Top financial advisors in Kankakee, 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 Kankakee, IL when you're planning for retirement income without state tax but facing high property taxes. A common mistake is overlooking how local tax nuances affect your overall financial plan.
- Retirement income planning. Confirm how they incorporate Illinois' no state tax on retirement income into your cash flow projections.
- Property tax impact. Ask how they help manage or anticipate high property taxes in your budget.
- Experience with local regulations. Ensure they understand Illinois-specific tax rules and how these influence investment and withdrawal strategies.
- Long-term strategy focus. Look for advisors who balance tax considerations with your broader financial goals over time.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Terry N
Series 63, Series 65
Kankakee, IL
OSAIC
Terry Nordmeyer in Kankakee, IL, offers expertise in annuities and retirement income planning, supported by 34 years of industry experience and Series 63 and 65 licenses. Affiliated with OSAIC, a large firm using comprehensive investment processes, he provides flat-fee financial planning and consulting services, which may appeal to clients seeking transparent fees and a broad range of investment options.
Experience: 34 years
Avg account: $398,336
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Duke S
Series 65
Kankakee, IL
AlphaStar Capital Management
Duke Smith in Kankakee, IL, offers expertise in tax-loss harvesting and active portfolio management, which can help address Illinois' unique tax environment for retirement income planning. His firm, AlphaStar Capital Management, manages $1.84 billion with a mix of model and custom portfolios, providing flexible fee options including flat fees, and serves a diverse client base including individuals and small businesses.
Experience: 8 years
Avg account: $263,916
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Paul G
Series 63, Series 66
Kankakee, IL
Gianotti Wealth Advisory
Paul Gianotti offers retirement income planning in Kankakee, IL, with 23 years of experience and expertise in general retirement planning, annuities, and wealth management. His firm uses a blend of fundamental analysis and modern portfolio theory, providing flat-fee financial planning and serving a diverse client base including high-net-worth individuals and business entities, distinguishing him from other local advisors.
Experience: 23 years
Avg account: $581,239
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Molly M
Series 63, Series 66
Kankakee, IL
Fidelity
Molly Munneke in Kankakee, IL, is positioned to assist with retirement income planning by leveraging Fidelity's systematic investment approach and expertise in active portfolio management. With three years of experience and Series 63 and 66 licenses, she operates within a large firm known for combining fundamental research with quantitative analysis, which may offer a structured strategy to address local tax nuances and property tax impacts.
Experience: 3 years
Avg account: $234,793
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David R
Series 63, Series 66
Kankakee, IL
Edward Jones
David Robinson specializes in retirement income strategy and wealth management, with 21 years of experience at Edward Jones in Kankakee, IL, making him well-versed in local tax nuances like Illinois' lack of state tax on retirement income and high property taxes. His affiliation with a large firm offering diverse advisory programs and his background as a founder/business owner provide a broad perspective compared to other advisors in the area.
Experience: 21 years
Avg account: $246,728
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