Located in Morton, IL – Serving the Whole Peoria Area
CMFS Group has been located in Morton, Illinois for many years and we are easy to find, only a short drive from any area around Peoria. CMFS Group, Inc. specializes in 401 (K) Management for the following companies located in and around Peoria: Caterpillar, Maui Jim, OSF St. Francis, Unity Point Methodist / Proctor & Komatsu as well as many other local businesses. It is our hope to provide personalized, specialized financial planning and wealth management to those in the Peoria area including college savings, 401 (K) planning, wealth management, and other retirement planning.
Communities We Serve
We serve clients from the entire Peoria Area, including the following cities:
- Bay View Gardens
- Creve Coeur
- East Peoria
- Germantown Hills
- Harvard Hills
- Oak Ridge
- Peoria Heights
- West Peoria
We’ll Work With You to Make the Perfect Plan
If you live in or near one of the above-listed locations, choose CMFS for your financial planning and advising needs. Because we are local and because of our extensive experience, we can be there for you to make the perfect financial plan for your very specific needs. Our team will meet with you to get an idea of your current financial situation and determine the specific goals and objectives that you wish to accomplish in different aspects of your finances. We know the local Morton and Peoria communities well, and believe we can help you reach your personal financial goals. Whether you are in need of college savings plans for your children, retirement planning services, or other kinds of financial advice, our experts can help.
If you are in need of a financial advisor, do not wait around. Call us today or visit us at our Morton, IL location to get started on your financial planning.