Top financial advisors in Rochelle, 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 Rochelle, IL when you're planning for retirement income without worrying about state income tax, but still need to manage high property taxes effectively. A common mistake is overlooking how property taxes impact your overall retirement budget, which can lead to unexpected shortfalls.
- Retirement income focus. Look for advisors who plan your income streams considering Illinois' no state tax on retirement income but high property taxes.
- Property tax planning. Confirm how they incorporate property tax projections into your cash flow and withdrawal strategies.
- Experience with local regulations. Ask how familiar they are with Rochelle and Illinois tax rules that affect your retirement finances.
- Holistic expense management. Ensure they consider all retirement expenses, not just taxes, to avoid surprises in your budget.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Susana B
Series 66
Rochelle, IL
LPL Financial
Susana Belmonte, based in Rochelle, IL, offers financial planning through LPL Financial, a large firm with a national network and a variety of advisory programs including retirement plan consulting. She provides flat-fee and hourly fee structures, which may appeal to clients seeking transparent pricing, and holds a Series 66 designation with a focus on college savings, complementing retirement income planning needs.
Experience: 2 years
Avg account: $399,489
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Ivett M
Series 66
Delkab, IL
Raymond James Financial
Ivett Mc Han Frank at Raymond James Financial in DeKalb, IL, offers flat-fee financial planning and has expertise in wealth management and tax strategies for small businesses, which can help manage retirement income and property tax concerns near Rochelle. Her firm supports diverse clients with tailored, non-discretionary advisory services and specialized programs, distinguishing her approach within a large firm setting despite her relatively recent industry experience.
Experience: 1 year
Avg account: $700,796
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Bradley S
Series 66
Rochelle, IL
Edward Jones
Bradley Stojan's 19 years of experience at Edward Jones in Rochelle, IL, equip him to address retirement income planning with attention to local tax nuances, including property taxes. His expertise in wealth management and tax-loss harvesting, combined with Edward Jones' large-firm resources and a fee structure up to 1.35% annually, distinguishes him among advisors serving retirees and business owners in the area.
Experience: 19 years
Avg account: $246,728
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Nathan H
Series 65
Davis Junction, IL
Haas Trade Advisors LLC
Nathan Haas offers retirement income and general estate planning with a focus on budgeting and cash flow, which is crucial for managing high property taxes in Rochelle, IL. His firm uses a buy-and-hold investment approach and provides services via virtual meetings, with a flat-fee structure starting at $1,250, making him a cost-transparent option compared to advisors with asset-based fees.
Experience: 0 years
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Edward C
Series 63, Series 65
Edmond, IL
Cetera
Edward Carey brings 26 years of experience and a strong background in tax accounting, which is valuable for managing retirement income and property tax considerations in Illinois. Affiliated with Cetera, a large SEC-registered firm offering diverse portfolio management and financial planning services, he provides flat-fee and hourly consulting options, catering to a broad client base including business owners and executives.
Experience: 26 years
Avg account: $306,089
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