Best Financial Advisors in Champaign County, IL

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List of Firms

Champaign County, IL Fiduciary Financial Advisors

Raymond James
Location 1611 S Prospect Ave, Champaign, IL 61820, USA
Phone (217) 351-6620
Jess Little Financial
Location 701 Devonshire Dr # C9, Champaign, IL 61820, USA
Phone (217) 239-6633
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
Monica Cook - TIAA Wealth Management Advisor
Location 301 N Neil St Suite 400, Champaign, IL 61820, USA
Phone (800) 842-2005
Lewis Wealth Management Group
SEC File# 801-69329
CRD# 143440

5 out of 5

Location 2506 Galen Dr Ste 104, Champaign, IL 61821, USA
Phone (217) 337-5584
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Edward Jones - Financial Advisor: Kellie K Wolking-Kaefring, CFP®|AAMS™
SEC File# 801-3297
CRD# 250

5 out of 5

Location 2917 Crossing Ct # B2, Champaign, IL 61822, USA
Phone (217) 352-4576
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 – 3:00 PM Saturday: Closed Sunday: Closed
Edward Jones - Financial Advisor: Nicole F Kingery

1 out of 5

Location 907 Arrow Rd, Champaign, IL 61821, USA
Phone (217) 356-7898
Peak Wealth Planning

5 out of 5

Location 2723 Valley Brook Dr, Champaign, IL 61822, USA
Phone (217) 840-8401
Morgan Stanley Financial Advisors
Location 1806 Fox Dr, Champaign, IL 61820, USA
Phone (217) 351-1626
Kirby Wealth Management Group - Northwestern Mutual
Location 2301 Village Green Pl STE C, Champaign, IL 61822, USA
Phone (217) 355-9390
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
Edward Jones - Financial Advisor: John M Ruesch, CFP®|ABFP®|CRPC®
SEC File# 801-3297
CRD# 250

5 out of 5

Location 2305 Village Green Pl Suite F, Champaign, IL 61822, USA
Phone (217) 356-3489
Ruedi Wealth Management, Inc.
SEC File# 801-80415
CRD# 173262

5 out of 5

Location 2502 Galen Dr #102, Champaign, IL 61821, USA
Phone (217) 356-1400
Northwestern Mutual

3 out of 5

Location M2 on Neil Street, 301 N Neil St #501, Champaign, IL 61820, USA
Phone (217) 351-9000
Holder Wealth Management, Inc.
SEC File# 801-112398
CRD# 170086

5 out of 5

Location 2504 Galen Dr #105, Champaign, IL 61821, USA
Phone (217) 398-4015
LifeWise Wealth Advisors

5 out of 5

Location 2911 Crossing Ct Suite #102, Champaign, IL 61822, USA
Phone (217) 351-8755
Sterling Wealth Management
SEC File# 801-112948
CRD# 131304
Location 301 N Neil St #203, Champaign, IL 61820, USA
Phone (217) 398-1900
Edward Jones - Financial Advisor: Mark A Thies
SEC File# 801-3297
CRD# 250

5 out of 5

Location 907 Arrow Rd, Champaign, IL 61821, USA
Phone (217) 356-7898
Chesser Financial

5 out of 5

Location 701 Devonshire Dr, Champaign, IL 61820, USA
Phone (217) 352-5828
Lia Hege - Thrivent
Location 2101 Windsor Pl Suite 1, Champaign, IL 61820, USA
Phone (217) 819-4646
Tenet Wealth Partners
SEC File# 801-99364
CRD# 226606

5 out of 5

Location 301 N Neil St Suite 303, Champaign, IL 61820, USA
Phone (217) 281-4250
Edward Jones - Financial Advisor: Chris Rodgers, AAMS™
SEC File# 801-3297
CRD# 250

5 out of 5

Location 2506 Galen Dr Suite 105, Champaign, IL 61821, USA
Phone (217) 355-1499
Gossett & Associates

5 out of 5

Location 2919 Crossing Ct #4, Champaign, IL 61822, USA
Phone (217) 239-4940
Abby Sutterman - Morgan Stanley
Location 1806 Fox Dr, Champaign, IL 61820, USA
Phone (217) 351-3643
Edward Jones - Financial Advisor: Mike Kessel, CFP®|AAMS™
SEC File# 801-3297
CRD# 250

5 out of 5

Location 1701 Broadmoor Dr Ste 110, Champaign, IL 61821, USA
Phone (217) 352-0117
Lester Financial Group

4 out of 5

Location 412 W Clark St, Champaign, IL 61820, USA
Phone (217) 356-6533
TIAA Financial Services
Location 301 N Neil St Suite 400, Champaign, IL 61820, USA
Phone (800) 842-2005
Douglas Bushue - Private Wealth Advisor, Ameriprise Financial Services, LLC

5 out of 5

Location 6 Dunlap Ct, Savoy, IL 61874, USA
Phone (217) 352-0447
Steven D Jones - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 6 Dunlap Ct, Savoy, IL 61874, USA
Phone (217) 352-0447
Dean Hull - Thrivent Financial

5 out of 5

Location Huntington Tower, 201 West Springfield Avenue, Suite #103, Champaign, IL 61820, USA
Phone (217) 819-4646
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About Champaign County, IL

Champaign County covers 511 square miles and is located in east-central Illinois. The county seat is Urbana, and the largest city is Champaign. Champaign County is home to the University of Illinois at Urbana-Champaign, one of the top public universities in the country. Other major employers in the county include State Farm, a Fortune 100 company, and Provenance Hotels. The county is served by I-74 and US 150. Champaign County has a population of 201,081 people, with the majority living in Urbana (41,250) or Champaign (41,250). Other major neighborhoods include Danville (30,521), Rantoul (12,868), and Mahomet (8,465).

Where Certified Financial Advisors in Champaign County, IL Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks are a necessary part of our economy, and provide essential services to consumers and businesses. In Champaign County, IL, there are a number of banks which offer a variety of products and services to meet the needs of their customers. Some banks focus on personal banking, while others specialize in business or commercial lending. No matter what your needs, there is likely a bank which can serve you.Banks offer a variety of products and services to their customers. These include checking and savings accounts, loans, mortgages, and investment advice. Banks also offer online banking and mobile apps which make it easy to manage your finances on the go. They also provide debit cards and credit cards which can be used for purchases both in the United States and around the world. And many banks now offer Apple Pay or Android Pay which allow you to pay for items without having to use your credit or debit card.

Insurance Broker

Champaign County, IL residents can rely on insurance brokers to help them find the best policies for their needs. Brokers are knowledgeable about the different types of insurance available, and they can help you find the right coverage at the best price. They can also assist you in filing claims and answering any questions you may have about your policy. If you live in Champaign County, IL, it is a good idea to consult with an insurance broker before purchasing a policy.

Retirement Planning

Champaign County, IL residents can benefit from retirement planning with the help of a financial advisor. Your advisor will work with you to create a plan that takes into account your unique situation and goals. They will help you to make informed decisions about when to retire, how much money to save, and where to invest your money. Working with an advisor can help you avoid costly mistakes and ensure a smooth transition into retirement.

Wealth Management

Champaign County, IL residents may be interested in learning about wealth management as a way to protect their assets and grow their wealth. Wealth management is a comprehensive approach to managing money that includes investment planning, estate planning, risk management, and more. By working with a wealth manager, Champaign County residents can get personalized advice on how to make the most of their finances and reach their financial goals.

Estate Planning Lawyer

If you're a Champaign County, IL resident, it's important to have an estate plan in place. An estate plan ensures that your assets are distributed according to your wishes after you die. It can also help protect your loved ones from financial and legal troubles.If you don't have an estate plan, the state will distribute your assets according to its own laws. This may not be what you want, and it could lead to family members fighting over your property. A lawyer who specializes in estate planning can help you create a plan that meets your specific needs. He or she can also advise you on how to reduce taxes and protect your assets from lawsuits.

Mortgage Loan Officer

Champaign County, IL residents can get help from mortgage loan officers to find the best loans for their needs. Mortgage loan officers have the knowledge and experience to help residents find the best loans for their needs. They can help residents compare different loans, and they can also help residents get the best interest rates and terms possible.

Tax Services

Champaign County, IL residents can benefit from the services of tax accountants.Tax accountants can help residents with their tax filings, ensuring that they get the most out of their deductions and credits. They can also help taxpayers understand the complex tax code, so that they can make informed decisions about their finances. And finally, tax accountants can offer guidance on how to save money and pay less taxes.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Champaign County, IL