Best Financial Advisors in Decatur, IL

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List of Firms

Decatur, IL Fiduciary Financial Advisors

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LifeMap Wealth Management
5 out of 5
Location 147 N Water St, Decatur, IL 62523, USA
Phone (217) 330-6152
Directions
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Miller Wealth Management Group, LLC
SEC File# 801-56878
CRD# 111872
5 out of 5
Location 3090 N Main St Suite C, Decatur, IL 62526, USA
Phone (217) 542-7700
Directions
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IPI Wealth Management, Inc
Location 226 W Eldorado St, Decatur, IL 62522, USA
Phone (217) 425-6340
Directions
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Edward Jones - Financial Advisor: Tim Sadler
SEC File# 801-3297
CRD# 250
Location 1070 W South Side Dr, Decatur, IL 62521, USA
Phone (217) 429-0002
Directions
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AXA Advisors
SEC File# 801-111055
CRD# 158043
Location MILLIKIN BUILDING, 132 S Water St # 448, Decatur, IL 62523, USA
Directions
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Genworth Financial
Location MILLIKIN BUILDING, 132 S Water St # 545, Decatur, IL 62523, USA
Directions
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Decatur Mainstreet Group - Morgan Stanley
Location 241 W Weaver Rd Suite 260, Forsyth, IL 62535, USA
Phone (217) 875-3700
Directions
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Keith Hubble - Thrivent
Location 332 W Marion Ave, Forsyth, IL 62535, USA
Phone (309) 693-1526
Directions
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Virgil Lowe - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2490 N Water St Ste 2, Decatur, IL 62524, USA
Phone (217) 429-0742
Directions
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Wells Fargo Advisors
4 out of 5
Location MILLIKIN BUILDING, 100 S Water St Suite 104, Decatur, IL 62523, USA
Phone (217) 420-4640
Directions
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Raymond James
SEC File# 801-72137
CRD# 25853
Location 985 W Pershing Rd Ste D, Decatur, IL 62526, USA
Phone (217) 420-1019
Directions
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Raymond James Financial Services
SEC File# 801-69815
CRD# 149018
Location 130 N Water St, Decatur, IL 62523, USA
Phone (217) 425-8241
Directions
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Michael McNamara - Prudential Financial
Location 1051 W Eldorado St Suite 3, Decatur, IL 62522, USA
Phone (217) 428-7625
Directions
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Edward Jones - Financial Advisor: Michael D Brewer, CFP®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 1910 Mount Zion Rd Ste E, Decatur, IL 62521, USA
Phone (217) 864-4279
Time Monday: 8:00 AM – 4:30 PM Tuesday: 8:00 AM – 4:30 PM Wednesday: 8:00 AM – 4:30 PM Thursday: 8:00 AM – 4:30 PM Friday: 8:00 AM – 4:30 PM Saturday: Closed Sunday: Closed
Directions
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David Swartz - Raymond James
5 out of 5
Location 2950 N Water St, Decatur, IL 62526, USA
Phone (217) 421-6543
Directions
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Benjamin F. Edwards
Location 2884 N Monroe St, Decatur, IL 62526, USA
Phone (877) 584-0438
Directions
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Covenant Wealth Management
Location 3330 N Woodford St, Decatur, IL 62526, USA
Phone (217) 428-9607
Directions
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Investment Planners, Inc.
SEC File# 801-56878
CRD# 111872
Location 952 E Eldorado St #201, Decatur, IL 62521, USA
Phone (217) 423-1313
Directions
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Edward Jones - Financial Advisor: TJ Caughell
SEC File# 801-3297
CRD# 250
Location 329 W Eldorado St, Decatur, IL 62522, USA
Phone (217) 422-8755
Directions
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Richard Nolte - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2490 N Water St Ste 2, Decatur, IL 62524, USA
Phone (217) 429-0742
Directions
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Baker & Co Advisory Group Inc
Location 363 S Main St, Decatur, IL 62523, USA
Phone (217) 423-3000
Directions
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The Brechnitz Group of Raymond James
Location 101 S Main St Ste 301, Decatur, IL 62523, USA
Phone (217) 423-1388
Directions
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Stifel
SEC File# 801-10746
CRD# 793
3 out of 5
Location 445 N Franklin St, Decatur, IL 62523, USA
Phone (217) 429-4290
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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David Sowers - Prudential Financial
Location 1051 W Eldorado St Suite 3, Decatur, IL 62522, USA
Phone (217) 428-7625
Directions
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Steven L Jenness - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2490 N Water St Ste 2, Decatur, IL 62524, USA
Phone (217) 429-0742
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 3:00 PM Saturday: Closed Sunday: Closed
Directions
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Northwestern Mutual
5 out of 5
Location 240 S Main St, Decatur, IL 62523, USA
Phone (217) 423-0400
Directions
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Edward Jones - Financial Advisor: Keith D Backes
SEC File# 801-3297
CRD# 250
5 out of 5
Location 329 W Eldorado St, Decatur, IL 62522, USA
Phone (217) 422-8755
Directions
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Edward Jones - Financial Advisor: Jessica Ashmore
SEC File# 801-3297
CRD# 250
5 out of 5
Location 385 E Ash Ave, Decatur, IL 62526, USA
Phone (217) 877-7190
Directions
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Wealth Management Group
SEC File# 801-112841
CRD# 165321
Location 455 N Main St, Decatur, IL 62523, USA
Phone (217) 429-8714
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 4245 S Lake Ct, Decatur, IL 62521, USA
Directions
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Vista Securities
Location 250 N Water St, Decatur, IL 62523, USA
Phone (217) 422-0169
Directions
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Andy Stukins - COUNTRY Financial representative
Location 1150 W Pershing Rd, Decatur, IL 62526, USA
Phone (217) 792-3778
Directions
Financial Advisors in Decatur, IL

Where Certified Financial Advisors in Decatur, IL Serve

Decatur, IL is a bustling city located in central Illinois, brimming with landmarks that showcase its rich history. The city is home to the Millikin Homestead, a historic site that was once the residence of James Millikin, the founder of Millikin University. Other notable landmarks include the Scovill Zoo, the Children's Museum of Illinois, and the Decatur Civic Center. In terms of top employers, Decatur is home to several major companies, including Archer Daniels Midland, Caterpillar Inc., and Tate & Lyle. These companies provide a steady stream of jobs for the city's residents and contribute significantly to the local economy. When it comes to transportation, Decatur is well-connected to the rest of Illinois and beyond. Major highways such as I-72 and US-51 run through the city, making it easy to get around by car.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Decatur, IL are serviced by banks in a variety of ways. One of the most common ways is through traditional checking and savings accounts. Many banks in Decatur offer these types of accounts to help residents manage their finances and save money. Another common service provided by banks in Decatur is loans. Whether it's for a car, home, or other major purchase, banks in Decatur can provide residents with the funds they need to make their dreams a reality. One specific thing about Decatur that sets it apart from other cities is its strong sense of community. Many banks in Decatur are locally owned and operated, which means that they understand the unique needs of the community and are committed to providing personalized service to their customers.

Insurance Broker

Residents of Decatur, IL could be helped by an insurance broker in a variety of ways. For instance, an insurance broker could assist individuals in finding the best health insurance plan that meets their specific needs and budget. This is particularly important for residents of Decatur, IL, as the city has a higher than average rate of chronic diseases such as diabetes and heart disease. Additionally, an insurance broker could help residents of Decatur, IL find affordable auto insurance, which is essential given the city's high rate of car accidents. Finally, an insurance broker could help residents of Decatur, IL protect their homes and personal property by finding the best homeowners or renters insurance policy for their unique situation.

Retirement Planning

Residents of Decatur, IL could greatly benefit from the services of a retirement planner. A retirement planner can help individuals create a personalized retirement plan that takes into account their specific financial situation and goals. In Decatur, where the cost of living is lower than the national average, a retirement planner can help residents maximize their retirement savings and ensure they have enough money to cover their expenses in retirement. Additionally, a retirement planner can help Decatur residents navigate the complex world of retirement benefits and make informed decisions about when to start taking Social Security, how to invest their retirement savings, and how to manage their income in retirement. With the help of a retirement planner, Decatur residents can feel confident that they are on track to achieve their retirement goals and enjoy a comfortable and secure retirement.

Wealth Management

Residents of Decatur, IL could benefit from the guidance of a wealth manager in a number of ways. One of the most common ways is through retirement planning. Decatur has a significant population of aging baby boomers who are nearing retirement age and may need assistance in creating a plan to ensure their financial security during their golden years. A wealth manager can help them navigate the complexities of retirement planning, such as choosing the right investment vehicles and creating a sustainable income stream. Additionally, Decatur has a diverse economy with a mix of manufacturing, healthcare, and education industries. A wealth manager can help residents in these industries maximize their earning potential and minimize their tax liabilities through strategic financial planning. Overall, a wealth manager can provide valuable guidance to Decatur residents in achieving their financial goals and securing their future.

Mortgage Loan Officer

Residents of Decatur, IL can benefit greatly from the expertise of a mortgage loan officer. For instance, these professionals can help residents secure a mortgage loan to purchase their dream home in Decatur, which is known for its affordable homes and friendly neighborhoods. Additionally, mortgage loan officers can assist residents in refinancing their current homes to lower their monthly payments or to obtain cash for home improvements. They can also provide guidance on how to improve credit scores and increase the chances of getting approved for a mortgage loan. With a mortgage loan officer's help, residents of Decatur, IL can achieve their homeownership goals and enjoy the many benefits of owning a home in this charming Midwestern town.

Tax Services

Residents of Decatur, IL can benefit greatly from the expertise of a tax advisor. One of the most common ways that a tax advisor can help residents is by providing guidance on how to navigate the complex tax laws and regulations that apply to the city. Decatur has a unique tax structure that includes a variety of taxes, such as a local sales tax and a hotel/motel tax. A tax advisor can help residents understand how these taxes work and how to properly file their tax returns to avoid any penalties or fines. Additionally, a tax advisor can provide advice on how to maximize deductions and credits, which can result in significant tax savings for residents. With the help of a tax advisor, residents of Decatur can feel confident that they are complying with all applicable tax laws and minimizing their tax liability.

Estate Planning Lawyer

Residents of Decatur, IL can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help Decatur residents is by creating a comprehensive estate plan that ensures their assets are distributed according to their wishes after they pass away. This is especially important in Decatur, where the cost of living is relatively low and many families have accumulated significant wealth over the years. An estate planning lawyer can also help Decatur residents with other important legal documents, such as powers of attorney and healthcare directives, which can provide peace of mind and protection in the event of an unexpected illness or injury. Overall, an estate planning lawyer can help Decatur residents protect their assets, minimize taxes, and ensure that their loved ones are taken care of after they are gone.

Decatur, IL Financial Resources

Decatur, IL Chamber of Commerce

https://www.decaturchamber.com/

Decatur, IL City Hall

https://decaturil.gov/

Decatur, IL Public Library

https://www.decaturlibrary.org/

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Decatur, IL