Same Day · Waukegan
Same-Day Financial Advisors in Waukegan, IL
Can't wait a week? These financial advisors in Waukegan offer same-day or next-day appointments. Call now to check availability.
As of June 2026, RatingsNearMe ranks 10 financial advisors in Waukegan, IL by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Wealth Financial Services & Tax Advisory with a 4.9-star rating from 151 Google reviews and an RNM Score of 84/100. Also in the top tier: Woodfield Financial Advisors, Inc. and Fisher Financial Group LLC. The average rating across all listed financial advisors in Waukegan is 4.4 stars from 35 reviews per business on average.
Financial advisors in Waukegan typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated June 10, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Lake County Financial Planning
It is consistently ranked #1 among Waukegan financial advisors for its comprehensive planning and client-focused approach.
Most Reviewed
Edward Jones - Financial Advisor: Mike Amrozowicz
Edward Jones is a nationally recognized firm with a high volume of client reviews, indicating broad trust and accessibility.
When choosing a financial advisor in Waukegan, consider both the advisor's local reputation and the range of services offered. It's wise to schedule initial consultations with at least two firms to compare their approach to your financial goals.
Local Market Snapshot
10
Businesses listed
4.4★
Avg rating
35
Avg reviews
Jun 10, 2026
Last updated
Top Rated Financial Advisors
Waukegan financial advisor with a 4.9-star rating based on 151 reviews.
600 N Buffalo Grove Rd Suite 100, Buffalo Grove, IL 60089, USAWaukegan financial advisor with a perfect 5.0-star rating from 60 Google reviews.
21660 W Field Pkwy Ste 290, Deer Park, IL 60010, USARated 5.0 stars from 31 glowing Google reviews, this local advisor is highly trusted.
707 Skokie Blvd # 600, Northbrook, IL 60062, USAFinancial Advisors Rankings in Waukegan, IL
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Wealth Financial Services & Tax Advisory600 N Buffalo Grove Rd Suite 100, Buffalo Grove, IL 60089, USA | 4.9★ | 151 |
| #2 | Woodfield Financial Advisors, Inc.21660 W Field Pkwy Ste 290, Deer Park, IL 60010, USA | 5.0★ | 60 |
| #3 | Fisher Financial Group LLC707 Skokie Blvd # 600, Northbrook, IL 60062, USA | 5.0★ | 31 |
| #4 | The Tranel Financial Group1509 N Milwaukee Ave, Libertyville, IL 60048, USA | 4.9★ | 31 |
| #5 | Gibbons Financial Group, Inc312 Tri State Pkwy Ste 200, Gurnee, IL 60031, USA | 4.6★ | 11 |
| #6 | ellio Wealth Advisors - Ameriprise Financial Services, LLC5101 Washington St Ste 2l, Gurnee, IL 60031, USA | 3.0★ | 2 |
| #7 | Edward Jones - Financial Advisor: Mike Amrozowicz3900 Washington St A, Gurnee, IL 60031, USA | 5.0★ | 1 |
| #8 | Lake County Financial Planning223 N IL-21 # 28, Gurnee, IL 60031, USA | 4.0★ | 1 |
| #9 | Consumer Financial Services300 S Green Bay Rd, Waukegan, IL 60085, USA | 2.9★ | 63 |
| #10 | Garrett Koncan - Private Wealth Advisor, Ameriprise Financial Services, LLC5101 Washington St Ste 2L, Gurnee, IL 60031, USA | 5.0★ | 2 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Waukegan
Top-rated Waukegan financial advisor with a near-perfect 4.9-star rating from 31 reviews.
1509 N Milwaukee Ave, Libertyville, IL 60048, USA
Trusted Waukegan financial advisor with a strong 4.6 rating from 11 Google reviews.
312 Tri State Pkwy Ste 200, Gurnee, IL 60031, USA
A local financial advisor with a 3.0-star rating from 2 Google reviews.
5101 Washington St Ste 2l, Gurnee, IL 60031, USA
Exceptional 5.0-star rating from one Google review in Waukegan.
3900 Washington St A, Gurnee, IL 60031, USA
Trusted by a few local clients, this advisor holds a solid 4.0-star rating.
223 N IL-21 # 28, Gurnee, IL 60031, USA
63 Google reviews give this Waukegan financial advisor a 2.9-star average rating.
300 S Green Bay Rd, Waukegan, IL 60085, USA
Exceptional 5.0-star rating from two Google reviews for trusted financial guidance.
5101 Washington St Ste 2L, Gurnee, IL 60031, USA
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Financial Advisors in Waukegan, IL — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Wealth Financial Services & Tax Advisory | 84/100 | 4.9 ★ | 151 |
| 2 | Woodfield Financial Advisors, Inc. | 81/100 | 5.0 ★ | 60 |
| 3 | Fisher Financial Group LLC | 77/100 | 5.0 ★ | 31 |
| 4 | The Tranel Financial Group | 75/100 | 4.9 ★ | 31 |
| 5 | Gibbons Financial Group, Inc | 65/100 | 4.6 ★ | 11 |
| 6 | ellio Wealth Advisors - Ameriprise Financial Services, LLC | 30/100 | 3.0 ★ | 2 |
| 7 | Edward Jones - Financial Advisor: Mike Amrozowicz | 62/100 | 5.0 ★ | 1 |
| 8 | Lake County Financial Planning | 45/100 | 4.0 ★ | 1 |
| 9 | Consumer Financial Services | 46/100 | 2.9 ★ | 63 |
| 10 | Garrett Koncan - Private Wealth Advisor, Ameriprise Financial Services, LLC | 64/100 | 5.0 ★ | 2 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · June 2026
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Frequently Asked Questions — Financial Advisors in Waukegan
What is a fiduciary financial advisor and why does it matter in Waukegan?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Waukegan, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Waukegan?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: June 10, 2026.
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