KB Elliott - Peoria, Illinois

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KB Elliott Financial Planning

KB Elliott is a highly regarded financial planning firm located at 412 SW Washington St suite c, Peoria, IL 61602. The company, founded by knowledgeable and experienced financial planner Bill King, specializes in helping clients achieve their financial goals and secure their future.

The firm's commitment to exceptional service, thorough planning, and client-centric advice has earned them a stellar reputation. With a 5/5 average rating based on 2 reviews on Google My Business, KB Elliott consistently delivers top-notch financial guidance.

The office is easily accessible, featuring wheelchair accessible entrance, parking lot, and restroom facilities. To ensure the best experience for all clients, it is recommended to schedule an appointment in advance.

KB Elliott offers a range of financial planning services, with a particular emphasis on retirement planning, investment management, and tax-efficient wealth accumulation. Their team of dedicated professionals works closely with clients to develop personalized strategies tailored to their unique financial situations and goals.

In addition to their commitment to excellence in financial planning, KB Elliott's office boasts a unique and welcoming atmosphere. Upon entering the space, clients are greeted by a one-of-a-kind painting of John Lennon, adding a touch of creativity and inspiration to the professional environment.

One notable success story at KB Elliott involves Bob Miller, a financial advisor who has consistently demonstrated his expertise and care for clients. Those who have worked with Bob have expressed their deep appreciation for his smart, attentive, and client-focused approach, resulting in outstanding outcomes and a strong sense of trust and partnership.

In summary, KB Elliott is a top-tier financial planning firm dedicated to helping clients achieve financial success and peace of mind. With their knowledgeable team, personalized approach, and commitment to exceptional service, KB Elliott is well-positioned to assist individuals and families in reaching their financial goals.

Address: 412 SW Washington St suite c, Peoria, IL 61602
Phone: 94959000
Website: kbelliott.com
Specialties: Financial planner
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointment required, Appointments recommended

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👍 Reviews of KB Elliott

Robert W.

5/5

Bill King and Associates know there stuff when it comes to taking care of you and your families future. Bill grew up in Peoria and understands what the phrase "Will it play in Peoria" means. The office has a one of a kind painting of John Lennon on the wall. The painting greets you when you walk through the door.

Deb H.

5/5

We have had the greatest success with Bob Miller. We can’t say enough about how well we have been taken care of. He is smart and listens to our needs and concerns.