Springfield, IL Financial Advisors and Resources



Financial Advisor Firms in Springfield, IL


KEB WEALTH ADVISORS

Website

(217) 789-0960

3200 Robbins Road
Suite 200A
Springfield, IL 62704

SEC#: 801-62965
Years in Business: 17 years

SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC

Website

(217) 753-4020

3000 Professional Dr.
Ste 201
Springfield, IL 62703

SEC#: 801-73087
Years in Business: 9 years

BOS ASSET MANAGEMENT, LLC

Website

(833) 365-0918

3400 Wabash Avenue

Springfield, IL 62711

SEC#: 801-119836
Years in Business: 0 years

SIKICH FINANCIAL

Website

(217) 862-1843

3201 West White Oaks Drive
Suite 102
Springfield, IL 62704

SEC#: 801-110142
Years in Business: 4 years

TROXELL FINANCIAL

Website

(217) 321-3210

214 South Grand Avenue West

Springfield, IL 62704

SEC#: 801-81175
Years in Business: 6 years

ROBERT GORDON & ASSOCIATES INC

Website

(217) 698-4844

1201 S. Veterans Parkway Ste A

Springfield, IL 62704

SEC#: 801-107410
Years in Business: 5 years

L.A. BURTON & ASSOCIATES, INC.

Website

(217) 726-8100

1224 Centre West Drive
Suite 200D
Springfield, IL 62704

SEC#: 801-61209
Years in Business: 19 years

HORACE MANN INVESTORS, INC.

Website

(217) 789-2500

One Horace Mann Plaza

Springfield, IL 62715

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

AVANTAX ADVISORY SERVICES, INC.

Website

(217) 525-1111

227 South Seventh Street

Springfield, IL 62701

SEC#: 801-29892
Years in Business: 34 years


How Retirement-Friendly is Springfield, IL?

  • Population: 115,888
  • % of Population 62 Years and Over: 21.5%
  • Average Home Value: $138,000
  • Average Monthly Housing Cost: $856
  • Average Household Income: $77,473
  • 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.)


Springfield, IL Financial Advisor FAQs

Consider a few important factors when choosing a financial advisor. Check to see if the advisor has professional certification, check for their work history and make certain that they have an appropriate level of investment experience.
Some financial advisors you can meet with on an hourly basis while some will charge a percentage of assets that they manage for you. Costs vary from advisor to advisor and the scope of money management they offer.
Just a few questions you should ask a certified financial advisor are if they have insurance, portfolio management or securities registered. You can also ask what type of licensure they have and whether their employer offers tax planning.
Financial advisors help investors with their financial decisions. These can include retirement planning or an evaluation of various investment opportunities that will meet the requirements of the investor's goal. A successful advisor will work with their clients to assess what they want out of investments given their risk tolerance and timeline for money usage.