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Financial Advisors in Waukegan, Illinois (Lake County)

Keffer Financial Planning
35 miles from Waukegan, IL
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William Keffer, CDFA, CFP, ChFC, CLU, MBA
Our Mission: To provide hourly, as-needed, independent financial planning to families and individuals in Wheaton, Glen Ellyn, Naperville and nearby DuPage communities. Your retirement, college, 401k and inves... See More

Financial planning in Chicago, IL 60601.

RJO Futures
35 miles from Waukegan, IL

222 South Riverside Plaza, Suite 900, Chicago, IL, 60606

Your Futures Trading Partner

Founded on the solid R.J. O'Brien reputation, we offer quality futures brokerage services to those trading in the commodity and financial futures, options, an... See More

Highlights: Financial Planning Advice And Services, Futures Trading
AltairAdvisers
35 miles from Waukegan, IL

Dan Sciarretta, CFP

Indie Financial Planning, LLC
35 miles from Waukegan, IL

Leslie Ransom

Quantum Financial Management LLC
35 miles from Waukegan, IL

We are a fee-only financial planning firm that work in a fiduciary capacity with our clients. Our firm provides comprehensive financial planning and investment management services for individuals and small businesses. We work with you to identify you... See More

Highlights: College Planning, 403B Plans, Passive Investment Strategies, Wealth Management, Certified Financial Planner, Pension Plan Design & Management, Fee Only, IRA, Professional Wealth Management, Mutual Funds, NAPFA Member, Socially Responsible Investments, Middle Income, CFP ®, 401K Consulting, MBA, Young Investors, Retirement Distribution Plan, Fiduciary, Independent Investment Advisor
Cardinal Mark LLC
35 miles from Waukegan, IL

Lorrie Minor, CFP, CPA/PFS, MST
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Smith Financial Advisors Inc.
37 miles from Waukegan, IL
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Mark Smith, CFP
Smith Financial Advisors specializes in retirement planning, investment management, and comprehensive financial planning. Fees are based on an hourly rate or based on assets under management. Smith Financial also provides corporate ... See More

Timothy Financial Counsel, Inc.
37 miles from Waukegan, IL
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Kara Beth Vance, CFP
Timothy Financial Counsel, Inc. is unique among fee-only financial planners who provide hourly advice. Established over a decade ago by an experienced fee-only wealth advisor, our firm uses a team approach, allowing our clients t... See More

Crescendo Financial Planners, Inc.
39 miles from Waukegan, IL

Elizabeth Buffardi, CFP, CPA
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Open Door Investment Advisors, Inc.
40 miles from Waukegan, IL
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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

Sebold Capital Management
41 miles from Waukegan, IL
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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
Sebold Capital Management Inc.
43 miles from Waukegan, IL
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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

4D Financial Advisors
43 miles from Waukegan, IL
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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

Integral Financial Planning LLC
43 miles from Waukegan, IL
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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

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