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Bates Financial Group
“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.”
Best Financial Advisors in Quincy, IL
24 firms listed · 7 in Quincy · 12 rated 4.5+ · 2 show a license
Data verified October 18, 2026
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O'Connor Financial Group
“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.”
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Investment Planners
“Have complete trust in their integrity and investing approach.”
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Keybridge Capital
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IPI Wealth Management
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SSB Investment Services at State Street Bank
The 24 firms listed for Quincy, 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: Quincy, IL
Of the 24 firms we list here, 7 are in Quincy itself and 17 come from towns including St. Louis, MO (4, 108 mi), Hannibal, MO (2, 14 mi) and O'Fallon, MO (2, 87 mi). 17 of the firms on this page have a rating, from 4.1 to 5.0 across 260 reviews; 1 has 50 or more reviews and 12 are rated 4.5 or higher. The topics that come up most in reviews of the firms on this page are "communication" and "knowledge". The services the firms on this page list most often on their websites are retirement planning (4), estate planning (3), tax planning (3), business services (2) and investment management (2). 2 show a license on their websites and 11 have a BBB rating of A or A+. 21 have ten or more years of experience, the longest 73 years. 1 offers payment plans; 4 offer a free initial consultation and 2 are family- or locally-owned. We have a website on file for all 24 of the firms on this page; 20 publish a contact page; 15 list a public email and 4 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.
Why are financial advisers outside Quincy listed here?
7 of the 24 firms are located in Quincy. The others come from other towns within 115 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
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Schlipman Wealth Advisors
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Benson Financial Group
“Jeriod at Benson Financial is a very informed and helpful advisor.”
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Hnb Investment Services
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Private Wealth Management
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Purk & Associates
“Personable and willing to take the extra time to answer my questions.”
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HKA Cpas & Advisors
- 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.”
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Alexanders Tax Service
- Parents
- Information
“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.”
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Jayson M. Thornton, CFP
- 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!”
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Retire Once Financial Management
- 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.”
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Renaissance Financial
“The place to go for me.”
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Albritton Financial Services
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Renaud & Co Investment Advisors
- Team
- Peace
- Mind
“Their company being fee based versus commission, means that they are more interested in doing what is right for the customer than selling a certain product.”
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Retirement Advisory Group
“They go above and beyond for every client!!!”
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Elmore Financial Services
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Means Financial Group
- Retirement
- Financial Advisor
- Strategy
“It's little scary when you are entrusting someone with your life savings, however that feeling of scary went quickly to relieved & wishing we would have met him years ago!!”
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Master Plan Financial Group
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Axis Accounting & Tax Service
“Has been my guy for years great customer service”
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Ricken Financial
- Questions
- Meeting
“Ricken Financial is a great business, Gerry and Heidi are caring business professionals that take time to get you the best tax refund and the best investments for you.”
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
Why these companies made our list
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