Pursuit Wealth Group - Robert Stenzel
“Very good at listening to your needs and coming up with the best plan for you!!!”
Best Financial Advisors near Joliet, IL
We have 4 firms in Joliet on file. Only the highest-rated make our list: 3 of them made it, along with 12 from towns including Plainfield (3, 8 mi), Naperville (3, 16 mi) and New Lenox (2, 11 mi).
1 open 24/7 · 4 open weekends · 12 rated 4.5+
Data verified October 18, 2026
Voyager Group
“I am so appreciative of their efforts to ensure my own and my family's financial stability and future.”
Tru Financial
Pensinger Financial
“He always comes across as that knowledgeable neighborhood friend and takes the time to make sure you are comfortable with the path forward and fully understand the decisions being made.”
Susan S. Lewis
“We never feel as though our questions are answered in a rushed manner, nor do we feel that answers to these questions fit a "one size fits all" mold.”
Lifesmart Senior Services/Olofsson Financial Advisors
“Dan and his wonderful team at LifeSmart are best in business at helping Seniors manage all of their Medicare needs.”
The 15 firms listed for Joliet, 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: Joliet, IL
13 of the 15 firms on this page have a rating, from 4.1 to 5.0 across 239 reviews; 2 have 50 or more reviews and 12 are rated 4.5 or higher. 1 is open around the clock; 4 are open on Saturdays and 1 on Sundays. 7 have ten or more years of experience, the longest 34 years. 1 offers urgent consultations; 1 offers payment plans and 1 offers a free initial consultation. We have a website on file for all 15 of the firms on this page; 10 publish a contact page; 8 list a public email and 1 takes 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 Joliet listed here?
3 of the 15 firms are located in Joliet. 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.
Klover & Company Cpa's and Advisors
“They responded to me quickly, answered questions and explained things in easy-to-understand terms, and were incredibly patient with me.”
Financial Servicenter
“Eric has always done a great job for our family's financial planning and tax needs”
Investment Solution Services
“It's always been a learning experience whenever I've spoken with Brian and Caroline.”
Legacy Investment Services
Riverstone Wealth Partners
“The care and forethought that they put in along with regular updates, discussions about planning for current events, and forecasting the future has given us the assurance we need to handle our family's financial future.”
Platinum Financial Associates
“I have been very pleased with the service and commitment that I've received from Sue, Diane and everyone at Platinum Financial Associates for many years.”
Allen J. Scheffer, CPA
“Allen is the best of the best, rest assured when you use any of his services!!”
Glotzbach Financial Management: Ted Glotzbach
Shankland Financial Advisors
“Alden seemed like someone who would devote the time and energy to your specific situation, so I decided to at least go to a meeting.”
Why these companies made our list
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