Top financial advisors in Quincy, 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 Quincy, IL when you're planning for retirement income and want to understand how local factors like property taxes affect your cash flow. A common mistake is overlooking these property tax impacts, which can significantly alter your budget even though retirement income itself isn't taxed here.
- Property tax insight. Confirm how the advisor incorporates high local property taxes into your retirement spending plan.
- Retirement income sequencing. Ask how they recommend drawing from different income sources to optimize your tax situation and cash flow.
- Experience with Illinois rules. Ensure they understand state-specific retirement and tax nuances that affect your financial decisions.
- Long-term planning focus. Look for advisors who consider your entire retirement timeline, not just immediate income needs.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Mohamed A
Series 65, Series 63
Quincy, IL
CWM, LLC
Mohamed Ali's 17 years of experience and expertise in retirement income strategy make him well-equipped to address retirement planning challenges in Quincy, IL, including local property tax impacts. His affiliation with CWM, LLC, a large firm offering flat-fee financial planning and diverse investment approaches, distinguishes him by providing access to institutional resources and tailored solutions for high-net-worth and corporate clients.
Experience: 18 years
Avg account: $875,860
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John K
Series 63
Quincy, IL
Ameriprise
John Keating in Quincy, IL, specializes in retirement income strategy and Social Security optimization, making him well-equipped to address local property tax impacts on retirement cash flow. With over 41 years of experience at Ameriprise, a large firm offering tax-efficient, research-driven planning for clients approaching retirement, he provides personalized advice with a 0.15% AUM fee, distinguishing him from advisors with less firm support or experience.
Experience: 42 years
Avg account: $471,167
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Kent M
CFP®, ChFC®, Series 63, Series 65
Quincy, IL
SPC
Kent Mcginnis offers retirement income strategy expertise in Quincy, IL, with 43 years of industry experience and CFP® and ChFC® certifications. His firm, SPC, is a large organization providing comprehensive financial planning and portfolio management, with flat-fee options and ongoing consulting capped at $600 per month, distinguishing him from advisors with different fee structures or smaller firms.
Experience: 44 years
Avg account: $192,080
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James F
Series 63, Series 66
Quincy, IL
Edward Jones
James Fisher's 25 years of experience and Series 63 and 66 credentials equip him to address retirement income planning in Quincy, IL, with an understanding of local tax implications. His affiliation with Edward Jones, a large firm managing over $1 trillion in assets, offers access to diverse advisory programs and multi-generational wealth transfer expertise, distinguishing him from other advisors in the area.
Experience: 25 years
Avg account: $246,728
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Blaine T
Series 65
Quincy, IL
Keybridge Capital
Blaine Troup in Quincy, IL, specializes in general retirement and income planning with eight years of experience, offering insights into tax-loss harvesting and options strategies that can help manage local property tax impacts. As an independent advisor at Keybridge Capital, he serves high-net-worth clients with a value-oriented, dividend growth investment approach and provides both discretionary asset management and educational workshops.
Experience: 9 years
Avg account: $1,401,627
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