IL · Urbana

Fiduciary advisors in Urbana, IL

1 advisor with offices in Urbana. Credentials, fee structures, and minimums are disclosed on each listing.

1 listed Low coverage · not indexed

1 results in Urbana

The Wesselman Agency : COUNTRY Financial

Urbana, Illinois

The Wesselman Agency, operating under the COUNTRY Financial brand in Urbana, Illinois, offers insurance analysis and planning services alongside investment advice and financial planning through affiliated entities. The firm is backed by COUNTRY Trust Bank for trust and retirement services, COUNTRY Capital Management Company as a FINRA-registered broker-dealer, and multiple insurance carriers providing auto, home, farm, crop, commercial, and life coverage. Financial planning professionals at the firm act in a fiduciary capacity for certain services, and the agency also arranges deferred income annuities and 529 plan investments through third-party providers.

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Financial advisors in Urbana, Illinois

Advisors serving Urbana 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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