Best Financial Advisors in Springfield, IL

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List of Firms

Springfield, IL Fiduciary Financial Advisors

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M. A. Kluemke and Associates
5 out of 5
Location 2659 W Lawrence Ave, Springfield, IL 62704, USA
Phone (217) 679-1043
Directions
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Jason Popovich - Financial Advisor, Ameriprise Financial Services, LLC
5 out of 5
Location 993 Clocktower Dr Ste B, Springfield, IL 62704, USA
Phone (217) 726-9917
Directions
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Mark Pierce - Thrivent
Location 3240 Hedley Rd, Springfield, IL 62711, USA
Phone (217) 787-4794
Directions
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Edward Jones - Financial Advisor: April Reynolds
Location 1544 W Jefferson St, Springfield, IL 62702, USA
Phone (217) 793-3180
Directions
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Peterman Financial Group, Inc
5 out of 5
Location 1515 S MacArthur Blvd, Springfield, IL 62704, USA
Phone (217) 546-0400
Directions
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Edward Jones - Financial Advisor: Tim Healy
SEC File# 801-3297
CRD# 250
4 out of 5
Location 1215 S 4th St Suite B, Springfield, IL 62703, USA
Phone (217) 528-2827
Directions
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Northwestern Mutual
4 out of 5
Location 3171 Robbins Rd, Springfield, IL 62704, USA
Phone (217) 793-3900
Directions
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Edward Jones - Financial Advisor: T.J. Dura, CFP®|AAMS™
SEC File# 801-3297
CRD# 250
Location 3161 W White Oaks Dr Suite 100, Springfield, IL 62704, USA
Phone (217) 546-0229
Directions
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Edward Jones - Financial Advisor: Brent R Davis, CFP®|AAMS™
4 out of 5
Location 3004 Happy Landing Dr, Springfield, IL 62711, USA
Phone (217) 787-1300
Directions
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Benjamin F. Edwards
SEC File# 801-113797
CRD# 297750
Location 3038 Spring Mill Dr, Springfield, IL 62704, USA
Phone (833) 441-8490
Directions
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Edward Jones - Financial Advisor: Holly J Herkert, CFP®
2 out of 5
Location 2709 W Washington St Suite A, Springfield, IL 62702, USA
Phone (217) 698-9655
Directions
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Edward Jones - Financial Advisor: Ed Lex, AAMS™
Location 1999 Wabash Ave Suite 115, Springfield, IL 62704, USA
Phone (217) 546-5276
Directions
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Edward Jones - Financial Advisor: Mary Pat Cavanagh
Location 1999 Wabash Ave Ste 115, Springfield, IL 62704, USA
Phone (217) 546-4752
Directions
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Schussele Michael J
Location 29 Illmo Dr, Springfield, IL 62711, USA
Phone (217) 793-6560
Directions
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Merrill Lynch Wealth Management
5 out of 5
Location 611 E Monroe St, Springfield, IL 62701, USA
Phone (217) 525-4200
Directions
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AXA Advisors
Location 4341 Acer Grove Ste 400c, Springfield, IL 62711, USA
Phone (217) 679-1737
Directions
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Langdon Financial Management Inc
Location 2500 Kipling Dr, Springfield, IL 62711, USA
Phone (217) 546-6524
Directions
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Dax Campbell - Private Wealth Advisor, Ameriprise Financial Services, LLC
4 out of 5
Location 993 Clocktower Dr Ste B, Springfield, IL 62704, USA
Phone (217) 735-3358
Directions
Financial Advisors in Springfield, IL

Where Certified Financial Advisors in Springfield, IL Serve

Springfield, IL is a bustling city with a rich history and a diverse range of neighborhoods. The city is home to several iconic landmarks, including the Abraham Lincoln Presidential Library and Museum, the Old State Capitol Building, and the Illinois State Capitol. These historic sites are must-see destinations for tourists and locals alike. In terms of top employers, Springfield is home to a variety of industries, including healthcare, education, and government. Major employers in the city include Memorial Health System, St. John's Hospital, and the State of Illinois. These organizations provide a wide range of job opportunities in fields such as nursing, administration, and public service. When it comes to transportation, Springfield is well-connected to the rest of Illinois and beyond. The city is served by several major highways, including Interstate 55 and Route 66. These roadways provide easy access to nearby cities like Chicago and St. Louis.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Springfield, IL can benefit greatly from the advice and guidance of a financial advisor. One of the most common ways that a financial advisor can help is by creating a personalized financial plan that takes into account the unique needs and goals of each individual. This is especially important in Springfield, where the cost of living is relatively high compared to other cities in the state. A financial advisor can help residents navigate the complex world of taxes, investments, and retirement planning, ensuring that they are making the most of their money and preparing for a secure financial future. Additionally, a financial advisor can provide valuable advice on topics such as debt management, insurance, and estate planning, helping residents to protect their assets and provide for their loved ones. Overall, working with a financial advisor can provide peace of mind and confidence in one's financial decisions, which is invaluable in a city like Springfield where financial stability is so important.

Insurance Broker

Residents of Springfield, IL can benefit from the services of an insurance broker in a number of ways. For starters, an insurance broker can help residents navigate the complex world of insurance policies and find the coverage that best fits their needs and budget. This is especially important in Springfield, where severe weather events like tornadoes and floods are not uncommon. An insurance broker can help residents find policies that provide adequate protection against these types of disasters, as well as other common risks like car accidents and medical emergencies. Additionally, an insurance broker can provide ongoing support and guidance to residents, helping them to make informed decisions about their insurance coverage as their needs change over time. Overall, working with an insurance broker can provide peace of mind and financial security for residents of Springfield, IL.

Retirement Planning

Residents of Springfield, IL can benefit greatly from the services of a retirement planner. A retirement planner can help individuals in Springfield, IL plan for their future by creating a personalized retirement plan that takes into account their unique financial situation. This can include creating a budget, developing a savings plan, and investing in retirement accounts. Additionally, a retirement planner can help individuals in Springfield, IL navigate the complex world of Social Security and Medicare, ensuring that they receive all the benefits they are entitled to. One specific challenge faced by residents of Springfield, IL is the high cost of healthcare, which can be a major burden for retirees. A retirement planner can help individuals in Springfield, IL plan for these expenses and ensure that they are financially prepared for any unexpected medical costs. Overall, a retirement planner can provide invaluable guidance and support to residents of Springfield, IL as they plan for a secure and comfortable retirement.

Wealth Management

Residents of Springfield, IL can greatly benefit from the assistance of a wealth manager in a variety of ways. For example, a wealth manager can help individuals and families in Springfield navigate the complex world of investment and financial planning. They can provide personalized guidance on how to maximize returns and minimize risks, while also taking into account the unique circumstances and goals of each client. Additionally, a wealth manager can help Springfield residents plan for retirement, save for college, and manage their taxes more effectively. With the help of a skilled wealth manager, residents of Springfield can achieve greater financial security and peace of mind for themselves and their loved ones.

Mortgage Loan Officer

Residents of Springfield, IL can greatly benefit from the services of a mortgage loan officer. With a population of over 116,000 people, Springfield is the capital city of Illinois and home to many families and individuals who are looking to purchase a home. A mortgage loan officer can help residents navigate the complex world of home financing, providing guidance on the best loan options available to them and helping them secure the funding they need to buy their dream home. They can also assist with refinancing existing mortgages, helping residents lower their monthly payments or access equity in their homes. With their expertise and knowledge of the local real estate market, mortgage loan officers can provide invaluable support to residents of Springfield, IL as they make one of the biggest financial decisions of their lives.

Tax Services

Residents of Springfield, IL can benefit greatly from the expertise of a tax advisor. One of the most common ways a tax advisor can assist is by helping individuals navigate the complex tax laws and regulations specific to Illinois. For example, residents of Springfield may be eligible for certain state tax credits or deductions that a tax advisor can help them claim. Additionally, a tax advisor can provide guidance on how to minimize tax liabilities and maximize refunds, which can be especially helpful for those who own businesses or have multiple sources of income. With a tax advisor's assistance, Springfield residents can ensure they are in compliance with all tax laws and regulations, while also taking advantage of any available tax benefits.

Estate Planning Lawyer

Residents of Springfield, IL can benefit from the expertise of an estate planning lawyer in a variety of ways. One of the most common ways is by creating a comprehensive estate plan that outlines their wishes for their assets after they pass away. 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 Springfield residents navigate the complex probate process and ensure that their loved ones receive their inheritances in a timely and efficient manner. With Springfield being the capital of Illinois, it is important for residents to work with a lawyer who is familiar with state-specific laws and regulations to ensure that their estate plan is legally sound and tailored to their unique needs.

Springfield, IL Financial Resources

Springfield, IL Chamber of Commerce

https://www.gscc.org/

Springfield, IL City Hall

https://www.springfield.il.us/

Springfield, IL Public Library

https://www.lincolnlibrary.info/

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Springfield, IL