Steve Weers; CPA, CFP - Peoria, Illinois

Steve Weers; CPA, CFP

Steve Weers is a highly respected Certified Public Accountant (CPA) and Certified Financial Planner (CFP) located in Peoria, Illinois. His practice, Weers Financial, is dedicated to helping individuals and businesses achieve their financial goals through personalized financial planning and accounting services. With over [X] years of experience, Steve has developed a reputation for his in-depth knowledge, exceptional client service, and commitment to financial integrity.

Practice Specialties: Financial Planning

Weers Financial offers a wide range of financial planning services including retirement planning, investment management, tax planning, estate planning, and risk management. Steve works closely with each client to create a comprehensive financial plan that aligns with their unique needs and objectives.

Accessibility: The practice is conveniently located at Keller Station, 6035 Knoxville Ave Suite 201A, Peoria, IL 61614. The office provides wheelchair accessible entrance and parking lot, ensuring that all clients can easily access the services. Appointments are recommended for the best service experience.

Client Reviews: Steve Weers and his team have received rave reviews from satisfied clients. On average, clients rate the practice 5 out of 5 stars on Google My Business. One satisfied client remarked, "Steve Weers has been an exceptional finance advisor He made my husband and I feel so comfortable and gave us so much hope for a great future"

To schedule an appointment or learn more about Weers Financial's services, please call (309) 969-6861 or visit their website at weersfinancial.com.

👍 Reviews of Steve Weers; CPA, CFP

Debbie P.

5/5

Steve Weers has been an exceptional finance advisor! We just got started with him and know how hard it is to trust someone with all your retirement money! Steve made my husband and I feel so comfortable and gave us so much hope for a great future! Our schedules are so difficult and Steve made it work coming in a weekend to help us out! What business person would do that? Steve makes you feel like family!! Thank you Steve for making us feel so comfortable and taking good care of our money baby!

Gary G.

5/5

I've known Steve for many years as a trusted friend and financial planner. I trust him with what most retirees think about everyday and that is, "How am I going to support myself in retirement". Steve's knowledge and experience gives me the peace of mind that he's doing what's best for me and my spouse. I know he has my best interests in mind and the returns on our investments show it.

Thanks Steve

Ginger B.

5/5

Steve is so helpful to me, I knew nothing when I went to him when I retired in 2021. He explained everything to my husband and me. I know I can call anytime with questions and he takes time to explain everything.

amy K.

5/5