Financial Planners in Peoria
Financial Planners in Peoria picked by BestProsInTown
3 businesses
Savant Wealth Management
“We have been working with Savant since 2011, and this review is long overdue. Our entire family now uses Savant's investment services, and we couldn't be happier.
We work specifically with Daryl Dagit and his assistant, Penny Post-Freeman. They are kind, knowledgeable, proactive, and always available—my elderly mother even likes to stop by in person to ask questions.
We are very happy with the returns on our investments and can sleep at night knowing that our estate documents are up to date and saved in our vault at Savant.
Savant is truly a one-stop shop; they manage our money, provide tax and estate planning, prepare tax returns, and even offer quality online educational seminars if you are interested in learning more about a specific topic.
We greatly appreciate the services they provide.”
Grace Lowe - Private Wealth Advisor, Ameriprise Financial Services, LLC
“Sometimes it's nice to talk about a fund that is amazing and growing quickly. Grace is the kind of person that can get you in on the ground floor.”