210 Financial - Morton, Illinois

210 Financial

210 Financial is a top-rated financial planning firm located at 100 Yordy Rd B, Morton, IL 61550. With a strong focus on providing personalized financial advice, they have earned a stellar reputation in the community.

Specialties: Financial planner

Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointment required, Appointments recommended

Opinions: This company has 68 reviews on Google My Business with an average opinion of 4.9/5.

210 Financial offers a comprehensive range of financial planning services to help their clients achieve their short-term and long-term financial goals. Their experienced team of financial advisors work closely with clients to understand their unique financial situations and develop customized strategies tailored to their needs.

The firm prides itself on providing exceptional customer service and maintaining open lines of communication with their clients. They believe in educating their clients about financial planning and empowering them to make informed decisions about their money.

In addition to their physical location at 100 Yordy Rd B, Morton, IL 61550, 210 Financial also offers virtual consultations for clients who prefer to meet remotely. Their phone number is 92631333 and their website is 210financial.com.

With their commitment to excellence, personalized service, and a proven track record of success, 210 Financial is well-positioned to help individuals and families navigate the complexities of financial planning and achieve their financial goals.

👍 Reviews of 210 Financial

frank K.

1/5

Tried to open a IRA with Phil in Bloomington office. Met with him twice and was going to put A million dollars in a fixed annuity until I spoke with his wife who made me change my mind. She said she didn't think I was a good fit for her husband. She was very rude about it demanding. I took her advise and went to Safe Harbor Financial who give me a 40 per cent bonus and had done well for me. Thank you

Jason D.

5/5

Phil and Kelli and the whole 210 Financial Team are wonderful to work with. They are always there when you have a question and they listen to your concerns about your retirement future. This group by far beats out any other company by always making you feel welcome and they treat you like family! They are a great bunch to work with!

Viviane S.

5/5

210 financial has the greatest staff! Their expertise has helped me so much and I always leave a meeting with a peace of mind. I have referred some friends to them and they all tell me how impressed they are with their knowledge and easy understanding of their current finances. Just today one of my friends who I referred, called me to tell me how happy she was to get to know Phil. You don’t just get financial advices, but also spiritual advice, words of faith and hope!

Teresa B.

5/5

We can't say enough good about the 210 Financial family. From the beginning, they were super attentive to our financial needs and have been instrumental in helping us with our investment strategy. The entire staff is helpful and knowledgeable. We have recommended them to many of our friends. They are the kind of people you want in your corner!

E S.

5/5

The folks at 210 Financial are second to none! Every single person is kind, caring, professional and so helpful. For those thinking about starting a retirement account...to those actively saving for retirement...to those who have large nest eggs....210 has something to offer everyone! We've been clients for a couple of years and it is hands down one of the best decision we've made financially. Our family and small business finances wouldn't be where they are today without 210 Financial. We've referred several people and every single one is more than satisfied. 210 Financial is the closest thing to a crystal ball you will find for your financial future. Definitely schedule a consultation!

Grace G.

5/5

I became part of 210 Financial family about three years ago. The honesty and integrity of everyone was apparent during my first meeting with the team. The decision to trust 210 Financial with my retirement savings was a simple one. I know they genuinely care not only about the funds but me personally… I now rest knowing my current and future income is in good hands.
I’m literally part of their family. They like to keep in touch by sending regular newsletters with upcoming events, invitations to the informational dinners just because 😊. There are fun events like golf outings, ice cream events and shopping trips (for the ladies) and they pray for us. See… family stuff.
Back to the why… trustworthy, sincere and dedication. I appreciate all they do and what they stand for. Thank you 210 Financial for all you do.

Thomas B.

5/5

The people of 210 financial are all very friendly. They put the customer 1st and respond promptly when there is a question that We need answered. Their fees are reasonable and they have done well with our investments. We highly recommend them for a financial plan for your future.

Stephanie S.

5/5

210 financial encompasses all of the values that I strive to encompass as a person, let alone business. They are patient and kind when walking through the financial process and also great at educating about what it is going to take to achieve retirement goals. I would choose 210 over and over again and I always try to get my family and friends to think about 210 as well, we love them that much!!