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Fidelity Investments

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

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Offers something for everyone, including financial advisors, brokerage accounts... - May 10, 2020

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Morgan Stanley Wealth Management

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

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Highly recommend our advisor. Highly competent and knowledgeable about the... - May 11, 2020

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TIAA-CREF

200 N La Salle St Ste 1600
Chicago, IL 60601 312-345-5653

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The advisor is excellent, but her staff and the back office operations are... - Jan 17, 2020

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Chase Bank

1 Chase Tower
Chicago, IL 60670 312-732-5531

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

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UBS Financial Services

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

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

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Fidelity Investments

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

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Pleasant, experienced staff. Easy to work with and quick to respond to any... - May 24, 2020

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Fidelity Investments

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

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Started with this office but now directly with wealth management via phone... - Jan 17, 2021

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Merrill Lynch Wealth Management

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

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Would like a little more personal attention, but the modest size and complexity... - May 04, 2020

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Morgan Stanley Wealth Management

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

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Person phone calls and letters on a regular basis by our advisor. Always checking... - May 27, 2020

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Morgan Stanley Wealth Management

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

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

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Personal Financial Strategies

626 Busse Hwy
Park Ridge, IL 60068 847-268-3670

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Great company to work with. - May 19, 2020

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UBS Financial Services

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

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Used for years and always pleasant and knowledgeable. - May 13, 2020

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UBS Financial Services

5 Revere Dr Ste 500
Northbrook, IL 60062 847-498-7700

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Their fees outweigh market gains. - Aug 30, 2013

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BMO Harris Investors

520 Green Bay Rd
Winnetka, IL 60093 847-441-4869

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We have worked with Nathan Cluxton for several years and are very please with... - Jan 12, 2016

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GCG Financial

3000 Lakeside Dr Ste 200S
Bannockburn, IL 60015 847-457-3000

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Fee is a percentage of assets under management. Investments are handled through... - Jan 29, 2021

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Morgan Stanley Wealth Management

70 W Madison St Ste 300
Chicago, IL 60602 312-827-6500

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I began working with my adviser here 13 years ago at the height of the market... - Sep 20, 2012

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Northwestern Mutual

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

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Scott Goldstein is great. - May 13, 2020

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Axa Advisors

1515 W 22nd St #300
Oak Brook, IL 60523 630-954-3969

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Axa has always been very professional and reliable. - May 17, 2020

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Edward Jones

1518 E Hintz Rd
Arlington Heights, IL 60004 847-222-8021

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Hunter Hamilton is an outstanding financial advisor. He keeps his clients... - Jan 26, 2021

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Fidelity Investments

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

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Very satisfied with excellent service. - Sep 07, 2017

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We compiled basic estate planning dos and don'ts by asking a dozen helpful attorneys to share their top estate planning strategies for saving hassles and money—and for their warnings about 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. Give copies of your roadmap to your attorney, immediate family, and/or friends. 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.

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