McBeath Financial Group - Normal, Illinois

Address: 203 Landmark Dr Unit A, Normal, IL 61761.
Phone: 98082224.
Website: mcbeathfinancialgroup.com
Specialties: Financial planner, Financial consultant, Investment company, Investment service, Life insurance agency.
Other points of interest: Identifies as women-owned, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Gender-neutral restroom, Restroom, Appointment required, Appointments recommended.
Opinions: This company has 70 reviews on Google My Business.
Average opinion: 4.9/5.

📌 Location of McBeath Financial Group

☎️98082224

⏰ Open Hours of McBeath Financial Group

Monday: 8:30 AM–5 PM
Tuesday: 8:30 AM–5 PM
Wednesday: 8:30 AM–5 PM
Thursday: 8:30 AM–5 PM
Friday: 8:30 AM–4 PM
Saturday: Closed
Sunday: Closed

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👍 Reviews of McBeath Financial Group

McBeath Financial Group - Normal, Illinois

Paul V.

5/5

As my wife and I get closer to retiring I've begun to realize the complexity of managing all aspects of retirement. It became clear that we needed guidance navigating funds, tax implications, social security, insurance, etc. McBeath Financial Group has been the perfect solution. Everyone has different ideas of when they want to retire, and McBeath is helping us figure out the timing that makes the best sense for us. A personalized plan is being developed based on our current funds, future goals, and life needs. It has been a great relief of stress knowing McBeath Financial Group will be there to help guide us.
We're looking forward to working with McBeath Financial Group throughout our retirement years.

Tadd S.

5/5

McBeath Financial Group has become a big part of our lives this past year. They provided financial services for my Dad before he passed away. They were there for us every step of the way after that to ensure we were taken care of as was Dad's wishes. Krista, Zack, and Lauren have been wonderful on getting us where we needed to be. And, now, they are providing services for us as well our daughter. Really appreciate all the care and consideration they have given to us over the past year. We couldn't have asked for more.

Steve W.

5/5

My wife and I have been clients of McBeath Financial Group since my retirement in 2018. Krista has personally handled our account and she and her staff have been nothing but professional in every aspect. We are always greeted and treated on first a personal, followed by a professional level. Every visit and meeting is gratifying and rewarding. Her group has done an excellent job defining and managing our financial future. We would highly recommend anyone seeking financial guidance to meet with and consider McBeath Financial Group.

Pat W.

5/5

The staff at McBeath Financial Group are very knowledgeable and professional. I am highly confident in their financial expertise and investment strategies. I look forward to working with this team.

Suzette K.

5/5

I started my investment/retirement account with McBeath after my divorce earlier in 2024. I have been extremely pleased with the diversified account that they set up for me. They are also always available if I have a question.

John C.

5/5

We initially started with a different financial advisor firm but something just didn’t feel right so we reached out to McBeath Financial Group. We’re so happy we did. We primarily worked with Julie and Zach. Both were very professional, patient, friendly, and knowledgeable. I’m so happy we changed direction and went with a local firm. Financial planning with McBeath has resulted in a comprehensive financial plan for us moving forward.

Jeff W.

5/5

I am grateful to all of the outstanding personnel at McBeath Financial for their dedication to service that they have provided me from the rollover of my 401k to an IRA when I retired, to assisting in the transfers of inherited IRA funds into my own funds set up and monitored by McBeath Financial. It has given me a great sense of relief knowing my funds are in great hands and they help make everything go as smoothly as possible. Thank you!

jim E.

5/5

It was a great experience working with Julie and the McBeath team. They are very knowledgeable and made the process of converting my 401k easy. We would highly recommend their financial planning services.