TOP 30 Financial planning specialists in Litchfield, Illinois

2 results found

Lonnie L Bathurst - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 510 North State Street, Litchfield, Illinois, United States. Lonnie L Bathurst holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMATM, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate expertise in various areas such as asset management, estate planning, investment strategies, retirement planning, and more. Lonnie L Bathurst provides comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients, ensuring their financial needs are met with the highest level of professionalism and ethics.

John Winans - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 510 North State Street, Litchfield, Illinois, United States. The institution offers a range of certifications and designations such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a variety of financial planning and investment topics, ensuring that advisors at John Winans - Private Wealth Advisor have the expertise and knowledge to assist clients with their wealth management needs. Whether it's retirement planning, estate planning, investment strategies, or insurance products, the team at John Winans - Private Wealth Advisor is equipped to provide comprehensive financial services.