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Angelica Garcia Phipps, Advisor
Jeannie Basset, Executive Assistant
Jesse
Nest Egg Wealth Management Financial Consulting

Nest Egg Wealth Management, Inc., serving Peoria, IL, has been a trusted financial planning firm since 1987. Specializing in retirement planning, estate planning, 401(k) management, portfolio management, and wealth management, our boutique-style services are tailored to meet individual financial goals. We offer strategic, tactical, and dynamic asset allocation, education planning, real estate advising, and impact investing solutions. With expertise in personal banking, insurance, investment realty, and financial strategies, we aim to demystify complex markets. Our mission is to improve your financial health by aligning disciplined strategies with your vision for the future, fostering freedom and independence through sound financial planning.

Website: nesteggwealth.net

Phone: (309) 713-1525

Cross Streets: Between SW Madison Ave and SW Jefferson Ave

Interested in our services?

Closed now

  • Thu 9:00 AM - 5:00 PM

456 Fulton St Peoria, IL 61602 ·573.09 mi

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