Champaign, IL

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Champaign, IL
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Best Financial Advisors in Champaign, IL

The highest-rated Financial Planning & Wealth Management companies out of 106 vetted & reviewed in the Champaign area.

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Ruedi Wealth Management

Ruedi Wealth Management

(15)
Retirement Planning, Investment Advisory, Financial Planning
“Every time I sought information, requested a transaction, sought advice for friends not even associated with RWM, just wanted to pester them, whatever the request, Paul, Jr.”
Family Business
Transparent Fees & Pricing
In Business Since 2018
2502 Galen Dr #102, Champaign, IL
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Peak Wealth Planning

Peak Wealth Planning

(10)
Fees & Disclosures, Investment Management, Financial Planning
“Peter has helped us build a great plan, helps us evaluate and modify that plan as we and our goals evolve and as laws and investment opportunities change, and does it all with warmth and humor.”
Transparent Fees & Pricing
In Business Since 2013
2723 Valley Brook Dr, Champaign, IL
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Lewis Wealth Management Group

Lewis Wealth Management Group

(1)
“When it comes to finding a financial advisor, you want to make sure to find the right fit.”
Family Business
In Business Since 2016
2506 Galen Dr Ste 104, Champaign, IL
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Securities America

Securities America

Featured Links, License Information, Affiliated Offices
“Use this calculator to estimate the cost of your child's education, based on the variables you input.”
In Business Since 2006
1605 S State St, Champaign, IL
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Tenet Wealth Partners

Tenet Wealth Partners

Retirement Planning Services, Investment Management & Advisory, Core Financial Planning
“Tenet Wealth Partners is a next-generation wealth advisory firm — distinguished by our strong beliefs in how to help our clients achieve their financial goals. We believe a client's entire financial life needs to be coordinated and integrated, yet im...”
In Business Since 2020
301 N Neil St Suite 303, Champaign, IL
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Chesser Financial

Chesser Financial

(2)
“Just when I thought I didn't have enough to work with, they showed me how to use what I have to work for me to make me feel secure.”
Accepts Check, Debit
Licensed
In Business Since 2000
701 Devonshire Dr, Champaign, IL
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Holder Wealth Management

Holder Wealth Management

(2)
“Dan is awesome”
In Business Since 2014
2504 Galen Dr #105, Champaign, IL
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Richert Financial Coaching

Richert Financial Coaching

(1)
“He is a trustworthy and knowledgeable coach, and I continue to regularly use methods I learned from him.”
In Business Since 2020
2118 Seaton Ct, Champaign, IL
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Lifewise Wealth Advisors

Lifewise Wealth Advisors

(1)
“Great wealth of knowledge, would encourage everyone who wants to retire to have a good plan based on a solid foundation.”
In Business Since 2019
2911 Crossing Ct Suite #102, Champaign, IL
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Core40

Core40

(1)
“The studio is always clean, instructors are always welcoming and friendly, and classes are never crammed.”
In Business Since 2017
3001 Research Rd # C, Champaign, IL
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Advanced Financial Freedom

Advanced Financial Freedom

(2)
Life Insurance/Final Expenses, Retirement Planning, Debt Elimination
“It also gives clients the peace of mind to start and stick to a plan that will not only get them out of debt in a short time, but the life insurance and retirement plan to take care of them and their families in every situation that comes about in th...”
Free Initial Consultation
In Business Since 2022
313 N Mattis Ave Suite 209, Champaign, IL
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HUB Financial Group

HUB Financial Group

(8)
  • Product
  • Family
  • Insurance
“Dwayne is hardworking and professional and he will ensure that his customers receive the Best support and guidance in the variety of services the HUB Financial Group offers.”
In Business Since 2009
313 N Mattis Ave #208, Champaign, IL
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Cozad Asset Management

Cozad Asset Management

(1)
Insurance Solutions, Financial Planning, Investment Management
“Brett Anderson does a phenomenal job”
In Business Since 1976
2501 Galen Dr, Champaign, IL
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Gossett & Associates

Gossett & Associates

(1)
“Very knowledgeable!”
Accepts Cash, Debit
In Business Since 2003
2919 Crossing Ct #4, Champaign, IL
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Cline Financial Concepts

Cline Financial Concepts

Asset Management, Financial Planning
“INVESTMENT ADVISORY PRODUCTS AND SERVICES ARE OFFERED THROUGH ADVISORY REPRESENTATIVES OF CLINE FINANCIAL CONCEPTS, LLC, AN INVESTMENT ADVISORY FIRM REGISTERED WITH THE STATE OF ILLINOIS. INVESTMENT ADVISOR REPRESENTIVE ON BEHALF OF MILLER FINANCIAL ...”
In Business Since 2006
1800 S Oak St #101, Champaign, IL
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Sterling Wealth Management

Sterling Wealth Management

“Providing research and insights to the industry, we are thought leadership collaborators and recognized experts working with women investors and high net worth families.”
In Business Since 2004
301 N Neil St #203, Champaign, IL
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Midland Wealth Management - Champaign

Midland Wealth Management - Champaign

“Midland Wealth Management: Midland Wealth Management is a trade name used by Midland States Bank and its subsidiary Midland Trust Company. Investment and Insurance Products: NOT FDIC Insured, NO Bank Guarantee, May Lose Value, Not A Deposit, Not Insu...”
Offers Financing Options
In Business Since 2011
1617 W Springfield Ave, Champaign, IL
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Coordinated Financial Services

Coordinated Financial Services

In Business Since 2005
1701 S Prospect Ave, Champaign, IL
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Provident Financial Group

Provident Financial Group

“As our name indicates, Provident Financial Group delivers the foresight to help you plan prudently for the future. We are your local financial advisory firm offering a unique benefit you won't get from the impersonal financial institutions—our time. ...”
In Business Since 2012
3017 Village Office Pl, Champaign, IL
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Axis Capital Research

Axis Capital Research

“In an uncertain world, our purpose has never been clearer. We're here to help customers navigate and manage risk with specialist insurance and reinsurance expertise, products, and services that directly meet their”
In Business Since 2001
1800 S Oak St #204a, Champaign, IL
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Chris Bird Seminars

Chris Bird Seminars

(2)
“But Chris and his engaging and fun way of teaching could change that!”
In Business Since 2003
Serving Champaign Area
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Bluestem Financial Advisors

Bluestem Financial Advisors

(1)
“We enjoy our financial planning sessions throughout the year and plan to continue with Bluestem indefinitely.”
Accepts Check, Cash
In Business Since 2016
Serving Champaign Area
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Franklin Wealth Advisors

Franklin Wealth Advisors

Investor Profile, Albridge Consolidated Statement Sign-in, Tell A Friend
“We believe you deserve to be confident and secure in your retirement decisions. The problem is that retiring well is full of complexity, which can leave you feeling lost, alone, and even anxious. We believe you deserve to know exactly where you stand...”
In Business Since 1979
Serving Champaign Area
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Core Solutions Group

Core Solutions Group

(15)
  • Financial
  • Law
  • Team
“I've been in business for over 5 years and while I was doing things good enough, Chelsea has really given me the direction, tools, and the know-how to scale and grow.”
In Business Since 2017
Serving Champaign Area
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Retirement Planning and Investment Management Services in Champaign, IL Cost Estimates

Minimum cost
$1146
Maximum cost
$9738
National Average
$3437
Avg Per Hour Rates
$344
$2292
$6302
Typical price range is based on 253 cost profiles
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Average Cost $3437
Minimum cost $1146
Maximum cost $9738
Avg Per Hour Rates $344

Typical range $2292 to $6302 is based on 253 cost profiles.

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Wealth Management Advisors near Champaign

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