Briggs Financial
“They're extremely knowledgeable, down-to-earth, and we love the monthly hands-on support with our finances.”
Best Financial Advisors in Crystal Lake, IL
10 firms listed · 7 in Crystal Lake · 1 open 24/7 · 2 open weekends · 8 rated 4.5+
Data verified November 12, 2026
Merlak Tax Advisory Group
“After my husband died at 56 years old, she guided me along this new financial journey.”
Rodgers Financial Group
“Jeff takes a personal approach to your financial needs weighing out the best options he has for you.”
Retirement Matters
“I think he's exceptionally good because he not only understands how investments work, he is also able to translate that to a person with moderate understanding (like myself).”
Wealthcamp Advisors
“Scott Goodman is adept at defining the client's needs and preferences quickly and recommending several options that lead to a comfortable choice.”
Exemplar Financial Network
“Cameron Hubbard is a very intelligent person who understands all the ins and outs of financial planning and management.”
The 10 firms listed for Crystal Lake, 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: Crystal Lake, IL
Of the 10 firms we list here, 7 are in Crystal Lake itself and 3 come from Lake in the Hills (1, 2 mi), Barrington (1, 12 mi) and Round Lake Beach (1, 17 mi). The firms on this page are rated from 4.0 to 5.0 across 190 reviews; 1 has 50 or more reviews and 8 are rated 4.5 or higher. 1 is open around the clock; 2 are open on Saturdays and 1 on Sundays. 1 shows a license on its website. 6 have ten or more years of experience, the longest 41 years. 1 offers urgent consultations and 1 offers a free initial consultation. We have a website on file for all 10 of the firms on this page; 7 publish a contact page; 7 list a public email and 3 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.
Do firms listed for Crystal Lake take financial planning bookings online?
3 of the 10 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
Martin Johnson Tax and Financial Services
“Joe's the best accountant I've worked with, so smart, knowledgeable, patient and nice.”
The Cornerstone Financial Group
“They take the time to understand individual needs, explain options clearly, and provide thoughtful guidance every step of the way.”
Hammortree Financial Group
“They are the best group of people to work with!”
Crystal Lake Tax & Financial
“Very impressed with the professionalism, the kind service, and a quality job all taken care of!”
Why these companies made our list
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