Find a Financial Advisor in Peoria County, IL

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

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We Only Work With The Best Peoria County 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 Peoria County, IL


  • Financial Advisor Close to Peoria County, 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 Peoria County, 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 Peoria County, IL

We evaluated over 13,000 RIA firms to bring you the best of the best Peoria County financial advisors.
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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.)



The Top 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: 45 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: 34 years

LION STREET ADVISORS, LLC

Website

(309) 253-4726

308 W Northpoint Ct

Peoria, IL 61614

SEC#: 801-107414
Years in Business: 6 years

LION STREET ADVISORS, LLC

Website

(309) 253-4726

6740 Frostwood Parkway

Peoria, IL 61615

SEC#: 801-107414
Years in Business: 6 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: 22 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: 22 years

COMMERCE BROKERAGE SERVICES, INC.

Website

(309) 999-3285

401 Main Street
Suite 100
Peoria, IL 61602

SEC#: 801-66509
Years in Business: 16 years

HORACE MANN INVESTORS, INC.

Website

(309) 693-3204

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

SEC#: 801-80964
Years in Business: 7 years

 


Peoria County, IL Financial Advisor FAQs

Peoria County, the county seat of Peoria, is located in the state of Illinois, United States. It is bounded southeast by the Illinois River and Peoria lake and drained by the Spoon River and Kickapoo, Elbow, and Copperas creeks. Manufacturing is the major industry in Peoria County, Ilinois, United States. The county's largest employer is Caterpillar Inc., a well-known heavy equipment and engine manufacturer. Peoria County is the heart of Illinois. Its name comes from the Illinois language's autonym, or personal name, peewaareewa (modern pronunciation peewaalia) which means "comes with a sack on his back." Peoria County boasts an impressive array of entertainment and cultural amenities typically found in larger metropolitan cities. The vibrant arts scene ranges from a symphony orchestra and ballet company to local workshops and galleries. The Peoria Riverfront Museum continually features world-renowned traveling exhibits and permanent displays from famed local artists. It's important to reach out to only the trusted financial advisors in your area. We've got a couple of financial advisors serving in Peoria County, Illinois, to introduce you to them. It has been dubbed the "Heart of Illinois" for its central location amid a sprawling territory along the Illinois River. It is also ideal for a wide range of activities which features golf courses, trail networks, fishing and hunting options, and a running and mountain biking environment. It belongs to the Peoria, IL Metropolitan Statistical Area, with the City of Peoria as its seat. Some of its surrounding counties are Stark County, which is in the north; Woodford County, which is in the east; and Tazewell County, in the south. Peoria County, Illinois's financial advisors, are in high demand, and you'll want to discover one who can assist you in managing your finances. Consult the list below to find a financial advisor in your area!

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.

Disclaimer: The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.