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SK Tax Associates
- Questions
- Documents
- The Moon
“The whole team is very nice and will work with your tax needs.”
Best Financial Advisors in Schaumburg, IL
24 firms listed · all 24 in Schaumburg · 3 open weekends · 11 rated 4.5+ · 3 show a license
Data verified October 18, 2026
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Kutchins Robbins and Diamond
“Mark and ROI offer not only a depth of accounting and tax expertise but also a focus on providing service with diligence, professionalism, and, most importantly, integrity.”
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Tavola Group
- Cpas
- Success
- Financial
“Their team of expert CP As understands the complexities of our industry and has provided us with excellent support in setting up robust accounting systems.”
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R.J. Augustine & Associates
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SC Wealth Advisors
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Preferred Planning Concepts
“The only reason I can think of for why there aren't many more 5-star reviews is that people are too busy to post.”
The 24 firms listed for Schaumburg, 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: Schaumburg, IL
All 24 firms we list here are in Schaumburg itself. We have 26 firms in Schaumburg on file; this page shows the highest-rated 24. 12 of the firms on this page have a rating, from 4.0 to 5.0 across 153 reviews; 1 has 50 or more reviews and 11 are rated 4.5 or higher. 3 are open on Saturdays. The services the firms on this page list most often on their websites are financial planning (3), accounting services (2), asset management (2), our firm (2) and tax services (2). 3 show a license on their websites and 1 has a BBB rating of A or A+. 17 have ten or more years of experience, the longest 34 years. 1 offers payment plans. We have a website on file for 22 of the firms on this page; 18 publish a contact page; 17 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 Schaumburg 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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Tom Sunny, Financial Advisor - Sunny Financial Strategies
“Their use of modern technology streamlines communication and investing, making the entire process seamless and user-friendly.”
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Kuhn Wealth Management
“Great individual personal service.”
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Finspire
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America United Wealth Planning and Annuityincomeplan.com
“One complaint is That I filed With lost and found two weeks ago and have not heard anything.”
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5 Star Taxes & Accounting
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MP & Co. Cpas
“He is head and shoulders above the competition - frequent updates, stays on top of business, knowledgeable and experienced, and always has my best interest.”
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Heritage Capital Advisors
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Ennea Wealth Solutions
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Kinnare & Associates Financial Consultants
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Infinity Wealth Advisors
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Snap Street Financial
“Very Organized, Easy To Get Financed, This Will Be My 5th Time, Working With SNAP Finance, Excellent Customer Service, And Great Communication Skills !”
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Wealthcare Advisors
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The Edot Family of Companies
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Asbury Research
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McCarthy/Friedman Wealth Management Group
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The Segrust Group
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Money In A Nutshell
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Redstone Wealth Advisors - Ameriprise Financial Services
Why these companies made our list
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