Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Buffalo Grove has 8 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 4 non-vetted advisors in your local area. These retirement advisors in Buffalo Grove, Illinois have an average of 24 years of experience.
Qualifications
Firm CRD# 107271
Minimum Assets Required
Not Specified
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts.
Fee-Only, Based on Assets
Eric Kirste
CFP®, CIMA®, AIF®
Savvy Advisors, Inc
Qualifications
CRD# 3245871
Firm CRD# 111111
Series 66
Minimum Assets Required
$500,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Fee-Only, Hourly, Flat Fee, Based on Assets
Allworth Financial
AIF®, BFA", CDFA", RFC®
Qualifications
Firm CRD# 111167
Minimum Assets Required
Not Specified
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Fee-Based
Christopher Barberini
Lakeshore Capital Group
Qualifications
CRD# 5969705
Firm CRD# 325609
Series 65
Minimum Assets Required
$400,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Fee-Only, Flat Fee, Based on Assets
Qualifications
CRD# 7015673
Firm CRD# 46173
Series 7, 66
Minimum Assets Required
$50,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.
Commissions, Flat Fee, Based on Assets
Brian Luedke
BFA, RICP®, ChFC®
Forward Wealth Group
Qualifications
CRD# 2783392
Firm CRD# 8032
Series 6, 7, 63, 66
Minimum Assets Required
$100,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.
Fee-Based, Hourly, Flat Fee, Based on Assets
Jacob Schatz
CFP®, RICP®
IntentGen Financial Partners
Qualifications
CRD# 5522486
Firm CRD# 304569
Series 7, 66
Minimum Assets Required
$0
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Fee-Based, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | HIGHVIEW CAPITAL MANAGEMENT, LLC 2150 E. Lake Cook Road, Suite 820 Buffalo Grove, IL, 60089 | $265,004,023 | 170 | 5 | A Percentage of AUM |
2 | JOURNEY FINANCIAL GROUP, INC. 1110 W. Lake Cook Road, Suite 265b Buffalo Grove, IL, 60089 | $201,618,346 | 924 | 8 | A Percentage of AUM, Hourly charges, Fixed Fees |
3 | SGL FINANCIAL, LLC 1130 W Lake Cook Road, Suite 150 Buffalo Grove, IL, 60089 | $168,784,960 | 1283 | 12 | A Percentage of AUM, Hourly charges, Fixed Fees |
4 | PHASE III ADVISORY SERVICES, LTD 1110 W. Lake Cook Rd, Suite 265 Buffalo Grove, IL, 60089 | $136,039,387 | 1175 | 2 | A Percentage of AUM, Hourly charges, Fixed Fees |
QualificationsFirm CRD# 306195
Assets Under Management $265,004,023
No. Of Clients170
Clients Per Financial Advisor34
HIGHVIEW CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Buffalo Grove, Illinois. With a nearly $265M assets under management, the firm specializes in crafting personalized retirement planning solutions for 170 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 123565
Assets Under Management $201,618,346
No. Of Clients924
Clients Per Financial Advisor116
JOURNEY FINANCIAL GROUP, INC. is a financial advisory firm situated in Buffalo Grove, Illinois. With a nearly $202M assets under management, the firm specializes in crafting personalized retirement planning solutions for 924 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 158023
Assets Under Management $168,784,960
No. Of Clients1283
Clients Per Financial Advisor107
SGL FINANCIAL, LLC is a financial advisory firm situated in Buffalo Grove, Illinois. With a nearly $169M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1283 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 122959
Assets Under Management $136,039,387
No. Of Clients1175
Clients Per Financial Advisor588
PHASE III ADVISORY SERVICES, LTD is a financial advisory firm situated in Buffalo Grove, Illinois. With a nearly $136M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1175 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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