helping yo...”
In Business Since 2009
930 E Northwest Hwy, Mt Prospect, IL
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Frank Haas & Associates

Frank Haas & Associates

(2)
Incorporation Services, Payroll Services, Small Business Accounting
“He has helped my businesses save thousands of dollars over the years, and has even helped guide me in some key decisions with the timing of exiting a business.”
Accepts Cash, Check
Licensed, BBB Rating: A+
In Business Since 2011
Serving Mount Prospect Area
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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 2004
Serving Mount Prospect Area
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Wells, Roselieb & Raia Wealth Management

Wells, Roselieb & Raia Wealth Management

(2)
“He is passionate about his business.”
In Business Since 2014
Serving Mount Prospect 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 2017
Serving Mount Prospect Area
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Wilson & Associates, CPA

Wilson & Associates, CPA

(29)
Tax Services, Business Services, Services For Individuals
“Wilson & Associates, CPA, is a top-knotch, knowledgeable firm that combines detailed grasp of CPA skills with a comprehensive background to assist in any tax preparation concerns.”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2013
Family Business
6965 N Western Ave, Chicago, IL
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J&R Accounting Group

J&R Accounting Group

(30)
Business Accounting, Part-Time CFO Services, Succession Planning
“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)
Client Accounting & Advisory Services, Financial Planning & Investment, Business Consulting
“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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EZ Tax and Accounting Service

EZ Tax and Accounting Service

(20)
Tax Problem Resolution, Tools & Resources, For Small Businesses
“They are also are not so small and so have a wide range experience; they've seen things, and so they know the questions to ask, and they have the technology to make filing fast and easy.”
Licensed, BBB Rating: A+
In Business Since 2012
Serving Mount Prospect Area
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Kenneth P. Rapoport CPA

Kenneth P. Rapoport CPA

(15)
  • Needs
  • The Irs
  • Tax Return
“If you are self employed or run your own business, do yourself a favor and call Ken to get your taxes in order or be your advocate to help in dealing with the IRS.”
Licensed, BBB Accredited
In Business Since 1996
4241 Main St, Skokie, IL
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Tavola Group

Tavola Group

(30)
New Business Services, Individual Tax Preparation, IRS Audit Representation
“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)
Health Insurance, Retirement/Annuities, Group Benefits
“Marc has been fabulous, both in getting us into the right Nationwide programs and meeting with us regularly to help us coordinate his programs with our other work and government pensions.”
Family Business
Licensed
In Business Since 2002
Serving Mount Prospect Area
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Gladys R. Wilson & Associates

Gladys R. Wilson & Associates

(15)
Tax Services, Business Services, Services For Individuals
“And, since none of this was in my wheelhouse, I had many questions, sometimes the same one over and over, and I never felt rushed or that I was causing irritation.”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 1994
Free Initial Consultation
3439 N Harlem Ave, Chicago, IL
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Fisher Financial Group

Fisher Financial Group

(11)
Investment Planning, Retirement Planning, Financial Planning
“Dan was always able to answer my questions and guide me through this labyrinth to start my new life with assurance that everything would be fine not only his knowledge but his patience and empathetic understanding were exceptional”
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
In Business Since 1988
Serving Mount Prospect Area
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Accu-Tax and Accounting Co

Accu-Tax and Accounting Co

(3)
“Helpful and professional services.”
Transparent Fees & Pricing
Licensed, BBB Rating: A+
In Business Since 2018
Offers Financing Options
Serving Mount Prospect Area
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W.e.d. Tax and Accounting Services

W.e.d. Tax and Accounting Services

(25)
Financial Statements, Business Tax Returns, Business Valuations
“I appreciate the availability of scheduled appointments, timely appointments, the courteous and professional staff, and most of all the attention to detail.”
Accepts All Major Credit Cards
In Business Since 2005
5629 W Madison St Suite 1, Chicago, IL
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Vermillion Financial Advisors

Vermillion Financial Advisors

(30)
What Does the Vermillion Investment Planning Process Include?, Why do You Use Multiple Independent Third Party Custodians?, What is the Initial Meeting Process For Investment Services?
“It can feel intimidating and overwhelming to take the first steps toward financial planning, but once I made the phone call to Vermillion, Jim put me completely at ease and Mark and Phil have been amazing to work with.”
Accepts All Major Credit Cards
In Business Since 1992
Serving Mount Prospect Area
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Eddie Patel

Eddie Patel

(8)
  • Tax
“Our retirement funds had been largely tied up hyper-conservatively in C Ds for years as we really felt we had no clue about what an appropriate strategy might be for increasing our returns - given that we are extremely risk-averse!”
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
In Business Since 2012
2125 W Irving Park Rd Ste 1 OFC, Chicago, IL
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Retirement Planning and Investment Management Services in Mount Prospect, IL Cost Estimates

Minimum cost
$1042
Maximum cost
$8849
National Average
$3124
Avg Per Hour Rates
$313
$2083
$5726
Typical price range is based on 351 cost profiles
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Average Cost $3124
Minimum cost $1042
Maximum cost $8849
Avg Per Hour Rates $313

Typical range $2083 to $5726 is based on 351 cost profiles.

Why these companies made our list

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