View Profile

Elmore Financial Services

i

View Profile

Master Plan Financial Group

i

View Profile

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.”

i

View Profile

Plattner Asset Management

(6)

“Would recommend Plattner Asset Management to anyone!!”

i

View Profile

Breeden & Associates,ltd

(4)

“Been with Breeden for 30 years and really appreciate all they do for me.”

i

View Profile

Cyr-Woertz Financial Group

(1)

“Very great to work with”

i

The 24 firms listed for Peoria, IL provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.

Area overview: Peoria, IL

Of the 24 firms we list here, 18 are in Peoria itself and 6 come from East Peoria (5, 6 mi) and Washington (1, 11 mi). 17 of the firms on this page have a rating, from 4.0 to 5.0 across 48 reviews; 15 are rated 4.5 or higher. 1 is open on Saturdays. The services the firms on this page list most often on their websites are glossary (3), investment (3), retirement planning (3), estate (2) and estate planning (2). 1 shows a license on its website and 2 have a BBB rating of A or A+. Domain records put 18 websites of the firms on this page at ten or more years old; the oldest dates from 1996. 2 offer payment plans and 2 offer a free initial consultation. We have a website on file for all 24 of the firms on this page; 20 publish a contact page; 21 list a public email and 3 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.

Do firms listed for Peoria take financial planning bookings online?

3 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.

View Profile