Best Financial Advisors in Urbana, IL

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List of Firms

Urbana, IL Fiduciary Financial Advisors

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Folk Financial Planning
Location 201 W Springfield Ave # 701, Champaign, IL 61820, USA
Phone (217) 367-9730
Directions
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Dan Punkay - COUNTRY Financial representative
5 out of 5
Location 1717 Philo Rd #15A, Urbana, IL 61802, USA
Phone (217) 328-0023
Directions
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Edward Jones - Financial Advisor: Neil P Richardson, CFP®|ChFC®|CLU®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 300 S Broadway Ave Suite 148, Urbana, IL 61801, USA
Phone (217) 328-2352
Directions
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Edward Jones - Financial Advisor: Jimmy Stewart, CFP®|AAMS™
SEC File# 801-3297
CRD# 250
Location 2704 Boulder Dr Suite A, Urbana, IL 61802, USA
Phone (217) 328-1719
Time Monday: 8:30 AM – 4:30 PM Tuesday: 8:30 AM – 4:30 PM Wednesday: 8:30 AM – 4:30 PM Thursday: 8:30 AM – 4:30 PM Friday: 8:30 AM – 4:30 PM Saturday: Closed Sunday: Closed
Directions
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On the Money LLC
Location 201 W Springfield Ave # 208, Champaign, IL 61820, USA
Phone (217) 954-0927
Directions
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Cozad Asset Management Inc
SEC File# 801-18060
CRD# 104764
5 out of 5
Location 2501 Galen Dr, Champaign, IL 61821, USA
Phone (217) 356-8363
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
Location W High St, Urbana, IL 61802, USA
Directions
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Integrated Financial Analytics
Location 1301 W Gregory Dr # 306, Urbana, IL 61801, USA
Phone (217) 390-8146
Directions
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Bluestem Financial Advisors, LLC
SEC File# 801-116798
CRD# 158418
5 out of 5
Location 1809 Woodfield Dr Suite A, Savoy, IL 61874, USA
Phone (217) 352-0000
Directions
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Lia Hege - Thrivent
Location 2101 Windsor Pl Suite 1, Champaign, IL 61820, USA
Phone (217) 819-4646
Directions
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Edward Jones - Financial Advisor: Mark A Thies
5 out of 5
Location 907 Arrow Rd, Champaign, IL 61821, USA
Phone (217) 356-7898
Directions
Financial Advisors in Urbana, IL

Where Certified Financial Advisors in Urbana, IL Serve

Urbana, IL is a vibrant city located in Champaign County, Illinois. This city is home to several landmarks that make it an attractive destination for tourists and residents alike. The University of Illinois at Urbana-Champaign is one of the most prominent landmarks in the city, and it has been recognized as one of the top public universities in the United States. Other notable landmarks include the Urbana Free Library, the Champaign County Courthouse, and the Krannert Center for the Performing Arts. Urbana is also home to several top employers, including the University of Illinois, Carle Foundation Hospital, and the City of Urbana. These employers offer a diverse range of job opportunities in fields such as education, healthcare, and government. Major highways and streets in Urbana include Interstate 74, Highway 45, and Lincoln Avenue. These roads provide easy access to other cities in Illinois and neighboring states. Urbana is divided into several neighborhoods, each with its own unique character and charm.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Urbana, IL could greatly benefit from the guidance of a financial advisor in several ways. For instance, a financial advisor can help individuals in Urbana to create a budget and stick to it, which is particularly important given the high cost of living in the area. Additionally, a financial advisor can assist residents in Urbana with investing their money wisely, taking into account the unique economic landscape of the city and surrounding areas. With the help of a financial advisor, individuals in Urbana can make informed decisions about their finances and plan for a secure financial future.

Insurance Broker

Residents of Urbana, IL can benefit from the services of an insurance broker in a number of ways. For one, an insurance broker can help residents navigate the often-confusing world of insurance policies and find the right coverage for their needs. This is especially important in Urbana, where many residents are affiliated with the University of Illinois and may have unique insurance needs related to their employment or student status. Additionally, an insurance broker can help residents save money by finding policies with lower premiums or identifying discounts that they may be eligible for. Finally, an insurance broker can be a valuable resource in the event of an accident or other unforeseen event, helping residents file claims and navigate the claims process with their insurance provider.

Retirement Planning

Residents of Urbana, IL would greatly benefit from the services of a retirement planner. With the diverse population of Urbana, a retirement planner can help individuals navigate the complexities of retirement planning and ensure they are making informed decisions. Additionally, with the presence of the University of Illinois, a retirement planner can assist university faculty and staff in maximizing their retirement benefits and navigating the intricacies of the State Universities Retirement System. Furthermore, with the increasing cost of living in Urbana, a retirement planner can help individuals develop a retirement plan that takes into account the unique financial challenges of living in the area. Overall, a retirement planner can provide invaluable guidance and support to residents of Urbana, IL as they plan for their future.

Wealth Management

Residents of Urbana, IL can benefit greatly from the services of a wealth manager. One of the most common ways a wealth manager can help is by providing guidance on investment strategies that are tailored to the client's specific financial situation and goals. For example, Urbana is home to the University of Illinois at Urbana-Champaign, which means that many residents may have unique financial needs related to education planning or retirement savings. A wealth manager can provide expertise in these areas and help clients make informed decisions about how to allocate their resources. Additionally, a wealth manager can offer advice on tax planning, estate planning, and risk management, all of which can be important considerations for residents of Urbana and the surrounding area. Overall, a wealth manager can provide valuable support and guidance to help residents of Urbana achieve their financial objectives and build a secure financial future.

Mortgage Loan Officer

Residents of Urbana, IL can benefit greatly from the expertise of a mortgage loan officer. Specifically, many residents of Urbana are first-time homebuyers who may not be familiar with the home buying process or the various types of mortgage loans available to them. A mortgage loan officer can help guide them through the process and provide valuable advice on which loan options may be best suited for their individual needs and financial situation. Additionally, Urbana is home to a diverse population, including many international students and faculty members from the nearby University of Illinois. A mortgage loan officer can assist these individuals in navigating the unique challenges they may face when applying for a mortgage as a non-US citizen or resident. Overall, a mortgage loan officer can provide invaluable support and guidance to residents of Urbana, IL as they navigate the complex and often overwhelming process of purchasing a home.

Tax Services

Residents of Urbana, IL can benefit greatly from the services of a tax advisor. One of the most common ways a tax advisor can help Urbana residents is by providing guidance on how to navigate the Illinois tax system. Urbana is located in Champaign County, which has a local sales tax rate of 1%. A tax advisor can help residents understand the various tax codes and exemptions that apply to them, ensuring that they are not overpaying or underpaying their taxes. Additionally, a tax advisor can provide advice on how to maximize deductions, such as those related to home ownership or charitable donations, which can help residents save money on their taxes. Overall, a tax advisor can be an invaluable resource for Urbana residents looking to make informed decisions about their finances.

Estate Planning Lawyer

Residents of Urbana, IL can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help Urbana residents is by creating a comprehensive estate plan that takes into account their unique needs and circumstances. This can include drafting a will, establishing trusts, and designating beneficiaries for retirement accounts and life insurance policies. Additionally, an estate planning lawyer can help Urbana residents navigate the complexities of probate court and ensure that their assets are distributed according to their wishes. With the University of Illinois at Urbana-Champaign located in the city, many residents may have unique estate planning needs related to their academic and research endeavors. A skilled estate planning lawyer can help these residents create a plan that addresses these specific concerns and provides peace of mind for themselves and their loved ones.

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FAQs About Personal Financial Advisors in Urbana, IL