Top financial advisors in Freeport, IL
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might seek a financial advisor in Freeport, IL when you're planning for retirement or managing significant assets and want to understand how local tax rules affect your income. A common mistake is overlooking property taxes, which can be high here, even though retirement income itself isn't taxed.
- Local tax insight. Confirm how they factor in Illinois' no tax on retirement income but high property taxes when planning your cash flow.
- Experience level. Ask about their years working with clients in Freeport to ensure familiarity with regional financial nuances.
- Fee structure clarity. Understand whether they charge flat fees or other models, and how that aligns with your financial goals.
- Firm size impact. Inquire how working with advisors from large firms versus independent ones might affect your service and options.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Andrew S
Series 65
Freeport, IL
Lucas Group Financial Advisors, LLC
Andrew Stewart offers expertise in retirement and tax planning tailored to Freeport, IL, with nine years of experience and a Series 65 license. His firm employs a passive investment approach and serves a diverse client base, charging flat fees typically ranging from $3,000 to $25,000, which may suit clients seeking transparent pricing and independent advice in the local market.
Experience: 9 years
Avg account: $782,535
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Brett N
CFP®, Series 63, Series 65
Freeport, IL
Packerland Brokerage Services, Inc.
Brett Nicklaus offers extensive expertise in retirement income strategy and wealth management, supported by 39 years of experience and CFP® certification, making him well-equipped to address Freeport's unique tax considerations. His independent status and flat-fee structure, along with leadership roles at Packerland Brokerage Services and Trinity Insurance & Financial Services, provide a blend of personalized planning and diverse investment solutions that distinguish him from other local advisors.
Experience: 39 years
Avg account: $277,427
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Nikayla P
Series 66
Freeport, IL
Wells Fargo Clearing
Nikayla Petta offers financial advice in Freeport, IL, with eight years of experience and a Series 66 designation, making her familiar with local financial nuances. Working at Wells Fargo Clearing, a large firm known for retirement plan consulting and an IPS-driven investment approach, she serves high-net-worth clients with a flat-fee structure and access to diverse investment options.
Experience: 9 years
Avg account: $475,575
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Thomas T
Series 66
Freeport, IL
Cetera
Thomas Torossian's seven years of experience in Freeport, IL, and expertise in wealth management and retirement plans for business owners make him well-suited to address local tax nuances, including Illinois' property taxes. Operating within Cetera, a large firm, he offers flexible flat-fee and hourly consulting options, providing a range of services that may differ from advisors at smaller firms or with different fee structures.
Experience: 8 years
Avg account: $306,089
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Talia A
Series 66
Freeport, IL
Edward Jones
Talia Allen offers wealth management and tax-loss harvesting expertise in Freeport, IL, with a focus on multi-generational wealth transfer, which suits clients managing significant assets and retirement planning. As part of Edward Jones, a large firm with over 23,000 advisors and $1 trillion AUM, she provides access to extensive resources and charges up to 1.35% annually, differentiating her from smaller independent advisors.
Experience: 3 years
Avg account: $246,728
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