APC Financial Group
“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
15 firms listed · 4 in Mount Prospect · 3 open weekends · 13 rated 4.5+ · 1 shows a license
Data verified October 18, 2026
Daly Investment Management
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.”
Callero Capital Management
Book onlineBook
Accounting & Business Consulting
“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!”
Marc Jacobson & Associates
“Marc and everyone are extremely invested in the interests of what is best for their clients and it shows in everything they do.”
The 15 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 15 firms we list here, 4 are in Mount Prospect itself and 11 come from towns including Arlington Heights (2, 3 mi), Buffalo Grove (2, 6 mi) and Northbrook (2, 7 mi). 13 of the firms on this page have a rating, from 4.6 to 5.0 across 627 reviews; 5 have 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (98%), responsiveness (90%) and quality (78%). The topics that come up most in reviews of the firms on this page are "knowledge" and "trust". 3 are open on Saturdays. 1 shows a license on its website and 4 have a BBB rating of A or A+. Domain records put 13 websites of the firms on this page at ten or more years old; the oldest dates from 1997. 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 15 of the firms on this page; 14 publish a contact page; 14 list a public email and 6 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.
Why are financial advisers outside Mount Prospect listed here?
4 of the 15 firms are located in Mount Prospect. The others come from other towns within 15 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Wilsave
“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!”
Fisher Financial Group
“He has given us some great tips on timing, is teaching us how to reduce our taxable income, and is introducing us to some products that will provide us with fixed revenue streams for the future.”
SK Tax Associates
“Very professional and helpful answer any question:”
Kaufman Financial Services
“The "Organizer" forms he sends clients enables us to give him all the info he needs with the least amount of effort on the part of the client.”
Wealth Financial Services & Tax Advisory
“Jordan has always been willing to take the time to answer any and all questions in regards to our investments for the future.”
Vermillion Financial Advisors
“The cost of financial management pays for itself by the intimate management of all aspects of your household whether it's; budget, taxes, retirement, estate planning, etc.”
Book onlineBook
Financial Design Studio
“Steve has a rigorous approach, does his research and is quite thorough explaining complex tax issues.”
Arlington Capital Management
“Their indicators for market timing of bull and correction markets have been accurate and their selection procedure for investment ETF's have been on target”
Derose Financial Planning Group
“I've been a part of De Rose Financial Planning for almost a decade and can confidently recommend their advising to anyone looking to take control of their finance.”
Why these companies made our list
Is this page useful? Yes
No
Is there anything wrong with this page?
