Top financial advisors in Herrin, 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 Herrin, IL when you're planning for retirement income without state tax on that income, or managing high property taxes that can impact your overall budget. A common mistake is overlooking how local property taxes affect your cash flow and long-term plans.
- Retirement income focus. Look for advisors who understand Illinois' tax rules, especially that retirement income isn't taxed at the state level.
- Property tax impact. Confirm how they factor in Herrin's potentially high property taxes when modeling your expenses.
- Experience level. Ask about their years working with clients in Illinois to ensure familiarity with local financial nuances.
- Fee structure clarity. If flat fees apply, understand what services are included to avoid surprises.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Ben B
Series 63, Series 65
Marion, IL
Raymond James Financial
Ben Bruce's extensive 31 years of experience and expertise in general retirement planning and cash flow budgeting make him well-suited to address retirement income and property tax concerns in Herrin, IL. Operating from Raymond James Financial, a large firm, he offers flat-fee and hourly fee structures, serving a diverse client base including business owners and retirees, which may provide a broader perspective compared to other advisors nearby.
Experience: 31 years
Avg account: $700,796
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Max N
VerifiedCFP®
Carbondale, IL
Novak Financial Partners
Max Novak specializes in retirement income strategy and is CFP®-certified, making him well-suited to address Illinois' tax advantages on retirement income and Herrin's property tax considerations. Operating from nearby Carterville, IL, he offers flat-fee financial planning up to $1,200 and combines in-house advice with third-party money managers, providing a customizable approach compared to other advisors in the region.
Experience: 4 years
Avg account: $605,570
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Cody H
Series 66
Herrin, IL
Edward Jones
Cody Hastings in Herrin, IL, offers wealth management expertise with a focus on tax-loss harvesting and multi-generational wealth transfer, which can help address retirement income planning and property tax considerations. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, he provides advisory programs with an annual fee up to 1.35%, serving a broad client base including retirees and business owners.
Experience: 11 years
Avg account: $246,728
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Robert J
ChFC®, PFS™, Series 63, Series 65
Herrin, IL
Cetera
Robert Jilek's 28 years of experience and ChFC® and PFS™ designations equip him to address retirement income planning in Herrin, IL, including local tax considerations. Operating within Cetera, a large firm offering flat fees for financial planning, he serves high earners approaching retirement and integrates tax-loss harvesting and charitable giving strategies, distinguishing him from advisors with narrower focuses.
Experience: 28 years
Avg account: $306,089
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Jolene J
Series 63, Series 65
Marion, IL
KCPAG Financial Advisors LLC
Jolene Johnson's 28 years of experience and Series 63 and 65 designations equip her to address retirement income planning in Herrin, IL, considering Illinois' tax rules and local property tax impacts. Her firm offers personalized financial planning and discretionary asset management with a 1% AUM fee and hourly rates, serving individuals and business clients, which may provide a broader range of services compared to other advisors nearby.
Experience: 28 years
Avg account: $57,123
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