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Best Financial Advisors in Peoria

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Peoria, ILPeoria, 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.

Peoria, ILPeoria, IL

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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+

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110 SW Jefferson Ave, Suite 600, Peoria, IL 61602
Peoria, IL 61602
Instagram
  • Certified Financial Planner (CFP)
  • Estate and Trust Specialist
  • Retirement Planning
  • 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.

110 SW Jefferson Ave, Suite 600, Peoria, IL 61602
Peoria, IL 61602

InstagramWebsite(309) 676-4160

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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

2405 W. Cornerstone Court, Peoria, IL 61614
Peoria, IL 61614
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Cyr/Woertz Financial Group serves individual clients and small businesses throughout the Peoria area. It offers financial planning services, working with clients in creating a tailored investment portfolio. Its team discusses the risk tolerance, needs and goals, and short-term and long-term goals of clients. After identifying these, it crafts customized financial strategies. The firm also offers asset management and estate planning services. The firm's financial advisors hold over 70 years of combined industry experience.

2405 W. Cornerstone Court, Peoria, IL 61614
Peoria, IL 61614

Website(309) 691-1616

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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+

5832 North Knoxville Ave. Suite B, Peoria, IL 61614
Peoria, IL 61614
  • Certified Financial Planner (CFP)

Henrichs Legacy Wealth Management serves clients throughout Peoria and the surrounding neighborhoods. This firm focuses its services on providing financial and retirement planning, wealth management, and estate planning strategies for its clients. Thomas R. Henrichs and Lila Strubhar, principals of the firm, are both CFP professionals. They have been in the financial services industry for over 40 years. The firm operates as a branch of Benjamin F. Edwards, a wealth management firm that has more than 70 locations across the nation.

5832 North Knoxville Ave. Suite B, Peoria, IL 61614
Peoria, IL 61614

Website(309) 693-5760

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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+

2714 Knoxville Avenue, Peoria, IL 61604
Peoria, IL 61604
  • 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.

2714 Knoxville Avenue, Peoria, IL 61604
Peoria, IL 61604

Website(877) 848-3330

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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+

6810 North Knoxville Avenue, Peoria, IL 61614
Peoria, IL 61614
  • Certified Financial Planner (CFP)

Kinsey Wealth Management Group serves clients in and around Peoria. It provides wealth management services for individuals and families, offering investment, retirement, and estate planning and education funding strategies. It also helps clients determine their asset allocation needs and manage their assets in preparation for retirement. Additionally, it offers risk tolerance evaluation services. Keith L. Kinsey, principal of the firm, has been in the industry for more than three decades. He is a CFP professional.

6810 North Knoxville Avenue, Peoria, IL 61614
Peoria, IL 61614

Website(309) 683-8951

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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+

6915 Knoxville Ave, Peoria, IL 61614
Peoria, IL 61614
  • Private Wealth Advisor
  • Retirement Planning

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.

6915 Knoxville Ave, Peoria, IL 61614
Peoria, IL 61614

Website(309) 689-8481

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+

7800 North Sommer Street Suite 415, Peoria, IL 61615
Peoria, IL 61615
  • Certified Financial Planner (CFP)
  • Estate and Trust Specialist
  • Retirement Planning
  • 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.

7800 North Sommer Street Suite 415, Peoria, IL 61615
Peoria, IL 61615

Website(309) 692-9161

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+

2914 West Willow Knolls Drive, Peoria, IL 61614
Peoria, IL 61614
  • 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.

2914 West Willow Knolls Drive, Peoria, IL 61614
Peoria, IL 61614

Website(309) 240-8787

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:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

26 (Best)

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

410 Fayette St, Peoria, IL 61602
Peoria, IL 61602
  • Certified Financial Planner (CFP)

Waite Financial Group is a firm with a team of advisors providing assistance and guidance to clients regarding their wealth in Peoria and the surrounding areas. It offers two kinds of financial planning, particularly values-based and fee-based. Its services span different areas of expertise, including wealth management, retirement planning, estate planning, and investment strategies. The firm's founder and principal, Joshua T. Waite, is a certified financial planner who has served industry leaders like Caterpillar Inc. He also authored two books.

410 Fayette St, Peoria, IL 61602
Peoria, IL 61602

Website(309) 693-0800

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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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