Urbana, IL Financial Advisors and Resources



Financial Advisor Firms in Urbana, IL


BUSEY CAPITAL MANAGEMENT, INC.

Website

(217) 365-4800

201 W. Main Street

Urbana, IL 61801

SEC#: 801-62359
Years in Business: 18 years

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Website

(217) 365-4860

201 W Main St

Urbana, IL 61801

SEC#: 801-69815
Years in Business: 12 years

CREATIVE FINANCIAL DESIGNS, INC.

Website

(217) 337-7526

1606 Willow View Road
Suite 2-F
Urbana, IL 61802

SEC#: 801-60153
Years in Business: 20 years


How Retirement-Friendly is Urbana, IL?

  • Population: 42,718
  • % of Population 62 Years and Over: 11%
  • Average Home Value: $152,000
  • Average Monthly Housing Cost: $876
  • Average Household Income: $58,888
  • 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.)


Urbana, IL Financial Advisor FAQs

Ask your advisor how they work and what services they offer. Also, you should look for clarity on the topics of their conflicts of interest and transparency. Financial advisors vary significantly in how they disclose information to clients as well as what information they disclose.
If you are managing your family's finances on your own, then it might be time for you to bring in a professional. If the question is more personal - at what age should people get one? The answer depends on how much money is involved and what the person intends to use their advisor for.
A financial advisor can be useful in helping people better understand what they should do with their money. It's important to consider the qualifications of an advisor before hiring them, to make sure that someone has at least a high school diploma or equivalent degree in finance and economics, along with additional training.
It really depends on how much time you have to meet with them, what services you use, and whether or not they will travel.