The Best Financial Advisors in Illinois
We graded 3 companies on seven things customers actually report: satisfaction, reliability, workmanship, value, momentum, track record and how owners handle complaints.
From 2,742 Google reviews of 34 top-rated financial advisors nationwide; 3 of them in Illinois. Updated November 2, 2026.
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Best financial advisors in Illinois for retirement-related financial consulting
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Michael Conroy and AssociatesHow Job match is calculatedBuilt only from reviews Google tagged “Retirement-related financial consulting”:Stars on this job 55%4.97★Number of such jobs 25%32Overall Experts Score 20%99Job match= 97Stars are pulled toward the category average (4.94★) when a company has few tagged jobs, so 3 perfect reviews don’t beat 80 great ones. 4.3★ scores 0, 5.0★ scores full. Volume is compared with the busiest company for this job.97Job match = this company’s ★ on reviews Google tagged “Retirement-related financial consulting” (shrunk toward the category average when there are few), how many such jobs it has done, and its overall Experts Score.
What customers said about retirement-related financial consulting
Michael Conroy and AssociatesAs a fellow financial advisor in Colorado, I can honestly say that Mike Conroy is one of the best advisors in the industry. Mike and I connect many times throughout the year, he has assisted me many times with client strategies. He is a trusted source for me and many advisors across the country. If you are in…
Michael Conroy and AssociatesVery helpful in setting up our living trust. Everyone was very helpful and knowledgeable. Continued help in transferring beneficiaries on some paperwork.
Michael Conroy and AssociatesMike is Great. He's very knowledgeable in Living Trust, Retirement Planning and Investing. Make a appointment with him, you won't be sorry. Thanks Again Mike!
Michael Conroy and AssociatesMichael and his staff took their time to address all of our concerns. We felt totally comfortable asking them questions and we felt safe in following their advise and in sharing our personal information with them.
Michael Conroy and AssociatesMy wife and I have been greatly aided by all that Mike Conroy has done for our present and future planning. I would recommend him and his staff if you too need help from A to Z on direction for all your financial and future needs.
Michael Conroy and AssociatesHello, my name is Calvin L Bell and I have nothing but great thing to say about Mike Conroy and his company. They provide have provided great services to me and my wife. 1st they helped us to put together a living will,2nd they helped us put our properties in and item of value in a trust, they also helped us to set…
Overall ratings
Experts Score 0–100Experts Score (0–100)Absolute quality first: recency-weighted star average (≈54%), share of 1–2★ reviews (≈24%), customers’ price verdicts (≈14%), owner replies to critical reviews (≈7%); minus up to 10 points each for complaints flagged in Google review highlights and for a real slide in recent ratings. Hover a company’s score on its page for the full breakdown. and a letter grade per factor (A = top 20% of financial advisors).
| # | Company | ScoreExperts Score (0–100)Absolute quality first: recency-weighted star average (≈54%), share of 1–2★ reviews (≈24%), customers’ price verdicts (≈14%), owner replies to critical reviews (≈7%); minus up to 10 points each for complaints flagged in Google review highlights and for a real slide in recent ratings. Hover a company’s score on its page for the full breakdown. | FactorsFactor grades, in orderSatisfaction (54%): Recency-weighted star average (2-year half-life), shrunk toward the category mean by review volume; the company’s own lifetime average as the prior; absolute: 4.0★ = 0, 5★ = 100.Reliability (24%): How rarely jobs go badly: share of 1–2★ reviews — 60% the last 24 months (or the 20 newest if fewer), 40% all-time; 0% = 100, 15%+ = 0; the category percentile can only raise it.Craft & service (0%): Google review highlights: Quality, Professionalism, Responsiveness, Punctuality — how rarely reviewers flag them as a negative, per review since highlights began; 0% = 100, 5%+ = 0. Subtracted from the score (up to −10), never averaged in — clean highlights are the norm, not a bonus.Value (14%): Customers’ own price verdicts (Great / Reasonable vs Overpriced) and Value highlights; 65% absolute (all “reasonable” ≈ 80, “great” = 100), the category percentile can only raise it.Momentum (0%): Penalises only a real slide: last-12-month average below lifetime (−0.5★ = 0). Still 4.8★+ over the last year, or steady/improving = 100. Subtracted from the score (up to −10), never averaged in.Replies to reviews (7%): How often the owner publicly replies to reviews under 5★ (1–4★). Needs 3+ such reviews, otherwise not counted; 65% absolute (80%+ replied = 100), the category percentile can only raise it.One letter per factor score: A = 80+, B = 60–79, C = 40–59, D = 20–39, F = below 20. | ★Google star rating as shown on Google Maps. | Typical billMedian bill customers of this company reported in their reviews (needs 3+ priced reviews). |
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| 1 | Michael Conroy and AssociatesHickory Hills, IL | A 99How the Experts Score is calculatedEach factor is scored 0–100 on absolute terms (standing in the category can only raise it), then weighted; problems flagged in review highlights or a recent slide in ratings are subtracted:Satisfaction 59%98+57.5Reliability 26%100+26.1Value 15%100+15.2Experts Score= 99Not enough data for replies to reviews; its weight is shared by the others.Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews. | AA–AA– | 4.98 | — |
| 2 |  Shoaibi Financial ServicesHickory Hills, IL | A 98How the Experts Score is calculatedEach factor is scored 0–100 on absolute terms (standing in the category can only raise it), then weighted; problems flagged in review highlights or a recent slide in ratings are subtracted:Satisfaction 59%98+57.5Reliability 26%98+25.6Value 15%100+15.2Experts Score= 98Not enough data for replies to reviews; its weight is shared by the others.Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews. | AAAAA– | 5.00 | — |
| 3 |  JUMAH FINANCIAL SERVICES & INSURANCE LAND BROKERAGEHickory Hills, IL | A 98How the Experts Score is calculatedEach factor is scored 0–100 on absolute terms (standing in the category can only raise it), then weighted; problems flagged in review highlights or a recent slide in ratings are subtracted:Satisfaction 59%97+56.9Reliability 26%99+25.8Value 15%100+15.2Experts Score= 98Not enough data for replies to reviews; its weight is shared by the others.Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews. | AA–AA– | 4.98 | — |
What jobs cost
What customers paid, from the price Google asks reviewers to report.
| Job | Low25th percentile: 1 in 4 customers paid less than this. | TypicalMedian of the bill customers reported in their Google review (Google asks reviewers for a price range; we use the middle of each range). | High75th percentile: 1 in 4 customers paid more than this. | FairOf customers who rated the price, the share who chose “Great price” or “Reasonable” rather than “Overpriced”. |
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Financial Advisors in Illinois at a glance
How the 3 financial advisors we rated in Illinois compare, and what customers praise most.
Experts Score grades
A = score 80+, F = below 20.
- Grade A3100%
- Grade B00%
- Grade C00%
- Grade D00%
- Grade F00%
Google ratings
Average stars per company.
- 4.90★ and up3100%
- 4.80–4.89★00%
- 4.60–4.79★00%
- Below 4.60★00%
What customers praise
Share of Google review highlights.
- Quality9223%
- Professionalism12531%
- Responsiveness10927%
- Punctuality00%
- Value7819%
Was the price fair?
All price verdicts left with reviews.
- Great price15463%
- Reasonable8133%
- Overpriced31%
- Not sure52%
Price verdicts by year
Share calling it great / reasonable / overpriced.
How we grade
Satisfaction (54%) — Recency-weighted star average (2-year half-life), shrunk toward the category mean by review volume; the company’s own lifetime average as the prior; absolute: 4.0★ = 0, 5★ = 100.
Reliability (24%) — How rarely jobs go badly: share of 1–2★ reviews — 60% the last 24 months (or the 20 newest if fewer), 40% all-time; 0% = 100, 15%+ = 0; the category percentile can only raise it.
Craft & service (penalty, up to −10) — Google review highlights: Quality, Professionalism, Responsiveness, Punctuality — how rarely reviewers flag them as a negative, per review since highlights began; 0% = 100, 5%+ = 0. Subtracted from the score (up to −10), never averaged in — clean highlights are the norm, not a bonus.
Value (14%) — Customers’ own price verdicts (Great / Reasonable vs Overpriced) and Value highlights; 65% absolute (all “reasonable” ≈ 80, “great” = 100), the category percentile can only raise it.
Momentum (penalty, up to −10) — Penalises only a real slide: last-12-month average below lifetime (−0.5★ = 0). Still 4.8★+ over the last year, or steady/improving = 100. Subtracted from the score (up to −10), never averaged in.
Replies to reviews (7%) — How often the owner publicly replies to reviews under 5★ (1–4★). Needs 3+ such reviews, otherwise not counted; 65% absolute (80%+ replied = 100), the category percentile can only raise it.