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Find The Best Financial Advisors in Lombard, Illinois

Q: Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

Q: How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

Q: What's the difference between a financial planner and a financial advisor?

A financial Advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

Q: How much money should you have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

Q: What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Lombard is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Lombard & pick the one as per your needs

How To Find The Best Financial Advisors in Lombard, Illinois
Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Lombard, Illinois, FinancialAdvisor.net is a useful resource. We've compiled a list of the 5 vetted financial advisors and 4 non-vetted financial advisors in Lombard, Illinois, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Lombard, Illinois have an average of 23 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Lombard, Illinois

Timothy Creath

Creath Financial Services

903 Sienna Drive

Schaumburg, IL 60193

224-353-3328

Christopher Barberini

Lakeshore Capital Group

1811 Hicks Rd. Suite A

Rolling Meadows, IL 60008

847-701-0400

Eric Kirste

Savvy Advisors, Inc

300 N. Pine Street

Prospect Heights, IL 60070

847-595-1986

Jim Hagedorn

Chicago Partners

1 N. Wacker Dr.

Chicago, IL 60606

312-375-3282

Allworth Financial

2610 Lake Cook Road Suite 250

Riverwoods, IL 60015

888-242-6766

Top Financial Advisor Firms in Lombard, Illinois (Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
FORUM FINANCIAL MANAGEMENT, LP 1900 S. Highland Avenue, Suite 100 Lombard, IL, 60148	145706	$7,399,287,639	16997	A percentage of AUM, Fixed fees, Other (% ASSETS UNDER CONSULTATION)
HUNTER CAPITAL MANAGEMENT 377 E. Butterfield Road, Suite 220 Lombard, IL, 60148	309050	$940,039,569	358	A percentage of AUM, Performance Based
STRATEGIC CAPITAL INVESTMENT ADVISORS INC 700 E. Butterfield Road, Ste 320 Lombard, IL, 60148	107772	$0	0	Hourly charges, Fixed fees, Other (PERCENTAGE OF ASSETS FOR DISCRETIONARY FIDUCIARY CONSULTING)

Additional Financial Advisors in Lombard, Illinois

* Additional advisors listing is provided in partnership with Yext

Financial Advisor	Office Location	Phone Number
Fifth Third Preferred Inquire with Fifth	211 West St. Charles Road, Lombard, IL 60148	630-424-2813
LT Family Financial Inquire with LT	1919 South Highland Avenue, Suite B328 Lombard, IL 60148	630-613-8945
Edward Jones Inquire with Edward	1281 South Main Street, Lombard, IL 60148	630-691-8142
Fifth Third Preferred Inquire with Fifth	211 West St. Charles Road, Lombard, IL 60148	630-282-1231

Select other cities around Lombard, Illinois to broaden your search for a financial advisor

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

How can I pick a good financial advisor?

What's the difference between a financial planner and a financial advisor?

How much money should I have before getting a financial advisor?

What type of financial advisor do I need?

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Find The Best Financial Advisors in Lombard, Illinois

How To Find The Best Financial Advisors in Lombard, IllinoisLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Lombard, Illinois

Timothy Creath

Creath Financial Services

Christopher Barberini

Lakeshore Capital Group

Eric Kirste

Savvy Advisors, Inc

Jim Hagedorn

Chicago Partners

Allworth Financial

Allworth Financial

Top Financial Advisor Firms in Lombard, Illinois (Ranked by AUM)

Additional Financial Advisors in Lombard, Illinois

Select other cities around Lombard, Illinois to broaden your search for a financial advisor

Frequently Asked Questions

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How To Find The Best Financial Advisors in Lombard, Illinois
Last Updated - 13-Jun-2023

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