Fiduciary advisors in Springfield, IL

Springfield, Illinois

Lighthouse Financial & Consulting Services specializes in Medicaid planning for long-term care and nursing home cost protection throughout Illinois. The firm's team includes Joe, a graduate of The American College and College for Financial Planning, and Jerry, a Veterans Administration Accredited Claims Agent since 2009 who advises on Medicaid, veteran benefits, and long-term care strategies. Operating for over 30 years from their Springfield location, they work with clients' existing advisors and maintain relationships with legal partners to help structure asset protection and Medicaid benefit applications.

Springfield, Illinois

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Springfield, 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 5-star rating from 3 Google reviews.

Springfield, Illinois

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.

Springfield, Illinois

Eagle Strategies, based in Springfield, Illinois, provides fee-based financial planning and investment advisory services under the direction of Stephen Patton Jr. The firm is registered with the SEC as an Investment Adviser and operates as a subsidiary of New York Life Insurance Company. Patton works collaboratively with clients' existing advisors and can coordinate with subject-matter experts in estate planning, business strategy, and insurance matters through New York Life's Advanced Planning Group.