Top financial advisors in Marion, 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 Marion, 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 focus. Look for advisors who understand Illinois' no state tax on retirement income and how to optimize your withdrawals accordingly.
- Property tax planning. Confirm how they incorporate Marion's potentially high property taxes into your long-term budget.
- Experience with local regulations. Ask how they navigate Illinois-specific tax rules to protect your assets.
- Holistic cash flow management. Ensure they consider all income sources and expenses, including property taxes, to avoid surprises in retirement.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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William H
Series 63, Series 66
Marion, IL
Raymond James Financial
William Hartmann's 29 years of experience and focus on general retirement planning and cash flow budgeting make him well-suited to address retirement income and property tax challenges in Marion, IL. Operating within the large firm Raymond James Financial, he offers flat-fee and hourly planning options, providing flexibility compared to advisors with different fee structures or firm sizes.
Experience: 29 years
Avg account: $700,796
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Curtis W
Series 63, Series 65
Marion, IL
J. W. Cole Advisors, Inc.
Curtis Wharton offers retirement planning expertise in Marion, IL, with 28 years of experience and credentials including Series 63 and 65. His firm, J. W. Cole Advisors, serves a broad client base with portfolio management and financial planning, providing flat-fee options and access to third-party managers, which may suit clients seeking flexible fee structures and comprehensive investment solutions.
Experience: 28 years
Avg account: $255,702
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Lisa E
Series 63, Series 65
Marion, IL
LPL Financial
Lisa Emling's 33 years of experience and Series 63 and 65 licenses equip her to address retirement income planning in Marion, IL, including managing local property tax impacts. Operating through LPL Financial, a large firm with in-house research, she offers flat-fee financial planning and serves diverse clients, distinguishing her with both seasoned expertise and flexible fee structures.
Experience: 33 years
Avg account: $399,489
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Beth W
Series 63, Series 65
Marion, IL
LPL Enterprise
Beth Walker's decade of experience and expertise in general retirement planning and tax-loss harvesting make her well-suited to address retirement income and property tax challenges in Marion, IL. Operating within LPL Enterprise, a large firm offering flat-fee financial planning and access to diverse investment and insurance products, she also brings a community-focused perspective through her local council involvement, distinguishing her from other advisors.
Experience: 10 years
Avg account: $239,757
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Michael N
Series 65, Series 66
Marion, IL
Prospera Financial Services, inc.
Michael Nichols brings 27 years of experience and holds Series 65 and 66 licenses, making him well-equipped to address retirement income planning in Marion, IL, including managing local tax nuances. His firm, Prospera Financial Services, Inc., manages $12.4 billion with 207 advisors, offering flat-fee and hourly financial planning options, which may provide flexible and comprehensive support compared to other local advisors.
Experience: 28 years
Avg account: $573,406
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