Livingston Taxes
“She is very knowledgeable, very responsive and explained everything in a way I can understand.”
Best Financial Advisors in Elgin, IL
15 firms listed · 6 in Elgin · 5 open weekends · all 15 rated 4.5+
Data verified November 10, 2026
Guardian Wealth Advisory Group
“Very knowledgeable, learned a lot and now feel much safer as we near retirement!”
Hopp Accounting & Tax Services
“They have always been kind, courteous and very helpful with my mother and myself.”
Sierens Financial Group
“He has talked to my tax accountant, lawyer and family member who have all told me later that they were very impressed.”
Big Timber Wealth Management
“Great people who know how to steer you in the right direction for financially preparing for your future”
Michael T. Deboer & Associates
“Has always been helpful and honest with me.”
The 15 firms listed for Elgin, 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: Elgin, IL
Of the 15 firms we list here, 6 are in Elgin itself and 9 come from towns including East Dundee (2, 5 mi), Hoffman Estates (2, 9 mi) and South Barrington (2, 10 mi). The firms on this page are rated from 4.6 to 5.0 across 1,040 reviews; 6 have 50 or more reviews. The topics that come up most in reviews of the firms on this page are "knowledge" and "trust". 5 are open on Saturdays. 2 have a BBB rating of A or A+. 10 have ten or more years of experience, the longest 55 years. 1 offers payment plans. We have a website on file for all 15 of the firms on this page; 9 publish a contact page; 12 list a public email and 7 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 Elgin take financial planning bookings online?
7 of the 15 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.
Nracpa
“They took the time to answer all of my questions, explained everything clearly, and made what could have been a stressful experience feel easy and organized.”
SK Tax Associates
“I was able to get my work done right away, no waiting time.”
The Dala Group
“The Dala Group is well-represented with her on their team, and I would recommend her to anyone who seeks an intelligent, supportive advocate for their financial journey”
Vermillion Financial Advisors
“We've gotten through a lot of investment and estate planning work and appreciate the transparency that Mark and the team bring to the process.”
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Lake Growth Financial Services
“I am pleased to say we completed 7 different policies with them and finally have a plan for our future.”
Tru Financial Strategies
“We really appreciated Nathan's time and extensive knowledge in helping us move forward in the next chapter of our crazy, wonderful life!”
Downey Financial Group
“Ed is patient, he takes the time to listen to any of our questions or concerns and makes sure that we understand everything.”
James T Borello & Co
“Thanks to their dedication and total professionalism I was able to navigate multiple forensic audits from the IRS of my personal and business taxes .”
Assured Concepts Group
“They helped me feel less intimidated making sure my future is secure.”
Why these companies made our list
What clients say about firms in and near Elgin
- “If you need a trustworthy team to help you with your retirement planning, Guardian Wealth is the team for you!” — client of Guardian Wealth Advisory Group
- “Throughout every stage of the relationship, their team has consistently demonstrated professionalism, expertise, and a genuinely personal approach to financial planning.” — client of The Dala Group
- “Knowledgeable, efficient and trustworthy financial planning services. Mark and the Lake Growth Financial team offer a unique solution that uses insurance policies to safely build wealth and provide financial solutions to today’s complex issues.” — client of Lake Growth Financial Services
Excerpts from public reviews of the firms listed on this page.
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