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Optimum Retirement PlanningFinancial advisor in Lake Forest, IL

Optimum Retirement Planning is a financial advisor at 100 Saunders Rd Suite 150, Lake Forest, IL 60045, ranked #34 of 493 financial advisors in Lake Forest and rated 5.0 from 12 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Lake Forest, ILUpdated 0 paid placements in any rankingHow we rank

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Key facts

Key facts about Optimum Retirement Planning
Address100 Saunders Rd Suite 150, Lake Forest, IL 60045Get directions
Websiteoptimumretirementplanning.com
HoursMonday and Tuesday: 9 AM – 5 PM; Wednesday: 9 AM – 7 PM; Thursday and Friday: 9 AM – 5 PM
Google rating5.0 from 12 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Lake Forest and 11 towns within 25 miles: Libertyville, Vernon Hills, Deerfield, Mundelein, Highland Park, North Chicago, Buffalo Grove, Wheeling, Northbrook, Gages Lake and Waukegan.

Based in Lake Forest, ILView on map

Opening hours

Opening hours for Optimum Retirement Planning
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 7 PMevening
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings (after 6 PM)
  • Open Saturdays — no
  • Open Sundays — no

Questions about Optimum Retirement Planning

How is Optimum Retirement Planning ranked in Lake Forest?

Optimum Retirement Planning is ranked #34 of 493 financial advisors in Lake Forest by RFA Score, with 66 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Optimum Retirement Planning’s hours?

Optimum Retirement Planning is open Monday to Friday. Its listed hours are Monday and Tuesday, 9 AM – 5 PM; Wednesday, 9 AM – 7 PM; Thursday and Friday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Optimum Retirement Planning serve?

Serves Lake Forest and 11 towns within 25 miles: Libertyville, Vernon Hills, Deerfield, Mundelein, Highland Park, North Chicago, Buffalo Grove, Wheeling, Northbrook, Gages Lake and Waukegan. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Optimum Retirement Planning?

Optimum Retirement Planning has a rating of 5.0 from 12 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Optimum Retirement Planning?

The business is at 100 Saunders Rd Suite 150, Lake Forest, IL 60045. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Optimum Retirement Planning compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Optimum Retirement Planning (this business)—665.0 (12)NoNo
B.B. Financial Group#32665.0 (51)YesYes14.5 mi
Matthew Bruner - COUNTRY Financial Advisor---CERTIFIED FINANCIAL PLANNER™#33665.0 (25)NoNo6.3 mi
Savant Wealth Management#35664.9 (22)NoNo3.7 mi

See all 493 ranked financial advisors in Lake Forest