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Financial advisors in Dundee, IL

Looking for a financial advisor in Dundee, IL? We list 2 advisors with offices here. Compare their experience, how their firms work, and how to reach them, then use our interview guide to find the right fit.

2Advisors with offices here
35Median years of experience
0%At fee-only firms
2Firms represented

Largest firms here: Independent Financial Group (1), Osaic Wealth (1).

Nearby: Carpentersville, Algonquin, Elgin, Lake In The Hills, Fox River Grove, South Elgin, Cary, Huntley.

Filter and map these advisors

Independent Financial Group
34yrs
James Juengling
Financial advisor
115 W Main, Suite 210
Dundee, IL 60118
Top 9% by experience nationwide
ChFCFiduciary
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Before you reach out

Start hereHow to choose a financial advisorA calm, five-step path from “I think I need help” to “I found the right person.”3 min read
HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.3 min read
HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.3 min read