Illini Investment Services provides personalized wealth management, including a wide range of investment and insurance solutions. From 401(k) pension rollovers to education funding, to long-term care management, we give you the advice you need to make informed decisions about your investments.
We offer a free consultation to evaluate your financial situation. We take the time to learn about you and your unique needs. Then we develop and implement solutions to help you achieve your financial goals. Our clients are welcome to meet with us any time they need to review their current situation, if their situation changes, or if it is time for a regular review.
Call us today to schedule your free consultation: 815-883-8400
Our products include:
- Individual IRAs
- Group Retirement Plans
- Stocks
- Mutual Funds
- Bonds
- Annuities
- CDs
- Life Insurance
- Long-term Care Insurance
- Disability Income Insurance
Some of the account titles available in a brokerage or mutual fund account are:
- Individual or Joint Accounts
- Trust Accounts
- Custodial Accounts
- Traditional or Roth IRA
- Rollover IRA
- Simple/SEP IRA
- 529 College Savings Plan
- Employer-sponsored Plans
- 401(k)
- 403(b)
- 457
- Simple IRA
- SEP IRA
Disclosures: Illini Investment Services is a division of Illini State Bank (ISB). Securities are: not insured by the FDIC; not a deposit or other obligation of, or guaranteed by, the depository institution; subject to investment risks, including possible loss of the principal amount invested. Securities, Insurance, and Investment Advisory Services are offered through Midwestern Securities Trading Company, LLC (MSTC). Member FINRA/SIPC. MSTC and ISB are not affiliated.
Member CBAI 
