Best Financial Advisors in Lemont, IL

The highest-rated Financial Planning & Wealth Management companies out of 139 vetted & reviewed in the Lemont area.

Pensinger Financial

Pensinger Financial

(50)
  • Options
  • Knowledge
  • The Future
“He's honest, transparent, consciencious, prompt, very straightforward, not salesy, and genuinely interested in knowing me and providing the best service and care of my financial future.”
Transparent Fees & Pricing
In Business Since 2013
1312 Krystyna Pl, Lemont, IL 60439
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Glotzbach Financial Management: Ted Glotzbach

Glotzbach Financial Management: Ted Glotzbach

“Glotzbach Financial Management and its representatives do not provide tax or legal advice. Investors should consult their tax advisor or legal counsel for information concerning their particular situation prior to undertaking any investment plan. Sec...”
Emergency Services
In Business Since 2011
Offers Financing Options
1282 Durham Ln, Lemont, IL 60439
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Nawrocki Joseph A

Nawrocki Joseph A

Creating and Preserving Wealth, Team Members, An Integrated Approach
“Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and hone...”
In Business Since 1993
1011 State St #230, Lemont, IL 60439
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Mrjenovich & Bertucci

Mrjenovich & Bertucci

(50)
Cash Flow Management, Strategic Business Planning, Payroll
“She meticulously reviewed all of my documents, double-checked calculations, and offered valuable insights to optimize my tax return, which I greatly appreciated.”
Transparent Fees & Pricing
In Business Since 1997
Offers Financing Options
Serving Lemont Area
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W.e.d. Tax and Accounting Services

W.e.d. Tax and Accounting Services

(50)
Payroll Services, Tax Planning, Financial Planning
“I appreciate the availability of scheduled appointments, timely appointments, the courteous and professional staff, and most of all the attention to detail.”
Accepts All Major Credit Cards
In Business Since 2005
5629 W Madison St Suite 1, Chicago, IL
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SK Tax Naperville

SK Tax Naperville

(42)
  • Emails
  • Small Business
  • Tax Returns
“I had SK Tax Naperville recommended through a friend during the beginning of the pandemic, one of employees helped me catch up on my back taxes and found several ways to keep me financially afloat for almost all of it.”
Transparent Fees & Pricing
In Business Since 2019
Offers Financing Options
1754 N Washington St #104B, Naperville, IL
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Law Office Of David J. Boone

Law Office Of David J. Boone

(47)
Powers of Attorney For Healthcare, Special Needs Trusts, Living Wills
“They took the time to walk through everything with us, get to know our family and needs, answer all our questions, and help us find the right solutions for wills and future planning.”
Free Initial Consultation
In Business Since 2017
Serving Lemont Area
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Prime Credit Advisors

Prime Credit Advisors

(43)
  • Job
  • Realtor
  • Team
“It took a few months longer than expected before I saw results, but they eventually did come, and David was always there to answer my questions or explain parts of the process that I didn't understand.”
Free Initial Consultation
In Business Since 2014
Serving Lemont Area
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Goldstone Financial Group

Goldstone Financial Group

(48)
Investment Planning, Tax Planning, Retirement Planning
“The country my parents immigrated from is rich with culture and family values so there really is no such thing as retirement planning as they relied on me and my siblings.”
In Business Since 2005
Serving Lemont Area
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Adducci Vega Financial Group

Adducci Vega Financial Group

(47)
Accountants
“Adducci did our taxes and he was the down to earth type personto talk to, and answered all of our questions.”
Free Initial Consultation
In Business Since 2020
Serving Lemont Area
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Jevic CPA Tax Solutions

Jevic CPA Tax Solutions

(48)
Accountants
“Best taxes services in the state of Illinois,if you need your taxes done wether for business or personal this is the place to call Mr Henry is very knowledgeable about the tax law we end up getting refund for our taxes.”
Accepts All Major Credit Cards
In Business Since 2017
Serving Lemont Area
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Pillar & Company, Cpas

Pillar & Company, Cpas

(27)
Business Services, Quickbooks Services, Services For Individuals
“I have been coming to Joe from Pillar and Company from 2018 , Joe has been excellent in his service that he has provided to me and his work is flawless !!”
Free Initial Consultation
Accepts Cash
Offers Financing Options
In Business Since 2022
1952 McDowell Rd #110, Naperville, IL
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Stenger Family Office | Naperville Financial Advisor

Stenger Family Office | Naperville Financial Advisor

(42)
  • Work
  • Generations
  • Integrity
“Awesome team that hits on every front - proven expertise, always available, and most importantly a personal experience that makes you feel like a member of the Stenger family.”
In Business Since 2023
400 E Diehl Rd Suite 550, Naperville, IL
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Turner Accounting

Turner Accounting

(45)
  • Financial
  • Sales
  • Company
“Turner Accountings staff is very knowledgeable for any situation that might occur in your company finances, The staff is Excellent and very personable.”
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 2016
Offers Financing Options
Serving Lemont Area
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Halstead Carpenter & Associates

Halstead Carpenter & Associates

(3)
Bookkeeping
“Mary was kind enough to call me and go over the details about taxes for my industry.”
Offers Financing Options
Licensed, BBB Rating: A+
Transparent Fees & Pricing
In Business Since 1990
210 N Hammes Ave #208, Joliet, IL
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R & E Chavez

R & E Chavez

(31)
Accounting & Financial Planning, Tax Services, Business Consulting
“R E Chavez are very business oriented, helpfull, and very professional people to work with, try them out i promise you wont regret & let them know you read my post and thats what helped you make the choice to try them.”
In Business Since 2017
2611 Ridgeland Ave, Berwyn, IL
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Susan S. Lewis

Susan S. Lewis

(44)
  • Mind
  • Peace
  • Questions
“We have been working with Sue and her team since 1989 and found them to be professional, courteous, and always willing to take the extra step to meet our needs.”
1064 104th St, Naperville, IL
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F5 Financial

F5 Financial

(22)
Investment Management, Tax Planning, Retirement Planning
“I'd heard so many nightmare stories about financial advisors mismanaging money, or giving bad investment advice, and it was nerve-wracking to think about handing over so much of my financial information to a stranger.”
Transparent Fees & Pricing
In Business Since 2011
29 S Webster St Suite 350B, Naperville, IL
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Tony Rovella, Loan Officer

Tony Rovella, Loan Officer

(31)
  • Pre-Approval
  • Patient
  • Questions
“He was readily available when i had any questions, walked me through everything (this was my first time buying a home), and whenever i had questions if he didnt immediately have the answer he was quick to find the answer.”
In Business Since 2018
Serving Lemont Area
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Financial Motivations Consulting & Insurance Services

Financial Motivations Consulting & Insurance Services

(31)
  • Facebook
  • Course
  • Life Insurance
“I have the ability to be the financial services profession that will make the proper selections and present them with life changing protection for life, retirement and beyond all with the vehicle of life insurance.”
Remote Consultations Available
In Business Since 2017
14604 John Humphrey Dr Suite 2, Orland Park, IL
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AMC Accounting Solutions

AMC Accounting Solutions

(5)
Audits - Reviews - Compilations, Bank Financing, Internal Controls
“I have been in business for over 11 years and the greatest compliment to AMC is that I am able to concentrate on my business and do what I do best, while they are doing what they do best!!!!”
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 2002
Offers Financing Options
1001 E Chicago Ave STE 103, Naperville, IL
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Millington Financial Advisors

Millington Financial Advisors

(1)
Retirement Income Strategies, Estate and Insurance Planning, Personal Financial Planning
“I have had the incredible benefit of their financial expertise.”
Licensed, BBB Rating: A+
In Business Since 2014
Accepts All Major Credit Cards
222 S Mill St, Naperville, IL
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Hanson Financial Services

Hanson Financial Services

“IMPORTANT CONSUMER INFORMATION: Mark R. Hanson may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if he is excluded or exempted from the state's registration requirements....”
Licensed, BBB Rating: A+
In Business Since 2012
Accepts All Major Credit Cards
Rp Professional Building, 507 Fairway Dr # 143, Naperville, IL
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Corcoran Ender & Associates

Corcoran Ender & Associates

(3)
Tax Services, Industries, Business Services
“Brian Corcoran and his associates have been handling my tax preparation for years and I recommend them to anyone who asks.”
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 2002
Offers Financing Options
4010 S California Ave, Chicago, IL
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Retirement Planning and Investment Management Services Near You Cost Estimates

Minimum cost
$1040
Maximum cost
$8840
National Average
$3120
Avg Per Hour Rates
$312
$2080
$5720
Average price range is based on 874 cost profiles
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National Average $3120
Minimum cost $1040
Maximum cost $8840
Avg Per Hour Rates $312

Average price range $2080 to $5720 is based on 874 cost profiles.

Why these companies made our list

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