SK Tax Associates
“Manendra and his staff was completely impressed with their professionalism and customer service.”
Best Financial Advisors in Schaumburg, IL
22 firms listed · all 22 in Schaumburg · 3 open weekends · 10 rated 4.5+ · 2 show a license
Data verified October 18, 2026
Tom Sunny, Financial Advisor - Sunny Financial Strategies
“I highly recommend him to anyone looking for expert guidance on their retirement benefits.”
R.J. Augustine & Associates
5 Star Taxes & Accounting
“Being Clients With 5 star Taxes for last 15 years Amazing Services, Very knowledgeable accountant.”
Money In A Nutshell
“He has knowledge about financial management and he is very knowledgeable also.”
America United Wealth Planning
“John assisted me considerably in assessing and planning for my upcoming retirement.”
The 22 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 22 firms we list here are in Schaumburg itself. We have 26 firms in Schaumburg on file; this page shows the highest-rated 22. 11 of the firms on this page have a rating, from 3.4 to 5.0 across 192 reviews; 1 has 50 or more reviews and 10 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 asset management (2), financial planning (2) and tax services (2). 2 show a license on their websites. 14 have ten or more years of experience, the longest 34 years. 1 offers payment plans. We have a website on file for 20 of the firms on this page; 14 publish a contact page; 14 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 22 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.
Preferred Planning Concepts
Kuhn Wealth Management
Finspire
MP & Co. Cpas
“I highly recommend Eshan to anyone who is looking for someone who is dedicated to their clients!”
Ennea Wealth Solutions
Infinity Wealth Advisors
Heritage Capital Advisors
Kinnare & Associates Financial Consultants
Wealthcare Advisors
The Segrust Group
Asbury Research
Redstone Wealth Advisors - Ameriprise Financial Services
CQS Global & Mycontactapp
Josten Financial
Fortis Portfolio Solutions
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 !”
Why these companies made our list
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