Our Location

422 E. Washington St. Suite 400
East Peoria, IL 61611
Phone: 309-323-0737 

Areas We Serve

We serve clients from all over the U.S., and even sometimes across international borders. We have had a number of local US citizen employees located outside the country due to work assignments, and we can still provide certain investment services whilst abroad.

Alyssa is currently licensed in the states of AR, AZ, CO, FL, GA, IL, IN, MD, MN, NC, NH, OK, TX, WA.

If you are interested in our services and reside in another state not listed, please contact us to see about becoming a client. The process is quick and expedient to become licensed in any other state not listed above.

If you need a financial advisor, call us today or visit us at our East Peoria, IL location to get started on your financial planning.