Top financial advisors in Rock Island, 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.
If you're planning for retirement income in Rock Island, IL, you need advisors who understand how to maximize your savings without relying on tax deductions from retirement income, since Illinois doesn't tax that income. A common mistake is assuming retirement income will be taxed like regular income, which can lead to overly conservative withdrawal strategies.
- Property tax impact. Ask how they factor in potentially high property taxes when planning your cash flow.
- Withdrawal sequencing. Confirm they design income withdrawals to balance your tax exposure and spending needs effectively.
- Investment risk management. Look for advisors who adjust portfolios to protect your nest egg during retirement's unpredictable phases.
- Experience with local regulations. Ensure they understand Illinois-specific rules that affect retirement planning beyond income tax.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Deanna Q
Series 63, Series 65
Rock Island, IL
Avantax Planning Partners, Inc.
Deanna Quinlin's 16 years of experience and expertise in wealth management and retirement plans for business owners make her well-suited to address retirement income planning in Rock Island, IL. Operating within Avantax Planning Partners, a large firm offering discretionary portfolio management and tax-intelligent strategies, she provides flat-fee and hourly consulting options, catering to high earners approaching retirement with tailored financial planning.
Experience: 17 years
Avg account: $692,697
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Robert A
CFA®, Series 63, Series 65
Milan, IL
CPR Investments Inc
Robert Ausdal Jr. offers retirement planning expertise in the Rock Island area, leveraging 44 years of experience and CFA® credentials to manage portfolios actively and address cash flow and budgeting needs. His firm uses a multi-manager approach with discretionary portfolio management, providing flat-fee financial plans and hourly advisory services, which may appeal to clients seeking flexible fee structures and seasoned guidance near Milan, IL.
Experience: 45 years
Avg account: $201,558
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Daniel O
Series 66
Milan, IL
LPL Financial
Daniel Olsen's 24 years of experience and Series 66 designation equip him to address retirement income planning in the Rock Island area, especially with his expertise in wealth management and tax-loss harvesting. Operating through LPL Financial, a large firm offering flat-fee financial planning, he serves a diverse clientele including business owners and high-net-worth households, providing access to in-house research and a broad range of advisory services.
Experience: 25 years
Avg account: $399,489
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Mark M
Series 66
Rock Island, IL
Edward Jones
Mark Mayeski specializes in retirement income strategy and general retirement planning, with 15 years of experience in Rock Island, IL. Working at Edward Jones, a large firm with over 23,700 advisors, he offers a range of advisory services including wrap fee strategies and separately managed accounts, charging up to 1.35% annually, which may suit clients seeking comprehensive support from an established firm.
Experience: 16 years
Avg account: $246,728
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Signe N
Series 63, Series 65
Rock Island, IL
Principal Advised Services
Signe Nelson Combs specializes in retirement income strategy and withdrawal planning, making her well-suited for managing retirement income in Rock Island, IL, where tax considerations differ. With 15 years of experience and an independent approach, she offers a subscription-based financial planning service and integrates proprietary models with third-party tools through Principal Advised Services, serving primarily retirement plan participants and retail IRA clients.
Experience: 15 years
Avg account: $61,426
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