McBeath Financial Group #1 in the 2024 Pantagraph Readers’ Choice Award, Again!
Thank You, Bloomington Normal Area, for Choosing Us as Your Top Financial Planning Office, Financial Planner, and Investment Firm!
We are truly honored to share that McBeath Financial Group has once again been recognized by our incredible Bloomington-Normal community, clients, and supporters in the 2024 Pantagraph Area Readers’ Choice Awards!
It’s with immense gratitude that we announce we’ve been voted #1 in three significant categories, and I couldn't be more proud to share this recognition with everyone who made it possible.
Best Financial Planning Office – First Place!
Being named the #1 Financial Planning Office for the 8th consecutive year is an achievement that holds a special place in my heart. This category speaks to the core of what we do—providing comprehensive, thoughtful financial planning that helps individuals and families navigate their financial futures. I’m deeply proud of the incredible work our team does every day to earn this trust.
Best Financial Planner, Krista McBeath – First Place!
Receiving the recognition as the #1 Financial Planner for the 4th year in a row is incredibly meaningful to me. Those who know me understand how much I care for my clients and the community. For me, this is such a meaningful acknowledgment of their appreciation for the relationship of trust, dedication, and care that goes into every financial plan. I’m honored to be recognized for the work I am passionate about.
Best Investment Firm – First Place!
It’s an incredible honor to be named the #1 Investment Firm for the 7th consecutive year. This category emphasizes sound investment management that helps investors meet their needs and achieve long-term financial objectives. The trust placed in us to navigate these crucial decisions is something I deeply value, and we, as a firm, are committed to upholding that responsibility.
We look forward to another year of serving you with the same dedication and integrity that you’ve come to expect from us. Your trust inspires us to keep raising the bar, and we are honored to be your first choice for financial planning in Bloomington-Normal.
The Pantagraph Readers’ Choice Awards are a reflection of the voices of our community, and being recognized in these categories is truly humbling. All of us at McBeath Financial Group want to extend our heartfelt thanks to everyone who participated in the voting process and chose to honor us in this way.
Your continued support drives us to strive for excellence in all that we do.
Thanks to all our supporters and the Bloomington-Normal area community for this incredible honor!
With deep gratitude,
Krista McBeath
McBeath Financial Group's CEO, 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. Krista's Amazon best-selling book, The Generational Wealth System outlines a holistic approach to preserving lifestyle, wealth and legacy.
The McBeath Financial Group team 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.
Learn more about the McBeath Financial Group Team.
Related Articles: Community Driven Recognition, Voted Bloomington-Normal's Best Financial Planning Office, Our Financial Planning,
*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 Pantagraph.com readers who were given the opportunity to nominate and then vote for businesses or individuals in each class. 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.
Contest Rules, Original Voting Page, Text Voting List
Best of Pantagraph Readers’ Choice Awards results for Best Financial Planner-Krista McBeath, Best Financial Planning Office and Best Investment Firm are released annually, most recently on September 15th, 2024. Third-party rankings and recognition from rating services and publications do not guarantee future investment success. Although Landmark Wealth Management, Inc. dba McBeath Financial Group compensated The Pantagraph in the amount of $600 to enable text voting option in 2024 and had various advertisements in previous years, compensation is not a requirement for nominations or award selection. Please contact the advisor for more information regarding how these rankings and ratings were formulated or visit The Pantagraph for a full list of rules.
