IL · Quincy

Fiduciary advisors in Quincy, IL

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

5 listed

5 results in Quincy

Benson Financial Group

Quincy, Illinois

Estate Planning Insurance Planning Investment Management +3

Benson Financial Group is an independent firm in Quincy, Illinois that has operated for 30 years, offering retirement planning, investment management, estate planning, tax planning, insurance analysis, and financial planning services. The firm emphasizes a relationship-centered approach, beginning with discovery conversations to understand client values and goals before developing strategies. As an independent firm affiliated with LPL Financial, it serves families and individuals seeking comprehensive financial guidance across multiple planning areas.

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Donovan Prost | Wealth Management Advisor

Quincy, Illinois

Investment Management Wealth Management

Donovan Prost | Wealth Management Advisor is an investment advisory firm in Quincy, Illinois. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

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Heartland Financial Advisors: Brian Dreier

Fiduciary

Quincy, Illinois

Independent RIA

Retirement Planning Investment Management

Heartland Financial Advisors is an independent registered investment advisor in Quincy, Illinois, led by Brian Dreier, who has worked in financial planning since 1994. The firm provides retirement planning, investment management, and related services such as college savings and estate planning strategies for individuals and families across various life stages. Operating on a fiduciary basis, the firm employs a team-based approach to develop and monitor financial strategies tailored to each client's circumstances and objectives.

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Merrill Lynch Wealth Management

★4.0(4)

Quincy, Illinois

Wirehouse

Investment Management Wealth Management

Merrill Lynch Wealth Management is a wirehouse firm in Quincy, Illinois. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4-star rating from 4 Google reviews.

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Northwestern Mutual

★4.5(2)

Quincy, Illinois

Insurance-Based

Insurance Planning

Northwestern Mutual is an insurance-based firm in Quincy, Illinois. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. It holds a 4.5-star rating from 2 Google reviews.

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Financial advisors in Quincy, Illinois

Advisors serving Quincy 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.

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