Best Financial Advisors in Bloomington, IL

The highest-rated Financial Planning & Wealth Management companies out of 149 vetted & reviewed in the Bloomington area.

IPI Wealth Management

IPI Wealth Management

“We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of t...”
Offers Financing Options
In Business Since 2022
207 W Jefferson St Suite 101, Bloomington, IL
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Prairie Capital Management

Prairie Capital Management

Individuals, Businesses, Financial Planning
“We also believe that knowledge in the areas of personal finance is the key to successful financial planning. That is why we offer a wealth of free educational materials that will help you navigate through topics like Risk Management,Estate Planning, ...”
In Business Since 2019
2404 E Empire St Suite 213-215, Bloomington, IL
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Falstad & Associates

Falstad & Associates

(3)
“Peter and his team are wonderful to work with in planning your financial future.”
In Business Since 2011
1410 Woodbine Rd STE 4, Bloomington, IL
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LPL Financial

LPL Financial

(1)
Financial Planning
“They are professionals that deliver the highest quality financial services to their clients and expert advice.”
Accepts All Major Credit Cards
In Business Since 1993
A2, 2101 Eastland Dr, Bloomington, IL
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Douglass Financial Services

Douglass Financial Services

In Business Since 2006
3807 G. E. Road #2, Bloomington, IL
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Douglas Capital Management

Douglas Capital Management

Past Performance
In Business Since 2007
4 Windsong Way, Bloomington, IL
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Ark Financial Services

Ark Financial Services

(2)
“I feel totally safe with taking Brad Metz's financial advise.”
205 N Williamsburg Dr, Bloomington, IL
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Wrezinski Advisory Group

Wrezinski Advisory Group

(1)
“They explained things to me where I could understand what they were telling me.”
807 E Washington St, Bloomington, IL
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Renaissance Wealth Management BN

Renaissance Wealth Management BN

Useful Links, Meet the Team
“Our mission is to create and maintain wealth for our clients through long term effective asset management. We pursue this by aligning each client's personal goals and risk tolerance. We build our client relationships on trust, competent professional ...”
In Business Since 2019
1 Brickyard Dr Suite 201, Bloomington, IL
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McBeath Financial Group

McBeath Financial Group

(30)
Investment Strategies, Insurance, Employment Severance Planning
“They stay on top of every detail and aspect of my portfolio and explain everything in plain terms that even the most novice of investor can understand.”
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
In Business Since 2016
203 Landmark Dr Unit A, Normal, IL
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American Tax & Accounting

American Tax & Accounting

(9)
  • Questions
“I used them for my 2016 taxes.”
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
In Business Since 1976
203 Landmark Dr C, Normal, IL
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Core Solutions Group

Core Solutions Group

(15)
  • Law
  • Financial
  • Team
“I can't recommend Core Solutions enough for any law firm looking to get their finances in order and to better understand their firm's most important financial metrics.”
In Business Since 2017
Bloomington, IL
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First Allied Securities

First Allied Securities

“First Allied Securities, Inc. is an independently owned financial consulting firm with more than 25 years of dedicated personalized service to our clients. Our independence allows us to offer you an unbiased objective approach to serving your investm...”
In Business Since 2013
1100 Beech St #9, Normal, IL
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Brady Investment Counsel

Brady Investment Counsel

“It's Your Money - Our commitment is to develop and execute an intelligent, socially responsible investment approach to help achieve your long-term investment goals. You rely on our 30-plus years of experience and we create a strategy that incorporate...”
In Business Since 2003
102 W Virginia Ave, Normal, IL
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Cetera Advisors/Ergawealth Advisor

Cetera Advisors/Ergawealth Advisor

“My process starts with exhaustive discovery, covering the financial attitudes and underpinnings of your' life, such as current net worth, assets, liabilities, income, current portfolio allocations, insurance coverages, and so forth. I use a comprehen...”
In Business Since 2011
705 E Lincoln St, Normal, IL
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Harrold Financial Consulting

Harrold Financial Consulting

Lifestyle, Estate, Investment
“We understand the unique challenges people face as they prepare for retirement. We can help formulate strategies designed to accumulate wealth, protect wealth and then convert wealth into retirement income. Whether your goal is preparing for freedom ...”
Remote Consultations Available
In Business Since 2015
Serving Bloomington Area
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J.M. Abbott & Associates

J.M. Abbott & Associates

(7)
“They are the best!”
In Business Since 2000
Serving Bloomington Area
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Alexander Financial Services

Alexander Financial Services

Personal Investing*, Education Planning, Insurance
“Alexander Financial Services is a family owned and operated, independent financial services company dedicated to delivering trustworthy, tailored and comprehensive financial advice. We know that each person who walks through our doors has a unique fi...”
Family Business
In Business Since 2000
Serving Bloomington Area
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Red Oak Financial

Red Oak Financial

“Whatever your stage in life, working with a CFP® professional can help you focus on a path for your future.”
CFP Certified
In Business Since 2012
Serving Bloomington Area
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Creekmur Wealth Advisors

Creekmur Wealth Advisors

(2)
“An excellent company providing professional and ethical financial services.”
In Business Since 2016
Serving Bloomington Area
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210 Financial

210 Financial

(30)
  • Faith
  • Retirement
  • Team
“Their approach to managing investments and planning for retirement is practical yet detailed; they will work with you over time and as changes happen to allow for you to understand your options and any adjustments that should be made.”
Licensed, BBB Accredited
In Business Since 2019
Serving Bloomington Area
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Elmore Financial Services

Elmore Financial Services

Tax Library, Articles
“As with most other things in life, the key to achieving your long-term financial objectives is preparation. Your goal may be to fund your children's college education, protect your family during your working years, or guarantee your own retirement se...”
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
In Business Since 1979
4507 N Sterling Ave #401b, Peoria, IL
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Illinois Business Financial Services

Illinois Business Financial Services

(10)
  • Loan
“Though I did not get a loan from Illinois Business Financial Services, their friendly staff was able to point me in the right direction to fulfill my needs.”
In Business Since 2001
411 Hamilton Blvd # 1330, Peoria, IL
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Breeden & Associates,ltd

Breeden & Associates,ltd

(3)
Client Testimonies
“More than capable to meet your accounting needs.”
In Business Since 2007
Serving Bloomington Area
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Retirement Planning and Investment Management Services in Bloomington, IL Cost Estimates

Minimum cost
$1123
Maximum cost
$9543
National Average
$3368
Avg Per Hour Rates
$337
$2246
$6175
Average price range is based on 384 cost profiles
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Average Cost $3368
Minimum cost $1123
Maximum cost $9543
Avg Per Hour Rates $337

Average range $2246 to $6175 is based on 384 cost profiles.

Why these companies made our list

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