IL · Breese

Fiduciary advisors in Breese, IL

2 advisors with offices in Breese. Credentials, fee structures, and minimums are disclosed on each listing.

2 listed Low coverage · not indexed

2 results in Breese

Jerome Timmermann, Principal - The Timmermann Group

Breese, Illinois

The Timmermann Group, founded in 1981 by Jerome Timmermann, is a wealth advisory practice based in Breese, Illinois, serving affluent clients across multiple states. The firm specializes in insurance planning and analysis, along with wealth accumulation, distribution, and conservation services, employing a process focused on estate and tax planning techniques. The team includes financial advisors and service professionals who work with small business owners and families on integrated financial planning. The firm's stated approach emphasizes clarifying client objectives, addressing financial barriers, and ensuring clients understand and implement their plans.

View details

The Niemeyer Agency

★4.3(13)

Breese, Illinois

The Niemeyer Agency is an investment advisory firm in Breese, Illinois. Services include Insurance Analysis. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.3-star rating from 13 Google reviews.

View details

Financial advisors in Breese, Illinois

Advisors serving Breese specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Illinois's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

Back to all Illinois advisors