Jim Cowgill

Creekmur Wealth Advisors is a fast-growing independent wealth management firm based in Morton, IL, with additional offices throughout Illinois, Colorado, Texas, and Ohio, specializing in financial planning and investment management. We believe that everyone has important personal goals, and by encouraging, educating, and empowering them, we can help them make wise decisions that will enable them to live the life they dream of. We are committed to helping everyone we encounter make wise financial and life decisions to accomplish their goals. We are motivated by seeing our clients accomplish their financial and personal goals.

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Bloomington, IL area, Julie Smith will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.