Directory for financial advisors and representatives

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Showing 22 advisor(s) and rep(s)

Chris AllenVisit my website

Expertise: Life Insurance Planning, Financial Planning, Disability Income Planning, Retirement Planning

Languages: English

Location: Springfield IL, 62704

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Melody Anderson

ChFC®, MSFS, CASL®, RICP®

Visit my website

Expertise: Retirement Planning

Languages: English

Location: Lincoln IL, 62656

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Kyle BerryI live in Springfield with my wife and daughter. I learned the need and importance of having a financial plan through my family’s experience while growing. Working with physicians and established professionals I specialize in comprehensive planning. My focus for clients is creating a long-term plan that accumulates wealth and mitigates the risks in life.Visit my website

Expertise: Financial Planning, Retirement Planning, Business Risk Management, Disability Income Planning, Life Insurance Planning, Long Term Care Planning

Languages: English

Location: Jacksonville IL, 62650

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ANDREW CASHMAN

J.D., LL.M.

Andrew has been a wealth advisor since 2015 and was a practicing corporate and tax attorney for 15 years prior to moving into finance full time. Andrew earned a Finance degree from the University of Illinois and a Tax Law (LL.M.) degree from Georgetown University Law Center. He utilizes his finance, tax and legal background to provide truly comprehensive financial advice to his clients.Visit my website

Expertise: Financial Planning, Investment Strategies, Retirement Planning, Wealth Management, Life Insurance Planning, Disability Income Planning

Languages: English

Location: Quincy IL, 62305

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Eli CookVisit my website

Expertise: Financial Planning, Retirement Planning, Investment Strategies, Qualified Plan Employee Education, Disability Income Planning, Life Insurance Planning

Languages: English

Location: Springfield IL, 62704

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Sheila DavidsmeyerVisit my website

Expertise: Business Continuation Planning, Business Risk Management, Business Succession Planning, Business Valuation Planning, Estate Planning, Financial Planning, Qualified Plan Benchmarking, Qualified Plan Design Assistance, Qualified Plan Employee Education, Qualified Plan Fiduciary Education, Retirement Income Planning, Retirement Planning, Special Needs Planning, Investment Strategies, Life Insurance Planning, Long Term Care Planning, Disability Income Planning, Education Funding, Employee and Executive Benefits Planning

Languages: English

Location: Pittsfield IL, 62363

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Stanley EdgeVisit my website

Expertise: Business Continuation Planning, Business Risk Management, Business Succession Planning, Estate Planning, Financial Planning, Retirement Planning, Special Needs Planning, Life Insurance Planning, Long Term Care Planning, Disability Income Planning, Education Funding, Employee and Executive Benefits Planning

Languages: English

Location: Pittsfield IL, 62363

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Daniel HeffernanVisit my website

Expertise: Financial Planning, Retirement Planning

Languages: English

Location: Springfield IL, 62704

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