Financial Advisors in Glendale Heights, Illinois (Dupage County)

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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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

Nathan Eads, CFP
A Plan For Every Stage In Life
At the core of your relationship with Moller Financial Services is a coordinated approach to managing your wealth, providing you and your family with the security that comes from knowing you have planned financially for every stage of your life. We can help you:
Articulate: Achieving your dreams starts with identifying and quantifying them.
Manage: We work with you to design, implement, and oversee an investment strategy tailored to meet your specific financial goals.
Protect: Your investment portfolio is only part of the equation. You also need ways to minimize your tax liabilities and guard your family's financial future from unforeseen events.
Enjoy: We'll help you balance your current needs with your short and long-term goals. Knowing that your future plan is on track, you are free to enjoy your life today.
Distribute: The right planning can help ensure that what you have built will eventually benefit the people and organizations that mean the most to you.... See More

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 investment planning will be handled by a Certified Financial Planner™ with no products to sell and no account minimums. We are a fee-only CFP®, compensated solely by clients. Our cost-conscious, objective approach helps you act confidently. ... See More

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

Christopher Long, CFP, MBA
Long Financial Planning offers Comprehensive Financial Planning services for individuals and 401k advisory services for Small Businesses.
Our full planning process is very thorough. The initial plan takes place over a series of 4 meetings and covers everything from goal setting, investment recommendations, 'what if' scenario development for major decisions, to estate planning. Clients who complete the full plan have the opportunity to become retainer clients who receive ongoing planning assistance and investment management.
We also offer a one-time 3-hour planning session for clients whose situation is less complicated and want to implement any recommendations themselves.
Use the quiz on our website to see which service is the best fit for your needs.
We also serve as advisors to small business on their 401k plans. We assist them with developing an investment policy statement, provide investment recommendation options to the plan and monitor them, as well as provide employee education. Since we do not sell products, we can provide our clients with advice that is in the client's best interest and not tainted by product sales. Using our approach our clients have been able to substantially reduce the costs of their 401k plans.
See how your company's 401k plan stacks up using the evaluation tool on our website.
Christopher Long is a Certified Financial Planner(r). His education background includes a BA in Economics from Yale, and a MBA from Stanford.... See More

Dan Sciarretta, CFP

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

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

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

Leslie Ransom

Contour Financial is a Financial Planning and Registered Investment Advisor firm located in Orland Park, Illinois. The firm offers personal and business financial planning services as well as asset management. Our organizational structure is fee-only, and all of our services are offered 100% on this basis. We work with people who are either well established financially, or firmly committed to attaining that goal. Contour Financial is ready to help with sound, professional advice not only with investments, but also with other important aspects of your life such as cash flow, education, insurance, estate, and retirement planning. Our firm works only with clients that are very serious about their financial future and wish to develop a long-term relationship with us. Potential clients should read through our website, www.ContourFinancial.com, before contacting us. We have found this process over the years to be the best for all parties involved. In addition, please note that almost all of our clients are billed either quarterly or semi-annually based on investment levels. Only special projects not involving investments are completed on an hourly basis. We look forward to hearing from you after you have become acquainted with our firm.... See More

Contour Financial website

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