The highest-rated Financial Planning & Wealth Management companies out of 155 vetted & reviewed in the Quincy area.
Learn how we score.
Prominent finalists A-Z in Quincy
Amen, Gantner & Capriano, Your Estate Matters
Axis Accounting & Tax Service
Barnett Financial Partners
Bates Financial Group
Benson Financial Group
Elmore Financial Services
HKA Cpas & Advisors
Hnb Investment Services
IPI Wealth Management
Investment Planners
Jayson M. Thornton, CFP
John Hoff CPA
Kennedy Wealth Group
Keybridge Capital
O’Connor Financial Group
PCS Debt Relief
Private Wealth Management
Purk & Associates
Renaissance Financial
Retire Once Financial Management
Ricken Financial
SSB Investment Services at State Street Bank
Schlipman Wealth Advisors
Willing Accounting, CPA
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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.”
i
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Investment Planners
(2)
“Have complete trust in their integrity and investing approach.”
i
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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...”
“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. ”
i
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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...”
i
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SSB Investment Services at State Street Bank
Additional Trust Services, Custodial Services, Bill Payment Management
“If you own a home and are looking to borrow money, consider the benefits of a home equity loan or line of credit. Home Equity loans and lines can be used to pay for a variety of things including home renovations, consolidating debt, college tuition, ...”
i
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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...”
i
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Bates Financial Group
“Bates Financial Group, Inc. is one of the oldest and most experienced financial planning firms in the area. Our founder, George E. Bates, brings over 50 years of experience and expertise in the financial planning and investments industry.”
i
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Willing Accounting, CPA
(7)
Tax Services, Business Services, Services For Individuals
“Fast, thorough and super friendly!”
i
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Benson Financial Group
(1)
Investment Management, Insurance Solutions, Business Planning Strategies
“Jeriod at Benson Financial is a very informed and helpful advisor.”
“To report a lost or stolen debit card, please call 888-297-3416, Option 2.”
i
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Barnett Financial Partners
Estate Planning, Tax Planning, Asset Management
“Many individuals confuse financial planning with general savings and investing advice. While how to save (and how much!), and where and when to invest those savings, is every bit important, prudent Financial Planning goes much beyond the realm of jus...”
i
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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 ...”
i
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Amen, Gantner & Capriano, Your Estate Matters
(12)
Legacy Planning, Family-Owned Businesses & Farms, Estate and Gift Tax Figures
“Paul walked us through the options for an estate plan; and then tailored our specific plan not only to meet our current life situations, but our future as well.”
i
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Purk & Associates
(10)
Wealth Management, Business Valuation, Tax-Exempt
“Personable and willing to take the extra time to answer my questions.”
i
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John Hoff CPA
(26)
Get Your IRS File, Why Quickbooks, Succession Planning
“I found them on the Internet and scheduled a meeting to review my company / personal tax returns from the prior years and talk to them about my current company tax situation.”
i
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Retire Once Financial Management
(12)
Investment
Retirement
“We would recommend Vincent and La Marche to anyone wanting an investment firm that offers a better return on their investments, a better level of customer service and most importantly better personalized concern for their clients.”
i
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Renaissance Financial
(4)
For Businesses, For Individuals
“Great office and great group of professionals.”
i
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Jayson M. Thornton, CFP
(25)
Office
Accountant
Tax
“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!”
i
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PCS Debt Relief
(13)
Payments
Company
Credit Cards
“They were true advocates for us, and if it wasn't for COVID, my family would have given everyone at PCS a hug when our final payment was made in July 2020.”
i
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Ricken Financial
(4)
“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.”
i
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HKA Cpas & Advisors
(30)
Job
Financial
Partner
“Made sure I provided them with all the documents they needed, kept me informed of the progress, answered my questions on a timely basis, all at a competitive price.”
i
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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...”
i
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Axis Accounting & Tax Service
(3)
Tax Planning, Bookkeeping, Financial Statements
“Very satisfied and knowledgeable.”
i
Retirement Planning and Investment Management Services in Quincy, IL Cost Estimates