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Urbana Financial Advisors

Browse these financial services with great ratings from Thumbtack customers in Urbana.

Financial Advisor
from 1 review
    Daniel R.
    Verified review

    Knowledgeable, professional, and makes me feel comfortable and safe with my money. I wouldn't trust anyone else


    I work with clients using a unique process called Aspire. Attain. Solidify. Succeed.™ This is a holistic financial planning and investment process that involves multiple face-to-face meetings per year, even if you live outside of Champaign. As with anything in life, your business and personal situations are fluid and ever changing. I pride myself on helping you address the complexities that may come with: managing your assets, planning for retirement, tax planning strategies, growing your business, insurance, and succession planning strategies.


    Preparing for your financial future can be complicated and your set of circumstances are unique therefore, making it essential to be assisted by highly trained and experienced professionals. Our enthusiastic advisors can address your financial goals and objectives in areas like personal need analysis, retirement solutions, estate analysis, asset allocation, and business consulting. We utilize a personalized approach that leads to customized recommendations that will help you make decisions that are right for you and those who depend on you.


    We are a registered investment advisor that provides fee-only financial planning services for our clients. These services include: - Insurance Planning - Estate Planning - Tax Planning - Retirement Planning - Investment Planning - College Planning We do not sell products!


    At Investment Planners, Inc., we take a personalized approach to serving your financial needs. We view our relationship with you as a partnership, created to build your long-term financial security.

    Hire skilled professionals for absolutely everything.