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Financial Advisors in Schaumburg, Illinois (Cook County)

Sebold Capital Management
16 miles from Schaumburg, IL

Sebold Capital Management is an independent fee-only wealth management firm that provides personal financial planning and investment management to high net worth individuals, families and their related entities, trusts and estates, and family busines... See More

Highlights: Retirement Planning., NAPFA Member, Experienced, Pension Plan Design & Management, Cash Management & Budgeting, Charitable Planning, Investment Management, Retirement Scenario Planning, Special Needs Planning, Fiduciary Advisor, Family Financial Planning, Financial Planning, Socially Responsible Investments, Investment Services, High Net Worth Planning, CFP®, Financial Life Planning, CFP ®, Rollovers, Business Succession Planning
Open Door Investment Advisors, Inc.
17 miles from Schaumburg, IL

Joseph Alotta, BS, CFP, CFS, MA, MBA
Joseph Alotta has been a financial counselor and investment manager for over 30 years with clients from all walks of life. He has held executive positions at several large institutional banks: JP Morgan Chase, We... See More

Crescendo Financial Planners, Inc.
17 miles from Schaumburg, IL

Elizabeth Buffardi, CFP, CPA
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Vista Financial Planning
17 miles from Schaumburg, IL

Sophie Kaluziak, CFP, CPA
Vista Financial Planning provides comprehensive financial planning to individuals and couples. Vista's clients range from those just starting their careers to retirees.
Vista integrates into the planning process the six area... See More

ShankerValleau Wealth Advisors, Inc.
18 miles from Schaumburg, IL

Janice Hennessy, CFP, CPA
For over 20 years, ShankerValleau has been providing impartial, objective advice to help individuals and families achieve their personal and professional financial goals.
We have a very experienced and highly educated team... See More

Integral Financial Planning LLC
18 miles from Schaumburg, IL

Jennifer Sanchez, BS, CFP, CPA
Integral Financial Planning LLC is a fee-only comprehensive financial planning firm, and our mission is to assist our clients in making their financial goals a reality. The name “Integral“ was chosen to reflect our ... See More

Sid Blum
18 miles from Schaumburg, IL

We focus on individuals' and families' concerns by taking a 360 degree look at their unique circumstances to see how improvements can be made to their situation by shedding light on the path to their goals with successful solutions.

Highlights: 401K Consulting, Investment Services, CPA, Charitable Planning, Stock Options, Socially Responsible Investments, Middle Income, Estate Planning, Comprehensive Financial Planning, Independent Investment Advisor, Special Needs Planning, College Planning, Wealth Management, Stocks, Family Financial Planning, Passive Investment Strategies, Certified Financial Planner, Investment Consulting, Fee-Only, ETFs
Sebold Capital Management Inc.
18 miles from Schaumburg, IL

Sean Sebold, BA, CFA, CFP, MBA
Sebold Capital Management, Inc. is a fee-only wealth management firm that creates maximum value for high net-worth clients. We commit to putting your needs first, providing unrivaled service guided by your priorities. W... See More

North Shore Investment Consulting, LLC
18 miles from Schaumburg, IL

Jeffrey Smith, CFA, CFP, MBA
North Shore Investment Consulting, based in Wilmette, Illinois, is a fee-only financial planning practice that specializes in exemplary, low-cost portfolio management. The following is a brief overview of our firm: Our d... See More

4D Financial Advisors
18 miles from Schaumburg, IL

Jeffrey Dvorak, CFP
4D is an independent financial advisory and asset management firm at the leading edge of new thinking and innovative practice on personal financial planning. We are committed to creating customized financial solutions to meet our... See More

Knight Investment Planning
18 miles from Schaumburg, IL

Michael Knight, CFP
If you are an experienced investor, Knight Investment Planning can provide a portfolio check up that will measure risk, return, tax efficiency and costs. If you are a new investor, Knight Investment Planning can help you get start... See More

Haven Financial Solutions, Inc.
19 miles from Schaumburg, IL

Danielle Schultz, CDFA, CFP
Haven Financial Solutions is a fee-only financial planning firm. That means our only product is service to you. “Fee-only” means we receive no commissions or referral fees, so we have no interest in selling y... See More

Zimmerman Wealth Management, LLC
19 miles from Schaumburg, IL

Thomas Zimmerman, CFP
At ZWM, we serve high-net worth clients with comprehensive financial planning and asset management services (wealth management). We are a fee-only firm, acting as a fiduciary for our clients. We receive no commissions, nor any p... See More

Kuhl Financial Services
20 miles from Schaumburg, IL

Laurence Kuhl, BBA, CPA/PFS, MBA
Comprehensive Fee Only Financial Planning. Fees may be paid by quartely retainer, fixed amounts for specific projects, or hourly.Offer the experienced services of a CPA since 1972, a Personal Financial Specialist (PFS... See More

Constructive Financial Training
22 miles from Schaumburg, IL

I have helped thousands of people successfully complete the rigorous CERTIFIED FINANCIAL PLANNER (tm) examination.

I offer private exam tutoring services by phone and in person. Patiently, I will help you simplify complex concepts and improve bot... See More

Highlights: Women's Issues, Experienced Tutor/coach For The CFP (r) Exam., CFP ®

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