Partnering with a Wealth Management Advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted Wealth Management Advisor who's supported by a full team of specialists. Whether you prefer to meet in person or the convenience of virtual appointments, we are dedicated to serving your financial needs.

Our wealth management bankers go beyond traditional banking services and offer customized cash management and financing products for individuals and families. Specialty services include business financing strategies, partner buy-in and buy-out loans, electronic payroll, equipment leasing programs, real estate lending, lines of credit and a full range of checking and savings accounts. Member FDIC. Equal Housing Lender.

Partnering with a Wealth Management Advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted Wealth Management Advisor who's supported by a full team of specialists. Whether you prefer to meet in person or the convenience of virtual appointments, we are dedicated to serving your financial needs.

At Stoller Financial Services in Springfield, IL, we are here to help our clients plan for a vibrant retirement. Only a properly structured Life Insurance strategy can accomplish this. We’ll provide you with a free, no obligation financial analysis that will show you exactly where your family’s needs lie, and how best to address them. Better yet, we’ll show you how to implement this plan with the money you are already spending today. In fact, often we are able to help our clients put together their financial protection program and still create more cash flow for use in their daily lives. Here at Stoller Financial Services, we are a Financial Planner, Retirement Income Planner, Financial Consultant, and College Financial Advisor. We specialize in Financial Advising, Financial Planning, College Student Financing, College Financial Services, Retirement Planning, Annuities, Index Annuities, and Tax Free Retirement Planning. Contact us at (217) 899-3352 for more information today! Financial Planner,529 College Planning,Retirement Planning,Index Annuities and Life Insurance,College Financial Advisor "Monday 08:00 AM - 05:00 PM Tuesday 08:00 AM - 05:00 PM Wednesday 08:00 AM - 05:00 PM Thursday 08:00 AM - 05:00 PM Friday 08:00 AM - 05:00 PM Saturday Appointment Only - Appointment Only Sunday Appointment Only - Appointment Only"