Investment Strategists at Better Banks

  • Financial Services
  • Peoria IL
  • 4 employees
  • Financial Services
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Company Overview

Headquarters
6915 N Knoxville Ave Suite B, Peoria IL
Website
investatbb.com
Phone
(309) 685-9595
Employees
4
Founded in
1995
Industry
Financial Services
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Financials & Stats

Revenue

$3B

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Who is Investment Strategists at Better Banks

Investment Strategists at Better Banks is an independent financial advisory firm based in Peoria, Illinois. Founded in 1995 by Bob Miller, the firm serves clients with a personalized approach, prioritizing their financial success above all else. With a team of 5 to 9 employees, Investment Strategists at Better Banks has grown significantly over the years, expanding its services and resources to meet the evolving needs of its clientele. The firm offers a comprehensive range of financial solutions, including investment management, financial planning, and insurance services. Their clients benefit from access to a CERTIFIED FINANCIAL PLANNERâ„¢, as well as a dedicated client satisfaction advocate. Investment Strategists at Better Banks also collaborates with experienced professionals such as CPAs and estate tax attorneys, providing clients with a holistic approach to their financial well-being. Investment Strategists at Better Banks distinguishes itself through its client-centric philosophy. The firm firmly believes in transparency, open communication, and building long-lasting relationships with its clients. Their goal is to empower individuals to make informed financial decisions, guiding them toward the achievement of their financial goals with minimal stress. To learn more about Investment Strategists at Better Banks and its services, visit their website at investatbb.com.

Investment Strategists at Better Banks Industry Tags

Financial Plans
Risk Management
Investments
Bonds
Stock
WealthVision Plans
Traditional / Roth / SEP IRA
Life Insurance
Long Term Care
Variable Annuities
Mutual Funds
Retirement Plans
Tax Plans
401K / 403B Plans
College Plans
Estate Plans
Disability Income
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Investment Strategists at Better Banks Tech Stack

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FAQ

What is the location of Investment Strategists at Better Banks's headquarters?
The headquarters of Investment Strategists at Better Banks are situated at 6915 N Knoxville Ave Suite B, Peoria IL
What is Investment Strategists at Better Banks's phone number?
Investment Strategists at Better Banks's contact number is (309) 685-9595.
What is Investment Strategists at Better Banks's official website?
The official website of Investment Strategists at Better Banks can be found at investatbb.com.
What is Investment Strategists at Better Banks's current revenue?
As of January 2019, Investment Strategists at Better Banks's annual revenue reached $3B.
How many employees does Investment Strategists at Better Banks currently have?
Investment Strategists at Better Banks employs approximately 4+ people as of January 2019
Which industries is Investment Strategists at Better Banks primarily operating in?
Investment Strategists at Better Banks operates in the following industries: Finance, Credit
What are Investment Strategists at Better Banks's industry tags?
Investment Strategists at Better Banks's industry tags include: Financial Plans, Risk Management, Investments
When was Investment Strategists at Better Banks founded?
Investment Strategists at Better Banks was founded in 1995.

Employee Directory

Key Employees

Bob Miller

President

Phone Email