Wealth Management in McLean County, IL

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List of Firms

McLean County, IL Wealth Management Firms

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Prairie Capital Management
SEC File# 801-67427
CRD# 119682
5 out of 5
Location 2404 E Empire St Suite 213-215, Bloomington, IL 61704, USA
Phone (309) 420-0100
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Elliott Capital Management, Inc.
Location 202 N. Center Street Suite 1-West, Bloomington, IL 61701, USA
Phone (309) 827-6968
Directions
SEC File# 801-10970
CRD# 6413
5 out of 5
Location A2, 2101 Eastland Dr, Bloomington, IL 61704, USA
Phone (309) 808-1954
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Merrill Lynch Wealth Management Advisor H David Osnowitz
Location 2205 E Empire St Suite C, Bloomington, IL 61704, USA
Phone (309) 664-8603
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Elliott Capital Management, Inc.
Location 306 E Grove St, Bloomington, IL 61701, USA
Phone (309) 827-6968
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Raymond James Financial Services
1 out of 5
Location 2101 Veterans Pkwy, Bloomington, IL 61704, USA
Phone (309) 663-7657
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Merrill Lynch Wealth Management Advisor Giovanni A Bernetti
Location 2205 E Empire St Suite C, Bloomington, IL 61704, USA
Phone (309) 664-8625
Directions
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Blooming Tree Wealth Management
5 out of 5
Location 801 N Hershey Rd, Bloomington, IL 61704, USA
Phone (309) 300-2760
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Country Capital Management Co
Location 1705 Towanda Ave, Bloomington, IL 61701, USA
Phone (309) 557-3000
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Merrill Lynch Wealth Management
5 out of 5
Location 2205 E Empire St Suite C, Bloomington, IL 61704, USA
Phone (309) 662-5645
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Midwest Prairie Financial
Location 421 N Kays Dr, Normal, IL 61761, USA
Phone (309) 661-0302
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Cetera Advisors/Ergawealth Advisor
SEC File# 801-123353
CRD# 290030
Location 705 E Lincoln St, Normal, IL 61761, USA
Phone (309) 585-0249
Directions
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Mier Wealth Management
5 out of 5
Location 816 S Eldorado Rd #7, Bloomington, IL 61704, USA
Phone (309) 662-4042
Directions
SEC File# 801-116892
CRD# 112639
Location 2306 E Washington St, Bloomington, IL 61704, USA
Phone (309) 664-6789
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Good Financial Advisors
Location 33 Hodgehaven Cir, Bloomington, IL 61704, USA
Phone (309) 661-1375
Directions
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Julie Smith, Amerirpise Financial
Location 409 S Prospect Rd Ste E, Bloomington, IL 61704, USA
Phone (309) 827-6817
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Ark Financial Services, LLC
5 out of 5
Location 205 N Williamsburg Dr, Bloomington, IL 61704, USA
Phone (309) 661-2000
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Merrill Lynch Wealth Management Advisor Mark Isaac Osnowitz
Location 2205 E Empire St Suite C, Bloomington, IL 61704, USA
Phone (309) 664-8623
Directions
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Monarch Financial Consulting
Location 2416 E Washington St Suite H, Bloomington, IL 61704, USA
Phone (309) 693-9964
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Charles Schwab
SEC File# 801-35905
CRD# 106753
4 out of 5
Location 309 Veterans Pkwy Suite 400, Normal, IL 61761, USA
Phone (309) 533-7575
Directions
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Wells Fargo Advisors
1 out of 5
Location 1705 Tullamore Ave Suite B, Bloomington, IL 61704, USA
Phone (309) 662-8575
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Financial Advisors | U.S. Bancorp Investments
Location 1702 Eastland Dr, Bloomington, IL 61704, USA
Phone (309) 664-2814
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Brown James R
Location 4 Yount Dr Suite 3, Bloomington, IL 61704, USA
Phone (309) 663-9000
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Mcclure Brian
Location 1600 Hunt Dr, Normal, IL 61761, USA
Phone (309) 454-1600
Directions
SEC File# 801-10647
CRD# 106262
Location 4 Windsong Way, Bloomington, IL 61704, USA
Phone (309) 807-5637
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 3901 General Electric Rd Suite 3 A, Bloomington, IL 61704, USA
Phone (309) 662-2663
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 301 E Front St, Bloomington, IL 61701, USA
Phone (309) 821-1776
Directions
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Merrill Lynch Wealth Management Advisor Timothy C Hines
Location 2205 E Empire St Suite C, Bloomington, IL 61704, USA
Phone (309) 664-8608
Directions
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Falstad & Associates
5 out of 5
Location 1410 Woodbine Rd STE 4, Bloomington, IL 61704, USA
Phone (309) 664-2600
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 316 W Washington St Suite 3A, Bloomington, IL 61701, USA
Phone (309) 452-0035
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Retirement Planners
SEC File# 801-110664
CRD# 169823
Location 203 Landmark Dr, Normal, IL 61761, USA
Phone (309) 808-2224
Time Monday: 8:00 AM – 4:30 PM Tuesday: 8:00 AM – 4:30 PM Wednesday: 8:00 AM – 4:30 PM Thursday: 8:00 AM – 4:30 PM Friday: 8:00 AM – 4:30 PM Saturday: Closed Sunday: Closed
Directions
Wealth Management in McLean County, IL

Where Wealth Management Advisors in McLean County, IL Serve

McLean County, located in central Illinois, is a bustling area that boasts a diverse array of landmarks, top employers, major highways and streets, and neighborhoods. From the historic Old Courthouse Museum to the sprawling Illinois State University campus, there's no shortage of fascinating places to explore in this dynamic community. Top employers in the area include State Farm Insurance, Advocate BroMenn Medical Center, and Country Financial, among others, while major highways and streets such as I-55, I-74, and Veterans Parkway keep traffic flowing smoothly. And with neighborhoods ranging from the charming historic district of Bloomington's Near East Side to the family-friendly suburbs of Normal, there's truly something for everyone in McLean County.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of McLean County, IL can benefit from a bank in various ways. For instance, with the county being home to Illinois State University, a bank can provide student-friendly services such as low-interest loans and student checking accounts. Additionally, with the county being predominantly agricultural, a bank can offer specialized services such as farm loans and crop insurance. The county is also home to the largest employer, State Farm Insurance, and a bank can provide financial services to its employees such as retirement planning and investment options. Furthermore, with the county being located in the Midwest, a bank can offer services that cater to the unique needs of the region such as disaster recovery loans for tornadoes and floods. In summary, a bank can provide tailored financial solutions to the diverse needs of McLean County, IL residents.

Insurance Broker

Residents of McLean County, IL can greatly benefit from the assistance of an insurance broker, especially when it comes to navigating the complex and ever-changing world of insurance policies. With a population of over 170,000 people, McLean County is home to a diverse range of individuals and families, each with their unique insurance needs. An experienced insurance broker can help residents of McLean County find the right coverage for their homes, cars, businesses, and health, while also providing valuable guidance on how to save money on premiums and avoid common pitfalls. Whether it's finding affordable health insurance for a family of four or securing comprehensive auto insurance for a new driver, an insurance broker can be an invaluable resource for residents of McLean County looking to protect themselves and their assets.

Retirement Planning

Residents of McLean County, IL could benefit from the expertise of a retirement planner in several ways. Firstly, a retirement planner can help individuals identify their financial goals and create a personalized plan to achieve them. This is particularly important in McLean County, which has a diverse population with varying income levels and retirement needs. Secondly, a retirement planner can provide guidance on investment strategies that align with an individual's risk tolerance and financial objectives. In McLean County, where the economy is heavily reliant on agriculture and manufacturing, individuals may need to consider alternative investment options to diversify their portfolios. Finally, a retirement planner can assist with estate planning and ensuring that an individual's assets are protected and distributed according to their wishes. With McLean County's aging population, this is a critical consideration for many residents who want to leave a legacy for their loved ones. Overall, a retirement planner can offer valuable support to McLean County residents as they navigate the complexities of retirement planning and ensure a secure financial future.

Financial Advisor

Residents of McLean County, IL can benefit from the guidance of a financial advisor in various ways. For instance, a financial advisor can help individuals in McLean County to create a budgeting plan that aligns with their financial goals. This is particularly important given that the county has a diverse economy, with agriculture, healthcare, and education being the primary industries. A financial advisor can also help residents of McLean County to invest their money wisely, given the county's proximity to Chicago, which is a major financial hub. Moreover, a financial advisor can assist residents of McLean County in planning for their retirement, given that the county has an aging population with a median age of 37.5 years. Additionally, a financial advisor can help individuals in McLean County to navigate the complex tax laws and regulations that apply to the county, which can be especially challenging for those who are self-employed or own small businesses.

Mortgage Loan Officer

Residents of McLean County, IL could greatly benefit from the expertise of a mortgage loan officer in a variety of ways. For instance, with a population of over 170,000, McLean County is home to a diverse group of individuals with varying financial backgrounds. A mortgage loan officer can help residents navigate the complex world of home financing and provide guidance on how to secure the best possible mortgage rates and terms. Additionally, as the county is home to several major universities, such as Illinois State University and Illinois Wesleyan University, many residents may be first-time homebuyers or have unique financial situations. A skilled mortgage loan officer can help these individuals understand their options and guide them through the home buying process with confidence. Overall, the expertise of a mortgage loan officer can provide invaluable support to residents of McLean County as they navigate the complex world of home financing.

Tax Services

Residents of McLean County, IL can benefit from the assistance of a tax advisor in various ways. For instance, a tax advisor can help residents navigate the complexities of the state's tax laws and regulations. McLean County, IL is home to a diverse population, including farmers, small business owners, and individuals with varying levels of income. A tax advisor can help these individuals maximize their deductions and credits, ensuring that they are paying the correct amount of taxes. Additionally, McLean County, IL is home to several colleges and universities, which means that many residents are students or have student loans. A tax advisor can help these individuals understand the tax implications of their student loans and how to manage them effectively. Overall, a tax advisor can provide invaluable assistance to McLean County, IL residents, helping them save money and avoid costly mistakes.

Estate Planning Lawyer

Residents of McLean County, IL can benefit from the services of an estate planning lawyer in a number of ways. Firstly, an estate planning lawyer can help individuals in McLean County to create a comprehensive estate plan that takes into account their unique financial and personal circumstances. This can include drafting wills, trusts, and other legal documents that ensure their assets are distributed in accordance with their wishes after they pass away. Additionally, an estate planning lawyer can assist with the creation of powers of attorney and advance healthcare directives, which can provide peace of mind in the event of incapacitation. Furthermore, residents of McLean County may benefit from an estate planning lawyer's knowledge of local laws and regulations, which can help to ensure that their estate plan is legally valid and enforceable. Overall, the services of an estate planning lawyer can be invaluable to residents of McLean County who are looking to protect their assets and provide for their loved ones.

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