Financial Advisor Profile

Location: Lisa Affolter

Lisa Affolter
Sr. Vice President, Financial Advisor

416 Main Street
Peoria, IL 61602

Phone: (309) 999-3285



Lisa Affolter specializes in providing clients with comprehensive investment information and personalized, professional service. From college planning to retirement planning, she can help you analyze your current financial picture and customize an investment strategy that's designed to meet your financial goals.

Lisa is a fully registered General Securities Representative and Life Licensed.

Lisa can help you with stocks, bonds, mutual funds, IRAs, 401(k) rollovers, tax-deferred annuities, insurance, and more.

Lisa Affolter has been in the securities industry since 1989.

Community Involvement:

Tazewell County Children’s Advocacy Center

Relay for Life, Young Life, and Junior Achievement

The location listed above is the registered office for the Financial Advisor. Please call or email to set up an appointment at the banking center you selected.

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