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 627 Chicago area financial planners


Page 1 of 15 results
BusinessDistanceRatingsMost Recent Comment

Charles Schwab

500 S 3rd St # 135
Geneva, IL 60134 630-208-4935

Ratings:
?
?%    
?
Great service with reasonable fees. - Aug 30, 2023

See all comments

Stifel

263 Shuman Blvd #130
Naperville, IL 60563 630-845-7900

Ratings:
?
?%    
?
They ask the proper questions so they can advise on your needs. - Jan 13, 2016

See all comments

Leelyn Smith

10 N 3rd St
Geneva, IL 60134 630-232-8995

Ratings:
?
?%    
?
They have fresh baked cookies in the office when you visit. - May 10, 2020

See all comments

Morgan Stanley Financial Advisors

10 W State St #204
Geneva, IL 60134 630-262-2020

Ratings:
?
?%    
?
Very honest and client oriented ... I've been with him for over 30 years - Aug 19, 2016

See all comments

Thrivent Financial

324 W State St
Geneva, IL 60134 630-402-0052

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

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.