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Pursuit Wealth Group - Robert Stenzel
“Very good at listening to your needs and coming up with the best plan for you!!!”
Best Financial Advisors in Joliet, IL
24 firms listed · 4 in Joliet · 2 open weekends · 21 rated 4.5+
Data verified October 18, 2026
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Tru Financial
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Voyager Group
“I am so appreciative of their efforts to ensure my own and my family's financial stability and future.”
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Accounting Shop
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Pensinger Financial
- Knowledge
- Retirement
- Options
“Pensinger Financial is someone you can trust with your investments, family oriented ,always there to answer your questions and guide your investments in the right direction.”
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Susan S. Lewis
- Peace
- Financial
- Mind
“We have been using Susan for over 20 years, she has provided excellent service and helped us through many of our life changing moments: new homes, college expenses, employment changes and more.”
The 24 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
Of the 24 firms we list here, 4 are in Joliet itself and 20 come from towns including Plainfield (3, 8 mi), Frankfort (3, 15 mi) and Mokena (3, 15 mi). 22 of the firms on this page have a rating, from 4.0 to 5.0 across 207 reviews; 2 have 50 or more reviews and 21 are rated 4.5 or higher. The topics that come up most in reviews of the firms on this page are "knowledge" and "expertise". 2 are open on Saturdays. The services the firms on this page list most often on their websites are financial planning (2), investment management (2) and retirement planning (2). 1 has a BBB rating of A or A+. 15 have ten or more years of experience, the longest 34 years. 1 offers payment plans and 3 offer a free initial consultation. We have a website on file for 23 of the firms on this page; 19 publish a contact page; 19 list a public email and 5 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 any financial advisers listed for Joliet offer a free first meeting?
3 of the 24 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.
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Richard J Fox & Associates
“Richard Fox is a competent CPA with all the experience to take care of your business tax and accounting needs.”
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Lifesmart Senior Services/Olofsson Financial Advisors
- Industry
- Information
- Needs
“I had Dan talk to my patients' about their medicare coverage, his educational talk was informative for our seniors, whom most were totally unaware of the coverage they had or didn't have.”
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Klover & Company Cpa's
- Income Tax
“I look forward to using their services in the future and as a local Plainfield resident, I'm glad there is such top notch, high level service right in our downtown area regardless of if you're a small business or filing a single income tax return, th...”
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Pinnacle Financial Planning
- Patient
- Financial Advisor
- Logical
“He also supported me through a recent refinance process, ensuring I understood the details, and how it would impact my monthly and long-term financial plans.”
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M. Brown Financial Advisors - Investments and Insurance
“Brown Financial Advisors, where there kind and knowledgeable staff will help you customize a plan that fit your needs.”
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Financial Servicenter Corporation
- Tax
“Long term relationship has always been great.”
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Verus Capital Management
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Mike Moylan - Advanced Planning Advisors
“Advanced planning is an excellent place to advise you on financial investments.”
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Intellectual Business Solutions
“Ann is energetic and business savvy!”
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Beacon Financial Planning
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Dowling Financial Services & Wealth Management
“Joe is the best.”
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Investment Solution Services
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Ascend Wealth Planning
“Genuinely the best in the business.”
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Legacy Investment Services
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Atlas Wealth Management
“I wanted to change my portfolio risk level I'm confident in his confidence that I'll do great.”
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Valor Capital Partners
“Anthony, as well as the rest of the Valor Capital team, have demonstrated a wealth of knowledge pertaining both Wealth Management and Financial Planning.”
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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.”
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Narish Financial Service
“I also used free consultation and was able to address my actual needs and situation.”
Retirement Planning and Investment Management Services in Joliet, IL Cost Estimates
Minimum cost
$1202
Maximum cost
$10211
National Average
$3604
Avg Per Hour Rates
$361
$2403
$6607
Typical price range is based on 447 cost profiles
Why these companies made our list
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