Axis Accounting & Tax Service
“Has been my guy for years great customer service”
Best Financial Advisors in Springfield, IL
18 firms listed · all 18 in Springfield · 1 open weekends · 9 rated 4.5+
Data verified October 21, 2026
PFA Tax and Accounting Professionals
“They are good at what they do and make things easy.”
Robert Gordon & Associates
“My wife Sheila and I would highly recommend their services to anyone.”
Federated Fiducial Springfield
“Our firm has been with Federated since 1936 that's 87 years of phenomenal accounting work.”
Cowan, Epperson & Associates
“They handle our accounts with the utmost professionalism and make sure that everything is clear and understandable.”
Troxell Financial
“Erin is super good to work with.”
The 18 firms listed for Springfield, 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: Springfield, IL
All 18 firms we list here are in Springfield itself. 12 of the firms on this page have a rating, from 4.0 to 5.0 across 46 reviews; 9 are rated 4.5 or higher. 1 is open on Saturdays. The services the firms on this page list most often on their websites are retirement planning (3), wealth management (3), business consulting (2), estate planning (2) and tax planning (2). 1 lists staff certifications (CFP) and 3 have a BBB rating of A or A+. Domain records put 11 websites of the firms on this page at ten or more years old; the oldest dates from 1998. We have a website on file for all 18 of the firms on this page; 17 publish a contact page; 14 list a public email and 1 takes bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Ferguson Financial
“If you are looking for someone to help guide you through this crazy financial world and help guide you through retirement Meredith is your person.”
M. A. Kluemke and Associates
“Mark is very passionate and knowledgeable about helping people plan for the future.”
Skinner Copper & Ehmen Wealth
“Great company that values people and community, Melanie was great.”
Benjamin F. Edwards
“My husband and I have been dealing with the great people at this business for generations and have always had kind and comptetent service .”
Judy Financial Group
Eck, Schafer & Punke
“Throughout this time, ESP has performed efficiently, accurately, and gone above and beyond to help my business navigate the ins and outs of financial reporting as well as providing excellent assistance during the Covid-19 pandemic.”
Lighthouse Financial & Consulting Services
LPL Financial
Patton Financial Group
Forsyth Financial Services
INB Wealth
Cornerstone Financial Services
Why these companies made our list
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