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APC Financial Group
- Goals
- Understand
- Company
“Tony and Valentina and the rest of the APC group have been more than amazing in helping guide me in my financial journey, especially being in my 20s with a bunch of questions.”
Best Financial Advisors in Mount Prospect, IL
24 firms listed · 6 in Mount Prospect · 1 open 24/7 · 10 open weekends · 20 rated 4.5+
Data verified October 16, 2026
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Taxes & More
“He's amazing, takes the time to explain everything and make the process easy by emailing paperwork ahead of time of the appointment and then doing appointments via zoom so we don't have to travel.”
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Grant Merchant Services
“Great company to work with.”
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Daly Investment Management
“We are an independent, Registered Investment Advisor located in Mount Prospect, Illinois. We specialize in comprehensive financial planning and investment management for individuals, families, and small business owners. We are committed to helping yo...”
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Resource Insurance Advisors
“Adam gives you the information you need to make the best most economical decision for you and your company and is not pushy on selling you additional policies.”
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Cornerstone Consulting Strategies
“Helping nation wide range to find innovative solutions for growth and expansion, our team of experienced business consultants here at Cornerstone Consulting Strategies, Inc. has a background in several fields, giving us a broad range of knowledge to ...”
The 24 firms listed for Mount Prospect, 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: Mount Prospect, IL
Of the 24 firms we list here, 6 are in Mount Prospect itself and 18 come from towns including Chicago (5, 20 mi), Northbrook (2, 7 mi) and Oakbrook Terrace (2, 15 mi). 21 of the firms on this page have a rating, from 4.0 to 5.0 across 1,577 reviews; 15 have 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 (95%), responsiveness (92%) and quality (81%). 1 is open around the clock; 10 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are business services (5), tax services (4), wealth management (4), financial planning (3) and quickbooks services (3). 1 shows a license on its website and 6 have a BBB rating of A or A+. Domain records put 17 websites of the firms on this page at ten or more years old; the oldest dates from 1997. 1 offers urgent consultations; 3 offer payment plans; 7 offer a free initial consultation and 3 are family- or locally-owned. 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 Mount Prospect take financial planning bookings online?
8 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.
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Callero Capital Management
“Since 2009, Callero Capital has been providing time-tested and disciplined wealth advice to affluent families and businesses. We understand that investors face many unique financial obstacles throughout their lives, and we are prepared to help our cl...”
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Accounting & Business Consulting
- Knowledge
- Professionalism
- Matter
“The level of professionalism is cosmos, I recommend it, I have never regretted that I contacted them, I will tell you everything, they will tell you politely!”
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Nracpa
- Financial
- Small Business
- Knowledge
“As a fractional CFO consultancy, we like working with CP As that truly understand that there's more than just tax planning to do when you are working with a business.”
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Wilson & Associates, Cpas
- Financial
- Income Tax
- Call
“Not only did I walk away with a refund but because of Wilson & Associates my business have been restructured and now I can pay my business taxes and walk away free and clear without wondering if I'm going to be in tax debt.”
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Bott & Associates
- Questions
- Understand
- Information
“The document coordinator was extremely helpful to my parents, and she offered me very sage advice as I continue the journey of caring for them at this time in their lives ("Take care of yourself, so you can take care of them.”
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EZ Tax and Accounting Service
- Price
- Information
- Hospitality
“I am doing my tax and also all of my family for years, he is not only well knowledgeable in area of tax and also he has very professional and friendly person.”
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Marc Jacobson & Associates
- Health Insurance
- Organization
- Security
“As a former financial advisor myself, and still a small business person with unique needs, I know how most people hesitate to call financial experts despite a referral, mostly for fear of the unknown and "how much will it cost?"”
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Stride Financial
- Strategies
- Understand
- Retirement Planning
“We appreciate the care they have shown us over the years - keeping in regular contact, always available for questions, and genuinely getting to know us as people to better understand and support our ever changing financial needs.”
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W.e.d. Tax and Accounting Services
- Patient
- Questions
- Information
“Finally decided our taxes were getting complicated enough I couldn't handle (or decipher) them on my own - Willie was great and explained everything as he was going through it.”
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Gladys R. Wilson & Associates
“And, since none of this was in my wheelhouse, I had many questions, sometimes the same one over and over, and I never felt rushed or that I was causing irritation.”
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Wilsave
- Advice
- Informative
- Pie
“Steve has given me a financial education and has placed my savings into a secure Annunity that will pay out a set yearly amount for the rest of my years!”
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The Dala Group
- Future
- Decisions
- Advice
“His story on how he cared for his father in-law during his college years was very impactful and a reflection of the type of person he is and the reason he wanted to aid people as they began applying for Social Security.”
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Law Office Of David J. Boone
- Questions
- Seminar
- Fee
“We were both very pleased with the amount of attention to detail that they provided, the down to earth manner in which technicalities were explained, and the well organized final product we received.”
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Fisher Financial Group
- Seminars
- Thrift Savings Plan
- Life Insurance
“Dan was always able to answer my questions and guide me through this labyrinth to start my new life with assurance that everything would be fine not only his knowledge but his patience and empathetic understanding were exceptional”
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SK Tax Associates
- Questions
- Pay
- Cost
“It was great to work with them”
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Goldstone Financial Group
- Meeting
- Annuities
- Management
“They take the time for an annual review with each client, where they not only go over how your investments have been performing, but also suggest alternatives that you as a client may not have been aware of.”
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Kaufman Financial Services
- Financial Advisor
- Future
- Understanding
“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.”
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Abri
- Questions
- Confident
- Decision
“Based on my experience, I'd recommend ABRI to anyone needing help with their financial goals, budgeting, investing, estate planning, and transitional times like wedding planning, college preparation, house buying goals etc.”
Retirement Planning and Investment Management Services in Mount Prospect, IL Cost Estimates
Minimum cost
$1042
Maximum cost
$8849
National Average
$3124
Avg Per Hour Rates
$313
$2083
$5726
Typical price range is based on 351 cost profiles
Why these companies made our list
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