Financial Advisors in Itasca, Illinois (Dupage County)

Lois Basil, CFP
Basil Financial Group LLC is a fee-only financial planning firm that specializes in providing holistic financial planning services to individuals and their families.
As a financial professional, my passion is helping people make smart decisions about their money. I created Basil Financial Group to provide comprehensive and unbiased financial planning for individuals and their families. I love what I do because I know it helps my clients have happier relationships and more fulfilling lives.
When we start working together, we will talk about your needs and how you want to lead your life. My goal is to create a comfortable, confidential environment where you feel free to discuss your financial and personal concerns. Based upon that information, I will help you create a financial plan that supports your vision. The plan will be comprehensive and include everything from tax preparation and planning to investment strategies, insurance, and estate and real estate planning.
For all the work we do together, I charge just one annual retainer fee. That means you can meet with or speak to me any time during the year if you have new questions or as your situation or goals change.
I owned my own Chicago-based accounting firm for 13 years before enrolling in Northwestern University's Certified Financial Planner™ program, and I am a Registered Investment Advisor with the State of Illinois. I serve as an elected board member of the Alliance of Comprehensive Planners, a national group of fee-only financial advisors. I am also a registered financial advisor with NAPFA, the National Association of Personal Financial Advisors.
I understand that your situation is unique and that you need a financial plan that reflects YOUR life and YOUR financial goals. Why don't we get started today?... See More

Colin Chase, CFP, MBA
Mindful Money Financial Counsel, LLC is a Chicago-based investment advisory firm offering fee-only financial planning and investment advice. We work with individuals, families and small business owners, many of whom are interested in integrating their finances with their values.
Everyone needs someone in their life they can trust, especially when it comes to financial matters. Mindful Money Financial Counsel, LLC was created to give people a place to get trusted advice. Because we operate on a fee-only basis -- rather than a commission-based system where advisors are merely selling you a financial product -- we are able to work for you to provide objective advice to help you move towards your goals and vision. If you are seeking to achieve more fulfillment, satisfaction, and financial peace in your life, then Mindful Money Financial Counsel, LLC may be the right choice for you. We provide advice to everyone from the seasoned experienced investor to the new couple getting their finances in order.... 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

The advisors at The Planning Center can help you set a course for personal growth, financial strength, and most important, the peace of mind that comes with it.

Charles Perkins, CDFA, CFP, MBA
@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css); Kingsley Perkins and Company, LLC, was created using the concept of Fee-Only financial planning. A Fee-Only planner does not receive any fees or commissions from any bank, brokerage house, or insurance company. This means that the planner’s interests are aligned with those of the client. A Fee-Only relationship puts the planner and the client on the same side of the table. This relationship allows the planner to coordinate investment and financial planning activities for the client that are consistent with the client’s unique needs and circumstances 30 N. Michigan Ave, Suite 1015 Chicago, IL 60602 Phone Fax ... See More

Brian Thompson, CFP, JD
I started Brian Thompson Financial with a simple goal: to educate and empower a new generation to align their life with their money. Now's the time. I'm here to help.
Young adulthood is a complex time, especially in this era of marriage equality, the Affordable Care Act, convoluted tax laws and widespread student debt. You'll have a tangle of conflicting obligations but also a lot of opportunity for richness, joy and choice in the future.
Now more than ever, Generation X and Y LGBTQ couples, families and professionals need someone they can trust on their side. That's where I come in.
As a CERTIFIED FINANCIAL PLANNER™ and tax attorney, I have the experience and expertise to help you help navigate the complexity of your personal, professional and financial lives. My role is to be your objective, supportive voice that helps bring to your attention new opportunities, avoid missteps, and offer advice based on what matters most to you.
Whether you're preparing for marriage or home ownership, ready to start a family or change careers, chiseling down debt or just want a better handle on your budget, together, we'll tackle your questions to help you thrive now and in the future by making good decisions today.
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Leslie Ransom

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

Financial planning in Chicago, IL 60601.

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, and forex markets. Our team of futures brokers has the expertise and passion for the markets that you will want and appreciate as your trading partner.

Dedicated personalized service and information

Through our strong customer service and open communication to manage trading risk we build solid working relationships with our clients. We understand that every commodities trader has unique needs, goals and experience. By opening a one-on-one dialogue we'll explore the various options and tools available that best meet your trading needs. We're here as a sounding board and share with you our knowledgeable market insight.

Extensive Trading Resources

RJO Futures is committed to providing our clients value-added resources such as market research, managed products, and online trading platforms. To manage your risk capital, RJO Futures offers a variety of personalized trading accounts that range from full service to self-directed, as well as managed futures and forex. We believe the more knowledge you have, the better trading decisions you make. And, timely research is an important part of developing a successful futures trading strategy. RJO Futures offers access to some of the best research in the industry.

Don't forget the execution. When it comes to high-performance online trading platforms RJO Futures has you covered. Whether you just need to manage your account activity, execute your online trading, or chart your favorite market, you will have choices from our own proprietary trading platforms or from several of our third-party providers."... See More

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 your financial goals and to build strategies to help you achieve these goals. Our only source of compensation is you, our valued client. We work with people at all phases of their life. Please visit out Website for more information.... See More

Lorrie Minor, CFP, CPA/PFS, MST
@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);Cardinal Mark LLC is a comprehensive financial planning and investment management firm located in Chicago, IL.We help specialize in: - Helping clients to balance their short-term and long-term needs and goals, and to understand and be comfortable about their chosen course of action - Optimally managing investment accounts by factoring in cash flow constraints, tax and estate planning considerations, and investment choices available through employer-sponsored plans @import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);... See More

Dan Sciarretta, CFP

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 LOVE WHAT I DO!
I've built my professional career by developing and maintaining trusting long-term relationships with my clients by listening to their concerns and delivering education, guidance, ideas, and implementation of sensible strategies - all with the goal of easing their financial concerns - and eliminating their worries. There is nothing more gratifying than hearing a resounding 'Yes!' when a client is asked if our work together has been beneficial.

I started Stanton Financial Planning to provide fee-only, comprehensive and holistic financial planning and investment advisory services to individuals and families in the Greater Chicagoland area, helping them to create the life they dream of, and the peace of mind they desire.

If you are interested in having a trusting relationship with someone who will listen to you, put your interests first, and help you with all of your financial worries, you've come to the right place! Contact us and let's determine whether we are a good fit!.... See More