Monferdini & Dirks Wealth Management

East Peoria, Illinois

5.0 (3 reviews)
Call (309) 699-0311 Visit website →

About

Monferdini & Dirks Wealth Management, based in East Peoria, Illinois, provides financial planning, investment management, retirement planning, and insurance analysis services. The firm works through a three-step process—discovery of client circumstances and goals, creation of a financial strategy aligned with time horizon and risk tolerance, and ongoing execution and monitoring. The team comprises industry professionals with combined experience serving clients across various backgrounds and experience levels.

Specialties

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 9AM-4PM, Tuesday: 9AM-4PM, Wednesday: 9AM-4PM, Thursday: 9AM-4PM, Friday: 9AM-2PM, Saturday: Closed
SEC registered
No
0 selected
Compare →