ncb Wealth Management
Achieve Your Financial Goals
ncb Wealth Management provides personalized financial planning, including a wide range of investment and insurance solutions, to individuals, businesses, and not-for-profit organizations. From 401(k) rollovers, to education funding, to life insurance and long-term care management, our team of professionals will give you the advice you need to make informed decisions about your investments. We act as fiduciaries in the advice we give to our clients, meaning we put their best interest before our own.
We offer a free consultation to evaluate your financial situation. We take the time to learn about you and your unique needs. Then we develop and implement solutions to help you achieve your financial goals. Our clients are welcome to meet with us any time they need to review their current situation, if their situation changes, or if it is time for a regular review.
Contact us today to schedule your free consultation at 217-487-7766 or email us.
We can help our clients with:
- 401(k) Rollovers
- Traditional and Roth IRAs
- Educational Savings
- Employer-Sponsored Retirement Plans
- Stocks, Bonds, Mutual Funds, Annuities
- Long-Term Care and Life Insurance
- Investment Advisory Services
- Charitable Giving Services
- So much more!
Our products include:
- Stocks
- Mutual Funds
- Bonds
- Annuities
- CDs
- Money Market Accounts
- Life Insurance
- Long-term Care Insurance
- Disability Income Insurance
Meet our Advisor:
Scott Fisher, CFP®
Financial Consultant
Scott Fisher, CFP® is dedicated to helping individuals, families, and businesses better understand their financial situations and create a path for them to reach their life and financial goals. Scott provides customized financial solutions that are unique to each client’s situation.
Scott is a graduate of the University of Illinois at Urbana-Champaign with a Bachelor’s Degree of Science in Agriculture and Consumer Economics, with a concentration in Financial Planning and a minor in Business. He has earned his FINRA Series 7 and 66 licenses, as well as state life and health insurance licenses. In 2019, Scott became a Dave Ramsey SmartVestor Professional for the Peoria and Bloomington area, as well as completing his CERTIFIED FINANCIAL PLANNER™ designation.
Originally from Homer Glen, Scott now resides in Peoria Heights. He serves as a board member for Goodwill of Central Illinois, as well as volunteering his time as an Ambassador for the East Peoria Chamber of Commerce and a Membership Ambassador with the Peoria Riverfront Museum. In his free time, he enjoys both watching and playing hockey.
The SmartVestor program is a directory of investment professionals. Working with a SmartVestor Pro does not guarantee investment success, and no assurance can be made that working with a SmartVestor Pro will produce better results than working with a financial professional not affiliated with the program. Neither Dave Ramsey nor SmartVestor Pro are affiliates of or affiliated with ncb.
ncb Wealth Management is a division of Northern Capital Union Bank (ncb). Securities are: not insured by the FDIC; not a deposit or other obligation of, or guaranteed by, the depository institution; subject to investment risks, including possible loss of the principal amount invested. Securities, Insurance, and Investment Advisory Services are offered through Midwestern Securities Trading Company, LLC (MSTC). Member FINRA/SIPC. MSTC and ncb are not affiliated.
Check the background of this investment professional on FINRA's BrokerCheck.
