Investment Strategists at Better Banks Employee Directory

Financial ServicesIllinois, United States2-10 Employees

Investment Strategists at Better Banks is a financial services firm based in Peoria, Illinois, founded in 1995 by Bob Miller to pursue an independent advisory approach focused on client relationships. The organization emphasizes serving clients as the primary purpose of its work, offering access to a team that includes a CERTIFIED FINANCIAL PLANNER professional, client satisfaction advocates, and experienced insurance professionals, CPAs, and estate tax attorneys, with the aim of guiding clients through a range of financial options and reducing stress in the planning process. Securities and insurance products are distributed through LPL Financial and its affiliates, with regulatory disclosures noting the products are not FDIC insured and involve investment risk; the firm positions itself as working for its clients rather than a proprietary institution. As with many independent advisory practices, the company serves individuals seeking comprehensive financial planning and investment guidance, leveraging a network of specialists to address various needs along the financial journey.

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