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Top 30 financial advisors of 80 near 61530
Out of 400,000+ nationwide
Tim D
CFP®
Morton, IL
Eagle Ridge Wealth Advisors
I'm a CERTIFIED FINANCIAL PLANNERâ„¢ serving the greater Peoria, IL area and beyond from my office in Morton, IL. My firm, Eagle Ridge Wealth Advisors, provides financial planning, retirement planning, tax planning, and investment management solutions to help clients organize, grow, and secure their financial lives. Eagle Ridge Wealth Advisors is a fiduciary firm that places clients' best interests first.
Maggie K
CFP®, CPA
Morton, IL
Abundo Wealth
Hi! I'm Maggie Klokkenga, a financial planner at Abundo Wealth. We do things very differently here at Abundo. Our motto is 'minimize fees, maximize life.' We want to help you live your best life all while being smart and strategic with your money. We believe that transparent pricing, low-cost investing, and access to the best financial planning technology on the market is what every client deserves. We charge a flat monthly subscription for our service and nothing more. After that, it's our job to work to try to save you money wherever we can while helping you accomplish your financial goals. You will never have to worry about any hidden costs, commissions, or kickbacks. Everything is transparent and we believe this is the only way to provide truly conflict-free advice. If you would like to learn more about how the Abundo team can help you, please do not hesitate to reach out. We are always friendly and more than willing to have a free consultation to learn more about you and see if we would be a good fit to work together.
Courtney N
ChFC®, Series 66
Morton, IL
Edward Jones
Kevin K
CFP®, ChFC®, Series 63, Series 66
Metamora, IL
Edward Jones
John M
Series 63, Series 65
Benson, IL
Merrill
John Meinhold serves as a Senior Financial Advisor with Merrill Lynch Wealth Management. Over his 21-year career, he has developed a practice grounded in educating clients and addressing their individual financial ambitions. His approach emphasizes creating personalized plans that consider clients’ unique perspectives and priorities. John's expertise includes areas such as divorce transition planning, executive compensation, family wealth management strategies, managing new wealth, personal retirement planning, small business strategies, and socially responsible, values-based, and ESG investing. He holds multiple professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). John earned his bachelor's degree from Illinois State University and is affiliated with the College for Financial Planning. Outside of his professional work, John is involved in his community through Make A Wish and various board positions on local organizations. His personal interests include baseball, golfing, and spending time with his family.
Adam S
CFP®, Series 63, Series 66
Morton, IL
Edward Jones
Jeremy M
CFP®, Series 66
East Peoria, IL
Edward Jones
Timothy F
Series 66
Eureka, IL
Edward Jones
John A
Series 63, Series 65
Washington, IL
Milestone Advisory Group, LLC
Philip W
CFP®, Series 66
Washington, IL
Journey Beyond Wealth
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Finding advisors...
Top 30 financial advisors of 80 near 61530
Out of 400,000+ nationwide