300 East Washington Street,
You deserve financial excellence, and a wealth management team who will help you build and maintain the legacy you've hoped for.
John Graham & Associates, Inc. is a financial planning firm located in East Peoria, Illinois. We are dedicated to helping clients make sound decisions regarding their financial security and future. Financial planning is the bedrock upon which these important decisions can be made on a range of issues. Retirement planning, college expense planning, goal planning, risk management for the protection of loved ones, and a broad investment menu and services are available. As one of the leading financial planning firms in Central Illinois, it is our commitment to provide planning, advice, tools, and service to our clients in a timely and professional manner. We also believe in the value of education, as we hold numerous financial planning seminars throughout the year.
Through John Graham & Associates, Inc.'s strategic alliances, you have access to cutting edge financial industry technology and research. This support is delivered by our knowledgeable and dedicated staff. We take the time to get to know you and your financial needs on a personal basis.
Life moves pretty fast and can change even faster. That's why it pays to have a quick, flexible team to help every step of the way.
It can be difficult to think about leaving our loved ones behind. With sensitivity and care, we'll help you work with the appropriate professionals to create the right estate plan for your family's situation.
Our investment team can create a portfolio that's designed to fit your needs and objectives.
We have resources that can help resolve some of the most sophisticated tax issues.
Lifestyle matters. We can help you balance work and leisure and make smart choices for the future, so that you can get to where you want to be while still enjoying the journey.
Wealth management is one of the most overlooked parts of building a sound retirement strategy. Let us help you build for tomorrow.
The financial consultants at John Graham & Associates provide a high level of personalized one-on-one financial consulting service. Give us a call today to schedule your free consultation regarding your current financial situation.
"My time working with John Graham & Associates has been nothing but the best! They bring incredible insight and support through every step of the process. The newfound confidence in my financial future can be directly attributed to their work. It brings great calmness working with advisors that are willing to lend a ear and answer any question I have."
Nicholas W.Current Client. This reviewer received no compensation for this review. There are no material conflicts of interest.
"I have worked with Mike Graham for 20+ years. I completely trust him with my investments. He has done very well for me over the years. He is very personable and friendly and takes a personal interest in me. He is always available for any questions. I have learned over the years the earlier you start investing, the better. I would highly recommend him!"
Janet B.Current Client. This reviewer received no compensation for this review. There are no material conflicts of interest.
"I trust John Graham and Associates with our company's IRA administration implicitly. Mike Graham and Nik Adams anticipate our every need and deliver outstanding service. They handle my personal accounts, too. They deliver outstanding results with friendly, professional financial planning."
Dave L.Current Client. This reviewer received no compensation for this review. There are no material conflicts of interest.
"Working with Scott and the John Graham team has been fantastic. We have been working with them for over 5 years and they are always helpful, and go the extra mile in making us feel comfortable with our investment strategy."
Kevin F.Current Client. This reviewer received no compensation for this review. There are no material conflicts of interest.
"Our company ventured into the 401K offering world about 10 years ago with the guidance of Nathan White and Midwestern Securities. We can't say enough about the impact of having a local presence and the personal nature by which Nathan and his team handle our account. This group is responsive, patient, knowledgeable and empathetic to employees that know very little about investing and to business owners that really needed their hands held."
David H.Current Client. This reviewer received no compensation for this review. There are no material conflicts of interest.
"Mr. Benes was extremely helpful and quite knowledgeable regarding our financial situation and needs. We are extremely happy and intend to keep our financial portfolio with Eric and John Graham. Thank you so much."
Debra Y.Current Client. This reviewer received no compensation for this review. There are no material conflicts of interest.
Important Additional Testimonial Information
300 East Washington Street, Suite 4
East Peoria, IL 61611