Top financial advisors in Skokie, 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 Skokie, IL when you're planning for retirement income or managing property taxes, which can be notably high in Illinois. A common mistake is overlooking how local tax nuances affect your overall financial plan.
- Retirement income planning. Confirm how they incorporate Illinois' lack of state tax on retirement income into your cash flow strategy.
- Property tax impact. Ask how they help manage or anticipate high property taxes within your budget.
- Experience with local regulations. Ensure they understand Illinois-specific tax rules and how these influence investment and withdrawal decisions.
- Coordination with other professionals. Check if they collaborate with your tax preparer or estate attorney to align strategies across your financial picture.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Julian V
Series 63, Series 66
Skokie, IL
Northern Trust Securities, Inc.
Julian Van Ostrand's 21 years of experience and expertise in passive and active portfolio management, along with tax-loss harvesting, equip him to address retirement income planning and property tax impacts in Skokie, IL. As an independent advisor at Northern Trust Securities, he serves high-net-worth clients with a 1.25% AUM fee, offering discretionary wrap fee programs and collaboration with institutional resources, distinguishing him from others.
Experience: 21 years
Avg account: $806,324
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Gabriel R
Series 65, Series 63
Skokie, IL
Fidelity
Gabriel Reyes, based in Skokie, IL, brings 13 years of experience and expertise in charitable giving and active portfolio management, which can be valuable for managing retirement income and property tax impacts in Illinois. Affiliated with Fidelity, a large firm known for combining fundamental research with quantitative portfolio construction, he offers both discretionary and non-discretionary services, distinguishing him from advisors at smaller firms.
Experience: 14 years
Avg account: $234,793
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Leonard F
Series 65
Skokie, IL
HealthQuant Associates LLC
Leonard Fensterheim in Skokie, IL, offers active portfolio management with 11 years of experience, focusing on healthcare and life-sciences sectors through a mix of fundamental, technical, and economic analysis. His firm, HealthQuant Associates LLC, uses discretionary management and a 2% annual fee, differentiating him by integrating short-term trading strategies alongside long-term investments.
Experience: 11 years
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Merrick R
Series 66
Skokie, IL
Guardian Life
Merrick Robison in Skokie, IL, may assist with retirement income planning and managing Illinois property taxes through Primerica Advisors' broad retail client services and tax-loss harvesting expertise. His flat-fee structure and experience with business exit strategies, combined with the resources of a large firm, differentiate him from other local advisors.
Experience: 1 year
Avg account: $230,599
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Ari L
Series 63, Series 65
Skokie, IL
Baldwin Wealth Partners, LLC
Ari Lazar in Skokie, IL, offers expertise in wealth management and real estate investing, which is valuable for navigating Illinois' high property taxes and retirement income planning. His firm, Baldwin Wealth Partners, manages $2.5 billion using a blend of macro and fundamental research, and Ari provides flat-fee services tailored to high-net-worth clients, distinguishing him from advisors with traditional AUM-based fees.
Experience: 8 years
Avg account: $2,878,883
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