PalomarWealth

Peoria Heights, Illinois

Call (309) 691-9600 Visit website →

About

PalomarWealth provides financial planning and investment management services to individuals and families across central Illinois, with offices in Peoria Heights, Forsyth, and Springfield. The firm operates as a Thrivent Advisor Network partner and takes a relationship-based approach grounded in Christian values, beginning with discovery conversations about client priorities before developing customized financial strategies. Services encompass investments, retirement planning, insurance, and estate planning, with ongoing monitoring and regular client meetings. The firm works with clients from varied professional backgrounds including small business owners, farmers, and manufacturing professionals.

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 8:30AM-5PM, Tuesday: 8:30AM-5PM, Wednesday: 8:30AM-5PM, Thursday: 8:30AM-5PM, Friday: 8:30AM-4:30PM, Saturday: Closed
SEC registered
No
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