Best Financial Advisors in Streamwood

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
60+
Advisors
4.7/5.0
Average Rating

Streamwood Financial Landscape

With a population of 40,351, Streamwood boasts a balanced economy supported by retail, healthcare, and manufacturing sectors. The proximity to Chicago enhances its appeal for businesses and residents alike.

Major industries
Retail, Healthcare, Manufacturing
Population
40.4K (metro: 9.5M)
Median household income
$76,000
Unique needs
Streamwood requires tailored financial advice focusing on suburban growth, housing market stability, and local economic diversification.
Market Insights
Economic Growth
According to BEA (2023), Streamwood's economy is growing steadily, driven by local businesses and proximity to Chicago's job market.
Wealth Demographics
According to Census (2023), the median income in Streamwood is approximately $76,000, reflecting a diverse economic base.
Advisor Specializations
Based on BLS (2023), financial advisors in Streamwood are increasingly specializing in retirement planning and real estate investments.
Local Considerations
Cost of Living
According to BLS (2024), Streamwood's cost of living is competitive, making it an attractive option for families and professionals.
Real Estate Market
According to Zillow (2024), the real estate market in Streamwood shows steady appreciation, but potential bubble risks should be monitored.
Business Environment
According to Fortune (2024), Streamwood offers a supportive business climate with incentives for small businesses and startups.

Top 5 Financial Advisors in Streamwood

Puzzle Wealth Solutions® LLC
★ ★ ★ ★ ★ 5
Darren Ward - COUNTRY Financial Agent
★ ★ ★ ★ ★ 5
Woodfield Financial Advisors, Inc.
★ ★ ★ ★ ★ 5
Embolden Wealth Management
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: John E Rossini
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Streamwood, consider these essential factors

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Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
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Streamwood-Specific Expertise
For Streamwood residents working in Retail, Healthcare, Manufacturing, consider advisors with specific experience in your industry's unique compensation and benefit structures.
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Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
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Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
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Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
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Risk Management Focus
Streamwood's retail concentration poses risks; diversify investments. Housing market may face volatility; monitor trends. Flooding risks exist; consider insurance.

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