Best Financial Advisors in Quincy, IL

10 firms listed · 6 in Quincy · 6 rated 4.5+

Data verified October 18, 2026

We are still growing

There are too few quality options within 15 miles, so we have expanded area of coverage to up to 60 miles from you. This includes Quincy and several other cities.

O'Connor Financial Group

O'Connor Financial Group

5.0 12 reviews
“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.”
Since 2021
511 Maine St
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IPI Wealth Management

IPI Wealth Management

5.0 1 review
“They make sure they follow up every year to check on our goals for retirement and our estate planning.”
Since 2002
3701 E Lake Center #1
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Bates Financial Group

Bates Financial Group

5.0 1 review
“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.”
Since 2014
1903 Jefferson St
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Schlipman Wealth Advisors

Schlipman Wealth Advisors

Since 2014
1890 Maine St
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Keybridge Capital

Keybridge Capital

Since 2019
520 N 30th St #20
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SSB Investment Services at State Street Bank

SSB Investment Services at State Street Bank

Since 1996Prices online
4820 Broadway St
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The 10 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 10 firms we list here, 6 are in Quincy itself and 4 come from Hannibal, MO (2, 14 mi), Keokuk, IA (1, 32 mi) and White Hall (1, 62 mi). 6 of the firms on this page have a rating, and all of them are rated 5.0, across 68 reviews. 1 has a BBB rating of A or A+. 8 have ten or more years of experience, the longest 47 years. We have a website on file for all 10 of the firms on this page; 8 publish a contact page; 6 list a public email and 1 takes 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?

6 of the 10 firms are located in Quincy. The others come from other towns within 65 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.

Benson Financial Group

Benson Financial Group

5.0 29 reviews
“Jeriod at Benson Financial is a very informed and helpful advisor.”
BBB A+Since 2012
Hannibal, MO · 14 mi from Quincy
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Hnb Investment Services

Hnb Investment Services

Since 1979
Hannibal, MO · 14 mi from Quincy
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Private Wealth Management

Private Wealth Management

Since 2008
Keokuk, IA · 32 mi from Quincy
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Anne Clayton Financial Strategies

Anne Clayton Financial Strategies

5.0 7 reviews
“Very receptive and quick to respond inquiries and pride explanations.”
Since 2013
White Hall, IL · 62 mi from Quincy
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Why these companies made our list

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