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  • 1

    JC Investment Management

    Milwaukee, WI (3.07 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...

  • 2

    JK Financial Planning

    Vernon Hills, IL (55.62 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.

  • 3

    Reason Financial Advisors Inc.

    Northbrook, IL (63.65 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...

  • 4

    Capital Point Financial Group Ltd.

    Glenview, IL (66.45 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.

  • 5

    GreatLight Fee Only Advisors, LLC

    Evanston, IL (68.76 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…

  • 6

    Good Harbor Financial Inc.

    Chicago, IL (72.04 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...

  • 7

    Haag Financial Consulting

    Chicago, IL (76.99 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.

  • 8

    JC Investment Management

    Chicago, IL (78.02 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...

  • 9

    Aequus Wealth Management Resources, LLC

    Chicago, IL (79.97 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...

  • 10

    Trinity Financial Advisors LLC

    Chicago, IL (80.48 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...

  • 11

    D'Annunzio Consulting Group, LLC

    Chicago, IL (81.08 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...

  • 12

    Schlindwein Associates, LLC

    Chicago, IL (81.13 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...

  • 13

    JK Financial Planning

    Chicago, IL (81.13 miles)

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

  • 14

    MPI Investment Management, Inc.

    Hinsdale, IL (85.61 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...

  • 15

    Capital Wealth Partners Inc.

    Aurora, IL (91.10 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....

  • 16

    Arcataur Capital Management LLC

    826 North Plankinton Avenue, Suite 300
    Milwaukee, WI

  • 17

    Bultman Investment Management, Inc.

    735 N Water Street, Suite 1401
    Milwaukee, WI

  • 18

    Capital Investment Services Of America Inc

    700 N Water St Ste 325
    Milwaukee, WI

  • 19

    Kitzinger Lautmann Capital Management Inc

    330 E Kilbourn Avenue
    Milwaukee, WI

  • 20

    Northern Oak Capital Management, Inc.

    250 East Wisconsin Ave
    Milwaukee, WI

  • 21

    Oarsman Capital, Inc

    759 North Milwaukee Street
    Milwaukee, WI

  • 22

    Signature Wealth Management, Inc.

    250 East Wisconsin Avenue
    Milwaukee, WI

  • 23

    Simmons Financial Management Inc

    250 E Wisconsin Ave
    Milwaukee, WI

  • 24

    Summit Investment Management, LTD.

    400 East Wisconsin Avenue
    Milwaukee, WI

  • 25

    Holland Financial Services LLC.

    207 East Buffalo Street
    Milwaukee, WI

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