Top financial advisors in Champaign, IL
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might seek a financial advisor in Champaign, IL when you're planning for retirement income without state tax but want to manage high property taxes effectively. A common mistake is overlooking how local tax nuances impact your overall retirement strategy.
- Retirement income planning. Confirm how they incorporate Illinois' no state tax on retirement income into your cash flow projections.
- Property tax strategies. Ask how they help manage or mitigate the impact of high local property taxes on your net worth.
- Experience with local regulations. Ensure they understand Illinois-specific tax rules and how these affect your investment and withdrawal plans.
- Long-term financial outlook. Discuss how they balance your retirement goals with potential changes in property tax assessments over time.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Manish P
Series 66
Champaign, IL
Edward Jones
Manish Puri offers retirement planning expertise in Champaign, IL, with a focus on general retirement and estate planning, suitable for business owners and professionals like dentists and attorneys. Affiliated with Edward Jones, a large firm providing diverse advisory programs, he combines three years of financial experience with a background in real estate construction, differentiating him through local business insight and a comprehensive wealth management approach.
Experience: 3 years
Avg account: $246,728
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Emily M
Series 63, Series 65
Laughlin Afb, TX
LPL Financial
Emily Manganaro's 15 years of experience and expertise in wealth management and retirement plans for business owners make her well-suited to address retirement income planning in Champaign, IL, including local tax considerations. Affiliated with LPL Financial, a large firm offering flat-fee financial planning, she serves diverse clients and brings additional insight from her entrepreneurial background and FINRA arbitrator role.
Experience: 15 years
Avg account: $399,489
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Claude W
Series 66
Champaign, IL
PNC Wealth Management
Claude Wilson in Champaign, IL, specializes in wealth management with six years of experience and a Series 66 credential, making him capable of addressing retirement income planning and local tax nuances. Working at PNC Wealth Management, a large firm offering model-based advisory services with algorithmic investment recommendations, he serves executive clients with a 0.85% annual AUM fee, differentiating him through access to advanced digital tools and institutional resources.
Experience: 7 years
Avg account: $182,752
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Lana B
Series 66
Champaign, IL
J.P. Morgan Securities
Lana Berardi's 22 years of experience at J.P. Morgan Securities in Champaign, IL, equip her to address retirement income planning and local tax nuances effectively. Her role at a large firm offering institutional consulting and customized performance reporting distinguishes her from others by combining broad resources with personalized wealth management services.
Experience: 23 years
Avg account: $318,381
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Blake H
Series 63, Series 65
Champaign, IL
Primerica Advisors
Blake Hubert's 33 years of experience and expertise in income planning and tax-loss harvesting make him well-suited to address retirement income strategies in Champaign, IL, especially considering local tax nuances. Operating within Primerica Advisors, a large firm offering discretionary asset management with a tiered wrap-fee structure, he primarily serves individual and high-net-worth clients, differentiating him through a focus on retail investors and a comprehensive investment approach.
Experience: 33 years
Avg account: $228,117
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