Best Financial Advisors in Champaign, IL

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List of Firms

Champaign, IL Fiduciary Financial Advisors

SEC File# 801-121129
CRD# 313759
Location 3015A Village Office Pl, Champaign, IL 61822, USA
Phone (815) 918-4727
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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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
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
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Coordinated Financial Services, Inc.
Location 1701 S Prospect Ave, Champaign, IL 61820, USA
Phone (217) 356-5575
Directions
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First Busey Securities Inc
Location 909 W Kirby Ave, Champaign, IL 61821, USA
Phone (217) 326-5232
Directions
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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
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
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Edward Jones - Financial Advisor: Joshua Gallagher
SEC File# 801-3297
CRD# 250
Location 1314 W Church St, Champaign, IL 61821, USA
Phone (217) 356-2424
Directions
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Edward Jones - Financial Advisor: Darrold A Kennedy, AAMS™
SEC File# 801-3297
CRD# 250
5 out of 5
Location 1912 Round Barn Rd Suite E, Champaign, IL 61821, USA
Phone (217) 398-6562
Directions
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PNC Wealth Management
Location 30 E Main St, Champaign, IL 61820, USA
Phone (877) 401-0138
Directions
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Innovation Planning Group - Morgan Stanley
Location 1806 Fox Dr, Champaign, IL 61820, USA
Phone (217) 351-1626
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Caleb A Englehardt - Morgan Stanley
Location 1806 Fox Dr, Champaign, IL 61820, USA
Phone (217) 351-3624
Directions
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Edward Jones - Financial Advisor: Grant Ghighi, CFP®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 2215 S Neil St, Champaign, IL 61820, USA
Phone (217) 607-2312
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 – 4:30 PM Saturday: Closed Sunday: Closed
Directions
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Raymond James
SEC File# 801-72137
CRD# 25853
Location 1611 S Prospect Ave, Champaign, IL 61820, USA
Phone (217) 351-6620
Time Monday: 9:00 AM – 4:45 PM Tuesday: 9:00 AM – 4:45 PM Wednesday: 9:00 AM – 4:45 PM Thursday: 9:00 AM – 4:00 PM Friday: 9:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
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Edward Jones - Financial Advisor: Walt Ruesch, AAMS®
Location 3011 Village Office Pl, Champaign, IL 61822, USA
Phone (217) 356-3476
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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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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Raymond James
SEC File# 801-72137
CRD# 25853
Location 101 Devonshire Dr, Champaign, IL 61820, USA
Phone (217) 351-4815
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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Thrivent - George Longfellow
Location 2101 Windsor Pl Suite 1, Champaign, IL 61820, USA
Phone (217) 819-4646
Directions
Financial Advisors in Champaign, IL

Where Certified Financial Advisors in Champaign, IL Serve

Champaign, IL is a bustling city in central Illinois, known for its vibrant culture and rich history. With landmarks like the Krannert Center for the Performing Arts and the Spurlock Museum, there's always something to see and do in this eclectic town. The top employers in the area include the University of Illinois at Urbana-Champaign, Carle Foundation Hospital, and Kraft Heinz Company, providing ample job opportunities for residents. Major highways like I-57 and I-74 run through the city, making travel easy and convenient. The streets are lined with charming neighborhoods, each with its own unique character and charm. From the historic homes in the West Side to the trendy cafes and shops in Downtown Champaign, there's something for everyone in this bustling city.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Champaign, IL are serviced by banks in a variety of ways. One of the most common ways is through checking and savings accounts. Many banks in Champaign offer these types of accounts to help residents manage their money and save for the future. Additionally, banks in Champaign also offer loans for things like cars, homes, and education. This is especially important for the many students who attend the University of Illinois at Urbana-Champaign, which is located in Champaign. Another important service that banks in Champaign offer is online and mobile banking. This is particularly convenient for residents who are busy and on-the-go, as they can easily manage their finances from their phone or computer. Overall, banks in Champaign provide a wide range of services to meet the unique needs of the community.

Insurance Broker

Residents of Champaign, IL can benefit greatly from the services of an insurance broker. An insurance broker can help residents navigate the complex world of insurance policies and find the best coverage for their specific needs. For example, Champaign is home to the University of Illinois at Urbana-Champaign, which means many residents may require student health insurance or renters insurance for their off-campus housing. An insurance broker can help students and other residents find affordable and comprehensive insurance plans that meet their unique needs. Additionally, an insurance broker can assist residents in understanding the various types of insurance available and how they can protect themselves and their families in the event of an accident or unexpected event.

Retirement Planning

Residents of Champaign, IL can greatly benefit from the services of a retirement planner. With the city's diverse population and range of income levels, a retirement planner can provide customized financial advice to help individuals achieve their retirement goals. Specifically, a retirement planner can assist Champaign residents in navigating the complexities of Social Security and Medicare, as well as help them develop strategies for managing their retirement savings. Additionally, with the high cost of healthcare in the area, a retirement planner can help residents plan for potential long-term care needs and ensure they have adequate insurance coverage. Overall, a retirement planner can provide invaluable guidance to Champaign residents as they plan for their future and work towards a comfortable retirement.

Wealth Management

Residents of Champaign, IL could benefit from the services of a wealth manager in a variety of ways. For example, a wealth manager could help residents navigate the complex world of investments and financial planning, ensuring that they are making informed decisions about their money. Additionally, a wealth manager could assist with tax planning, retirement planning, and estate planning, all of which are crucial for securing a stable financial future. One specific challenge that residents of Champaign may face is the high cost of living in the area, which can make it difficult to save for the future. A wealth manager could help residents develop a personalized financial plan that takes into account their unique circumstances and goals, helping them to achieve financial security and peace of mind.

Mortgage Loan Officer

Residents of Champaign, IL can benefit greatly from the assistance of a mortgage loan officer. This professional can help residents navigate the complex process of obtaining a mortgage and ensure they receive the best possible terms for their loan. Additionally, a mortgage loan officer can provide valuable advice on the local housing market in Champaign, IL, helping residents make informed decisions about their home purchase. For example, they may be able to advise on the best neighborhoods to buy in, or help residents understand the impact of local zoning laws on their property. With the help of a mortgage loan officer, residents of Champaign, IL can achieve their dream of homeownership and make the most of their investment.

Tax Services

Residents of Champaign, IL can benefit greatly from the expertise of a tax advisor. With the city's bustling economy and diverse population, navigating the complex world of taxes can be daunting for many individuals. A tax advisor can offer guidance on everything from filing taxes correctly to maximizing deductions and minimizing liabilities. Additionally, Champaign residents may need assistance with state and local taxes, as well as navigating the unique tax laws that apply to the city. With a tax advisor's help, residents can ensure they are in compliance with all tax regulations and make informed decisions that help them achieve their financial goals.

Estate Planning Lawyer

Residents of Champaign, IL can benefit from the services of an estate planning lawyer in a variety of ways. One of the most common ways an estate planning lawyer can help is by assisting with the creation of a will. This is especially important in Champaign, where the University of Illinois is located and many residents are affiliated with the university as students, faculty, or staff. A lawyer can help ensure that a person's assets are distributed according to their wishes and that any specific bequests are properly documented. Additionally, an estate planning lawyer can assist with the creation of trusts, which can provide tax benefits and help protect assets from creditors. Overall, an estate planning lawyer can help Champaign residents ensure that their wishes are carried out and their assets are protected.

Champaign, IL Financial Resources

Champaign, IL Chamber of Commerce

https://www.champaigncounty.org/

Champaign, IL City Hall

https://champaignil.gov/

Champaign, IL Public Library

https://champaign.org/

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