Park Ridge, IL 139 Financial Advisors near you

Where do you need the financial services and planning?

Go
Answer some questions

Let us know about your needs so we can bring you the right pros.

Get matched

Get matched with multiple pros that meet your exact needs.

Hire the right pro

Compare pros, ask questions, and hire only when ready.

Park Ridge Financial Advisors Ready to Help

Kenneth P. Rapoport CPA, Ltd.

Kenneth P. Rapoport CPA, Ltd.

5.0 (11)
I have a great deal of experience in the professional tax and accounting area. I have been certified for nearly 40 years. I have handled every type of situation for individual and small and medium size business accounting. I have worked extensively with the IRS and IDOR on tax matters, and am a very professional negotiator.  I am licensed, certified in the area of public accounting, financial forensics and hold several titles (CPA, FCPA, CFF). My education is with Loyola University and DePaul university, holding course work for degrees of Bachelor of Business Administration with emphasis in Public Accounting and Master of Science in Taxa ... View Profile
View Profile
Blue Haven Capital LLC

Blue Haven Capital LLC

5.0 (7)
Blue Haven Capital is a fee-only, full fiduciary firm located near Chicago, IL. We help people through both everyday and extraordinary financial complexities. Our service to our customers is low cost, individualized, attentive, and solution-oriented. We look forward to hearing your story and helping you meet your financial objectives. The Blue Haven team leverages many, many years of working with individuals, family foundations, and non profit foundations to build and maintain long-term wealth. Clients of the firm are located across the United States as well as Western Europe. Some of our customers have three or four generations working ... View Profile
View Profile
Wright Way Tax Services

Wright Way Tax Services

5.0 (7)
We offer flat fees, quick services virtually or in person by appointment. We prepare student tax returns for FREE! When a parent files and pays for tax services. We have refer-a-friend discounts. 
View Profile
Integrity Financial Management, Inc

Integrity Financial Management, Inc

5.0 (5)
I believe we go the extra mile in understanding our clients needs, goals and dreams and helping them to accomplish them and in the process becoming their financial CFO....and although we are not experts in every area I have established relationships with quality CPAs, Estate planning attorneys, mortgage bankers....to assist me in meeting my clients needs.....
View Profile
Integrity Financial Management

Integrity Financial Management

4.8 (4)
Try the financial services and planning of Integrity Financial Management if you want to learn how to manage your wealth wisely. Tom Prybylo is a good choice. They offer financial services and planning at a fair and just rate.
View Profile
Ricon Data Systems - Terence Connell CPA

Ricon Data Systems - Terence Connell CPA

5.0 (4)
Business is a science but helping people and their families is more like an art.  Providing the clients with what they want and to suit their needs is the focus. 40+ years experience accounting and taxes, IT, and business systems, business & personal financial strategies.  CPA, QuickBooks ProAdvisor  Insurance Life & Health, Securities Series 6, Series 63,  Series 65 https://www.facebook.com/Ricon-Data-Systems-Terence-Connell-CPA-273630092688293/ http://linkedin.com/In/TerryConnell ... View Profile
View Profile
M V KUPER P C

M V KUPER P C

5.0 (4)
M.V.KUPER P.C. is a CPA firm with locations and licenses from both the Sates of Wisconsin and Illinois. In addition Marcel holds the certifications of Personal Financial Specialist and Certified Fraud Examiner. We practice year round. Marcel is also concentrating his practice in representation before  both Federal and State Tax authorities.
View Profile
Deknight VA

Deknight VA

5.0 (3)
WE DO NOT DO TAXES. We are a virtual bookkeeping & Profit First coaching firm that offers flexible solutions for businesses.  We can help you create a very profitable business. PERSONAL SERVICE We offer comprehensive accounting and bookkeeping services combined with the attentive, personal service.  When you work with us, we deliver all the conveniences of working with a larger outsourced accounting service combined with the attentive, personal attention of an established accounting firm. You can call us whenever you have questions and speak to a real person that understands your concerns and financial challenges. Best of all, y ... View Profile
View Profile
Accounteque Services, Inc

Accounteque Services, Inc

5.0 (3)
Looking for a financial service provider? Accounteque Services, Inc has got you covered. Inquire for estimates now.
View Profile
JRB Team

JRB Team

5.0 (2)
The JRB Team, Inc. is a Chicago-based organization that focuses on connecting businesses to other businesses (or consumers) with the primary goal of increasing revenues. JRB is a team of highly talented individuals that use the power of collective thinking and team collaboration to develop the most efficient business processes and the best sales practices. Our success is driven by a hunter mentality that produces high sales activity combined with a strategic approach; we focus on your business’ goals and creative ways to accomplish them. Services can include, but are not limited to: outbound sales, inbound customer service, ongoi ... View Profile
View Profile
American Capital Management, Inc

American Capital Management, Inc

5.0 (2)
We emphasize on a holistic approach to Financial Planning for our clients.  In that, we review the most important topics for sound financial health including estate planning, retirement planning, investments and insurance. We truly do care for our clients financial well-being and it shows in the work we do. We truly believe in a long-lasting relationship with our clients.
View Profile
R Hill Enterprises, Inc.

R Hill Enterprises, Inc.

5.0 (2)
BOOK REVIEW Reviewed by Romuald Dzemo for Readers' Favorite Ask the RIGHT Questions Get the Right ANSWERS: For Sound Financial Retirement Planning by Robb Hill may be a short read, but the information in it is powerful and priceless for those who want to take control of their finances and retire with freedom. This is a book that offers advice on retirement planning and, besides providing practical tips to readers on the subject, it unveils revolutionary ideas that will guide readers to make the best choices and be ahead in the game. This book provides useful information on a variety of topics and retirement options, allowing reader ... View Profile
View Profile
CPA WIT, LLC

CPA WIT, LLC

5.0 (2)
Fundraising expert, CPA, and MBA with 15+ years of experience as CFO in the start-up, small and medium business environment. I am also an Intuit Pro-Advisor Advanced certified.
View Profile
The Accountant

The Accountant

5.0 (2)
Every situation requires a unique solution- let The Accountant provide you with the simplified solution, detailed metrics and guaranteed compliance with affordable costs, and technology in accounting, business management, and tax preparation today. We have worked with over 32 businesses globally and have forged the understanding of the nuances and leakage not seen through the average eye or archaic software. We possess over 15 years of experience in Finance, Accounting or Bookkeeping, and Tax Preparation as the sole well-versed tax accountant and financial solution professional for revenue maximization and problem solving. We are all about ... View Profile
View Profile
Alexa CPA Group

Alexa CPA Group

5.0 (1)
Alexa CPA Group is a Full-Service Boutique and Modern CPA firm. We focus on the following: 1) ACCOUNTING - basic and advanced level (sub-account management, bookkeeping/accounting services, outsourced controller), 2) OUTSOURCED CFO (in-depth analytic report, analyzing company activity and setting up goals together for the future, tracking those goals, assessing and optimizing your accounting environment, projections, forecasts, internal valuations, exit planning, tax planning, wealth management, etc) 3) TAX - TAX PLANNING, TAX RESOLUTION, TAX PLANNING). We have 83 tax saving strategies to get you to a better position then you're now. Average ... View Profile
View Profile
Kim-Lar, Inc.

Kim-Lar, Inc.

5.0 (1)
We help US businesses save money in 5 ways with no upfront fees.
View Profile
ZPF, CPA

ZPF, CPA

5.0 (1)
I specialize in self-employed and small business taxes, especially for performers and event promoters in Chicago. I also offer small business services, such as bookkeeping, tax planning, and guidance for entrepreneurs.
View Profile
Magic  Money Tax Service Inc

Magic Money Tax Service Inc

5.0 (1)
My name alone have my customers wondering what type of magic can I do for them. I take my time with each client , and let the client know everyone tax situation is not the same.I let my clients know there is nothing to be afraid of I stay with my clients through the entire process of filling there returns,I communicate with my clients not just the fee months of tax time but whenever they have questions throughout the year.
View Profile
SWM PLANNING CPA

SWM PLANNING CPA

5.0 (1)
Smart with Money Planning takes CPA service to the next level by always keeping the purpose of the service in mind, which is to empower clients to be smarter with their finances! If a client/business owner makes the best financial decisions that he or she can make, then the client will enjoy more savings, growth, and profit. So, as a CPA and expert on taxes, small business financial operations, and financial planning - I provide a great return to clients and also the confidence and happiness of working with a top professional.CPA IL License 065.050923  ... View Profile
View Profile
Brown, Yang And Associates, PC

Brown, Yang And Associates, PC

Are you seeking professional financial planners in Northbrook? Worry no more and let this dependable company provide you financial solutions. These professionals ensure to do their work with quality and professionalism.
View Profile
Seamount Tax And Accounting Services Inc

Seamount Tax And Accounting Services Inc

Find financial planners from Seamount Tax And Accounting Services Inc if you are on the lookout for knowledgeable professionals. They offer banking and financial services and planning that can help reduce your monthly expenses. Seamount Tax And Accounting Services Inc takes pride in offering proven tax preparation, tax accounting, and financial services and planning for their clients.
View Profile
HOMER FINANCIAL INC

HOMER FINANCIAL INC

HOMER FINANCIAL INC offers individual tax preparation, financial services and planning, and tax preparation for the benefit of high-net-worth clients. RANDALL MCGILL offers life plans and financial planning services. They offer wealth management, investment and financial advising, estate tax planning, and more.
View Profile
FLASH TAX SERVICE

FLASH TAX SERVICE

FLASH TAX SERVICE is among the financial services companies that offer reliable accounting, tax accounting, and individual tax preparation for various clients. They do income replacement, retirement benefit planning and more. They provide quality business financial services that suit your needs.
View Profile
Parkwood Capital, LLC

Parkwood Capital, LLC

Always overshooting your budget? This pro is capable of handling financial services and planning. This professional offers holistic financial services and planning.
View Profile
Fischman & Associates, Ltd.

Fischman & Associates, Ltd.

Fischman & Associates, Ltd. is a financial services company that offers quality services to thier clients. They do effective individual tax preparation, business tax preparation, and financial services and planning. This expert has many years of experience.
View Profile
NCS Tax Resolutions Services

NCS Tax Resolutions Services

​Headquartered in Chicago, NCS Tax Resolution Services is a full-service, tax-problem-solving firm, providing first class tax compliance and quality tax resolution services at a national level since 2005. NCS Tax Resolution Services is the team to get your tax job done: from assuming all correspondence with the IRS, to negotiating an IRS installment agreement, to acting as your professional tax advocate throughout all tax proceedings. We are the experts to call for tax assistance you can depend on. ​Our team puts over 35 years of knowledge and expertise to work for you, developing a customized plan for preparing tax returns tha ... View Profile
View Profile
The Beyrak Firm

The Beyrak Firm

With nearly a decade of experience leading corporations of all sizes, The Beyrak Firm can provide the financial and accounting assistance your business demands. Jenny Beyrak has worked with clients of all sizes and from multiple disciplines. With an international education and background she is able to utilize her multi-disciplinary experience to help clients in any simple and complex situations. She has worked for small businesses, startup companies, individuals, as well as KPMG (one of the four largest accounting firms). I love being able to provide my clients with sound financial advice and answers. Allowing people to lower their tax burde ... View Profile
View Profile
LMT Accounting Group, LLC

LMT Accounting Group, LLC

With over 20 years of professional experience comprised of Corporate Accounting, Bookkeeping, Tax, and Audit, I understands that every business is unique and approaches each opportunity as such. Services I Can Provide: Ongoing Service regularly scheduled To keep your books up to date You get the financial reports you need; Budgeting, planning, comparisons to actual; Bookkeeping Catch-up/Cleanup Behind on your bookkeeping? Full catch up to tax ready books; Setup your company, chart of accounts, connect bank accounts, Ready to go service; Training for your employees/yourself; Organizational support for a tax audit. Looking for help with Qui ... View Profile
View Profile
Endowment Wealth Management, Inc. (Multi-Family Office)

Endowment Wealth Management, Inc. (Multi-Family Office)

Our Multi-Family Office provides "fee-only" fiduciary family wealth management advice to family's like yours!  Our firm has a highly skilled professional team and 3-D Endowment Investment Philosophy to provide the insights and guidance to meet our client's unique needs. 
View Profile
Retirement Matters, Inc.

Retirement Matters, Inc.

The goals to reach a "meaningful life" are different for everyone, and everyone deserves the undivided attention of a financial professional to help them get there. By being a Fee-Only, fiduciary financial planner, my clients tell me their dreams and concerns to which I respond, "Let me worry about that for you." They continue living their life, while I strategize solutions to get them to their ideal life - before and after retirement. ... View Profile
View Profile

Resources & Guides

Financial Advisors
Read more about local pricing and what to expect in our cost guide.
Do you provide financial services and planning? View our open Financial Planning Jobs near you.