Jeffrey Neavor, CFP<sup>&reg;</sup> - Financial Advisor

Jeffrey Neavor, CFP®

ChFC®

Financial Advisor

Savant Wealth Management

7308 N Willowlake Ct
Peoria, IL 61614
FINANCIAL ADVISOR'S WEBSITE
(309) 693-0300 CONNECT WITH Jeffrey
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General

Jeffrey Neavor is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Savant Wealth Management in Peoria, IL and the surrounding communities.

Financial Advisor Experience

Jeff is a financial advisor in Savant’s Peoria, IL office. He draws upon 22 years of experience in education to break down and explain complex concepts to clients. As a CERTIFIED FINANCIAL PLANNER® professional and Chartered Financial Consultant® (ChFC®), Jeff is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding. Jeff has been involved in the financial services industry since 2019. Prior to joining Savant, he was a financial advisor with two nationwide financial services companies.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®
  • Chartered Financial Consultant (ChFC®)

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Business Taxes, Corporate Finance, Estate Planning, Investment Management, Employee Benefits, Retirement, Stocks & Bonds, Succession Planning, Sudden Wealth

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