Geneseo, IL Financial Advisors and Resources



Financial Advisor Firms in Geneseo, IL


WISDOM FINANCIAL SERVICES, L.L.C.

Website

(309) 944-1117

1043 South Oakwood Ave

Geneseo, IL 61254

SEC#: 801-112566
Years in Business: 3 years


How Retirement-Friendly is Geneseo, IL?

  • Population: 6,599
  • % of Population 62 Years and Over: 25.9%
  • Average Home Value: $139,500
  • Average Monthly Housing Cost: $846
  • Average Household Income: $74,427
  • 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.)


Geneseo, IL Financial Advisor FAQs

Financial advisors provide advice to people who wish to invest money in the stock market, property market, or just about anything else. They can specialize in any number of investment fields including stocks and bonds, real estate investments, personal investing, insurance products, etc.
A financial advisor is an individual in the financial industry who has, or will have in the future, a securities license and so can give individualized advice on investments.
Having a financial advisor take care of your money is like having another person to help you. A financial advisor is someone you can be honest with and ask for guidance about things relating to budgeting, investing, planning for the future, etc.
The first criterion is credential- go with someone who has a degree in finance or business management. To be even more particular, look for someone registered with one of the certifying bodies like CFP (CERTIFIED FINANCIAL PLANNER) or Chartered Financial Consultant status from the institution awarding those designations.