Peoria County, IL Financial Advisors and Resources



Financial Advisor Firms in Peoria County, IL


DAVID VAUGHAN INVESTMENTS, LLC

Website

(309) 685-0033

5823 N Forest Park Drive

Peoria, IL 61614

SEC#: 801-12642
Years in Business: 44 years

GUARDIAN WEALTH MANAGEMENT INC.

Website

(309) 692-1460

311 Sw Water Street
Suite 210
Peoria, IL 61602

SEC#: 801-113791
Years in Business: 3 years

NBT CAPITAL MANAGEMENT, INC.

Website

(309) 671-4200

456 Fulton Street
Suite 345
Peoria, IL 61602

SEC#: 801-30786
Years in Business: 33 years

LION STREET ADVISORS, LLC

Website

(309) 253-4726

308 W Northpoint Ct

Peoria, IL 61614

SEC#: 801-107414
Years in Business: 5 years

LION STREET ADVISORS, LLC

Website

(309) 253-4726

6740 Frostwood Parkway

Peoria, IL 61615

SEC#: 801-107414
Years in Business: 5 years

KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC.

Website

(309) 692-8344

2000 W. Pioneer Parkway #21

Peoria, IL 61615

SEC#: 801-56878
Years in Business: 21 years

KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC.

Website

(309) 635-9820

1425 W Forrest Hill Ave

Peoria, IL 61604

SEC#: 801-56878
Years in Business: 21 years

COMMERCE BROKERAGE SERVICES, INC.

Website

(309) 999-3285

401 Main Street
Suite 100
Peoria, IL 61602

SEC#: 801-66509
Years in Business: 15 years

HORACE MANN INVESTORS, INC.

Website

(309) 693-3204

7501 N University
#223 A-B
Peoria, IL 61614

SEC#: 801-80964
Years in Business: 6 years


How Retirement-Friendly is Peoria County, IL?

  • Population: 182,770
  • % of Population 62 Years and Over: 20.4%
  • Average Home Value: $136,200
  • Average Monthly Housing Cost: $855
  • Average Household Income: $77,258
  • 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.)


Peoria County, IL Financial Advisor FAQs

When you search for a competent advisor with good qualities in mind, it will be easier to find someone that has your best interests in mind. Also make sure that a financial advisor has a fiduciary statement.
A financial advisor can help you make the best decisions for your personal finances, whether it is buying a home, paying for tuition, or saving enough money to retire on.
Financial advisors optimize investment portfolios by diversifying assets and constructing a diverse portfolio to meet your needs. They offer guidance, recommendations, and they also provide oversight to make sure your finances are on the right path.
The best time to get a financial advisor is NOW. The earlier you get started the greater your potential for financial success.