About McBeath Financial Group
Reviews for McBeath Financial Group
Write a reviewHours
Monday: 8:30AM - 5PM
Tuesday: 8:30AM - 5PM
Wednesday: ClosedThursday: ClosedFriday: 8:30AM - 4PM
Saturday: ClosedSunday: Closed
McBeath Financial Group is a dedicated financial advisory team serving individuals and families in the Bloomington Normal area. Specializing in retirement planning, investments, financial planning, and tax strategies, McBeath Financial is an SEC Registered Investment Advisory Firm that focuses on comprehensive financial planning and legacy wealth management. They create tailored plans using estate planning and tax principles, ensuring clients' financial goals are met for a secure and fulfilling retirement. Clients appreciate the professional and personal treatment they receive from the team. Many have expressed gratitude for the staff's dedication to service, from managing 401k rollovers to assisting with inherited IRA funds. The firm is known for its excellent customer service, timely responses to inquiries, and a strong sense of trust. Overall, McBeath Financial Group is highly recommended for anyone seeking reliable financial guidance and support.
We’ve had an excellent experience working with McBeath Financial. They are professional, knowledgeable, and genuinely committed to helping us reach our retirement goals. Their advice is always clear, thoughtful and tailored to our individual needs. We feel much more confident about our financial future thanks to their guidance. Highly recommend!! Todd & Mel
I have been working with several team members of McBeath Financial Group to rollover an annuity from an insurance company to an IRA with them.
All team members have been: kind, professional, knowledgeable, responsive and helpful throughout the process.
As my wife and I get closer to retiring I've begun to realize the complexity of managing all aspects of retirement. It became clear that we needed guidance navigating funds, tax implications, social security, insurance, etc. McBeath Financial Group has been the perfect solution. Everyone has different ideas of when they want to retire, and McBeath is helping us figure out the timing that makes the best sense for us. A personalized plan is being developed based on our current funds, future goals, and life needs. It has been a great relief of stress knowing McBeath Financial Group will be there to help guide us.
We're looking forward to working with McBeath Financial...read full review