Voted Bloomington Normal Area's Best Financial Planning Office, Again!

We are proud to announce, we have been chosen by Pantagraph Readers as Bloomington Normal Area's Best Financial Planning Office!

It's been weeks since I announced we'd been nominated as the Best Financial Planning Office, The Best Individual Financial Planner, and the Best Investment Firm by Pantagraph Area Readers! Today is the day they finally released the Pantagraph Reader's Choice Awards results for 2022, and I have some exciting news!

#1 Best Financial Planning Office – McBeath Financial Group!

#1 Best Financial Planner – Krista McBeath!

#1 Best Investment Firm – McBeath Financial Group!

Yes, only because so many of YOU chose to lift us up and vote for us, we were chosen once again to be honored this way. It's now been six consecutive years that we've received the most votes for the Best Financial Planning Office. Five years now, we've been voted #1 Best Investment Firm. And every year (2) for the category of Best Financial Planner, I've been voted as the reader’s #1 choice!

That's a lot of years and a lot of votes! And every year, I can't believe so many passionately support me, my team and what we do!  I don't take that support for granted, and it’s hard to describe my feelings of appreciation (and surprise), every year when the results come out!

We actually found out the great news a few weeks ago but were sworn to secrecy until the Pantagraph released all the results in a special edition of the newspaper!  To be included with the finest businesses in the Bloomington/Normal area is truly an honor!

What’s interesting is, the official announcement comes just a few days after an event where I had the pleasure of rubbing elbows with so many close clients and supporters that make this recognition possible! It was so difficult not to lean over, share the great news in person, and thank the people I know who voted for me!  Still, the event this week was a great way for us to focus on what matters, my clients and friends who make everything possible.  That’s truly where the spotlight belongs!

Thank you once again, Bloomington-Normal for choosing to honor me!

Krista McBeath is an Investment Advisor, Chartered Financial Consultant, a Licensed Insurance Advisor, a Fiduciary, and an experienced tax advisor who specializes in financial planning, investments, and insurance.

She utilizes advanced tools for in-depth calculations that analyze tax and retirement scenarios to help their clients avoid a future tax time-bomb.  Whether this means enjoying more of your hard-earned money in retirement or passing along assets to loved ones with less tax burden, planning makes the difference.

Her new book, The Generational Wealth System outlines a holistic approach to preserving lifestyle, wealth and legacy.

click to schedule an appointment with financial planner Krista McBeath of Normal IL

*McBeath Financial Group did not make any solicitation payments to the Pantagraph in order to be nominated, voted or to qualify for nomination or votes of the award of Best Financial Planner-Krista McBeath, Best Financial Planning Office or Best Investment Firm.

* By visiting this link to the pantagraph award winners, you can view all of the financial categories voted on and all of the winners chosen by voters, including McBeath Financial Group.  Winners in each category were chosen by readers who were given the opportunity to nominate and then vote for businesses or individuals in each class. McBeath Financial Group did not make any solicitation payments to the Pantagraph in order to be nominated or to qualify for nomination of the award.  The official rules as were posted onsite by the Pantagraph and can be accessed here.

Third-party rankings and recognition from rating services and publications do not guarantee future investment success. Working with a highly-rated advisor does not ensure that a client or prospective client will experience a higher level of performance. These ratings should not be viewed as an endorsement of the advisor by any client and do not represent any specific client’s evaluation. Please contact the advisor for more information regarding how these rankings and ratings were formulated.