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Financial Advisors in Highland Park, IL

How to choose a financial advisor in Highland Park

Ask two questions first. How are you paid, and are you a fiduciary? An advisor paid only by you (fee-only) has fewer reasons to steer you toward products. One who earns commissions isn't necessarily worse, but you should know. Check the firm name on the profile: advisors with a large network have the network's tools and its product list; independents have more freedom and fewer resources. Ask what kinds of clients they usually work with. A retiree and a 35-year-old with a young family need different advice. Then ask how often you'll actually hear from them.

Steven Perlman

Financial Advisor

MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.

Highland Park, IL

ProfileNo contact yet

James Kim

Financial Advisor

INSIGHT SECURITIES, INC.

Highland Park, IL

ProfileNo contact yet

Brian Rhoads

Financial Advisor

CHECKPOINT FINANCIAL PLANNING

Highland Park, IL

ProfileNo contact yet

Howard Klieger

Financial Advisor

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC

Highland Park, IL

ProfileNo contact yet

James Gaines

Financial Advisor

MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.

Highland Park, IL

ProfileNo contact yet

Zachary Walters

Financial Advisor

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC

Highland Park, IL

ProfileNo contact yet

David Graff

Financial Advisor

PRECISE INVESTMENT MANAGEMENT, INC.

Highland Park, IL

ProfileNo contact yet
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