Best Financial Advisors in Quincy, IL

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

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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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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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 2015
721 N 24th St, 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. ”
Offers Financing Options
Accepts All Major Credit Cards
In Business Since 2002
3701 E Lake Center Suite 1, 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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SSB Investment Services at State Street Bank

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, ...”
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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Bates Financial Group

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.”
In Business Since 2014
1903 Jefferson 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 2014
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 1980
Serving Quincy Area
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Barnett Financial Partners

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...”
In Business Since 2010
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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Amen, Gantner & Capriano, Your Estate Matters

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.”
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
In Business Since 2007
Family Business
10733 Sunset Office Dr Suite 425, St. Louis, MO
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Purk & Associates

Purk & Associates

(10)
Wealth Management, Business Valuation, Tax-Exempt
“Personable and willing to take the extra time to answer my questions.”
Accepts Cash, Check
Licensed, BBB Rating: A+
In Business Since 2011
1034 S Brentwood Blvd # 2000, St. Louis, MO
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John Hoff CPA

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.”
Transparent Fees & Pricing
Accepts All Major Credit Cards
In Business Since 1992
Offers Financing Options
Serving Quincy Area
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Retire Once Financial Management

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.”
Licensed, BBB Rating: A+
In Business Since 2009
9101 Phoenix Village Pkwy, O'Fallon, MO
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Renaissance Financial

Renaissance Financial

(4)
For Businesses, For Individuals
“Great office and great group of professionals.”
Licensed, BBB Rating: A+
In Business Since 1997
5700 Oakland Ave Suite 400, St. Louis, MO
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Jayson M. Thornton, CFP

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!”
VITA Certified
In Business Since 2019
319 N 4th St #608, St. Louis, MO
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PCS Debt Relief

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.”
Transparent Fees & Pricing
Licensed, BBB Accredited
In Business Since 2010
Free Initial Consultation
Serving Quincy Area
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Ricken Financial

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.”
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
In Business Since 2001
425 N New Ballas Rd UNIT 207, St. Louis, MO
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HKA Cpas & Advisors

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.”
In Business Since 1986
Serving Quincy Area
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Elmore Financial Services

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...”
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
In Business Since 1981
4507 N Sterling Ave #401b, Peoria, IL
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Axis Accounting & Tax Service

Axis Accounting & Tax Service

(3)
Tax Planning, Bookkeeping, Financial Statements
“Very satisfied and knowledgeable.”
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
In Business Since 1999
2425 W Iles Ave Suite 101, Springfield, IL
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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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