Best Financial Advisors in Urbana, IL

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List of Firms

Urbana, IL Fiduciary Financial Advisors

Edward Jones - Financial Advisor: Neil P Richardson, CFP®|ChFC®|CLU®
SEC File# 801-3297
CRD# 250

5 out of 5

Location 300 S Broadway Ave Suite 148, Urbana, IL 61801, USA
Phone (217) 328-2352
Folk Financial Planning
Location 201 W Springfield Ave # 701, Champaign, IL 61820, USA
Phone (217) 367-9730
Integrated Financial Analytics
Location 1301 W Gregory Dr # 306, Urbana, IL 61801, USA
Phone (217) 390-8146
Edward Jones - Financial Advisor: Jimmy Stewart, CFP®|AAMS™
SEC File# 801-3297
CRD# 250
Location 2704 Boulder Dr Suite A, Urbana, IL 61802, USA
Phone (217) 328-1719
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 – 4:30 PM Saturday: Closed Sunday: Closed
On the Money LLC
Location 201 W Springfield Ave # 208, Champaign, IL 61820, USA
Phone (217) 954-0927
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
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
Location W High St, Urbana, IL 61802, USA
Lia Hege - Thrivent
Location 2101 Windsor Pl Suite 1, Champaign, IL 61820, USA
Phone (217) 819-4646
Dan Punkay - COUNTRY Financial representative

5 out of 5

Location 1717 Philo Rd #15A, Urbana, IL 61802, USA
Phone (217) 328-0023
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
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About Urbana, IL

Urbana, IL is a city located in Illinois. It is home to the University of Illinois at Urbana-Champaign, one of the largest universities in the United States. Some other landmarks in Urbana include the Krannert Art Museum and Kinkead Pavilion. Top employers in Urbana include the University of Illinois, State Farm Insurance, and Carle Foundation Hospital. Major highways and streets in Urbana include Interstate 74 and U.S. Route 150. The neighborhoods in Urbana include Campustown, Main Street, and Market East.

Where Certified Financial Advisors in Urbana, IL Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks are an important part of the community and provide many valuable services to their customers. In Urbana, IL, there are several banks that offer a variety of services to their customers. These services include checking and savings accounts, loans, mortgages, and investment advice. The banks in Urbana also offer online banking and mobile banking so that customers can access their accounts from anywhere at any time. This is a great convenience for people who are always on the go. Banks in Urbana provide a valuable service to the community and are an important part of the local economy.

Insurance Broker

Urbana, IL residents can benefit from the help of insurance brokers when it comes to finding the best insurance policies for their needs. Insurance brokers have a wealth of knowledge about various types of insurance policies and what each one covers. They can also help residents compare rates from different companies and find discounts on policies.

Retirement Planning

Most Urbana, IL residents are not sure how to go about retirement planning. They know they need to do something, but they're not sure where to start. Financial advisors can help by sitting down with clients and creating a plan that is tailored specifically for them. This plan will take into account things like current income, age, and desired retirement lifestyle. Advisors can also help clients save for retirement by showing them how to invest their money wisely.

Wealth Management

Wealth management is an important service that can help Urbana, IL residents protect their finances and plan for their future. There are a number of different wealth management services available, so it's important to find the right one for your needs. Some of the most common services include investment management, tax planning, and estate planning. If you're looking for a way to secure your financial future, wealth management may be the right option for you.

Estate Planning Lawyer

Estate planning lawyers in Urbana, IL can help residents protect their assets and plan for the future. One of the most important things an estate planning lawyer can do is help you create a will. A will ensures that your assets are distributed according to your wishes after you die. An estate planning lawyer can also help you set up trusts, which can be used to manage your assets and provide for your loved ones after you die. trusts can also be used to reduce or avoid estate taxes. If you have a business, an estate planning lawyer can help you plan for the sale or transfer of that business upon your death. Estate planning lawyers in Urbana, IL can provide a wide range of services to help you protect your assets and plan for the future.

Mortgage Loan Officer

Mortgage loan officers in Urbana, IL can help residents with a number of services related to mortgages. These services include helping people find the best mortgage for their needs, helping them through the application process, and helping them understand the terms of their mortgage. In addition, mortgage loan officers can also help residents refinance their mortgages or get a home equity line of credit.

Tax Services

Residents of Urbana, IL can benefit from the expertise of tax accountants. Tax accountants can help residents save money on their taxes and ensure that they are in compliance with all relevant tax laws. In addition, tax accountants can provide advice on how to make the most of deductions and credits available to taxpayers.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Urbana, IL