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Best Financial Advisors in Springfield

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3400 Wabash Avenue, Springfield, IL 62711
Springfield, IL 62711
  • Private Wealth Advisor

BOS Investment Services is a firm that has been serving Springfield since 1991. It offers a wide range of financial solutions, including insurance, wealth planning, asset management, retirement plans, and trusts. Its team of advisors works with different clientele, such as individuals and family groups, small business owners, and corporations and institutions. One of them is John Andrew Davis, a Chartered Life Underwriter and a Chartered Financial Consultant. He served as the mayor of Leland Grove.

3400 Wabash Avenue, Springfield, IL 62711
Springfield, IL 62711

Website(217) 753-1005

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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+

227 South 7th Street, Springfield, IL 62701
Springfield, IL 62701
  • Tax Planning

Eck, Schafer & Punke, LLP, provides financial advice to clients in the Springfield area. Individuals and families can consult the firm's advisors with managing their wealth to meet short-term and long-term goals. They assist in setting up educational plans, choosing insurance policies, and investing in retirement accounts. Its team also helps businesses with financial planning, profit-sharing plans, and valuations. In addition, the firm offers a variety of individual and commercial accounting services like bookkeeping, financial statements preparation, and auditing.

227 South 7th Street, Springfield, IL 62701
Springfield, IL 62701

Website(217) 525-1111

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:

2 (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: --

3000 Professional Dr #200, Springfield, IL 62703
Springfield, IL 62703
  • Retirement Planning

Freedom Financial Group offers its expertise to clients in Springfield in preserving their wealth and making money work for them. It provides individuals with wealth management services that include reviewing investments, planning for retirement, drafting estate plans, and leaving assets to beneficiaries. It also offers tax strategies and risk management services. Financial solutions for entrepreneurs and business executives are also available. Chris Fehr, the firm's founder and CEO, is a Certified Public Accountant and nationally recognized financial educator and author.

3000 Professional Dr #200, Springfield, IL 62703
Springfield, IL 62703

Website(217) 718-5137

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)

2601 Chatham Road, Springfield, IL 62704
Springfield, IL 62704
  • Certified Financial Planner (CFP)

INB Wealth serves Springfield and nearby areas. With over five decades of industry experience, it provides wealth management and investment planning services to individuals and businesses. The firm assists in defining clients' goals and developing strategies that enhance their financial legacy. Its holistic financial services include cash management, estate conservation, and retirement planning. It also offers insurance products such as life plans and health coverages. INB Wealth's financial advisors hold designations such as Accredited Wealth Management Advisor, Certified Financial Planner, and Personal Financial Specialist.

2601 Chatham Road, Springfield, IL 62704
Springfield, IL 62704

Website(217) 679-1676

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+

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

LifeMap Wealth Management helps clients in Springfield make informed decisions about their financial futures. The team of financial advisors helps with risk and money management, financial monitoring, family support, and legacy planning. They help retirees plan their income, optimize their Social Security, and strategize their investment withdrawals. These wealth advisors educate clients on how their money works for them. The firm was formed from the merger of two companies with over 20 years of combined financial advisory experience.

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

Website(217) 321-3193

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:

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+

1201 South Veterans Parkway, Springfield, IL 62704
Springfield, IL 62704
  • Certified Financial Planner (CFP)

Robert Gordon & Associates, Inc., is a Springfield firm that provides investment management and strategic wealth planning services. The financial advisory company not only works with clients, but also collaborates with their CPA, attorney, and other advisors. Its services include financial planning, wealth management, portfolio management, retirement planning, financial education, and business consulting. The firm's president, Bob Gordon, has been working in the financial services industry since 1979 and has conducted more than 1,000 investment seminars and workshops.

1201 South Veterans Parkway, Springfield, IL 62704
Springfield, IL 62704

Website(217) 698-4844

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:

3 (Best)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

23 (Better)

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+

3000 Professional Drive, Springfield, IL 62703
Springfield, IL 62703
  • Certified Financial Planner (CFP)

Skinner Copper & Ehmen Wealth Management LLC is a financial advisory firm that serves the residents of Springfield and the surrounding areas. It helps clients attain their financial goals through a wide range of services, including comprehensive financial planning, investment portfolio management, and retirement income strategies. Co-owner Douglas L. Skinner has been working in banking and the financial services industry for more than three decades. He is a member of the Sangamon Valley Estate Planning Council.

3000 Professional Drive, Springfield, IL 62703
Springfield, IL 62703

Website(888) 680-4020

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:

3 (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+

1 Wall Street, Carlinville, IL 62626
Carlinville, IL 62626
  • Certified Financial Planner (CFP)
  • Retirement Planning

Wall Street Financial Group, Inc., helps clients in the Springfield area achieve their financial goals. It assists with retirement planning that covers the clients' income, investment, tax, and estate plans. The firm also handles services involving wealth management, investments, educational savings, IRA legacy planning, and tax strategies. Additionally, it offers life insurance policies. Wall Street Financial Group was founded in 1988 by Carl Zeidler, who started working in the financial industry at the age of 24.

1 Wall Street, Carlinville, IL 62626
Carlinville, IL 62626

Website(217) 854-2691

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:

5 (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+

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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