Top financial advisors in Taylorville, 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 Taylorville, IL when you're planning for retirement or managing investments without worrying about state income tax on retirement income. A common mistake is overlooking how local property taxes can impact your overall financial plan.
- Local tax insight. Confirm how they factor in Taylorville's property taxes when planning your cash flow and expenses.
- Retirement income planning. Ask how they optimize your income streams knowing Illinois doesn't tax retirement income.
- Experience level. Inquire about their years of experience managing clients in similar financial situations to yours.
- Firm resources. Understand whether they work within a large firm or independently, as this can affect the range of services and support available.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Terri K
Series 66
Blue Mound, IL
Voya financial Advisors, Inc.
Terri Kuizinas specializes in retirement income strategy and business ownership considerations, making her well-suited for clients in Taylorville, IL planning for retirement without state income tax concerns. Working at Voya Financial Advisors, a large firm, she offers flat-fee and hourly consulting options, leveraging 13 years of experience and a Series 66 designation to support self-employed and retired clients effectively.
Experience: 13 years
Avg account: $236,678
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Jaclyn D
Series 66
Taylorville, IL
Equitable Advisors
Jaclyn Deem specializes in retirement income strategy and Social Security optimization, making her well-suited for clients in Taylorville, IL planning for retirement without state income tax on retirement income. With 17 years of experience at Equitable Advisors, a large firm serving high-net-worth clients, she offers a range of services including financial planning and access to diverse asset management programs, differentiating her from advisors with smaller firm affiliations.
Experience: 17 years
Avg account: $570,841
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Robbie J
Series 66, Series 65
Taylorville, IL
CSH Investment Management
Robbie Johnson offers tailored investment advisory services in Taylorville, IL, with eight years of experience and Series 65 and 66 designations, making him well-equipped to address retirement income planning and local tax considerations. As an independent advisor at CSH Investment Management, he manages $67.2 million across 290 client accounts with a transparent AUM fee structure, providing detailed fee breakdowns that distinguish him from other advisors.
Experience: 8 years
Avg account: $229,698
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Bradley D
ChFC®, Series 63, Series 65
Taylorville, IL
Edward Jones
Bradley Davis offers retirement income strategy expertise in Taylorville, IL, with 34 years of experience and a ChFC® designation, making him well-equipped to address local tax considerations like property taxes. As part of Edward Jones, a large full-service wealth management firm managing over $1 trillion in assets, he provides access to diverse advisory strategies and a fiduciary standard, distinguishing him from advisors at smaller firms.
Experience: 35 years
Avg account: $246,728
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Bailey H
Series 66, Series 63
Tovey, IL
Fidelity
Bailey Hamilton is equipped to assist with retirement and investment planning near Taylorville, IL, leveraging Fidelity's large-firm resources and a systematic investment approach that blends fundamental research with quantitative analysis. With five years of experience and Series 63 and 66 designations, he also brings expertise in charitable giving and active portfolio management, distinguishing him from advisors with different specialty focuses or smaller firm affiliations.
Experience: 5 years
Avg account: $234,793
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