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Dieck Arenas & Associates
“Arena and his faculty are more than capable I could not get my taxes resolved for almost 10 years he was able to do it and at a fair price wonderful services will always go there”
Best Financial Advisors near Waukegan, IL
We have 2 firms in Waukegan on file, and both are on this list, along with 22 from towns including Libertyville (4, 8 mi), Kenosha, WI (4, 15 mi) and Deer Park (3, 17 mi).
1 open 24/7 · 5 open weekends · 19 rated 4.5+
Data verified October 16, 2026
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BRP Financial Group
- Tax
“Here they have taken that worry away from me, specifically Pepito shows deep knowledge and experience and he has many clients that remain and vouch with how he professionally handles and can assist you with your tax such to where the necessary task ...”
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Midwest Tax & Accounting Group
“Very professional, knowledgeable and helped us out a lot .”
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East West Financial Group
“Val has been my financial adviser for 14 years now - the only adviser I have ever needed as he is professional, courteous, patient, and above all, he is on my side.”
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LCV Advisors
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Mack Investment Securities
The 24 firms listed for Waukegan, 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: Waukegan, IL
21 of the 24 firms on this page have a rating, from 4.1 to 5.0 across 537 reviews; 2 have 50 or more reviews and 19 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (96%), responsiveness (86%) and quality (76%). 1 is open around the clock; 5 are open on Saturdays and 2 on Sundays. The services the firms on this page list most often on their websites are financial planning (3), payroll services (3), tax planning (3), business valuations (2) and estate planning (2). 3 have a BBB rating of A or A+. 19 have ten or more years of experience, the longest 60 years. 1 offers urgent consultations; 1 offers payment plans and 3 offer a free initial consultation. We have a website on file for all 24 of the firms on this page; 21 publish a contact page; 16 list a public email and 9 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 Waukegan listed here?
2 of the 24 firms are located in Waukegan. The others come from other towns within 25 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
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Engage Wealth Group
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Kelty Financial Services
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Briggs Financial
- Questions
- Knowledge
- Financial Advisor
“They have helped us from the beginning steps of becoming aware of our spending, building and working with a budget, as well as setting up future financial stability.”
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Wealth Financial Services & Tax Advisory
- Understand
- Information
- Office
“In the last couple of years, Wealth Financial Services has be able to provide with a very good service and has clarified and answered all of my questions.”
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Kaizen Cpas + Advisors
- 2021
- Partnership
- Profit
“We value our relationship with Kaizen CP As, especially Ben and Janice who we work closely with for the past several years now for our business and payroll needs.”
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PPG Partners
- Questions
- Income
- Accounting Firm
“PPG Partners has been my accountant for many years and they have always been professional, providing spot on guidance on all matters of tax and retirement planning.”
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Financial Design Studio
- Past
- Savings
- Confidence
“Referred to us by our financial advisor, he is everything you'd want when looking for someone to prepare your taxes - proactive, very organized, prompt at responding, and just very pleasant to work with.”
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The Tranel Financial Group
- Retirement
- Financial Service
- Community
“I have met with several people on the Tranel staff to go over my MANY complex financial situations and every time I leave I feel so much more confident.”
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DHD Financial Services
- Communication
- Tax Return
- Financial Advice
“Darshan has been great to work with: he answers questions in a timely manner, coordinates with other parties as needed, and generally seems to care about his clients.”
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Tirabassi Felland & Clark
- Questions
“I've been a client of Michael's for over 10 years now and as my returns become more and more complicated as life evolves he has always had the answers, fast, efficient, polite, and professional.”
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North Shore Asset Management and Tax Advisory
- Goals
- Knowledge
- Taxes
“If you are looking for someone who has a proven record of success based upon his wealth of experience in the financial industry, you need look no further than Gary Komarek.”
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Frank Haas & Associates
“He has helped my businesses save thousands of dollars over the years, and has even helped guide me in some key decisions with the timing of exiting a business.”
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Woodfield Financial Advisors
- Needs
- Interest
- Feel
“I stopped in without even having an appointment and Martin kindly took the time to sit down with me and invested a lot of his valuable time to go over my financial situation.”
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Retirement Advocates
- Phone
- Investments
“Maria helped my Uncle Ralph - he really appreciated that and talked very highly of her (said she was smart, professional, friendly, and really calm - (if you knew him, you would know that last part was a very real talent)).”
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Retirement Matters
“I randomly came across Dave about seven years ago while looking for someone to take a look at our entire (somewhat complicated) financial situation and advise us on how to make sure we were set for retirement in a few years.”
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JB Brown & Co
- Company
“I get proactive advise always a quick response and I have yet to ask Jeff Brown a question that he has been unable to answer definitively and accurately.”
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Harrison Wallace Financial Group
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Bussenger Financial Group
- Financial Services
- Retirement
- Questions
“If you are looking for a firm that not only treats you like family but protects and educates and services your funds like you're their own family this is 100% the right call.”
Retirement Planning and Investment Management Services in Waukegan, IL Cost Estimates
Minimum cost
$1141
Maximum cost
$9698
National Average
$3423
Avg Per Hour Rates
$343
$2282
$6275
Typical price range is based on 304 cost profiles
Why these companies made our list
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