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Marc Jacobson & Associates
- Expertise
- Interests
- Options
“But to find a company that anticipates your experience and has planned their performance around fulfilling needs you haven't yet anticipated is unheard of-and a pleasure.”
Best Financial Advisors in Northbrook, IL
24 firms listed · all 24 in Northbrook · 6 open weekends · 14 rated 4.5+ · 2 show a license
Data verified October 16, 2026
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Fisher Financial Group
- Government
- Calls
- Income
“We met through a retirement seminar that specializes in DOD/Government retirements and Dan was there to offer his assistance with looking at our portfolio and making sure we were headed in the right direction for retirement.”
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Mandell Hahm Advisory Group
“Andy has been my accountant for over ten years now and have referred several of my friends as his clients.”
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Ross A Posner CPA & Associates
“He s organized and on top of all related to taxes and businesses, etc!”
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Goberstein Howard
“Howard is Great always gets back to me has been doing my taxes for many years very professional and Stephanie his assistant is very professional and great also”
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Genevieve Mar and Gail Kaczmarowski, M-G Financial
“Amazing financial advisor !”
The 24 firms listed for Northbrook, 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: Northbrook, IL
All 24 firms we list here are in Northbrook itself. We have 35 firms in Northbrook on file; this page shows the highest-rated 24. 16 of the firms on this page have a rating, from 4.0 to 5.0 across 166 reviews; 1 has 50 or more reviews and 14 are rated 4.5 or higher. 6 are open on Saturdays and 3 on Sundays. The services the firms on this page list most often on their websites are financial planning (3), payroll (3), accounting services (2), business services (2) and business valuation (2). 2 show a license on their websites and 2 have a BBB rating of A or A+. Domain records put 20 websites of the firms on this page at ten or more years old; the oldest dates from 1998. 3 offer payment plans; 3 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 24 of the firms on this page; 22 publish a contact page; 18 list a public email and 5 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Northbrook take financial planning bookings online?
5 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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Deep Blue Financial
- 401k
“When looking for a financial planner I wanted someone who knew what they were doing, had a track record, and the ability to explain things to me in an easily understandable way.”
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Estate & Trust Advisors
“I have known David and his team for over a year now and I can only say great things about their business.”
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PBG Financial Services
“I'm a business owner (S-Corp) and have been working with Chris Portera for 8+ years for business and personal tax returns.”
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Jeffrey Lasky Financial Services
“We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of t...”
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Hokin Investment Advisors
“The Hokin Investment Advisors are excellent fiduciaries - they're knowledgeable on a broad spectrum of investment products across a variety of classes, honest, and communicative.”
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Sorinsky & Associates
“This firm is responsive and professional in every way, Their help with tax compliance and book-keeping has been great, saved me money and helped me stay totally on top of my business.”
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JA Barnash & Associates
“Although we work with them long distance and meet once a year, we feel very comfortable with them as they make themselves available to us as we need them.”
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Matlin Financial
“They will take all your needs and situations into mind when setting up a plan for long term.”
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Financial Wealth Alliance - Dariusz Godlewski
“He is a good financial planner and he is nice and patient”
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Applebaum & Associates
“We are a full-service Accounting firm licensed in IL. We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly.”
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Oak Wealth Advisors
“I had a wonderful introductory meeting with Michael Walther today, where he patiently listened to my concerns, shared his wealth of experience to answer my questions, and reassured me that I am already taking the right steps for my financial future.”
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Schmidt Financial Group
“Jordan and his team are knowledgeable, professional, excellent at explaining options, and thoughtful at proposing solutions that work for your family.”
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Bjork Asset Management
“At Bjork Asset Management, we focus on providing investment advice and guidance to private investors and organizations sponsoring workplace retirement savings plans. We are here to be your partner and guide you towards effectively saving for retireme...”
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Moonstone Asset Management
“For over 15 years, we have helped clients navigate complex financial choices as they transition from one life stage to the next. Using a hands-on approach, we craft custom portfolios tailored to your current lifestyle and future goals.”
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Lisa Dickholtz Cfp
“Assessing your risk tolerance enables us to gain insights into your portfolio behavior and the reasoning behind specific decisions. By doing so, we can identify and implement necessary adjustments to better cater to your needs and align your investme...”
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Mindful Wealth
“MISSION | VISION | VALUES Mindful Wealth LLC provides comprehensive planning, balance sheet creation, investment analysis and thoughtful advice, resulting in financial clarity for our clients. We are fully transparent with no conflicts of interest an...”
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Sogid Management
“With historical experience within the middle-market commercial banking industry, we have a unique perspective gained from years of experience on “Both sides of the desk. “ We can be a highly effective resource for both creditors and debtors as the re...”
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JMJ Financial Group
Retirement Planning and Investment Management Services in Northbrook, IL Cost Estimates
Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Typical price range is based on 275 cost profiles
Why these companies made our list
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