Best Financial Advisors in Quincy, IL

The highest-rated Financial Planning & Wealth Management companies out of 155 vetted & reviewed in the Quincy area.

Heimer & Associates

Heimer & Associates

Tax Return Preparation, Payroll Services, Bookkeeping
“Danielle M. Fleer, CPA, P.C. is licensed in Illinois and specializes in tax preparation and accounting services. We are professional, experienced, and affordable. We offer a broad range of services for business owners, executives and independent prof...”
Accepts Cash, Check
Licensed, BBB Rating: A+
In Business Since 1970
Transparent Fees & Pricing
2327 N 12th St, Quincy, IL
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O'Connor Financial Group

O'Connor Financial Group

(1)
“We went to O'Connors because we were looking for a reputable company that are nice, easy to understand and did a good and thorough job helping us plan for our retirement.”
In Business Since 2021
511 Maine St, Quincy, IL
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Bates Financial Group

Bates Financial Group

(1)
“I would highly recommend this firm because of not just understanding financial issues but the courtesy, respect, friendliness and professionalism that we were given by both Craig and Cheryl.”
In Business Since 2014
1903 Jefferson St, Quincy, IL
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Investment Planners

Investment Planners

(2)
“Have complete trust in their integrity and investing approach.”
In Business Since 2009
420 Maine St, Quincy, IL
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Gray Hunter Stenn

Gray Hunter Stenn

(1)
“Very helpful firm.”
Remote Consultations Available
In Business Since 2020
500 Maine St, Quincy, IL
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Kennedy Wealth Group

Kennedy Wealth Group

“To the extent that any client or prospective client utilizes any economic calculator or similar device contained within or linked to Jeff Kennedy's website, the client and/or prospective client acknowledges and understands that the information result...”
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
In Business Since 2013
721 N 24th St, Quincy, IL
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Keybridge Capital

Keybridge Capital

“217-440-5636 Keybridge Capital is a Registered Investment Advisor that works hand in hand with clients to deliver tailored advice, comprehensive plans, and objective solutions that help families and businesses achieve their financial goals. Contact B...”
In Business Since 2019
520 N 30th St #20, Quincy, IL
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IPI Wealth Management

IPI Wealth Management

Risk Management & Insurance Planning, Portfolio Building, Investment Strategies
“We start with identifying what your successful outcomes look like, then develop an action plan to help you embark on a path toward achieving them. ”
Accepts All Major Credit Cards
In Business Since 2004
3701 E Lake Center #1, Quincy, IL
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SSB Investment Services at State Street Bank

SSB Investment Services at State Street Bank

Additional Trust Services, Custodial Services, Bill Payment Management 
“A new federal law that took effect on January 1, 2024 will impact many Illinois small business owners and companies by requiring they report more information to the federal government, Illinois Secretary of State Alexi Giannoulias announced. +”
Transparent Fees & Pricing
In Business Since 1996
4820 Broadway St, Quincy, IL
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Schlipman Wealth Advisors

Schlipman Wealth Advisors

Second Opinion Service, Estate Planning, Retirement Planning
“The passion of our financial advisors is to help people from all walks of life find their own vision of true wealth. That means helping you define what true wealth looks like for you, putting a plan in place to help you pursue your vision, then helpi...”
In Business Since 2014
1890 Maine St, Quincy, IL
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Willing Accounting, CPA

Willing Accounting, CPA

(7)
Tax Services, Business Services, Services For Individuals
“Fast, thorough and super friendly!”
Free Initial Consultation
Offers Financing Options
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
Serving Quincy Area
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Benson Financial Group

Benson Financial Group

(1)
Investment Management, Insurance Solutions, Business Planning Strategies
“Jeriod at Benson Financial is a very informed and helpful advisor.”
Accepts Cash
Licensed, BBB Rating: A+
In Business Since 2012
Serving Quincy Area
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Hnb Investment Services

Hnb Investment Services

Locations, Investment Services, HNB Trust Services
“To report a lost or stolen debit card, please call 888-297-3416, Option 2.”
Accepts All Major Credit Cards
In Business Since 1978
Serving Quincy Area
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Private Wealth Management

Private Wealth Management

“What the math shows you is that investors need to protect themselves against significant losses. Large losses are difficult to recover from. As losses get larger, the return necessary to get back to break-even increases at a much faster rate. A loss ...”
In Business Since 2008
Serving Quincy Area
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Carey Calculations

Carey Calculations

(2)
  • Accountant
“I know someone else complained they weren't taking new customers, but wouldn't you want an accountant who doesn't over-extend herself so she can continue to deliver great service”
Serving Quincy Area
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The Ledge

The Ledge

(5)
Industries, Tax Services, Business Services
“Rob and his staff are personable, knowledgeable, prompt, and professional!”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2014
Free Initial Consultation
949 Clocktower Dr, Springfield, IL
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Amen, Gantner & Capriano, Your Estate Matters

Amen, Gantner & Capriano, Your Estate Matters

(50)
Legacy Planning, Family-Owned Businesses & Farms, Estate and Gift Tax Figures
“We've felt all along that they were the right firm to choose and after this experience, we know our estate will be in good hands when someday it as to be settled.”
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
In Business Since 2009
10733 Sunset Office Dr Suite 425, St. Louis, MO
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Purk & Associates

Purk & Associates

(10)
Industries, Tax Services, Business Services
“Great people, fantastic services Positive Responsiveness, Professionalism”
Free Initial Consultation
Offers Financing Options
Accepts Cash, Check
Licensed, BBB Rating: A+
1034 S Brentwood Blvd # 2000, St. Louis, MO
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HKA Cpas & Advisors

HKA Cpas & Advisors

(50)
  • Knowledge
  • Partner
  • Financial
“They are a very professional and knowledgeable team, and the transfer of information back and forth went seamlessly and securely with their client account web portal.”
In Business Since 1986
Serving Quincy Area
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Squires CPA

Squires CPA

(47)
  • Finance
  • Knowledge
  • Small Business
“I have been using Paden Squires - Squires CPA for preparing my Employer's quarterly payments and also preparing my personal and LLC tax refunds for several years.”
In Business Since 2007
200 Southampton Dr Suite 101, Columbia, MO
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Alexanders Tax Service

Alexanders Tax Service

(25)
Payroll Services, Tax Returns, Tax Relief Services
“I've never had any problems, and one of my favorite things is how he will break down your income and taxes over the last 3 years to highlight areas that changed.”
Free Initial Consultation
Licensed, BBB Rating: A+
In Business Since 1955
Serving Quincy Area
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Jayson M. Thornton, CFP

Jayson M. Thornton, CFP

(28)
  • Communication
  • Priced
  • Office
“Thank goodness I found Jayson Thornton and his firm, not too big to care and always willing to meet me at my office if I have questions or concerns and very reasonably priced (less than 1/2 what H&K charged) Jayson Thornton is the best!”
Free Initial Consultation
Transparent Fees & Pricing
In Business Since 2024
319 N 4th St #608, St. Louis, MO
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Bender & Company Cpas

Bender & Company Cpas

(2)
Services For Quickbooks, Business Services, Services For Individuals
“They have been integral in making sure our business remains healthy during this COVID-19 pandemic and calming our fears as new legislation comes about.”
Offers Financing Options
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
In Business Since 1994
13014 Butler Crest Dr, St. Louis, MO
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Retire Once Financial Management

Retire Once Financial Management

(11)
  • Investing
  • Goals
  • Taxes
“Vincent, after one visit, had a retirement plan that included taxes, SS, both taxable and retirement accounts (roth ira, ira and 401K) into the plan including long term care.”
Licensed, BBB Rating: A+
In Business Since 2009
9101 Phoenix Village Pkwy, O'Fallon, MO
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Retirement Planning and Investment Management Services in Quincy, IL Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Typical price range is based on 421 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Typical range $2000 to $5500 is based on 421 cost profiles.

Why these companies made our list

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