TOP 30 Best Financial portfolio advisor in Aurora, Illinois

Edward Jones - Financial Advisor: Eric Saunders, AAMS™ is a reputable finance institution located at 2418 West Indian Trail in Aurora, Illinois, United States. As a certified Accredited Asset Management Specialist, Eric Saunders offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships and providing exceptional customer service, Edward Jones - Financial Advisor: Eric Saunders, AAMS™ is dedicated to helping individuals and families secure their financial future.

LPL Financial is a trusted financial institution located at 2000 West Galena Boulevard in Aurora, Illinois, United States. Specializing in providing a wide range of financial services, LPL Financial offers convenient access to ATMs for all your banking needs. Whether you're looking to manage your investments, plan for retirement, or simply withdraw cash, LPL Financial is dedicated to helping you achieve your financial goals. With a commitment to personalized service and expert financial advice, LPL Financial is the go-to destination for all your financial needs.

Clear Perspective Advisors, located in Aurora, Illinois, provides comprehensive financial planning strategies, investment advice, asset allocation, and portfolio construction recommendations for individual and institutional clients. With over a decade of experience, our Founding Partners aim to offer an independent-minded perspective on the investment options available in the marketplace. We take the time to understand our clients' financial circumstances, objectives, risk tolerance, and return expectations in order to create customized plans tailored to their specific needs. Our boutique-style approach gives clients personal access to a wide range of financial services and products.

Aurora Bank & Trust is a trusted financial institution located at 2287 West Galena Boulevard in Aurora, Illinois, United States. Offering a range of banking services including ATM access, this institution is dedicated to providing convenient and reliable financial solutions to its customers. With a focus on customer satisfaction and financial security, Aurora Bank & Trust is committed to helping individuals and businesses achieve their financial goals.

Meyer Wealth Advisors, located at 2020 Calamos Court in Naperville, Illinois, is a finance institution offering collaborative counsel and goal-based planning services. Serving the local community within the Chicago metropolitan area and beyond since the mid-80s, our team is dedicated to helping clients maximize their financial potential. We specialize in developing customized wealth solutions tailored to each client's unique goals and values, with a focus on socially responsible investing. Our friendly and attentive team is now offering virtual financial planning services to clients nationwide. We aim to connect your money with your life, providing step-by-step guides to help ensure your assets last a lifetime and avoid common financial mistakes. Our primary service areas include Aurora, Oswego, Sugar Grove, and more. Our advisors have received recognition from Forbes, InvestmentNews, and Barron's Magazine. Securities are offered through Cetera Advisor Networks LLC, and investment advisory services are offered through CWM, LLC. Meyer Wealth Advisors is now Carson Wealth, with the same great service and a larger team. Visit our new website for more information.

Sum Total Financial Management is a leading finance institution located at 2631 Ginger Woods Parkway in Aurora, Illinois, United States. Our team of expert financial advisors is dedicated to providing comprehensive financial solutions to help individuals and businesses achieve their goals. From retirement planning to investment management, our experienced professionals are here to guide you every step of the way. Trust Sum Total Financial Management to help you secure a stable financial future.

Edward Jones - Financial Advisor: Acie Boyd is a reputable financial institution located at 933 Oak Street in North Aurora, Illinois, United States. As a trusted financial advisor, Acie Boyd provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored solutions, clients can feel confident in their financial decisions. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones - Financial Advisor: Acie Boyd is dedicated to helping you navigate the complexities of the financial world with expertise and care.

Anderson Financial is a leading finance institution located at 2000 West Galena Boulevard in Aurora, Illinois, United States. With a team of experienced financial experts, we offer a wide range of services including investment management, retirement planning, and wealth management. Our mission is to help our clients achieve their financial goals and secure their future. Visit us today to learn more about how Anderson Financial can help you build a strong financial foundation.

Edward Jones - Financial Advisor: Scott Hoag is a reputable finance institution located at 2124 Ogden Avenue in Aurora, Illinois, United States. As a trusted financial advisor, Scott Hoag provides personalized investment strategies and guidance to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones is dedicated to providing top-notch financial services to individuals and families in the Aurora area. Whether you are looking to plan for retirement, save for your child's education, or grow your wealth, Scott Hoag and the team at Edward Jones are here to help you navigate the complexities of the financial world and make informed decisions for a secure financial future.

Peregrine Financial Group is a finance institution located at 2378 Legacy Drive in Aurora, Illinois, United States. Specializing in financial services, Peregrine Financial Group offers a wide range of investment options and financial planning solutions for individuals and businesses alike. With a team of experienced professionals, Peregrine Financial Group is dedicated to helping clients achieve their financial goals and secure their financial future.

Edward Jones - Financial Advisor: David Breese, AAMS™ is a trusted financial institution located at 75 Executive Drive in Aurora, Illinois, United States. As a seasoned financial advisor, David Breese offers personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides comprehensive financial planning, investment strategies, and retirement planning solutions. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, David Breese, AAMS™ is dedicated to helping you navigate the complexities of the financial world and secure your financial future.

Edward Jones - Financial Advisor: Mike Hatch is a trusted finance institution located at 4255 Westbrook Drive in Aurora, Illinois, United States. As a reputable financial advisor, Mike Hatch provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing expert guidance, Edward Jones - Financial Advisor: Mike Hatch is dedicated to helping individuals and families secure their financial futures. Whether you are planning for retirement, saving for college, or investing for the future, Mike Hatch is committed to helping you navigate the complexities of the financial world with confidence and peace of mind. Contact Edward Jones - Financial Advisor: Mike Hatch today to start your journey towards financial success.

Edward Jones - Financial Advisor: Mike Pine, CFP®|CIMA® is a reputable financial institution located at 2048 Aurora Avenue in Naperville, Illinois, United States. Specializing in providing comprehensive financial planning services, Mike Pine, a Certified Financial Planner and Certified Investment Management Analyst, offers personalized advice and guidance to help clients achieve their financial goals. With a commitment to transparency and integrity, Edward Jones - Financial Advisor: Mike Pine, CFP®|CIMA® is dedicated to helping individuals and families navigate the complexities of the financial world with confidence and peace of mind.

Maxx Financial Services is a leading accounting and finance institution located at 122 West Downer Place in Aurora, Illinois, United States. Our team of experts is dedicated to providing top-notch financial services to individuals and businesses, helping them manage their finances effectively and achieve their financial goals. With a focus on accuracy and professionalism, we offer a wide range of services including tax preparation, bookkeeping, financial planning, and more. Trust Maxx Financial Services to handle all of your accounting and finance needs with precision and care.

Cruz Investments & Wealth Management is a leading finance institution located at 605 North Broadway in Aurora, Illinois, United States. Our dedicated team of financial experts specializes in providing personalized investment and wealth management services to help our clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, we strive to deliver exceptional results and superior customer service. Contact us today to learn more about how Cruz Investments & Wealth Management can help you secure your financial future.

Doepel & Wikstrom Wealth Management of Raymond James is a trusted financial institution located in Naperville, Illinois. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, we are here to provide expert guidance and support every step of the way. Visit us at 127 Aurora Avenue to learn more about how we can help you secure your financial future.

Rezny Wealth Management, Inc. is a finance institution located at 75 Executive Drive in Aurora, Illinois, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. With a focus on building long-term relationships based on trust and transparency, we provide comprehensive financial planning, investment management, and retirement planning services. At Rezny Wealth Management, Inc., we are committed to helping our clients secure their financial future and navigate the complexities of the financial markets with confidence. Contact us today to schedule a consultation and take the first step towards financial success.

Magnum Insurance Agency is a trusted health insurance agency located at 700 East New York Street in Aurora, Illinois, United States. With a commitment to providing excellent service and comprehensive coverage options, Magnum Insurance Agency is dedicated to helping individuals and families find the perfect health insurance plan to meet their needs. Their experienced agents are knowledgeable about the latest healthcare options and work diligently to ensure their clients are well-informed and protected. Whether you are looking for individual coverage or a family plan, Magnum Insurance Agency is here to help you navigate the complex world of health insurance and find the perfect policy for you.

Orvi Multi-Services is a reputable finance and insurance agency located at 1630 East New York Street in Aurora, Illinois, United States. With a team of experienced professionals, we offer a wide range of financial services including investment planning, retirement planning, insurance policies, and more. Our goal is to provide personalized solutions to help our clients achieve their financial goals and secure their future. Visit us today to learn more about how Orvi Multi-Services can assist you with your financial needs.

Oberweis Asset Management is a unique institution that combines the worlds of finance and food. Located at 951 Ice Cream Drive in North Aurora, Illinois, United States, this institution offers a one-of-a-kind experience for its clients. As a finance and food store, Oberweis Asset Management provides expert financial advice and services while also serving up delicious treats from their ice cream shop. Whether you're looking to secure your financial future or satisfy your sweet tooth, Oberweis Asset Management has you covered.

Fifth Third Securities - Juan Aguilar is a reputable finance institution located at 1851 West Galena Boulevard in Aurora, Illinois, United States. With a focus on providing top-notch financial services, the institution offers a range of investment options and solutions to help clients achieve their financial goals. Led by experienced financial advisor Juan Aguilar, Fifth Third Securities is dedicated to delivering personalized and expert advice to help clients navigate the complexities of the financial world. Whether you are looking to invest, plan for retirement, or secure your financial future, Fifth Third Securities - Juan Aguilar is committed to helping you succeed.

Andrew Crouch - Wealth Management is a finance institution located at 37 South River Street in Aurora, Illinois, United States. Andrew R. Crouch, the Senior Vice President and Senior Trust Officer at Old Second Bank, provides expert guidance to individuals and families on preserving and transferring wealth across generations. Specializing in trust, estate, tax planning, and more, Andrew offers comprehensive services for high-net-worth clients. With a background in law and education, Andrew is a trusted advisor in the field. Investment advisory and financial planning services are offered through River Street Advisors, LLC, a subsidiary of Old Second National Bank. Clients can expect personalized strategies tailored to their financial goals and risk tolerance. Please note that all investments carry risk and there are no guarantees of returns. Contact Andrew Crouch - Wealth Management for professional and trustworthy financial guidance.

Mike Cava, CFA CFP® - Wealth Management is a finance institution located at 37 South River Street, Aurora, Illinois, United States. Mike is a Vice President and Senior Portfolio Manager with Old Second Bank’s Wealth Management Group, bringing over 30 years of investment experience to the table. He co-manages the Fixed Income Common Trust Fund and handles major institutional and individual accounts. Mike holds a B.A. in Economics from Marquette University and a M.A. in Economics from DePaul University. He is also a Chartered Financial Analyst and a CERTIFIED FINANCIAL PLANNER™ professional. Old Second National Bank is committed to meeting the financial needs of families and businesses in the communities they serve. Investment advisory and financial planning services are offered through River Street Advisors, LLC, a subsidiary of Old Second National Bank. River Street Advisors, LLC is a registered investment adviser and operates in states where it is properly registered. All investment strategies carry risks, and there is no guarantee of profit. Investments are not FDIC insured, not deposits or obligations of the bank, and may result in loss of principal.

Steve Meves - Wealth Management is a finance institution located at 37 South River Street in Aurora, Illinois, United States. Led by Chief Investment Officer Steve Meves, who has over 16 years of experience managing investments for trust clients, high-net-worth individuals, and institutional relationships. The Investment Team is responsible for investment strategy, market research, security analysis, and portfolio management. Steve also manages client portfolios and co-manages the Equity and Fixed Income Common Trust funds. With a background in Finance, Investments & Banking, Economics, and an MBA from the University of Chicago Booth School of Business, Steve is a Chartered Financial Analyst® and a member of the CFA Society of Chicago and the CFA Society of Milwaukee. Old Second National Bank Aurora is committed to serving the needs of families and businesses in the community. Investment advisory and financial planning services are offered through River Street Advisors, LLC, a registered investment adviser. Investors should be aware that all investment strategies carry risk and there is no guarantee of profit. Not insured by the FDIC or any government agency, investments are subject to risks, including possible loss of principal.

Brad Johnson - Wealth Management is a finance institution located at 37 South River Street in Aurora, Illinois, United States. Brad Johnson, Vice President and Investment Officer at Old Second Bank’s Wealth Management Group, offers investment advisory and financial planning services through River Street Advisors, LLC. Brad holds a Bachelor of Science in Finance and a Master of Science in Finance from the University of Illinois Urbana-Champaign, as well as the designations of Chartered Financial Analyst and Certified Financial Planner. With expertise in managing individual and institutional accounts, Brad co-manages the Equity Common Trust Fund and major institutional accounts. Old Second National Bank Aurora is committed to meeting the financial needs of families and businesses in the local communities. Please note that all investment strategies come with risks, and there is no guarantee of profits. River Street Advisors, LLC is a registered investment adviser and operates in compliance with state regulations. Investments are not insured by the FDIC or any government agency and may result in the loss of the principal amount invested.

Skinner & Associates is a reputable finance institution located at 1730 North Farnsworth Avenue in Aurora, Illinois, United States. With a team of experienced financial professionals, Skinner & Associates offers a wide range of financial services to individuals and businesses. Whether you need assistance with investments, retirement planning, or wealth management, Skinner & Associates is dedicated to helping clients achieve their financial goals. Contact them today to schedule a consultation and take control of your financial future.

Sean O'Connor - Wealth Management is a finance institution located at 37 South River Street, Aurora, Illinois, United States. Sean O'Connor is a 1st Vice President and Manager of Retirement Plan Services with over 25 years of experience in financial planning. He specializes in designing and implementing innovative retirement plan solutions for clients with assets ranging from 250K to 250MM. The institution is a part of Old Second National Bank Aurora, a community bank dedicated to serving the needs of families and businesses in the local communities. Investment advisory and financial planning services are offered through River Street Advisors, LLC, a registered investment adviser. Clients should be aware of the potential risks involved in investing, as there are no guarantees of profits and there is a possibility of loss. Sean O'Connor - Wealth Management is committed to providing personalized and professional financial services to help clients achieve their financial goals.

Jacquelyn Volkert - Wealth Management is located at 37 South River Street in Aurora, Illinois, United States. This finance institution is led by Senior Vice President Jacquelyn "Jackie" Volkert, who brings over 30 years of trust experience to Old Second Bank. Jackie serves as a Relationship Manager and Senior Trust Officer, overseeing personal and business relationships, as well as managing the Irrevocable Insurance Trust and other trust operations. She holds certifications from the University of Wisconsin and Northwestern University. Old Second National Bank Aurora is committed to meeting the financial needs of families and businesses in the community. Investment advisory and financial planning services are offered through River Street Advisors, LLC, a subsidiary of the bank. River Street Advisors, LLC is a registered investment adviser and operates in compliance with state regulations.

"Ed" Edward Gorenz - Wealth Management is a finance institution located at 37 South River Street in Aurora, Illinois, United States. Edward "Ed" J. Gorenz, a Vice President and Trust Officer at Old Second Bank’s Wealth Management Group, has over 27 years of trust and investment experience. He manages personal trust and estate administration relationships and is a member of various Wealth Management committees. Ed holds a Bachelor of Science degree from the University of Illinois and a Master of Science in Finance degree from Northern Illinois University. Additionally, he has attended Northwestern University’s National Trust School and Southern Illinois University’s Illinois Banking School. Old Second National Bank Aurora is a community bank committed to serving the needs of families and businesses in the local communities. Investment advisory and financial planning services may be offered through River Street Advisors, LLC, a subsidiary of Old Second National Bank. River Street Advisors, LLC is a registered investment adviser and operates in states where it is properly registered. Investment strategies involve risks, and there is no guarantee of profitability. Investments are not insured by the FDIC or any government agency, not deposits or obligations of the depository financial institution, and are subject to potential loss of principal.

Jacqueline Runnberg - Wealth Management is located at 2 South York Road in Bensenville, Illinois, United States. As a 1st Vice President and Wealth Advisor with Old Second Bank's Wealth Management team, Jacqueline Runnberg brings over 20 years of Trust and Investment experience to her role. She specializes in advising high net worth individuals, families, and business owners in the planning and management of their wealth. Jacqueline coordinates a team of specialists to provide clients with advanced financial planning, investment and money management, tax planning, estate planning and administration, charitable giving, and wealth transfer services. Jacqueline is a Certified Financial Planner™ (CFP®) professional, with a BA from Michigan State University and a Certificate Program in Financial Planning from DePaul University. She is a member of the Financial Planning Association and the Fox Valley Estate Planning Council.