210 Financial - Morton, Illinois

Okay, here’s a detailed overview of 210 Financial, presented in a formal and helpful tone, formatted for readability and emphasizing key information:

210 Financial: A Comprehensive Overview

For individuals and families seeking expert financial planning guidance, 210 Financial stands out as a highly regarded service provider. Located at Address: 100 Yordy Rd B, Morton, IL 61550, and easily reachable at Phone: 92631333, 210 Financial offers a personalized approach to wealth management. Their website, Website: 210financial.com, provides a wealth of information, but a direct conversation is often the best way to begin.

Specialties: At the core of 210 Financial’s operations is comprehensive financial planning. They assist clients with a diverse range of needs, including retirement planning, investment management, estate planning, and tax optimization. They don't just offer advice; they build long-term strategies tailored to each client’s specific goals and circumstances.

Key Features & Accessibility

• Personalized Planning: Each client receives dedicated attention and a customized plan designed to meet their unique requirements.
• Investment Management: They provide strategic investment solutions, aiming to achieve optimal returns while managing risk.
• Estate Planning Support: 210 Financial assists with the creation and maintenance of estate plans, ensuring assets are protected and distributed according to client wishes.
• Accessibility: 210 Financial is committed to inclusivity. The facility boasts a wheelchair accessible entrance, a wheelchair accessible parking lot, and a wheelchair accessible restroom. They also offer a standard restroom for all clients.

Client Feedback and Reputation

210 Financial has garnered an impressive reputation within the financial community. Currently, they have 68 reviews on Google My Business, with an average opinion of 4.9/5. This overwhelmingly positive feedback highlights their commitment to client satisfaction and their expertise.

Important Information for Prospective Clients

• Appointment Required: Clients are required to schedule an appointment to ensure dedicated time for planning.
• Appointments Recommended: While appointments are mandatory, 210 Financial strongly recommends them for a more detailed and productive consultation.

👍 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!!