Services

Services

Financial Services for Your Success

At Maggio Financial Services, we are committed to providing our clients with the most reliable financial solutions in Peoria IL. From retirement to annuities, we offer our seasoned advice, pairing clients with products meant to fill gaps, grow wealth and ultimately ensure their financial success. To learn more about our services, check out the following offerings:

Services

Retirement Planning

Are you starting to think about life after employment? When you need assistance planning for your financial future, we’ll offer our insight and expertise! At our initial consultation, we’ll discuss your retirement options, asking detailed questions to get a better understanding of your goals. After determining exactly how much you need and when you need it, we’ll create actionable steps to help you start saving for your future.

Insurance

Preserving your financial security is one of our top priorities. As such, we offer several reliable insurance options that provide the proper coverage. Whether you require life, disability, or Medicare Supplemental Insurance, we’ve got your back! We sell each of these kinds of insurance in several different varieties, which we will suggest based on the information in your financial portfolio.

Annuities

Are you looking for a safe way to grow retirement money? Look no further! Our fixed and fixed indexed annuities allow you to accumulate funds to supplement your retirement income. When you pay a premium, we’ll match you with a solution that provides a competitive interest rate over a set period of time.

FAQ

Want to know more about our services? Check out the following list of frequently asked questions:

  • What types of life insurance options do you offer? – We sell three main types of life insurance policies. These are term, whole and universal insurance—each of which we will recommend according to your personal preferences.
  • Do you supply both short-term and long-term disability solutions? – Yes, we do. When you need either, we are more than happy to sit down with you and explain the specifics.
  • What should I know before investing in an annuity? – Purchasing an annuity for the first time can be a bit of an overwhelming experience, but it doesn’t have to be. When you meet with us, we’ll familiarize you with each of your options, describe how they differ and work to determine which one is right for you.

Contact Us

Ready to start talking about your financial future? Call (309) 693-8538 to schedule an appointment with us today. We are located at 1322 W Marlene Ave, Peoria, IL 61614, and proudly serve the surrounding communities.