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24 firms listed · 7 in Crystal Lake · 1 open 24/7 · 4 open weekends · 20 rated 4.5+
Data verified October 18, 2026
The 24 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.
Of the 24 firms we list here, 7 are in Crystal Lake itself and 17 come from towns including Deerfield (5, 25 mi), Lake in the Hills (2, 3 mi) and Lake Forest (2, 24 mi). 23 of the firms on this page have a rating, from 4.0 to 5.0 across 240 reviews; 1 has 50 or more reviews and 20 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (100%), responsiveness (95%) and quality (80%). 1 is open around the clock; 4 are open on Saturdays and 2 on Sundays. The services the firms on this page list most often on their websites are financial planning (5), college planning (2), investment management (2), payroll services (2) and retirement planning (2). 2 show a license on their websites; 1 lists staff certifications (CFP) and 2 have a BBB rating of A or A+. 16 have ten or more years of experience, the longest 41 years. 1 offers urgent consultations and 1 offers a free initial consultation. 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.
7 of the 24 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.
