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Best Financial Advisors in Decatur

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Decatur, ILDecatur, IL

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Decatur, ILDecatur, IL

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

2884 N Monroe St, Decatur, IL 62526
Decatur, IL 62526
  • Certified Financial Planner (CFP)
  • Estate and Trust Specialist
  • Retirement Planning

Benjamin F. Edwards - Decatur, IL is a wealth management firm that serves clients in the metro. The firm assists its clients in achieving their financial goals in almost all stages of life. This includes getting married, having a career change, having a child, and retiring. Its clients' profiles offer investment options such as common stocks, equity unit investment trusts, exchange-traded funds, and preferred stocks. The firm was founded by Tad Edwards in 2008, after leaving Wachovia Securities.

2884 N Monroe St, Decatur, IL 62526
Decatur, IL 62526

Website(217) 876-0649

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We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

225 N. Water Street Suite 400, Decatur, IL 62523
Decatur, IL 62523
Instagram
  • Certified Financial Planner (CFP)

BKD Decatur has been a firm serving the metro and its surrounding communities since 2001. It helps clients by providing them with various services, such as insurance, auditing, accounting, and consulting. In addition, it aids clients with tax concerns related to state and international tax, reportable transactions, and real estate cost segregation. It also offers wealth and investment management, benefit plan consulting, and retirement planning. The firm aims to serve the communities it works in through volunteerism and financial donations.

225 N. Water Street Suite 400, Decatur, IL 62523
Decatur, IL 62523

InstagramWebsite(217) 429-2411

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We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A

Helpfulness: --

Detail: --

1802 Fox Drive, Suite A, Champaign, IL 61820
Champaign, IL 61820
  • Certified Financial Planner (CFP)

Bluestem Financial Advisors, LLC, serves various clients in Decatur, including pre-retirees, young professionals, and university professionals. Since 2011, the firm has been offering a wide range of services, such as tax planning and preparation, estate planning, investment management, and retirement planning. Its team of financial advisors assists individuals with decision-making and evaluating career opportunities of administrative positions and tenure track and implementing a strategy for family and charitable gifting. Managing partner Jacob Kuebler has been featured in Consumer Reports and the New York Times.

1802 Fox Drive, Suite A, Champaign, IL 61820
Champaign, IL 61820

Website(217) 352-0000

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

604 N Union St Ste 1, Lincoln, IL 62656
Lincoln, IL 62656
  • Certified Financial Planner (CFP)

Connections Financial Advisors is an independent firm serving individuals and families in Decatur. It provides financial advice and helps create customized retirement plans that cover the rising cost of health care, expenses for children’s or grandchildren’s education, and paying off mortgages or debt. Its advisors also offer personal risk and investment management services. Connections Financial Advisors are registered representatives of LPL Financial. Its CFP professional, Bridget Schneider, has decades of experience in the financial services industry.

604 N Union St Ste 1, Lincoln, IL 62656
Lincoln, IL 62656

Website(217) 605-8130

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We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

226 W Eldorado Street, Decatur, IL 62522
Decatur, IL 62522
  • Private Wealth Advisor

Investment Planners, Inc., is a financial advisory firm serving clients in Decatur and the surrounding metros. Its professionals hold over 50 years of collective industry experience in the RIA and broker-dealer industry. They offer products and services aiming to help clients manage their finances and improve their investments by providing personalized strategies. To give back to the community, the firm supports various local organizations, including Pawprint Ministries, Northeast Community Fund, and the Richland Community College.

226 W Eldorado Street, Decatur, IL 62522
Decatur, IL 62522

Website(217) 425-6340

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We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

1124 Rickard Rd, Suite A, Springfield, IL 62704
Springfield, IL 62704
  • Certified Financial Planner (CFP)

Life Map Wealth Management provides its services to clients in Decatur and the neighboring areas. This company helps individuals manage their finances by offering retirement planning, strategic money management, and legacy planning services. One of its team members, Jerry Seibert, specializes in helping individuals and business owners with their financial planning needs. Seibert has served at the Illinois National Bank of Springfield as a vice president of consumer banking and marketing before being a wealth advisor.

1124 Rickard Rd, Suite A, Springfield, IL 62704
Springfield, IL 62704

Website(217) 321-3193

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

3090 N Main St, Suite C, Decatur, IL 62526
Decatur, IL 62526
  • Certified Financial Planner (CFP)

Miller Wealth Management provides fiduciary advice to clients in Decatur on how to create, maintain, and transfer their wealth. The firm helps in retirement planning, finance management, education funding, and estate planning. It also counsels individuals about investment planning, risk management, and employee and executive benefits. Chief Investment Officer Terry Miller is a CFA and a ChFC. He is responsible for overseeing the ten model portfolios that make up the company's core investment strategies. He also helps individual customers in their asset management.

3090 N Main St, Suite C, Decatur, IL 62526
Decatur, IL 62526

Website(217) 542-7700

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

983 Clocktower Dr. Suite C, Springfield, IL 62704
Springfield, IL 62704
  • Estate and Trust Specialist
  • Retirement Planning
  • Tax Planning

PalomarWealth is a financial advisory company serving clients in Decatur and surrounding areas with a foundation in the desire of helping others. Its team of financial advisors is led by managing director Thomas Hubble who started his career in 1995. The company's financial planning services are available for retirement, 401(k), tax, college, and estates. It also helps protect and grow finances through investments, including common stock, traditional IRA, educational IRA, brokerage accounts, and variable annuity. PalomarWelath also offers a variety of insurance plans, namely for disability income, long-term care, Medicare supplement, and travel.

983 Clocktower Dr. Suite C, Springfield, IL 62704
Springfield, IL 62704

Website(217) 787-1877

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Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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