Top Financial Advisors In Lincolnwood, IL

SORA WEALTH, LLC is a highly respected financial advisory firm with over 15 years of experience serving clients in New York City. Their team of knowledgeable and experienced advisors offer personalized financial advice and a wide range of services, including investment management, retirement planning, and estate planning. They utilize cutting-edge technology and data analysis to inform their decision-making and constantly monitor and adjust portfolios to align with clients' goals and risk tolerance.

The firm has over $500 million in assets under management and a team of 10 advisors with diverse backgrounds and expertise. They work with a variety of clients, from individuals and families to small business owners, corporate executives, and non-profit organizations. SORA WEALTH, LLC operates on a fee-only basis, ensuring unbiased advice in the best interest of their clients. They have a clean record with no disciplinary actions and are regulated by the SEC as a fiduciary, meaning they are legally obligated to always act in the best interest of their clients.

The NestEgg Group, Inc. is a top financial services company dedicated to providing expert advice and guidance to clients. The team of experienced and knowledgeable advisors work closely with clients to create personalized financial plans tailored to their unique needs and goals. The company believes in providing ongoing support and regularly monitors clients' financial plans and investments to ensure they are on track to meet their goals. The NestEgg Group, Inc. offers a wide range of services such as investment management, retirement planning, estate planning, tax planning, and insurance solutions. They cater to a diverse group of clients, including individuals, families, businesses, and institutions, and their fees vary based on the services provided. As a registered investment adviser, The NestEgg Group, Inc. is required to disclose any conflicts of interest and disciplinary history, which can be found on their Form ADV. With over 20 years in the industry, managing over $2 billion in assets, and a team of 100+ advisors, The NestEgg Group, Inc. is a trusted and reputable financial advisor for individuals and businesses.