You Won't Find Anything Else Like Checkbook

  • Nonprofit and independent
  • Takes no advertising or referral fees
  • Ratings and reviews by surveyed Consumers' Checkbook and Consumer Reports local subscribers
  • Undercover price comparisons
  • Complaint counts from local consumer agencies and attorney general offices
  • Advice to help you get the best service and value

Subscribe and see 647 Chicago area financial advisors


Page 1 of 33647 results
BusinessDistanceRatingsMost Recent Comment

Fidelity Investments

1572 E Golf Rd
Schaumburg, IL 60173 800-521-5650

Ratings:
?
?%    
?
I recommend it because this company is reliable and safe to make investments,... - Jun 22, 2022

See all comments

Fidelity Investments

1 N La Salle St #100
Chicago, IL 60602 800-621-9222

Ratings:
?
?%    
?
Very kind and professional workers. It was easy to do business with them. - Sep 05, 2023

See all comments

Fidelity Investments

1823 Freedom Dr
Naperville, IL 60563 630-577-1396

Ratings:
?
?%    
?
They have helped to consolidate 401ks and invest for the future. They have... - Aug 31, 2023

See all comments

Morgan Stanley Wealth Management

227 W Monroe St #3400
Chicago, IL 60606 312-648-3600

Ratings:
?
?%    
?
Highly recommend our advisor. Highly competent and knowledgeable about the... - May 11, 2020

See all comments

BMO Harris Bank

520 Green Bay Rd
Winnetka, IL 60093 847-441-4444

Ratings:
?
?%    
?
Have not met with my financial advisor in person nor he has updated me as an... - Jul 25, 2022

See all comments

Chase Bank

10 S Dearborn St
Chicago, IL 60670 312-732-1164

Ratings:
?
?%    
?
The large banks are very systematic. The service is somewhat personalized,... - May 26, 2020

See all comments

Fidelity Investments

1 Skokie Valley Rd
Highland Park, IL 60035 847-853-0583

Ratings:
?
?%    
?
Team is knowledgeable and helps tailor plans to each individuals situation - Oct 13, 2024

See all comments

TIAA-CREF

333 W Wacker Dr
Chicago, IL 60606 312-345-5653

Ratings:
?
?%    
?
After we requested a new advisor because our previous advisor had not returned... - Oct 25, 2023

See all comments

Morgan Stanley Wealth Management

2211 York Rd #100
Oak Brook, IL 60523 630-573-9700

Ratings:
?
?%    
?
Always there when I have a question. - Jul 14, 2022

See all comments

Merrill Lynch Wealth Management

1033 Skokie Blvd #500
Northbrook, IL 60062 847-564-7200

Ratings:
?
?%    
?
Tom Nahrwold is extremely client focused. - Jul 24, 2022

See all comments

Morgan Stanley Wealth Management

4225 Naperville Rd #255
Lisle, IL 60532 630-505-3232

Ratings:
?
?%    
?
Been with them six years, they have consistently met our plan - May 11, 2020

See all comments

UBS Financial Services

1 N Upper Wacker Dr
Chicago, IL 60606 312-525-6000

Ratings:
?
?%    
?
Complete explanation of portfolio structure and any changes. Portfolio created... - Sep 16, 2023

See all comments

UBS Financial Services

5 Revere Dr
Northbrook, IL 60062 847-498-7700

Ratings:
?
?%    
?
Their fees outweigh market gains. - Aug 30, 2013

See all comments

UBS Financial Services

One Tower Ln #1700
Oakbrook Terrace, IL 60181 630-574-0600

Ratings:
?
?%    
?
I've been a client since 2002 and am glad I got to know UBS - Oct 29, 2020

See all comments

Vanguard.com

877-662-7447

Ratings:
?
?%    
?
my ad visor was very knowledgeable and patient with answering all my questions... - Jun 15, 2021

See all comments

A Bn Amro Financial Service

4901 W Irving Park Rd
Chicago, IL 60641 773-481-6175

Ratings:
?
?%    
?
Satisfying interacions. - May 10, 2020

See all comments

Fidelity Investments

1415 W 22nd St Ste 100
Oak Brook, IL 60523 630-571-1212

Ratings:
?
?%    
?
Have worked with Fidelity for over 10 years and have been very satisfied with... - May 13, 2020

See all comments

Northwestern Mutual

1901 Butterfield Rd #450
Downers Grove, IL 60515 630-353-2300

Ratings:
?
?%    
?
Scott Goldstein is great. - May 13, 2020

See all comments

Alera Group

3 Parkway N # 500
Deerfield , IL 60015 847-457-3000

Ratings:
?
?%    
?
Address changed to 3 Parkway N Ste 500, Deerfield, IL 60015 - Jan 24, 2022

See all comments

Fidelity Investments

15105 S La Grange Rd
Orland Park, IL 60462 708-873-5808

Ratings:
?
?%    
?
I saw one advisor who told me that she thought more than $3000 of investment... - Feb 26, 2024

See all comments

Planning for what happens to your possessions and money after you die requires making many decisions. Here are some basic dos and definite don’ts that will save you hassles and money—and avoid common mistakes.

To help your heirs unravel your finances, maintain a list of your major assets and accounts and where they can find your end-of-life documents. We've gathered a list of what to include.

Unless your situation is very straightforward, have your will prepared by an experienced lawyer, and hire a financial planner or estate attorney to organize your finances.

IL