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Displaying results 1 to 25 of 183

  • 1

    Schlindwein Associates, LLC

    Chicago, IL (0.23 miles)

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings

    Portfolio requirement: $500,000

    Schlindwein Associates is a Registered Investment Advisor (RIA) with offices in Chicago and Dallas. We are Fee-Only, independent, impartial and objective. Our NEW CLIENT minimum portfolio size = $500,000...

  • 2

    JK Financial Planning

    Chicago, IL (0.23 miles)

    Services offered: Retirement Planning, Estate Planning, 401K to IRA Rollover

  • 3

    D'Annunzio Consulting Group, LLC

    Chicago, IL (0.57 miles)

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings

    Portfolio requirement: $3,000,000

    We are an independent investment advisor and serve select national clientele with investable assets of $20 Million dollars or more. NEW CLIENT minimum portfolio size = $3M...

  • 4

    Aequus Wealth Management Resources, LLC

    Chicago, IL (1.14 miles)

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings

    Portfolio requirement: $1,000,000

    **NAPFA Member** Aequus leads clients on a discovery of their goals, hopes, and ambitions using our own process of life-enhancing financial planning. NEW CLIENT minimum portfolio size = $1,000,000...

  • 5

    Trinity Financial Advisors LLC

    Chicago, IL (1.27 miles)

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings

    Portfolio requirement: $500,000

    **NAPFA Member** Trinity Financial Advisors is a Fee-Only financial planning and investment management firm. Our NEW CLIENT Minimum Portfolio Size = $500,000...

  • 6

    Haag Financial Consulting

    Chicago, IL (4.14 miles)

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings

    Portfolio requirement: $50,000

    **NAPFA Member** Haag Financial Consulting is a Fee-Only financial planning firm that provides objective comprehensive financial planning and asset management services for individuals, couples and families. Our NEW CLIENT minimum portfolio size = $50,000.

  • 7

    JC Investment Management

    Chicago, IL (4.42 miles)

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, 529 College Savings

    Portfolio requirement: $50,000

    At JC Investment Management (JCIM), an independent investment management & advisory firm, market objectivity and the interests of our clients are our research and investment management hallmarks. Our NEW CLIENT Minimum Portfolio Size = $50,000...

  • 8

    GreatLight Fee Only Advisors, LLC

    Evanston, IL (12.45 miles)

    Services offered: Money Management, Retirement Planning, Estate Planning, 529 College Savings, 401K to IRA Rollover

    Portfolio requirement: $250,000

    **NAPFA Member** We are a Fee-Only financial planning and investment advisory firm. Our responsibility is solely to you, our client. NEW CLIENT minimum portfolio size = $250,000…

  • 9

    Good Harbor Financial Inc.

    Chicago, IL (12.60 miles)

    Services offered: Money Management, 401K to IRA Rollover

    Portfolio requirement: $250,000

    Our philosophy is that disciplined, model-driven investment approaches generate enhanced risk-adjusted returns. We serve clients all over the U.S. Our NEW CLIENT minimum portfolio amount = $250,000...

  • 10

    MPI Investment Management, Inc.

    Hinsdale, IL (16.20 miles)

    Services offered: Money Management, 401K to IRA Rollover

    Portfolio requirement: $500,000

    MPI is a nationally recognized high quality short/intermediate bond manager founded in 1986. MPI manages both tax free and taxable portfolios for conservative High Net Worth and institutional investors. NEW CLIENT Minimum Portfolio Size = $500,000...

  • 11

    Capital Point Financial Group Ltd.

    Glenview, IL (16.75 miles)

    Services offered: Money Management, Retirement Planning, Estate Planning, 529 College Savings, 401K to IRA Rollover

    Portfolio requirement: $250,000

    We are a boutique financial planning firm providing a unique value of independent advice that is timely. Our fiduciary responsibility is to take care of our clients’ best interests.

  • 12

    Reason Financial Advisors Inc.

    Northbrook, IL (19.54 miles)

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings

    Portfolio requirement: $250,000

    **NAPFA Member** Independent, Fee-Only financial advisory firm. Our mission is to assist clients in identifying their life's goals and help them achieve the financial independence to accomplish them. NEW CLIENT Minimum Portfolio Size = $250,000...

  • 13

    JK Financial Planning

    Vernon Hills, IL (29.70 miles)

    Services offered: Retirement Planning, 529 College Savings, 401K to IRA Rollover

    **NAPFA Member** We provide hourly, as-needed financial planning and advice to individuals, families and small businesses, regardless of their net worth, income or investable assets.

  • 14

    Capital Wealth Partners Inc.

    Aurora, IL (39.18 miles)

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings

    We are a financial planning firm, serving both personal and corporate clients, in the areas of Wealth Accumulation, Asset Protection, Estate Planning and Legacy needs. Our NEW CLIENT minimum portfolio size = $50,000....

  • 15

    Capital Point Financial Group Ltd.

    Morris, IL (54.35 miles)

    We are a boutique financial planning firm providing a unique value of independent advice that is timely. Our fiduciary responsibility is to take care of our clients’ best interests.

  • 16

    JC Investment Management

    Milwaukee, WI (83.89 miles)

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, 529 College Savings

    Portfolio requirement: $50,000

    At JC Investment Management (JCIM), an independent investment management & advisory firm, market objectivity and the interests of our clients are our research and investment management hallmarks. Our NEW CLIENT Minimum Portfolio Size = $50,000...

  • 17

    Aberdeen Wealth Management LLC

    100 South Wacker Dr, Suite 2100
    Chicago, IL

    Services offered: Money Management, Retirement Planning, Estate Planning, 529 College Savings, 401K to IRA Rollover

    Portfolio requirement: $50,000

    We are an independent financial advisor and financial planning firm providing investment management and financial planning services to wide range of clients.

  • 18

    Altair Advisers, LLC

    303 W. Madison Street
    Chicago, IL

    Services offered: Money Management, Retirement Planning, Estate Planning, 529 College Savings, 401K to IRA Rollover

    Portfolio requirement: $50,000

    We provide the highest level of Independent Investment Counsel to wealthy individuals, families, and foundations.

  • 19

    Asset Management Investors, LLC

    191 North Wacker Drive
    Chicago, IL

    Services offered: Money Management, Retirement Planning, Estate Planning, 529 College Savings, 401K to IRA Rollover

    Portfolio requirement: $50,000

    We are an independent financial advisor and financial planning firm providing investment management and financial planning services to wide range of clients.

  • 20

    Chelsea Advisors, LLC

    223 W. Jackson Blvd
    Chicago, IL

    Services offered: Money Management, Retirement Planning, Estate Planning, 529 College Savings, 401K to IRA Rollover

    Portfolio requirement: $50,000

    We are an independent financial advisor and financial planning firm providing investment management and financial planning services to wide range of clients.

  • 21

    Financial Strategy Network LLC

    Two North Riverside Plaza
    Chicago, IL

  • 22

    Hotchkiss Associates LLC

    303 W. Madison Street - Suite 1050
    Chicago, IL

  • 23

    LCM Capital Management Inc

    230 West Monroe
    Chicago, IL

  • 24

    Lodestar Investment Counsel, LLC

    150 South Wacker Drive
    Chicago, IL

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover

    Portfolio requirement: $1,000,000

    We have never desired to be the largest investment firm. We’ve only aimed to be the best! To accomplish this objective, our focus is on offering effective, customized investment solutions to our clients. NEW CLIENT Minimum Portfolio Size = $1,000,000...

  • 25

    Marcus Capital, LLC

    225 West Washington Street,
    Chicago, IL

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