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Best Financial Advisors near Bolingbrook, IL
We have 2 firms in Bolingbrook on file, and both are on this list, along with 22 from towns including Naperville (9, 5 mi), Orland Park (2, 14 mi) and Lemont (1, 6 mi).
1 open 24/7 · 5 open weekends · 21 rated 4.5+ · 1 shows a license
Data verified October 21, 2026
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RL Wealth Management Group
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Pensinger Financial
- Management
- Products
- Happy
“I am a finance student who has been looking for networking opportunities and Mike took time out of his day to meet with me and discuss the duties of a financial manager.”
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Goldstone Financial Group
- Management
- Mind
- Annuities
“Goldstone has really helped me pivet and put my money in the right place, while doing a great job of educating me and helping me to become financially set.”
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Adducci Vega Financial Group
- Deductions
- Tax Advice
- Questions
“Very personal and interested in understanding my business needs”
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Stenger Family Office | Naperville Financial Advisor
- Roth
- Mind
- Question
“I interned with Nick & the team for a semester during my time at Wheaton and walked away knowing that the Stenger Family Office is passionate about and committed to upholding our traditional American values of hard work and integrity.”
The 24 firms listed for Bolingbrook, IL provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Bolingbrook, IL
22 of the 24 firms on this page have a rating, from 4.1 to 5.0 across 684 reviews; 5 have 50 or more reviews and 21 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (96%), responsiveness (93%) and quality (75%). 1 is open around the clock; 5 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are retirement planning (4), investment management (3), tax planning (3), financial planning (2) and legacy planning (2). 1 shows a license on its website and 4 have a BBB rating of A or A+. 18 have ten or more years of experience, the longest 43 years. 1 offers urgent consultations; 1 offers payment plans; 4 offer a free initial consultation and 1 is family- or locally-owned. 1 has Spanish-speaking staff. We have a website on file for all 24 of the firms on this page; 22 publish a contact page; 20 list a public email and 9 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Why are financial advisers outside Bolingbrook listed here?
2 of the 24 firms are located in Bolingbrook. The others come from other towns within 20 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
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Susan S. Lewis
- Trust
- Planning
- Small Business
“Susan Lewis is remarkable in her ability to synthesize financial information and suggest new ways to improve and simplify company or individual finances.”
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F5 Financial
- Education
- Life
- Company
“Curt with F5 Financial was recommended to me by a very close personal friend so I contacted him to discuss implementing a long term strategy for my retirement.”
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Millington Financial Advisors
“I have had the incredible benefit of their financial expertise.”
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Hanson Financial Services
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Trifound
“Knowledgeable, friendly staff; easy to reach and make appointments; good fund growth.”
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Richard J Fox & Associates
“Richard Fox is a competent CPA with all the experience to take care of your business tax and accounting needs.”
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The Gambill Financial Group
- Company
- Integrity
- Returns
“Steve has been helping our firm for handful years, and I am very happy with the GFG's service - its quality, timelines, and client/customer-focused approach!”
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SAI Financial Services
- Management
- Financial Advisor
- Retirement
“When I met Michael in 2017, a few months after the passing of my husband and looking for assistance with money management in several areas, he was so helpful and knowledgeable.”
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Radha Associates
- Financial
- Efficient
“They provided a comprehensive range of services (tax prep, audit, advisory services) with impressive communication, efficiency, thoroughness, and responsiveness, ultimately leading to favorable results (tax savings, problem resolution, improved finan...”
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Sankey Wolf Group
- Team
“I was referred to this local accounting firm two years ago and in turn, refer this team to anyone needing qualified, understanding, and top notch customer service with personal income tax filings.”
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Lifesmart Senior Services/Olofsson Financial Advisors
- Medical
- Patients
- Medicaid
“I had Dan talk to my patients' about their medicare coverage, his educational talk was informative for our seniors, whom most were totally unaware of the coverage they had or didn't have.”
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Wolfpack Capital
- Understanding
- Happy
- Questions
“He has helped connect me to multiple resources and contacts that help to personalize my financial and life goals such as paying off student loans, buying a home, and overall managing my money better for the time being and the future.”
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Accounting & Tax Advisers Cpas
“This year I decided to have a CPA prepare my return and I am so glad I did.”
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Matsock Financial
“Excellent staff, excellent everything!!!”
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Waterseed Wealth Management
“Thea is Very dilligent and communicates regularly with her clients”
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Fiduciary Financial Partners
- Retirement
- Market
- Team
“Most importantly for us, people not overly enamored with following the market or the details of financial mechanisms, the team at FFP has earned our trust and confidence, and generated results with their coaching and action.”
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Chancellor Financial Services
“Karen is a terrific financial advisor - very knowledgeable and trustworthy.”
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NR Group Tax Services
- Money
“Very good service, friendly and attentive, I personally recommend the professional service, they helped me with my taxes and to start a new business adventure, it was very fast and safe, they helped me with all the doubts I had.”
Retirement Planning and Investment Management Services in Bolingbrook, IL Cost Estimates
Minimum cost
$1116
Maximum cost
$9485
National Average
$3348
Avg Per Hour Rates
$335
$2232
$6138
Fair price range is based on 452 cost profiles
Why these companies made our list
What clients say about firms near Bolingbrook
- “Mike is very professional and knowledgeable when it comes to investment and pension advice.” — client of Pensinger Financial
- “The SAI group has always gone above and beyond, they truly understand how to help my family achieve our retirement plans.” — client of SAI Financial Services
- “Curt is very trustworthy and smart when it comes to financial planning.” — client of F5 Financial
Excerpts from public reviews of the firms listed on this page.
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