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Laurels

Best Financial Advisors in Peoria
2022

We scored 31 Financial Advisors in Peoria, IL and Picked the Top 5

Here are the Picks:

Baird

Johnston Investment Counsel

Macro Wealth Management

Master Plan Financial Group

RP Zeigler Investment Services

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Peoria Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 31 20 5

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Baird

  • Retirement Planning
  • Estate And Trust Specialist
  • Certified Financial Planner (CFP)
  • Tax Planning

Baird offers financial services and solutions to clients in Peoria in managing their finances. It assists in financial and estate planning by guiding individuals in preparing for their retirement and outlining how to pay for children's education. The company's advisors also recommend strategies in tax planning, wealth transfer, and charitable giving. In addition, they handle investment, risk, and liability management. The female professionals at Baird have active involvement in community activities like Financial advisor Susan Palombo's participation in the Impact Austin in Central Texas.

Click to Call

110 SW Jefferson Ave, Suite 600
Peoria, IL 61602

Website Instagram

(309) 676-4160 Website

Reputation:A

More Info

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)

Professionalism: A+

More Info

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

Johnston Investment Counsel

  • Certified Financial Planner (CFP)

Johnston Investment Counsel is an employee-owned financial company based in Peoria that provides services, such as financial planning and investment management. The firm also assists individuals with unique situations, such as equity-based compensation and low-cost basis stock, by proposing specifically tailored solutions to help them meet their objectives. It also offers investment consulting and retirement planning to its institutional clients. Greg Johnston founded Johnston Investment Counsel in 1997 and is a member of NAPFA and the Investment Management Consultants Association.

Click to Call

2714 Knoxville Avenue
Peoria, IL 61604

Website

(877) 848-3330 Website

Reputation:A

More Info

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)

Professionalism: A+

More Info

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+

Macro Wealth Management

  • Retirement Planning
  • Private Wealth Advisor

Macro Wealth Management provides financial advising services to clients in Peoria and the surrounding areas. This company focuses on helping individuals prepare for their future financial needs and goals by creating wealth plans. It also assists clients in risk management analysis, long-term care plans, buy and sell strategies, business succession planning, and asset management. It also serves individuals wishing to manage their retirement and educational fundings. One of the company's founders, Mart McClellan, has been in the financial planning industry since the 1990s.

Click to Call

6915 Knoxville Ave
Peoria, IL 61614

Website

(309) 689-8481 Website

Reputation:A

More Info

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)

Professionalism: A+

More Info

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+

Master Plan Financial Group

  • Retirement Planning
  • Estate And Trust Specialist
  • Certified Financial Planner (CFP)
  • Business Formation

Master Plan Financial Group guides clients in Peoria in examining and carrying out wealth strategies. It provides assistance with estate planning and with planning for business, insurance, and retirement, as well as wealth preservation and long-term care. The group also helps with asset allocation by minimizing overall investment risk while tailoring more reliable investment forecasts. Partners Mark Burnham and Barry Miller founded Master Plan Financial Group in August 2005, and have a combined experience of 75 years of experience within the financial industry.

Click to Call

7800 North Sommer Street Suite 415
Peoria, IL 61615

Website

(309) 692-9161 Website

Reputation:A

More Info

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:

8 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

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+

Price: 750

RP Zeigler Investment Services

  • Estate Planning
  • Tax Planning

RP Zeigler Investment Services is a financial planning and investment management firm based in Peoria. It helps individuals and families through investment advice, maximizing their social security benefits, retirement planning, guidance through the Medicare process, and tax planning. The company is affiliated with TD Ameritrade Institutional, NAPFA, and XY Planning Network. Its founder, Rockie Zeigler III, is a Certified Financial Planner and has been featured in various media outlets, such as CNBC, The Peoria Journal Star, and WMBD TV.

Click to Call

2914 West Willow Knolls Drive
Peoria, IL 61614

Website

(309) 240-8787 Website

Reputation:A+

More Info

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:

2 (Better)

Average Review Score:

5 / 5 (Best)

Total Reviews:

26 (Best)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

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

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