210 Financial

210 Financial 210 Wealth Management, Inc., d/b/a 210 Financial, is an independent investment advisor that offers a variety of different investment vehicles.

This page is for informational purposes and does not address any individual’s financial situation. We're committed to helping you work toward the retirement you want. We do this by offering guidance in developing an overall retirement income strategy. We specialize in tax efficient strategies, income planning, preserving your principal, and legacy planning. Contact us to discuss your financial fut

ure and the possible role of insurance or investments in your financial strategy. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Kingdom Purposes are not affiliated companies. Investing involves risk, including the potential loss of principal. Any references to protection benefits, safety, security, lifetime income, etc generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

One of the biggest reasons people delay meeting with a financial advisor is simple:They don’t know what to expect.At 210...
06/24/2026

One of the biggest reasons people delay meeting with a financial advisor is simple:
They don’t know what to expect.

At 210 Financial, our first meeting is designed to feel welcoming, educational, and completely pressure-free.

Here’s what you can expect:
✔️ A conversation about your goals
✔️ A chance to ask questions
✔️ A review of your current situation
✔️ Guidance tailored to your needs
✔️ A relaxed, no-pressure environment

Most importantly, we want you to leave feeling more confident and informed than when you walked in.

Retirement planning should feel personal, approachable, and centered around your family’s goals.

If you’ve been putting off creating a retirement plan, we’d love to start the conversation.

If you asked everyone in the 210 family to share something they learned from their dad, the answers would all be differe...
06/21/2026

If you asked everyone in the 210 family to share something they learned from their dad, the answers would all be different.

Work hard.
Keep your word.
Take care of people.
Laugh often.
Show up when it matters.

Different lessons, same impact.

Today we're grateful for the fathers and father figures whose influence continues to ripple through generations.

Happy Father's Day. ❤️

We're excited to officially welcome Caylla Leahr to the 210 Financial team!Caylla joined us in March as a Client Servic...
06/19/2026

We're excited to officially welcome Caylla Leahr to the 210 Financial team!

Caylla joined us in March as a Client Services Specialist, and over the last few months she's quickly become a valued part of our team. We've loved having her train in our Morton office and are excited for her to now be serving clients full-time in our Davenport office.

Caylla brings a positive attitude, a willingness to help, and a genuine care for the people around her. Those qualities have made her a great fit for our team and the families we serve.

Outside of work, Caylla enjoys golfing, and if she's not in the office, there's a good chance you'll find her on the course with Lawson.

We're grateful to have Caylla as part of the 210 family and excited for all that's ahead as she begins this next chapter in Davenport. Welcome to the team, Caylla! ❤️

One of the things we love most about 210 Financial is that we truly enjoy doing life together.From team lunches and birt...
06/18/2026

One of the things we love most about 210 Financial is that we truly enjoy doing life together.

From team lunches and birthdays to serving families across our communities, we believe strong relationships make all the difference. Both inside and outside the office.

When families walk through our doors, our goal is for them to feel welcomed, cared for, and supported by an entire team that’s invested in their future.

Because serving families well starts with building a culture that values people first.

We’re thankful every day for this team and the opportunity to serve the communities we call home.

Today we’re celebrating more than an anniversary. We’re celebrating the love story that helped build the foundation of o...
06/16/2026

Today we’re celebrating more than an anniversary. We’re celebrating the love story that helped build the foundation of our business. ❤️

Happy Wedding Anniversary to our founders, Phil & Kelly! Your commitment to each other, your shared vision, and the partnership you’ve built continue to inspire all of us every day. Thank you for showing that great things happen when passion, trust, and love work hand in hand.

Wishing you many more years of happiness, laughter, and beautiful memories together. Cheers to your journey and the legacy you continue to create.

Today we celebrated Grace as she prepares to move back home.Over the last two years, Grace has become so much more than ...
06/12/2026

Today we celebrated Grace as she prepares to move back home.

Over the last two years, Grace has become so much more than a teammate. She has been a steady presence, a hard worker, a source of positivity, and an absolute rockstar in every sense of the word. Her impact on our team has been immeasurable, and we are so grateful for the time we've had with her.

Grace, thank you for everything you've brought to our team. We will miss you dearly, but we can't wait to watch you chase your dreams and accomplish all that's ahead. Once part of the team, always part of the team. 💙

🚨 HIRING 🚨Client Experience Administrator📍 Davenport, IA | 210 FinancialDo you love creating meaningful experiences for ...
05/28/2026

🚨 HIRING 🚨
Client Experience Administrator
📍 Davenport, IA | 210 Financial

Do you love creating meaningful experiences for people? Are you energized by serving others, staying organized, and being part of a close-knit team?

At 210 Financial, we’re looking for someone who makes people feel welcomed, valued, and cared for. This role is more than administrative support. It’s about creating an exceptional experience for every client who walks through our doors. You’ll help keep our office running smoothly, support advisors behind the scenes, and build genuine relationships with the people we serve.

You’d Be a Great Fit If You:
• Love helping people and creating positive experiences
• Thrive in a team environment
• Are organized, dependable, and detail-oriented
• Enjoy structure and keeping things running smoothly
• Communicate well and build relationships naturally
• Want a long-term career where culture truly matters

A Few Things You’ll Do:
• Welcome clients and create a great first impression
• Answer phones and support client communication
• Manage calendars and appointments
• Prepare for meetings and events
• Support office operations and organization
• Help plan client and team experiences
• Assist with marketing and special projects

Benefits:
• Unlimited PTO
• Quarterly bonus opportunities
• Paid annual team trip
• IRA match + health allowance
• Clothing allowance
• Free lunches every Monday & Friday
• A culture built around growth, impact, and relationships

Why 210?
We believe work should be more than just a paycheck. At 210 Financial, we’ve built a culture centered around growth, relationships, and doing life together. We work hard, support each other personally and professionally, and genuinely enjoy being part of the same team.

If you’re looking for more than just a job and want a team that feels like family, we’d love to meet you.

Apply here: https://210financial.com/careeropportunities/

Financial topics can feel overwhelming. Especially when conversations are filled with industry jargon and conflicting op...
05/27/2026

Financial topics can feel overwhelming. Especially when conversations are filled with industry jargon and conflicting opinions.

One of the most important parts of retirement planning is simply helping people better understand their options in a way that feels approachable and practical.

If you had to describe it in a few words…What would you want your retirement to look like?
05/26/2026

If you had to describe it in a few words…

What would you want your retirement to look like?

Address

100 B. Yordy Road
Morton, IL
61550

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+13092631333

Website

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