Financial Advisors in Streamwood, Illinois (Cook County)

Jeffrey Kostis, BBA, CDFA, CFP, CPA/PFS, MAcc
Own the moment – and own your futureJK Financial Planning takes a personal approach in helping clients to truly own their financial futures, with personalized solutions designed for each individual situation.Company President Jeff Kostis, CFP®, CDFA(TM), CPA/PFS, brings a valuable human component to the table, standing out in his field as a specialist in managing life-changing events to turn anxieties into opportunities. Jeff helps his clients through transitional events including marriage, divorce, promotion, retirement, and the loss of a loved one, among others. Jeff believes in straight talk and clear solutions, which is why his clients enjoy real confidence in their futures. As an independent, fee-only financial planning firm, JK Financial Planning offers clients the most flexible and responsive relationship available by being on-call when needed, where needed. JK Financial Planning has no asset or fee minimums, and accepts no referral fees or commissions from third parties – so clients know their interests are always paramount. Own your future by owning the moments that shape it. You are invited to call or email Jeff Kostis at JK Financial Planning for a complimentary, no-obligation initial consultation.... See More

Sue Stevens, CFA, CFP, CPA/PFS, MBA, MS
Stevens Wealth Management is an independent fee-only asset management and strategic planning firm located on Chicago’s North Shore in Deerfield, IL. Our mission is to proactively act in our client’s best interest as a fiduciary. Our goal is to help clients attain peace of mind through a process of visionary, comprehensive investment management and retirement strategies. At Stevens Wealth Management we believe a successful advisory relationship is a partnership where all parties bring honesty, integrity and intelligence to the table.... See More

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, Wells Fargo and Goldman Sachs. He hold a BS in Economics and an MBA in Finance from New York University, and a diploma in Financial Planning from DePaul University. He is also a Certified Finacial Planner, a Registered Investment Advisor and a member of the National Association of Personal Financial Advisors, the most respected professional organization.Mr. Alotta's background is in systems engineering and statistics. His primary focus is managing portfolios of utility and industrial stocks. He speaks on the topics of stock investing, financial planning, precious metal investing, computer security and privacy. He lives in Westmont and his office is in Oak Brook.... See More

Elizabeth Buffardi, CFP, CPA
@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);At Crescendo Financial Planners, Inc., we are comprehensive planners, which means we look at all the parts of your financial life, such as investments, budgets and savings, insurance, estate plans, retirement goals, etc. We take a big picture view of your financial life, while still paying attention to all the details.Crescendo is also a fee-only firm. This means that the fee you pay is the only way we are compensated. We do not take or receive any commissions. The advice we give you is based on what you need, and not on what we receive. We act as your financial translator when there are things that don’t make sense. We work as your financial Maestro to make sure all the parts of your financial life are working together. We want you to achieve your goals. We are here to help you reach them.Visit our website at www.crescendofinancialplanners.com @import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);... See More

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 started (at any age) by constructing a low cost and diversified investment portfolio.... See More

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 areas that are crucial for achieving personal financial success, i.e. budgeting/cash flow, investment management, retirement planning, tax management (planning and preparation), estate planning, and risk management (insurance).
Vista believes financial planning is a process and works with clients on an ongoing basis to help them achieve their goals.
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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 of professionals. In addition to being Certified Financial Planners, all are either Certified Public Accountants or have advanced education degrees.
We work closely with our clients to understand their long-term goals which may include building their wealth, creating a retirement income strategy, or navigating a life transition.
We manage our clients' portfolios by designing globally diverse portfolios with a strong sensitivity to minimizing taxes and costs whenever possible.
Currently we have over 200 wealth client relationships, manage over 500 investment portfolios and prepare over 400 tax returns each year.
We believe that building trust and continuity is important in our financial planning relationships which is why we do not provide financial planning services on an hourly basis. Our asset management minimum is $1 million and our annual asset management fee starts at 1% on the first $2 million and decreases as assets increase.... See More

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 diverse client base includes individuals, families, professionals and retirees.We have unparalleled experience, credentials and understanding of global markets and the ability to structure portfolios that best support our clients unique objectives.We appreciate the need for, and highly value, proactive communication with clients, especially when market conditions become unstable.It is key that we meet/speak with our clients several times per year to discuss markets as well as understand changes in personal circumstances that may impact how assets are best managed.Our low-cost approach to planning is amongst the most competitive in the industry. Never will a client incur a sales load or other type of charge. We adhere to a fixed percentage of assets under management fee schedule. No hidden fees, simple to understand.We provide clients with access to no-load mutual funds offered by Dimensional Fund Advisors, a top-tier manager. These highly-rated funds are not available to the general investing public.Clients are relieved of the responsibilities associated with managing portfolios, and instead, are free to focus on other important aspects of their lives, such as families and other personal pursuits.Founded in 2001 by a seasoned investment professional with over 25 years of private and institutional portfolio management experience. Our clients work with an actual portfolio manager, not a salesperson or broker.Please... See More

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 you any financial products. You can trust us to offer you professional financial advice tailored to your own unique needs and goals. We can work with you on a comprehensive investment portfolio design and management, or on an hourly, as-needed basis,
Contact us today for more information on our services and to schedule an initial consultation..




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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 payments from anyone other than our clients. ZWM provides objective advice, and we have achieved competitive returns, while usually providing lower-than-market volatility. Another one of our primary goals is to deliver the best in personalized service. Prior to opening ZWM, Tom Zimmerman advised the same clients while a partner at another firm. Most of Tom's clients have been with him for over 10 years, and many for over 20 years. Please visit our website, www.ZimmermanWealth.com for more information. Feel free to contact us to learn more about our firm, and to obtain references. We look forward to the opportunity to learn about your situation, and to see if ZWM would be a good fit for you.... See More

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) since 1996, and a NAPFA Registered Financial Advisor since 1997. A PFS is financial planner who is first a CPA.Only about 1% of CPAs are also Personal Financial Specialists (PFS).Tax Returns and Tax Planning.Retirement Planning and Distribution Planning.Investment Planning.Estate Planning.College Funding Planning.Insurance Planning.... See More

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 both your technical knowledge and test taking ability.... See More

The mission of Lake County Financial Planning is to help clients feel financially secure and to achieve the personalized financial goals they seek. We believe that through partnering with clients, we can provide financial advice that will help build a legacy for a lifetime. Lake County Financial Planning is driven to provide tailored solutions that enhance the lives of its clients.

Our mission embodies what we seek to accomplish in our day-to-day activities: “Planning Is a Way of Life.”... See More

UFAC’s clients are generally mid to high net worth individuals seeking financial planning and investment advice from an objective, unaffiliated service. The firm services clients located across the United States as well as several residing overseas.

UFAC offers its clients a comprehensive array of planning services including financial planning, tax planning and compliance services, and estate and trust planning and administration. The firm also provides its clients objective investment advisory services. UFAC does not sell insurance or annuities, nor does it receive any commission or load on any investment product. All services are rendered on an unbundled, fee-only basis to ensure objectivity and neutrality in delivery. This means the client pays only for planning and advisory services required. Financial planning services are not rendered for “free” in hopes the firm will be retained for investment advisory services. Further, investment advisory fees are priced to efficiently cover their costs of delivery and not to subsidize marketing efforts or planning services to others.... See More

Robert Finley, CFA, CFP
Virtue Asset Management is a fee-only independent investment advisor serving the greater Chicago area and helping institutions and high net worth individuals across the country.
You have a different set of needs and a different risk/reward tolerance. At Virtue Asset Management, you will receive personalized, customized solutions tailored to your needs-not prepackaged, inflexible, one-size-fits-all options.
As part of our investment process we provide initial and continuing financial planning. We believe financial planning is essential to the client experience. It helps us establish the goals of your wealth and combine it with the appropriate risk tolerance level.
To identify the proper goals, we look at the complete financial picture, set goals, create a path to follow and then hold ongoing discussions to stay on point. Our tools allow us to customize and make dynamic changes during our meetings to your financial plan. The result gives us a path to follow and a guide to review throughout our relationship.... See More