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Saint Charles Wealth Management

(8)

Investment

“I enjoy listening to Mike on the bi-weekly Options Insider Network's Podcast, which allows the added benefit of both options education and insight into his current Macro perspectives on market moves.”

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The Humke Group

(1)

“Cammie Humke is great to work with.”

FAQs

How is The Humke Group, Inc compensated for our services?

We receive commissions from the sale of investment and insurance products. The H.G.I. is an independent firm and therefore reviews and presents products from a large number of different financial product suppliers. Advantages and disadvantages of each are discussed with the client at no additional charge.

What are the principle financial products reviewed, analyzed and marketed by The Humke Group, Inc?

Primarily mutual funds, fixed and variable annuities, limited partnerships (including but not limited to oil and gas, real estate, equipment leasing, cable T.V.), individual stocks and bonds, and investment grade and joint survivor life insurance.

Does The Humke Group, Inc manage client securities on a discretionary basis?

No. The advantages, disadvantages and characteristics of a particular security or investment are thoroughly explained to our clients. The literature and prospectus describing a particular investment always is provided. The final decision as to whether or not to invest in a particular program is left entirely to the client. No investments are made without the specific direction of the client.

You can find more answers to some of our most commonly asked questions on the FAQ page of our website.

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Morrison & Associates Wealth Management

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Olsen Accounting & Business Services

(3)

“Quality work, fair prices, very good customer services.”

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Onpath Financial

(2)

“Have worked with On Path for a number of years and love their team....”

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Beyond Wealth Management

(1)

“Kathleen is very knowledgeable when it comes to both your personal finance and your business finance.”

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The 24 firms listed for St. Charles, 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: St. Charles, IL

Of the 24 firms we list here, 14 are in St. Charles itself and 10 come from towns including Elgin (3, 8 mi), Naperville (2, 14 mi) and Schaumburg (2, 14 mi). 19 of the firms on this page have a rating, from 4.5 to 5.0 across 891 reviews; 6 have 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (96%), responsiveness (82%) and quality (67%). The topics that come up most in reviews of the firms on this page are "knowledge" and "trust". 6 are open on Saturdays. 3 have a BBB rating of A or A+. Domain records put 16 websites of the firms on this page at ten or more years old; the oldest dates from 1997. 1 offers payment plans and 1 offers a free initial consultation. We have a website on file for 23 of the firms on this page; 18 publish a contact page; 16 list a public email and 7 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 St. Charles listed here?

14 of the 24 firms are located in St. Charles. 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.

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On Target Financial

(1)

“I highly recommend Shawn and On Target Financial!”

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New Horizon Wealth Strategies

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Legacy Wealth Management

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Fox River Financial Consultants

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Royal Asset Managers

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Total Clarity Wealth Management

“I've worked with Total Clarity Wealth Management for several years, and find them to be extremely knowledgeable and very responsive to my questions and requests.”

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Strategic Payment Solutions

(1)

“Not having a full understanding of what I signed I was told by our previous credit card processing I was locked into their contact for another 24 months or face rather absurd penalties for an early cancellation.”

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Cantlon Financial Planning

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Nracpa

(50)

Questions
Financial
Job

“This year, as much as I try to be early or at least on-time, somehow my tax and accounting documents always tend to fall back and are one of the last things I'm able to complete.”

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The Dala Group

(49)

Retirement
Future
Confidence

“As an independent contractor, I lacked knowledge in financial and tax matters, but with their assistance, my financial situation has improved, providing me with a sense of competence and confidence, which is truly invaluable.”

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Guardian Wealth Advisory Group

(49)

Retirement
Future
Questions

“That is where Amanda was speaking on behalf of the team at Teboda, wow I was immediately impressed by what she had to say so I booked an appointment to speak to her about retirement plans.”

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Livingston Taxes

(43)

Refund
Tax Services

“Now as a business owner, Livingston Taxes has helped me through my business journey with education, helpful info for in regards to payroll info and many more.”

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SK Tax Associates

(38)

Cost
Questions
Price

“Great experience, have been client since long time with them always answering the questions and helping in filling returns”

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Stenger Family Office | Naperville Financial Advisor

(42)

Integrity
Bond
Generations

“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.”

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Hopp Accounting & Tax Services

(40)

Questions
Tax Return
Cost

“In the past 11 years I have always felt that Don took good care of my investments I trust his opinions and would give a very good recommendation to all my family & friends.”

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Vermillion Financial Advisors

(39)

Estate Planning
Tax
Trust

“In the past two years, Vermillion staff has patiently guided us through some uneasy topics, given us sound and 'not always easy to hear' advice about household cashflow and they helped me recently navigate IRA migration from one employer to another.”

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F5 Financial

(22)

Financial Advisor
Retirement Planning
Budgeting

“Curt also helped me acquire another business; he helped with the structure of the buy-sell agreement, reviewed all the legal documents, created financial models for how we were going to pay for the acquisition, and connected me with a business lawyer...”

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Kutchins Robbins and Diamond

(11)

“From being proactive about keeping me and my business up to date on possible future impacts, to future planning to reduce my tax liability, ROI is always there looking out for my best interest.”

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Average Cost	$3000
Minimum cost	$1000
Maximum cost	$8500
Avg Per Hour Rates	$300

Best Financial Advisors in St. Charles, IL

Saint Charles Wealth Management

The Humke Group

Morrison & Associates Wealth Management

Olsen Accounting & Business Services

Onpath Financial

Beyond Wealth Management

Area overview: St. Charles, IL

On Target Financial

New Horizon Wealth Strategies

Legacy Wealth Management

Fox River Financial Consultants

Royal Asset Managers

Total Clarity Wealth Management

Strategic Payment Solutions

Cantlon Financial Planning

Nracpa

The Dala Group

Guardian Wealth Advisory Group

Livingston Taxes

SK Tax Associates

Stenger Family Office | Naperville Financial Advisor

Hopp Accounting & Tax Services

Vermillion Financial Advisors

F5 Financial

Kutchins Robbins and Diamond

Retirement Planning and Investment Management Services in St. Charles, IL Cost Estimates

Why these companies made our list

Financial Advisors near St. Charles

Popular in St. Charles