PalomarWealth

Springfield, Illinois

Call (217) 787-1877 Visit website →

About

PalomarWealth operates financial planning and investment management practices guided by Christian values across three Illinois locations: Springfield, Peoria Heights, and Forsyth. The firm works with individuals and families from various professional backgrounds, including small business owners and those in farming and manufacturing, using a listening-based approach to develop customized financial strategies that address investments, retirement, insurance, and estate planning. As a Thrivent Advisor Network partner, the firm emphasizes ongoing monitoring and regular client meetings to support progress toward financial objectives.

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-3PM, Saturday: Closed
SEC registered
No
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