Best Financial Advisors in Waukegan, IL

“I moved north of Milwaukee in 1993, but never switched to a WI accounting firm because I was so happy with the relationship I had developed with Apol (and Peg).”

“Hacienda Tax Service is the best place for taxes, they explain your questions very well, they have a lot of patience for you, they are very friendly and have a lot of experience doing taxes for business and individual I really recommend the Hacienda ...”

“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.”

“Great place”

“LCV Advisors is a fee-only, Registered Investment Advisor (RIA) that is driven by the desire to provide truly independent and objective advice. We believe everyone should have a financial plan – no matter what stage of life they're in. Our Promise as...”

“Follow-up, individualized responses to consumers in a particular state by the broker-dealer, BD agent, Registered Investment Adviser, or RIA agent that involve either the effecting or attempting to effect transactions in securities or the rendering o...”

“Give us a chance to review you current tax, accounting, insurance and investment services and give you a FREE non-biased third party review. You'll be surprised what we can find. Call to schedule.”

“Upstream Investment Partners is a full-service financial consulting firm dedicated to helping our advisors work with their clients to help build wealth andmanage their hard-earned assets. Our firm is completely independent, so our loyalty belongs exc...”

“While many financial advisors call themselves “financial planners,” only professionals who have fulfilled the experience, education, rigorous exam, and ethical standards can use the CERTIFIED FINANCIAL PLANNER™ title. We are advocates of a minimum co...”

“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!”

“I recently moved to California and rather than find a new local accountant, I decided to stay with this firm after finding out they can handle my needs no matter the state that I live in.”

“He does the best when it comes to doing our tax return as he is very thorough and detailed.”

“We then decided to meet with him and review how to even start to decide timing of taking out Social Security and how to make our money work for our retirement.”

“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.”

“He made sure the loan process was running smoothly by keeping me in the loop all the time, making sure I had completed my loan tasks, and informing me of options and potential issues going forward.”

“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.”