LNP Consultants
“Willing to help with any situation!”
Best Financial Advisors in Palatine, IL
15 firms listed · 7 in Palatine · 1 open weekends · 11 rated 4.5+
Data verified October 21, 2026
Gregory W Swanson
“Very knowledgeable, highly professional, available to discuss all the details, and works very fast.”
Locke Investment Management
“He truly values his clients and works to do the best for them, including protecting their financial assets.”
Detterbeck Wealth Management
Guillaume & Freckman
Von Holt Financial Advisors
The 15 firms listed for Palatine, 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: Palatine, IL
Of the 15 firms we list here, 7 are in Palatine itself and 8 come from towns including Buffalo Grove (2, 4 mi), South Barrington (2, 6 mi) and Arlington Heights (1, 3 mi). 12 of the firms on this page have a rating, from 4.0 to 5.0 across 620 reviews; 4 have 50 or more reviews and 11 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (100%), responsiveness (90%) and quality (77%). 1 is open on Saturdays. 3 have a BBB rating of A or A+. 12 have ten or more years of experience, the longest 35 years. 1 offers payment plans; 2 offer 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.
Do firms listed for Palatine take financial planning bookings online?
6 of the 15 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.
Antos Advisors
“These guys know what they are doing, organized, helpful, and so easy to work with!”
Mactavish Financial
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Accounting & Business Consulting
“Had a very quick and helpful consultation over the phone.”
Nracpa
“They are accommodating and available to help with any issues I've had!!”
Wilsave
“He brings to his clients a philosophy of investment for limited risk, probably making this most appealing to those ramping up their planning for retirement We trust Steve and are satisfied clients.”
Kaufman Financial Services
“Kaufman Financial has been our tax service for approximately 30 years”
Wealth Financial Services & Tax Advisory
“My husband and I started with a 401k review with Austin who made some great suggestions on minimizing our risk and maximizing our returns.”
Vermillion Financial Advisors
“They have guided me through many aspects of my life - retirement, estate and insurance planning.”
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Financial Design Studio
“It is a great place to be when your totally confident in folks you can trust to do the right things the right way and with your best interest in mind.”
Why these companies made our list
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