Wealth Management in Tazewell County, IL

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List of Firms

Tazewell County, IL Wealth Management Firms

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Wealth Guardian Advisors - Jon M. Knapp, CFP
SEC File# 801-80479
CRD# 170669
Location 126 Eastgate Drive, Washington, IL 61571, USA
Phone (309) 699-9100
Language https://www.wealthguardianadvisors.com/
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
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David Vaughan Investments, LLC
SEC File# 801-12642
CRD# 105990
5 out of 5
Location 5823 N Forest Park Dr, Peoria, IL 61614, USA
Phone (309) 685-0033
Language https://www.dviinc.com/
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The Kwon Gallup Group - Morgan Stanley
Location 401 Main St Ste 1000, Peoria, IL 61602, USA
Phone (309) 671-2800
Language https://advisor.morganstanley.com/the-kwon-gallup-group?y_source=1_MTA4MjQ3ODEtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
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Caterpillar Investment Management
Location 411 Hamilton Blvd, Peoria, IL 61602, USA
Language http://www.cat.com/
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VOYA Financial Advisors/ KENNETH A. HAHN CFP®, CLU, ChFC, LUTCF
Location 2405 N Main St, East Peoria, IL 61611, USA
Phone (309) 453-6788
Language http://www.hahnfinancial.com/
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Slater Wealth Management
Location 240 SW Jefferson Ave #300, Peoria, IL 61602, USA
Phone (309) 240-8525
Language http://www.slaterwealthmanagement.com/location.cfm
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Witzig Financial Strategies
Location 805 W Jackson St #201, Morton, IL 61550, USA
Phone (309) 282-6403
Language http://www.witzigfinancial.com/
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Edward Jones
SEC File# 801-3297
CRD# 250
5 out of 5
Location 100 E Madison St, Mackinaw, IL 61755, USA
Phone (309) 359-4248
Language https://www.edwardjones.com/us-en?y_source=1_ODE5NzgzMy03MTUtbG9jYXRpb24ud2Vic2l0ZQ%3D%3D
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
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Churchill Wealth Management
3 out of 5
Location 200 S First Ave, Morton, IL 61550, USA
Phone (309) 291-0411
Language http://www.churchillwealth.com/
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LPL Financial
SEC File# 801-10970
CRD# 6413
Location 126 Eastgate Drive, Washington, IL 61571, USA
Phone (309) 699-9100
Directions
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Doug Schaffnit - Financial Consultant
Location 212 N Main St, Morton, IL 61550, USA
Phone (309) 266-1444
Language http://www.theschaffnitgroup.com/
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Wealth Management in Tazewell County, IL

Where Wealth Management Advisors in Tazewell County, IL Serve

Tazewell County, IL is a vibrant and bustling community that boasts a rich history and a diverse range of landmarks to explore. From the stunning natural beauty of the Illinois River to the iconic architecture of the Pekin Federal Building, there is no shortage of sights to see in this dynamic region. In terms of top employers, Tazewell County is home to a number of major companies, including Caterpillar Inc., Pekin Insurance, and UnityPoint Health. These organizations provide a wide range of employment opportunities for residents and contribute significantly to the local economy. When it comes to transportation, Tazewell County is well-connected to the rest of Illinois and beyond via several major highways and streets, including Interstate 74, US Route 24, and Illinois Route 9. This makes it easy for residents to travel to nearby cities like Peoria and Bloomington, as well as to other parts of the state and country.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Tazewell County, IL can benefit from a bank in several ways, especially in a county where agriculture is a significant industry. A bank can provide farmers with loans to purchase new equipment or expand their operations, which can help boost the local economy. Additionally, a bank can offer financial education programs to residents who may not have access to financial literacy resources, which can help them make informed decisions about their finances. Furthermore, a bank can also offer services such as online banking and mobile banking, which can be particularly beneficial to residents who live in rural areas and may not have easy access to a physical bank branch. In short, a bank can provide Tazewell County residents with the financial tools and resources they need to succeed in both their personal and professional lives.

Insurance Broker

Residents of Tazewell County, IL can benefit greatly from the services of an insurance broker. With the county's population of over 135,000 people, there are many individuals and families who require insurance coverage for their homes, vehicles, businesses, and health. An insurance broker can help these residents navigate the complex world of insurance policies and find the best coverage options for their unique needs and budgets. For example, Tazewell County is home to many small businesses, and an insurance broker can assist these business owners in finding the right liability and property insurance to protect their assets. Additionally, with the county's location in central Illinois, residents may be at risk for natural disasters such as tornadoes, and an insurance broker can help them find comprehensive insurance coverage to protect against these risks. Overall, an insurance broker can provide valuable guidance and support to the residents of Tazewell County, ensuring that they have the insurance coverage they need to protect themselves and their assets.

Retirement Planning

Residents of Tazewell County, IL can greatly benefit from the services of a retirement planner. With a population of over 135,000, Tazewell County is a diverse community with a range of financial needs. A retirement planner can provide guidance on how to maximize Social Security benefits, manage investments, and plan for healthcare costs in retirement. Additionally, Tazewell County is home to many small businesses, and a retirement planner can help business owners navigate the complexities of setting up and managing retirement plans for their employees. With the cost of living in Tazewell County being lower than the national average, a retirement planner can also help residents plan for a comfortable retirement while taking into account the unique challenges and opportunities of the local economy. Overall, a retirement planner can provide valuable advice and resources to help residents of Tazewell County achieve their financial goals and secure their future.

Financial Advisor

Residents of Tazewell County, IL can benefit greatly from the guidance of a financial advisor. With its diverse population and economic landscape, Tazewell County presents unique financial challenges that require specialized knowledge and expertise. For instance, the county's agricultural sector is a significant contributor to its economy, and a financial advisor can help farmers and other agribusinesses manage their finances, navigate government regulations, and plan for the future. Additionally, Tazewell County has a growing retirement population, and a financial advisor can assist seniors in managing their retirement savings, minimizing taxes, and ensuring a comfortable retirement. With the ever-changing financial landscape, a financial advisor can help residents of Tazewell County navigate the complexities of investing, financial planning, and risk management, ultimately helping them achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Tazewell County, IL can greatly benefit from the assistance of a mortgage loan officer in various ways. For instance, a mortgage loan officer can help residents navigate the complex and ever-changing mortgage landscape in Tazewell County. With a deep understanding of the local real estate market, a mortgage loan officer can provide valuable insights into the best mortgage options available to residents. Additionally, they can help residents secure the best rates and terms for their mortgages, which can save them thousands of dollars in the long run. Furthermore, a mortgage loan officer can assist residents with the pre-approval process, which can be particularly useful in Tazewell County, where the demand for homes is high. By being pre-approved, residents can position themselves as strong buyers in a competitive market and increase their chances of securing their dream home. Overall, the expertise and guidance of a mortgage loan officer can be invaluable to residents of Tazewell County, IL.

Tax Services

Residents of Tazewell County, IL can benefit from the services of a tax advisor in numerous ways. For instance, a tax advisor can help residents to navigate the complexities of the federal and state tax codes, ensuring they pay only what they owe and avoid penalties and fines. Additionally, a tax advisor can help residents to identify tax deductions and credits that they may be eligible for, such as those related to owning a home or running a small business. In Tazewell County, IL, where agriculture is a significant industry, a tax advisor can also provide guidance on tax strategies for farmers, such as taking advantage of tax breaks for conservation practices or utilizing income averaging to manage fluctuating incomes. Overall, a tax advisor can be an invaluable resource for Tazewell County residents looking to maximize their tax savings and minimize their tax liabilities.

Estate Planning Lawyer

Residents of Tazewell County, IL can benefit from the expertise of an estate planning lawyer in a multitude of ways. One specific area where an estate planning lawyer can provide assistance is in the creation of a trust. Trusts are an effective way to protect assets from creditors, minimize taxes, and ensure that beneficiaries receive assets in a timely manner. In Tazewell County, IL, where the median household income is $62,000 and the poverty rate is 10.9%, protecting assets and minimizing taxes can be especially important for families and individuals. Additionally, an estate planning lawyer can help residents create a comprehensive estate plan that includes a will, power of attorney, and healthcare directive. This can provide peace of mind for families and ensure that their wishes are carried out in the event of incapacity or death. Overall, an estate planning lawyer can provide valuable guidance and expertise to residents of Tazewell County, IL in protecting their assets and planning for the future.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

Wealth managers in Tazewell County, IL offer a range of services to help clients manage their wealth. These services include investment management, financial planning, estate planning, tax planning, and risk management. One specific aspect that sets Tazewell County apart is its thriving agricultural industry. Wealth managers in the area are well-versed in the complexities of managing wealth in the agricultural sector, including navigating commodity markets, managing land and equipment assets, and understanding the unique tax implications of farming operations. With their expertise, wealth managers in Tazewell County can help farmers and other agricultural business owners build and protect their wealth for generations to come.

Tazewell County, IL is the perfect place to find a wealth manager due to its thriving economy and abundance of financial experts. With a population of over 135,000 residents, Tazewell County boasts a diverse array of industries, including healthcare, manufacturing, and agriculture. This eclectic mix of businesses has created a robust economy that is well-suited for those looking to grow their wealth. Additionally, Tazewell County is home to a plethora of experienced financial professionals who have a deep understanding of the local market. These experts can provide invaluable insights and guidance to individuals looking to invest in the area. Overall, Tazewell County's thriving economy and wealth of financial experts make it the ideal location for anyone seeking a top-notch wealth manager.