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 119 results
BusinessDistanceRatingsMost Recent Comment

A C Financial Service

832 W Golf Rd
Schaumburg, IL 60194 847-517-6373

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

Ameriprise Financial

1375 E Woodfield Rd #750
Schaumburg, IL 60173 847-619-1111

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

Growing Fortunes Financial Partners

1901 N Roselle Rd #800
Schaumburg, IL 60195 847-230-9636

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

Merrill Lynch Wealth Management

10 N Martingale Rd
Schaumburg, IL 60173 847-605-4400

Ratings:
?
?%    
?
Happy with them except for the amount of time it took to roll over an account - Jul 31, 2022

See all comments

Ameriprise Financial

111 E Schaumburg Rd
Schaumburg, IL 60194 847-584-0111

Ratings:
?
?%    
?
I can not say enough good things about the services provided here. Prior to... - May 16, 2020

See all comments

Puzzle Wealth Solutions

1901 N Roselle Rd #700
Schaumburg, IL 60195 630-425-5955

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

Raymond James

425 N Martingale Rd #760
Schaumburg, IL 60173 847-610-5090

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

Wintrust Wealth Management

1901 N Roselle Rd #370
Schaumburg, IL 60195 847-490-2104

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

Ameriprise Financial

1051 Perimeter Dr #810
Schaumburg, IL 60173 847-619-0907

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

Bank of America

1805 E Golf Rd
Schaumburg, IL 60173 847-605-0600

Ratings:
?
?%    
?
very professional and knowledgeable - Jun 24, 2022

See all comments

Chase Bank

600 N Meacham Rd
Schaumburg, IL 60173 847-240-6400

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

DTS Financial Advisors

1375 Woodfield Rd
Schaumburg, IL 60173 847-380-7121

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

Edward Jones

1701 Woodfield Rd #620
Schaumburg, IL 60173 847-995-0696

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

Edward Jones

2800 W Higgins Rd #850
Hoffman Estates, IL 60169 847-519-1327

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

Fanning Investment Partners

917 N Plum Grove Rd #A
Schaumburg, IL 60173 847-605-1700

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

Martin Capelle

1475 Woodfield Rd #900
Schaumburg, IL 60173 847-969-2558

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

Northwestern Mutual

1475 Woodfield Rd #900
Schaumburg, IL 60173 847-969-2500

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

Ulrich Ochs & Associates

10 N Martingale Rd
Schaumburg, IL 60173 847-605-4384

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

Wells Fargo Advisors

425 N Martingale Rd #200
Schaumburg, IL 60173 847-944-7900

Ratings:
?
?%    
?
Elias Friedman is a great advisor. - Apr 27, 2019

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.