Palatine, IL

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Palatine, IL
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Best Financial Advisors in Palatine, IL

The highest-rated Financial Planning & Wealth Management companies out of 184 vetted & reviewed in the Palatine area.

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Customized Enterprises

Customized Enterprises

(4)
Real Estate, Non-Profit Organizations, Payroll Services
“But we worked through all of our questions and he is willing to help us find the light at the end.”
In Business Since 1980
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
1 E Northwest Hwy #204, Palatine, IL
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LNP Consultants

LNP Consultants

(1)
“Willing to help with any situation!”
Free Initial Consultation
In Business Since 2005
Transparent Fees & Pricing
Remote Consultations Available
1306 W Northwest Hwy, Palatine, IL
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Multi CPA

Multi CPA

Accounting & Payroll, Tax, Consulting
“Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality. We'd like to provide you with an opportunity to get to know our staff as well as our fir...”
In Business Since 2019
Transparent Fees & Pricing
Offers Financing Options
Free Initial Consultation
616 N North Ct Ste 220, Palatine, IL
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Gregory W Swanson

Gregory W Swanson

(3)
“Very knowledgeable, highly professional, available to discuss all the details, and works very fast.”
In Business Since 2015
Transparent Fees & Pricing
Offers Financing Options
909 E Palatine Rd, Palatine, IL
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Ford Acceptance Corporation

Ford Acceptance Corporation

(2)
“This is the company that we use to get a financial loan on insurance policies that are in good standards when a person passes away and the insurance process takes a little longer than what is needed to have funeral services this company is excellent ...”
In Business Since 2004
1540 E Dundee Rd, Palatine, IL
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Valley Financial Planners

Valley Financial Planners

(7)
  • Understanding
“I worked with Terry at Valley Financial Planners for some financial advice when I just graduated and he was very professional both on phone and face to face.”
In Business Since 2018
600 N 1st Bank Dr, Palatine, IL
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EP Wealth Advisors

EP Wealth Advisors

(1)
Charitable Giving, Portfolio Review, Business Planning
“They have also helped me with obscure financial matters not really related to my Guidant account contributing to my overall financial well being.”
In Business Since 2012
Accepts All Major Credit Cards
35 W Slade St, Palatine, IL
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Locke Financial Services

Locke Financial Services

(4)
“He truly values his clients and works to do the best for them, including protecting their financial assets.”
In Business Since 1997
660 N Hicks Rd Suite 120, Palatine, IL
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Von Holt Financial Advisors

Von Holt Financial Advisors

Retirement Planning, Wealth Management, Investment Management
“In choosing advisors, wise investors look beyond sales pitches for the highest levels of documented expertise. Our Certified Financial Planner (CFP) and Accredited Asset Management Specialist (AAMS) credentials are among the most respected in the fin...”
In Business Since 2018
Transparent Fees & Pricing
50 N Brockway St suite 4-5, Palatine, IL
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Antos Advisors

Antos Advisors

(3)
“My family and I have used Antos Advisors for many years and will continue to do so.”
In Business Since 2000
Licensed
Family Business
500 W Palatine Rd #102, Wheeling, IL 60090
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Torgerson Financial Group

Torgerson Financial Group

“The Independent Excellence Group is a very distinguished think-tank of financial professionals that has had the privilege of working extensively in the areas of wealth management and retirement planning with those at the highest levels of business, m...”
In Business Since 2018
Free Initial Consultation
616 N North Ct Suite 250, Palatine, IL
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Mactavish Financial

Mactavish Financial

Investment, Insurance, Money
“Teaching can be a very stressful career. Between lesson planning, grading, and advising, it's hard to find time to plan for your financial future.Click below to learn more about our specialized Financial Planning for Teachers and Professors.”
In Business Since 2015
652 N 1st Bank Dr, Palatine, IL
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The Rate Experts

The Rate Experts

(2)
“I worked with a man named Joey who maintained a high level of honesty and professionalism the whole way through the transaction.”
675 N North Ct #380, Palatine, IL
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Guillaume & Freckman

Guillaume & Freckman

“Investment advice offered through Private Advisor Group, a registered investment advisor. The investment advisor representatives of Private Advisor Group offer investment advice in every state, the District of Columbia, Puerto Rico and the US Virgin ...”
In Business Since 2014
24 S Bothwell St, Palatine, IL
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Detterbeck Wealth Management

Detterbeck Wealth Management

Cash Flow Management, Estate Planning, Risk Management
“Ourplanning process is designed to help you wisely manage your finances so you can reach your goals and dreams, while negotiating the barriers and changes that will inevitably arise in every stage oflife, through thorough financial planning, tax plan...”
In Business Since 2006
Accepts All Major Credit Cards
110 N Brockway St Suite 330, Palatine, IL
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Mint Expense Reduction

Mint Expense Reduction

738 E Dundee Rd, Palatine, IL
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Lynch Law Offices

Lynch Law Offices

Elder Law & Medicaid, Foreclosures, Mortgage Modifications
“At Lynch Law, we recognize the impact that our counsel can have on your life, your family and your future. We are eager to help you navigate the road ahead for a brighter tomorrow. Let's start learning from each other and charting a course of action ...”
In Business Since 2009
Free Initial Consultation
800 E Northwest Hwy #700, Palatine, IL
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Lifetime Planning

Lifetime Planning

In Business Since 2012
CPA, CPA Certified
500 E Palatine Rd, Wheeling, IL 60090
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Scott Tucker Solutions

Scott Tucker Solutions

(20)
  • Future
  • Presentation
  • Assets
“We visited with other advisors, but Scott was the only planner that talked extensively about tax strategies;  and being a fiduciary, we truly believe he has our best interests at heart, in everything he does.”
In Business Since 2015
8725 W Higgins Rd Ste 105, Chicago, IL
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SGL Financial

SGL Financial

(3)
Financial Services, Tax Preparation Services
“Beyond their economic and financial knowledge and expertise (which are second to none), they are just very wonderful people: very honest, caring, helpful, insightful, friendly!”
In Business Since 2004
Serving Palatine Area
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Nracpa

Nracpa

(30)
Business Services, Individual Services, Wealth Management
“David is a wealth of knowledge, as a small business owner I know my field very well but when it comes to taxes and anything on the accounting side of things, I am so glad to have David in my corner.”
In Business Since 2019
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
Serving Palatine Area
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J&R Accounting Group

J&R Accounting Group

(30)
Payroll Services, Part-Time CFO Services, Succession Planning
“I have been using the services of this accounting group of professionals for the past 5 years, who are very personable and very accommodating in explaining how federal and state forms change from year to year”
In Business Since 2021
Transparent Fees & Pricing
Offers Financing Options
1700 E Golf Rd #550, Schaumburg, IL
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Kutchins Robbins and Diamond

Kutchins Robbins and Diamond

(11)
Yardi, Financial Planning & Investment, Audit & Assurance
“When we made the transition from a management company to become stand alone they were invaluable in assuring that we checked all the boxes in compliance, got new banking and payroll relationshpis established, and that the transer of all of our financ...”
In Business Since 1998
Licensed, BBB Rating: A+
Transparent Fees & Pricing
1051 Perimeter Dr 9th Floor, Schaumburg, IL
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The Tranel Financial Group

The Tranel Financial Group

(29)
  • Investments
  • Networking
  • Community
“I am not a market-savvy person so I appreciated all the guidance and time my advisor spent with me discussing my options, explaining why some of the changes we were making would be in my best interest and answering all my questions.”
In Business Since 1993
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
Remote Consultations Available
Serving Palatine Area
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Retirement Planning and Investment Management Services in Palatine, IL Cost Estimates

Minimum cost
$1098
Maximum cost
$9328
National Average
$3293
Avg Per Hour Rates
$330
$2195
$6036
Fair price range is based on 325 cost profiles
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Average Cost $3293
Minimum cost $1098
Maximum cost $9328
Avg Per Hour Rates $330

Fair range $2195 to $6036 is based on 325 cost profiles.

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