2 advisors with offices in East Peoria. Credentials, fee structures, and minimums are disclosed on each listing.
East Peoria, Illinois
Legacy Private Wealth Advisors is an investment advisory firm in East Peoria, Illinois. Services include Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.
View detailsEast Peoria, Illinois
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.
View detailsAdvisors serving East Peoria 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.