Best Financial Advisors in Downers Grove, IL

24 firms listed · 10 in Downers Grove · 4 open weekends · 12 rated 4.5+ · 3 show a license

Data verified October 18, 2026

Kaufman Financial Services

Kaufman Financial Services

(19)
  • Understanding
  • Questions
  • Hands
“I love that he sends posts with helpful information to consider on taxes and finances and also includes personal items to maintain your health and mental well being.”
Transparent Fees & Pricing
BBB Rating: A+
Free Initial Consultation
Accepts All Major Credit Cards
Buffalo Grove, IL · 25 mi from Downers Grove
i
Wealth Financial Services & Tax Advisory

Wealth Financial Services & Tax Advisory

(48)
  • Needs
  • Office
  • Understand
“In the last couple of years, Wealth Financial Services has be able to provide with a very good service and has clarified and answered all of my questions.”
In Business Since 2015
Buffalo Grove, IL · 25 mi from Downers Grove
i
Professional Business Management

Professional Business Management

(24)
  • Team
  • Advice
“After meeting with my consultant, I was very pleased by his pro active approach to business management as well as tax preparation and tax deferral and investment strategies.”
In Business Since 2000
Barrington, IL · 24 mi from Downers Grove
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Wolfpack Capital

Wolfpack Capital

(11)
  • The Future
  • Life
  • Retirement Planning
“Even for those that think they have diversified their money on their own, Vincent is still able to find areas for you to invest your money to ensure you have a nest egg for the future as well as options for short gains.”
Licensed
In Business Since 2021
2001 Butterfield Rd #800, Downers Grove, IL
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Professional Wealth Advisors

Professional Wealth Advisors

(2)
“A great team”
In Business Since 2015
2651 Warrenville Rd #200, Downers Grove, IL
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Alpha Wealth Group

Alpha Wealth Group

(2)
“He's developed a strong portfolio for me to help me be prepared for retirement.”
Licensed
In Business Since 2010
2001 Butterfield Rd Suite 501, Downers Grove, IL
i

The 24 firms listed for Downers Grove, 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: Downers Grove, IL

Of the 24 firms we list here, 10 are in Downers Grove itself and 14 come from towns including Buffalo Grove (9, 25 mi), Schaumburg (2, 17 mi) and Chicago (1, 17 mi). 12 of the firms on this page have a rating, from 4.8 to 5.0 across 147 reviews; 1 has 50 or more reviews. 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), wealth management (4), investment management (3), calculators (2) and estate planning (2). 3 show a license on their websites and 1 has a BBB rating of A or A+. 18 have ten or more years of experience, the longest 39 years. 1 offers payment plans; 1 offers a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 24 of the firms on this page; 23 publish a contact page; 20 list a public email and 4 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 Downers Grove take financial planning bookings online?

4 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.

SC Wealth Advisors

SC Wealth Advisors

Licensed
In Business Since 2019
Schaumburg, IL · 17 mi from Downers Grove
i
Sam Baker, Cpa, CFP

Sam Baker, Cpa, CFP

(4)
  • Law
  • Confidence
  • Questions
“Sam was also very helpful in providing guidance and filing amended returns which another tax preparer previously filed, and in resolving a subsequent IRS audit (a result of the previous preparer's filed returns) three years after the original tax yea...”
Accepts All Major Credit Cards
In Business Since 2013
Buffalo Grove, IL · 25 mi from Downers Grove
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Techmark TAX Services

Techmark TAX Services

(2)
“Good service”
In Business Since 2019
Chicago, IL · 17 mi from Downers Grove
i
JMG Financial Group

JMG Financial Group

(1)
“Always treat you like a valued customer”
In Business Since 1998
2001 Butterfield Rd, Downers Grove, IL
i
East West Financial Group

East West Financial Group

(1)
“Val has been my financial adviser for 14 years now - the only adviser I have ever needed as he is professional, courteous, patient, and above all, he is on my side.”
Transparent Fees & Pricing
In Business Since 2009
Morton Grove, IL · 20 mi from Downers Grove
i
Arbor Financial Services

Arbor Financial Services

Family Business
In Business Since 2015
2001 Butterfield Rd #500, Downers Grove, IL
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AEL Financial

AEL Financial

In Business Since 2005
Buffalo Grove, IL · 25 mi from Downers Grove
i
Capstone Financial Advisors

Capstone Financial Advisors

Offers Financing Options
In Business Since 2006
2001 Butterfield Rd Suite 1750, Downers Grove, IL
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Wealth Management Group

Wealth Management Group

Accepts Cash
In Business Since 2015
2001 Butterfield Rd Suite 160, Downers Grove, IL
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Einspar Family Financial

Einspar Family Financial

In Business Since 2005
3000 Woodcreek Dr STE 210, Downers Grove, IL
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Journey Financial Group

Journey Financial Group

Accepts All Major Credit Cards
Transparent Fees & Pricing
In Business Since 2002
Buffalo Grove, IL · 25 mi from Downers Grove
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Money In A Nutshell

Money In A Nutshell

In Business Since 2021
Schaumburg, IL · 17 mi from Downers Grove
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Feldman Ingardona & Company

Feldman Ingardona & Company

In Business Since 2000
2001 Butterfield Rd, Downers Grove, IL
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XQZ Investments

XQZ Investments

In Business Since 2016
Buffalo Grove, IL · 25 mi from Downers Grove
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Phase 3 Advisory Services

Phase 3 Advisory Services

In Business Since 1987
Buffalo Grove, IL · 25 mi from Downers Grove
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Opus Financial Solutions

Opus Financial Solutions

In Business Since 2015
1121 Warren Ave Ste 230, Downers Grove, IL
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Afin Tax and Consulting

Afin Tax and Consulting

In Business Since 2020
Buffalo Grove, IL · 25 mi from Downers Grove
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Bender Financial Solutions

Bender Financial Solutions

In Business Since 2019
Buffalo Grove, IL · 25 mi from Downers Grove
i
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Why these companies made our list

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