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 histories from consumer agencies
  • Advice to help you get the best service and value

Subscribe and see 763 Chicago area financial advisors


Page 2 of 7130 results
BusinessDistanceRatingsMost Recent Comment

Baird Financial Advisors

227 W Monroe #2300
Chicago, IL 60606 312-332-5600

Ratings:
?
?%    
?
My advisor, Tom Marchal has never been willing to invest in areas important... - May 18, 2025

See all comments

Blyth & Associates

3808 N Central Ave
Chicago, IL 60634 773-202-0050

Ratings:
?
?%    
?
Carla Nitz is knowledgeable of the market and makes recommendations but leaves... - Oct 31, 2020

See all comments

E Trade Financial

Chicago, IL 60606 866-789-0712

Ratings:
?
?%    
?
Not great, but steady. - May 22, 2018

See all comments

Edward Jones

5403 W Devon Ave
Chicago, IL 60646 773-774-7550

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

Edward Jones

6711 N Northwest Hwy
Chicago, IL 60631 773-775-2082

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

Kingsview Partners

33 N La Salle St #2510
Chicago, IL 60602 312-870-6701

Ratings:
?
?%    
?
Whether you have a little money or a lot, you are treated equally by this financial... - Mar 22, 2019

See all comments

Rothschild Investment Corporation

311 S Wacker Dr #5900
Chicago, IL 60606 312-983-8956

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

The Mather Group

353 N Clark St #2775
Chicago, IL 60654 888-537-1080

Ratings:
?
?%    
?
They gave the impression of being stretched thin - and their service suffers. - Apr 19, 2020

See all comments

Wintrust Wealth Management

231 La Salle St
Chicago, IL 60604 312-431-1700

Ratings:
?
?%    
?
Experts in all they do, and always looking out for us. - Jun 21, 2022

See all comments

@ Financial

1925 N Clybourn Ave #01
Chicago, IL 60614 312-767-9166

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

A To Z Financial and Insurance Service

5750 W Irving Park Rd
Chicago, IL 60634 773-282-3670

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

Abacus Financial Service

128 E 18th St
Chicago, IL 60616 312-789-8010

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

Accenture Limited

180 N La Salle St
Chicago, IL 60601 312-332-3203

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

AIG Global Trade & Political

500 W Madison St
Chicago, IL 60661 312-930-5394

Ratings:
?
?%    
?
Whenever I try to get general questions answered, I feel they go unanswered,... - Jun 06, 2021

See all comments

Alliant Insurance Services

353 N Clark St
Chicago, IL 60654 312-595-6200

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

Ameriprise Financial

150 N Michigan Ave #2800
Chicago, IL 60601 312-523-2172

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

Ameriprise Financial

33 N Dearborn St #1400
Chicago, IL 60602 312-346-1000

Ratings:
?
?%    
?
Jamie seems honest, fair and prudent. - May 04, 2020

See all comments

Ameriprise Financial

939 W North Ave
Chicago, IL 60642 312-762-1500

Ratings:
?
?%    
?
I've worked this financial provider for many years and I have less than... - Sep 01, 2023

See all comments

Bank of America

1651 E 95th St
Chicago, IL 60617 773-933-7900

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

Bank of America Private Bank

110 N Upper Wacker Dr
Chicago, IL 60606 312-828-6108

Ratings:
?
?%    
?
They were very professional - Aug 10, 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.