Top financial advisors in Macomb, 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 Macomb, IL when you're planning for retirement or managing investments without worrying about state income tax on retirement income. A common mistake is overlooking local factors like high property taxes that can impact your overall financial plan.
- Local tax knowledge. Confirm how they incorporate Macomb's property tax rates into your retirement and investment strategies.
- Retirement income planning. Ask how they help you optimize income streams knowing Illinois doesn't tax retirement income.
- Experience level. Inquire about their years of advising clients in similar financial situations to yours.
- Fee structure clarity. Understand whether they charge flat fees or other arrangements and how that aligns with your financial goals.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Aaron B
Series 66
Macomb, IL
LPL Financial
Aaron Black's seven years of experience and Series 66 designation equip him to address retirement and investment planning in Macomb, IL, with attention to local tax factors like property taxes. Operating within LPL Financial, a large firm offering flat-fee and hourly financial planning services, he brings access to diverse advisory programs and technology-driven strategies, distinguishing him from advisors with smaller firm affiliations or different fee structures.
Experience: 7 years
Avg account: $399,489
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Preston G
Series 66
Macomb, IL
Edward Jones
Preston Gray in Macomb, IL, specializes in retirement income strategy and retirement plans for business owners, making him well-suited to address local retirement planning needs including Illinois' tax advantages. With four years of experience at Edward Jones, a large full-service wealth management firm, he offers an AUM fee structure up to 1.35% annually and brings additional insight from his own business ownership and real estate investment background.
Experience: 4 years
Avg account: $246,728
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Lauren K
Series 66
Macomb, IL
Wells Fargo Advisors
Lauren Kane's nine years of experience at Wells Fargo Advisors in Macomb, IL, equip her to address retirement income planning with attention to local factors like property taxes. Serving high-net-worth clients through a large firm, she brings expertise in cash flow and budgeting, differentiating her from advisors focused on smaller client bases or different specialties.
Experience: 9 years
Avg account: $514,335
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Jerry B
Series 63, Series 65
Macomb, IL
OSAIC
Jerry Brookhart offers retirement income planning expertise in Macomb, IL, with 19 years of experience and Series 63 and 65 licenses. He works at OSAIC, a large firm providing flat-fee financial planning and consulting services, which may appeal to clients seeking transparent fees and access to advanced asset-allocation tools.
Experience: 20 years
Avg account: $398,336
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Cory C
Series 66
Macomb, IL
Ameriprise
Cory Clem specializes in retirement income strategy and Social Security optimization, making him well-suited for clients approaching retirement in Macomb, IL. With 16 years of experience and a Series 66 designation, he works at Ameriprise, a large firm offering research-driven, tax-efficient retirement planning with a 0.15% AUM fee, differentiating him through access to centralized consulting and adaptive withdrawal strategies.
Experience: 16 years
Avg account: $471,167
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