Find a Financial Advisor in East Peoria, IL

 

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We did the hard work of finding trustworthy partners in East Peoria, IL.

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We Only Work With The Best East Peoria Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

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Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in East Peoria, IL


  • Financial Advisor Close to East Peoria, IL

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in East Peoria, IL


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near East Peoria, IL

We evaluated over 13,000 RIA firms to bring you the best of the best East Peoria financial advisors.
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How Retirement-Friendly is East Peoria, IL?

  • Population: 22,851
  • % of Population 62 Years and Over: 24.1%
  • Average Home Value: $144,000
  • Average Monthly Housing Cost: $887
  • Average Household Income: $76,496
  • Illinois Total Tax Burden: 9.52% (9th Highest in U.S.)
  • Illinois Property Tax: 4.00% (8th Highest in U.S.)
  • Illinois Individual Income Tax: 2.11% (19th Lowest in U.S.)
  • Illinois Sales and Excise Tax: 3.41% (24th Highest in U.S.)



The Top Financial Advisor Firms in East Peoria, IL

 

MIDWESTERN SECURITIES TRADING CO.,LLC

Website

(309) 699-6786

300 E Washington Street Suite 3

East Peoria, IL 61611

SEC#: 801-77948
Years in Business: 8 years

WOODBURY FINANCIAL SERVICES, INC.

Website

(309) 699-8888

430 N Main Street

East Peoria, IL 61611

SEC#: 801-54905
Years in Business: 24 years

WOODBURY FINANCIAL SERVICES, INC.

Website

(309) 699-8888

430 N Main Street

East Peoria, IL 61611

SEC#: 801-54905
Years in Business: 24 years

AUSDAL FINANCIAL PARTNERS, INC.

Website

(309) 966-1425

2515 E Washington Street
Suite A
East Peoria, IL 61611

SEC#: 801-69266
Years in Business: 13 years

AUSDAL FINANCIAL PARTNERS, INC.

Website

(309) 966-1425

2515 E Washington Street
Suite A
East Peoria, IL 61611

SEC#: 801-69266
Years in Business: 13 years

WOODBURY FINANCIAL SERVICES, INC.

Website

(309) 699-8888

430 N Main Street

East Peoria, IL 61611

SEC#: 801-54905
Years in Business: 24 years

WOODBURY FINANCIAL SERVICES, INC.

Website

(309) 699-8888

430 N Main Street

East Peoria, IL 61611

SEC#: 801-54905
Years in Business: 24 years

AUSDAL FINANCIAL PARTNERS, INC.

Website

(309) 966-1425

2515 E Washington Street
Suite A
East Peoria, IL 61611

SEC#: 801-69266
Years in Business: 13 years

WOODBURY FINANCIAL SERVICES, INC.

Website

(309) 699-8888

430 N Main Street

East Peoria, IL 61611

SEC#: 801-54905
Years in Business: 24 years

 


East Peoria, IL Financial Advisor FAQs

It's easy to do it alone when managing your finances, but a financial advisor can help you reach your goals faster and with much less risk.
A financial advisor can help you avoid risk and unnecessary risks while still achieving the goals you're looking to reach in your lifetime. Whether it's college tuition or retirement planning, an advisor will empower you to make informed decisions with their guidance.
On top of expertise and experience, a good rule of thumb though would be to find someone whom you trust.
The cost will vary depending on a number of factors, such as location and the complexity of your needs. However, the average fee is about 1% to 1.5% per year of assets under management or advisement.