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 645 Chicago area financial advisors


Page 1 of 230 results
BusinessDistanceRatingsMost Recent Comment

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

Baird Fixed Income Capital Markets

300 E 5th Ave #200
Naperville, IL 60563 800-686-4346

Ratings:
?
?%    
?
Trusted, attentive, professional and prompt. - May 09, 2020

See all comments

Thrivent Financial

552 S Washington St #200
Naperville, IL 60540 630-355-8822

Ratings:
?
?%    
?
I can't say enough good about the company. - Jun 11, 2020

See all comments

Ameriprise Financial

400 E Diehl Rd #160
Naperville, IL 60563 630-799-9310

Ratings:
?
?%    
?
Have been working with advisor for many years. Feeling very comfortable with... - Jul 05, 2022

See all comments

Robert J Mervis

Naperville, IL 60564 630-904-8888

Ratings:
?
?%    
?
No raters have left a written comment.

Wells Fargo Advisors

2056 Westings Ave #500
Naperville, IL 60563 630-548-6150

Ratings:
?
?%    
?
Have been working with them for years - Jun 21, 2022

See all comments

American Capital Management

608 S Washington St #304
Naperville, IL 60540 630-778-6260

Ratings:
?
?%    
?
No raters have left a written comment.

Ameriprise Financial

1717 N Naper Blvd
Naperville, IL 60563 630-544-6162

Ratings:
?
?%    
?
No raters have left a written comment.

Chase Bank

1455 N Naper Blvd
Naperville, IL 60563 630-717-5995

Ratings:
?
?%    
?
No raters have left a written comment.

Edward Jones

200 E 5th Ave #122
Naperville, IL 60563 630-717-5954

Ratings:
?
?%    
?
Outstanding broker, advisor with excellent staff - May 12, 2020

See all comments

Hanson Financial Service

507 Fairway Dr #143
Naperville, IL 60563 630-922-9707

Ratings:
?
?%    
?
Wonderful person! Spends time with you to develop a financial plan. If you... - Feb 05, 2014

See all comments

M Brown & Associates

2728 Forgue Dr #100
Naperville, IL 60564 630-637-8600

Ratings:
?
?%    
?
No raters have left a written comment.

MLM Wealth Management

1250 E Diehl Rd #101
Naperville , IL 60563 630-848-9184

Ratings:
?
?%    
?
No raters have left a written comment.

Reinhart & Associates

1516 Legacy Cir #112
Naperville, IL 60540 630-357-7024

Ratings:
?
?%    
?
Reinhart takes into consideration my comfort level for risk when reallocating... - Mar 08, 2018

See all comments

Advocate Financial Group

900 E Diehl Rd #181
Naperville, IL 60563 630-245-5190

Ratings:
?
?%    
?
No raters have left a written comment.

Axa Advisors

732 W Bauer Rd
Naperville, IL 60563 630-753-9326

Ratings:
?
?%    
?
No raters have left a written comment.

Citi Personal Wealth Management

2819 Aurora Ave
Naperville, IL 60540 630-352-4794

Ratings:
?
?%    
?
We work with Jeff Wrobel and we are very happy. We trust him and he looks out... - May 10, 2020

See all comments

Edward Jones

263 Shuman Blvd #240
Naperville, IL 60563 630-428-0325

Ratings:
?
?%    
?
No raters have left a written comment.

Edward Jones

2720 Hassert Blvd #240
Naperville, IL 60564 630-416-3451

Ratings:
?
?%    
?
No raters have left a written comment.

Fiduciary Financial Partners

1250 E Diehl Rd #404
Naperville, IL 60563 630-780-1535

Ratings:
?
?%    
?
True fiduciaries—looking our for what’s best for their clients - Sep 04, 2023

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.