TOP 10 Wealth management planner in Galesburg, Illinois

Michael White - COUNTRY Financial Representative is a trusted finance, health, and insurance agency located at 415 North Henderson Street in Galesburg, Illinois. Our dedicated team of professionals is committed to providing personalized financial planning and insurance solutions to help our clients achieve their goals and protect their assets. With a focus on building long-term relationships and providing exceptional customer service, we strive to be the go-to resource for all of your financial and insurance needs. Contact us today to schedule a consultation and see how we can help secure your future.

AtenNorth Financial Planning, located at 128 North Broad Street in Galesburg, Illinois, is a finance and insurance agency founded by Lance C. Aten and Mary Kay North, both CERTIFIED FINANCIAL PLANNER™ professionals. With alarming statistics showing that many Americans are not adequately prepared for retirement, AtenNorth Financial Planning aims to help individuals plan for a secure financial future. Their personalized approach involves getting to know each client and understanding their unique goals and priorities. Aten and North work closely with their clients to develop a tailored action plan to help them achieve financial security. They are committed to staying in touch with clients and guiding them every step of the way until their objectives are met.

At Edward Jones - Financial Advisor: Dan Butler, located at 1472 North Henderson Street in Galesburg, Illinois, United States, we offer personalized financial advice and services to help our clients achieve their financial goals. With a focus on building long-term relationships, our experienced advisor, Dan Butler, provides tailored investment strategies and comprehensive financial planning to help clients navigate their financial future with confidence. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, we are dedicated to helping you make informed decisions and secure your financial well-being. Contact us today to schedule a consultation and start planning for a brighter financial future.

Randy Kartawich - Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 4 L Plaza in Galesburg, Illinois, offers a range of financial services to meet the needs of individuals and businesses. Randy 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®, 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®. With expertise in asset management, retirement planning, estate planning, and more, Randy is dedicated to providing comprehensive and personalized financial advice to clients.

Edward Jones - Financial Advisor: Matiss Klava, CFP® is a trusted financial institution located at 506 Knox Square Drive in Galesburg, Illinois, United States. As a Certified Financial Planner, Matiss Klava offers personalized financial planning services to help clients achieve their long-term financial goals. With a focus on building strong relationships and providing tailored investment strategies, Edward Jones is dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind. Visit us today to start planning for a secure financial future.

David Crose is a Financial Advisor at Ameriprise Financial Services, LLC located at 4 L Plaza in Galesburg, Illinois, United States. David holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications cover a wide range of financial planning topics including asset management, estate planning, retirement planning, and investment strategies. David is also a Certified Divorce Financial Analyst and a Certified Estate Planner™, demonstrating his expertise in complex financial situations. With a focus on providing personalized financial advice, David is dedicated to helping individuals and small business owners achieve their financial goals. Contact David Crose today for expert financial guidance.