Best Financial Advisors in Champaign County, IL

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List of Firms

Champaign County, IL Fiduciary Financial Advisors

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
SEC File# 801-80415
CRD# 173262
5 out of 5
Location 2502 Galen Dr #102, Champaign, IL 61821, USA
Phone (217) 356-1400
Directions
SEC File# 801-112398
CRD# 170086
5 out of 5
Location 2504 Galen Dr #105, Champaign, IL 61821, USA
Phone (217) 398-4015
Directions
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Monica Cook - TIAA Wealth Management Advisor
Location 301 N Neil St Suite 400, Champaign, IL 61820, USA
Phone (800) 842-2005
Directions
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Northwestern Mutual
3 out of 5
Location M2 on Neil Street, 301 N Neil St #501, Champaign, IL 61820, USA
Phone (217) 351-9000
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: Chris Rodgers, AAMS™
5 out of 5
Location 2506 Galen Dr Suite 105, Champaign, IL 61821, USA
Phone (217) 355-1499
Directions
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Abby Sutterman - Morgan Stanley
Location 1806 Fox Dr, Champaign, IL 61820, USA
Phone (217) 351-3643
Directions
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Steven D Jones - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 6 Dunlap Ct, Savoy, IL 61874, USA
Phone (217) 352-0447
Directions
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Raymond James
Location 1611 S Prospect Ave, Champaign, IL 61820, USA
Phone (217) 351-6620
Directions
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Peak Wealth Planning
5 out of 5
Location 2723 Valley Brook Dr, Champaign, IL 61822, USA
Phone (217) 840-8401
Directions
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Morgan Stanley Financial Advisors
Location 1806 Fox Dr, Champaign, IL 61820, USA
Phone (217) 351-1626
Directions
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Chesser Financial
5 out of 5
Location 701 Devonshire Dr, Champaign, IL 61820, USA
Phone (217) 352-5828
Directions
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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
Directions
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Jess Little Financial
Location 701 Devonshire Dr # C9, Champaign, IL 61820, USA
Phone (217) 239-6633
Directions
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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
Directions
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LifeWise Wealth Advisors
5 out of 5
Location 2911 Crossing Ct Suite #102, Champaign, IL 61822, USA
Phone (217) 351-8755
Directions
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Sterling Wealth Management
SEC File# 801-112948
CRD# 131304
Location 301 N Neil St #203, Champaign, IL 61820, USA
Phone (217) 398-1900
Directions
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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
Directions
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Tenet Wealth Partners
5 out of 5
Location 301 N Neil St Suite 303, Champaign, IL 61820, USA
Phone (217) 281-4250
Directions
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Gossett & Associates
5 out of 5
Location 2919 Crossing Ct #4, Champaign, IL 61822, USA
Phone (217) 239-4940
Directions
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Edward Jones - Financial Advisor: Mike Kessel, CFP®|AAMS™
5 out of 5
Location 1701 Broadmoor Dr Ste 110, Champaign, IL 61821, USA
Phone (217) 352-0117
Directions
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TIAA Financial Services
Location 301 N Neil St Suite 400, Champaign, IL 61820, USA
Phone (800) 842-2005
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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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
Directions
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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
Directions
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Edward Jones - Financial Advisor: Nicole F Kingery
1 out of 5
Location 907 Arrow Rd, Champaign, IL 61821, USA
Phone (217) 356-7898
Directions
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Kirby Wealth Management Group - Northwestern Mutual
Location 2301 Village Green Pl STE C, Champaign, IL 61822, USA
Phone (217) 355-9390
Directions
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Lester Financial Group
SEC File# 801-122944
CRD# 317036
4 out of 5
Location 412 W Clark St, Champaign, IL 61820, USA
Phone (217) 356-6533
Directions
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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
Directions
Financial Advisors in Champaign County, IL

Where Certified Financial Advisors in Champaign County, IL Serve

Champaign County, IL is a vibrant and bustling community located in the heart of Illinois. With a rich history, diverse culture, and stunning landmarks, this county is a true gem of the Midwest. Some of the most notable landmarks in Champaign County include the Krannert Center for the Performing Arts, the Spurlock Museum, and the University of Illinois at Urbana-Champaign. In terms of top employers, Champaign County boasts a robust economy with a variety of industries. Some of the largest employers in the area include the University of Illinois, Carle Foundation Hospital, and Kraft Heinz. These companies offer a wide range of career opportunities in fields such as healthcare, education, and food production. When it comes to transportation, Champaign County is well-connected with major highways and streets. Some of the most important roadways in the area include I-57, I-74, and US-45. These highways provide easy access to nearby cities such as Chicago, Indianapolis, and St.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Champaign County, IL are serviced by banks in many ways. One of the most common ways is through traditional banking services such as checking and savings accounts, loans, and credit cards. Another way is through online and mobile banking, which allows residents to manage their finances from the comfort of their own homes. Champaign County is home to a diverse population, including a large student population due to the presence of the University of Illinois at Urbana-Champaign. As such, many banks in the area also offer specialized services for students, such as student loans and financial education resources. Overall, banks play a crucial role in the financial well-being of residents in Champaign County, providing a wide range of services to meet their unique needs.

Insurance Broker

Residents of Champaign County, IL can benefit greatly from the services of an insurance broker. With the diverse range of industries and businesses in the area, an insurance broker can help residents find the best coverage for their unique needs. For example, with the University of Illinois at Urbana-Champaign located in Champaign County, many residents may require specialized insurance for their research projects or student organizations. Additionally, with the county being home to a large agricultural community, farmers may need assistance in finding coverage for their crops and livestock. An insurance broker can provide personalized guidance and resources to ensure that residents in Champaign County have the coverage they need for their specific circumstances.

Retirement Planning

Residents of Champaign County, IL can benefit greatly from the services of a retirement planner. With a population of over 200,000 people, Champaign County is home to many individuals who are nearing retirement age or are already retired. A retirement planner can help these individuals navigate the complexities of retirement planning, including managing their investments, creating a budget, and determining when to start taking Social Security benefits. Additionally, a retirement planner can help Champaign County residents plan for the unique challenges they may face in retirement, such as paying for healthcare and long-term care. With the help of a skilled retirement planner, residents of Champaign County can feel confident that they are on track to achieve their retirement goals and enjoy a comfortable and secure retirement.

Wealth Management

Residents of Champaign County, IL could greatly benefit from the services of a wealth manager in a variety of ways. For example, a wealth manager can help individuals and families in the area create and implement a comprehensive financial plan that takes into account their unique goals and circumstances. This might include strategies for saving for retirement, paying for college, and protecting assets through insurance. Additionally, a wealth manager can provide guidance on investing in a way that aligns with a client's risk tolerance and long-term objectives. With the University of Illinois at Urbana-Champaign located in Champaign County, many residents may have complex financial situations related to academia, such as managing student loans or navigating the tenure process. A skilled wealth manager can provide specialized expertise in these areas, helping clients make informed decisions and achieve financial peace of mind.

Mortgage Loan Officer

Residents of Champaign County, IL can benefit greatly from the services of a mortgage loan officer. These professionals can help individuals and families secure the financing they need to purchase a home or refinance an existing mortgage. In Champaign County, where the cost of living is relatively low compared to other parts of the state, a mortgage loan officer can help residents take advantage of the area's affordable housing market. They can also provide guidance and advice on the best loan options for each individual's unique financial situation, helping them to make informed decisions and achieve their home ownership goals.

Tax Services

Residents of Champaign County, IL can benefit greatly from the services of a tax advisor. One of the most common ways a tax advisor can help is by providing guidance on tax deductions and credits that are specific to the county. For example, Champaign County offers a property tax credit for low-income seniors and disabled individuals. A tax advisor can ensure that eligible individuals are aware of this credit and help them navigate the application process. Additionally, Champaign County has a local sales tax that varies by municipality, and a tax advisor can help residents understand how this affects their purchases and tax liabilities. Overall, a tax advisor can provide valuable assistance to Champaign County residents in maximizing their tax savings and minimizing their tax burden.

Estate Planning Lawyer

Residents of Champaign County, IL can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by creating a will, which outlines how a person's assets will be distributed after their death. This is especially important in Champaign County, where the University of Illinois at Urbana-Champaign is located and many residents may have complex financial situations. An estate planning lawyer can also assist with setting up trusts, naming beneficiaries, and creating powers of attorney for healthcare and financial decisions. By working with an estate planning lawyer, residents of Champaign County can ensure that their assets are protected and their wishes are carried out in the event of their death or incapacity.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Champaign County, IL