Top financial advisors in Ottawa, 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 Ottawa, IL when you're planning for retirement or managing significant assets and want to understand how local factors like property taxes affect your strategy. A common mistake is overlooking how Illinois' lack of tax on retirement income can change your withdrawal plans.
- Property tax impact. Ask how they factor Ottawa's property taxes into your overall budget and long-term plan.
- Retirement income planning. Confirm they recognize Illinois doesn't tax retirement income, which can influence your tax-efficient withdrawal sequence.
- Experience with local regulations. Ensure they understand state-specific rules that affect estate and financial planning.
- Asset management approach. Discuss how they balance growth and preservation tailored to your retirement timeline and risk tolerance.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Stephen K
Series 63, Series 65
Ottawa, IL
Equitable Advisors
Stephen Killelea offers 37 years of experience in retirement income strategy and Social Security optimization, making him well-suited for clients in Ottawa, IL planning for retirement. Affiliated with Equitable Advisors, a large firm serving high-net-worth clients, he provides flexible fee structures ranging from 0.20% to 2.50% AUM fees and hourly planning fees, combining advisory and brokerage services tailored to individual goals.
Experience: 38 years
Avg account: $570,841
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Heliodoro R
CFP®, Series 66
Ottawa, IL
Edward Jones
Heliodoro Ruvalcaba offers wealth management expertise in Ottawa, IL, with 19 years of experience and CFP® certification, making him well-equipped to address local retirement income planning and property tax considerations. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, he provides access to diverse investment programs and charges up to 1.35% annually, distinguishing him from advisors at smaller firms or with less comprehensive resources.
Experience: 19 years
Avg account: $246,728
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Bradley A
CFP®, Series 63
Ottawa, IL
Armstrong & Associates, Inc.
Bradley Armstrong's 39 years of experience and CFP® certification equip him to address retirement planning in Ottawa, IL, including local property tax considerations and Illinois' tax policies on retirement income. His firm serves a diverse client base with tailored investment strategies using fundamental and technical analysis, and his hourly fee structure offers flexible engagement compared to other advisors in the area.
Experience: 40 years
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Attilio B
ChFC®, Series 63, Series 65
Ottawa, IL
LPL Enterprise
Attilio Bianchi's 42 years of experience and ChFC® designation equip him to address retirement planning needs in Ottawa, IL, including local property tax considerations and Illinois' tax-free retirement income. Affiliated with LPL Enterprise, a large firm offering flat-fee planning and access to model portfolios, he also specializes in tax-loss harvesting and serves self-employed clients, differentiating him with broad expertise and flexible fee options.
Experience: 43 years
Avg account: $239,757
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Donna H
CFP®, Series 63, Series 65
Ottawa, IL
Raymond James Financial
Donna Hunt's 33 years of experience and CFP® certification equip her to address retirement planning needs in Ottawa, IL, including local property tax considerations and Illinois' tax policies on retirement income. Affiliated with Raymond James Financial, a large firm offering flat-fee and hourly planning services, she supports diverse clients with tailored, non-discretionary investment consulting and emphasizes risk profiling in her approach.
Experience: 33 years
Avg account: $700,796
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