Best Financial Advisors in Edwardsville, IL

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Edwardsville, IL Fiduciary Financial Advisors

SEC File# 801-113986
CRD# 149976
4 out of 5
Location 419 St Louis St, Edwardsville, IL 62025, USA
Phone (888) 294-9248
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Edward Jones - Financial Advisor: Aaron Von Qualen, CFP®
Location 222 E Park St Suite 110, Edwardsville, IL 62025, USA
Phone (618) 692-5236
Directions
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Visionary Wealth Advisors
SEC File# 801-78788
CRD# 169610
5 out of 5
Location 1254 University Dr #300, Edwardsville, IL 62025, USA
Phone (618) 659-5151
Directions
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Lexow Financial Group
Location 60 IL-157, Edwardsville, IL 62025, USA
Phone (618) 692-9999
Directions
Financial Advisors in Edwardsville, IL

Where Certified Financial Advisors in Edwardsville, IL Serve

Edwardsville, IL is a vibrant city located in Madison County, with a rich history and a plethora of landmarks. The city is home to the Edwardsville Historic District, a charming area filled with well-preserved 19th-century homes and buildings. The district is also home to the Madison County Courthouse, a stunning example of Greek Revival architecture that has been in use since 1848. When it comes to employment, Edwardsville has a diverse economy, with several major employers in the area. Among them are Southern Illinois University Edwardsville, which employs over 2,000 people, and Amazon, which has a large distribution center in the city. Other top employers in Edwardsville include the Edwardsville Community School District, the Edwardsville YMCA, and the Edwardsville/Glen Carbon Chamber of Commerce. The city is conveniently located near several major highways, including Interstate 55, Interstate 70, and Interstate 270, making it easy to get around the region.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Edwardsville, IL are serviced by banks in a variety of ways. One of the most common ways is through personal checking and savings accounts. Many banks in the area offer free checking accounts and competitive interest rates on savings accounts. Another way that residents are serviced is through loans. Whether it's a mortgage for a new home or a personal loan for unexpected expenses, banks in Edwardsville are there to help. Additionally, many banks offer online and mobile banking services, making it easy for residents to manage their finances on-the-go. One specific thing about Edwardsville is that it is home to Southern Illinois University Edwardsville, which means that many banks in the area offer student banking services to cater to the large student population.

Insurance Broker

Residents of Edwardsville, IL can benefit from the services of an insurance broker in many ways. For example, an insurance broker can help individuals and families find the best health insurance plans that meet their unique needs and budgets. With the rising costs of healthcare in the United States, having a comprehensive health insurance policy is essential. Additionally, an insurance broker can assist residents in finding the right auto insurance coverage, which is especially important in a town like Edwardsville, where many people commute to work and travel on busy highways. An insurance broker can also help homeowners in Edwardsville find affordable home insurance policies that protect their property from damage due to severe weather and other unforeseen events. Overall, an insurance broker can provide valuable guidance and support to residents of Edwardsville, ensuring that they have the coverage they need to protect themselves and their families.

Retirement Planning

Residents of Edwardsville, IL can benefit greatly from the services of a retirement planner. A retirement planner can assist with creating a personalized retirement plan that takes into account the unique needs and goals of each individual. This can include strategies for saving and investing, as well as planning for healthcare and other expenses. In Edwardsville, where there is a growing population of retirees, a retirement planner can provide valuable guidance on navigating the local resources and services available to seniors. Additionally, a retirement planner can help residents of Edwardsville maximize their social security benefits and plan for the tax implications of retirement. With the help of a retirement planner, residents of Edwardsville can feel confident and prepared as they enter the next phase of their lives.

Wealth Management

Residents of Edwardsville, IL could benefit greatly from the services of a wealth manager. With a population of over 25,000, many individuals and families may find it challenging to navigate their finances and investments on their own. A wealth manager can provide tailored financial advice and investment strategies to help residents meet their financial goals, whether it's saving for retirement, paying for college, or buying a home. Additionally, Edwardsville is home to many small business owners, and a wealth manager can offer guidance on managing business finances and planning for the future. With the help of a wealth manager, residents of Edwardsville can feel confident in their financial decisions and work towards achieving their long-term financial objectives.

Mortgage Loan Officer

Residents of Edwardsville, IL can benefit greatly from the assistance of a mortgage loan officer. These professionals can help residents secure financing for their dream homes, whether they are first-time buyers or experienced homeowners. They can provide guidance on the best mortgage options available, including fixed or adjustable rates, and help residents navigate the complex process of applying for a loan. In addition, mortgage loan officers can offer advice on how to improve credit scores and save for a down payment. For residents of Edwardsville, IL, a mortgage loan officer can be especially helpful in finding loan programs that are tailored to the unique needs of the area, such as programs that offer assistance to first-time homebuyers or those looking to purchase homes in specific neighborhoods. Overall, the expertise and guidance of a mortgage loan officer can make the homebuying process much smoother and less stressful for residents of Edwardsville, IL.

Tax Services

Residents of Edwardsville, IL can benefit greatly from the services of a tax advisor. One of the most common ways a tax advisor can help is by providing guidance on how to navigate the complex tax laws and regulations specific to Illinois. Edwardsville residents may also need help with unique tax situations, such as owning a small business or investment property. A tax advisor can help residents maximize deductions and credits, minimize taxes owed, and avoid costly mistakes. Additionally, with the recent growth and development in Edwardsville, a tax advisor can provide valuable advice on how to handle taxes related to property ownership and real estate transactions. Overall, a tax advisor can provide personalized assistance to ensure that Edwardsville residents are in compliance with tax laws and are making the most of their financial situation.

Estate Planning Lawyer

Residents of Edwardsville, IL can benefit greatly from the services of an estate planning lawyer. In a town known for its historic charm and strong sense of community, an estate planning lawyer can help families protect their assets and ensure that their loved ones are provided for after they pass away. With the help of an estate planning lawyer, residents can create wills, trusts, and other legal documents that outline their wishes for their estate and ensure that their assets are distributed according to their wishes. Additionally, an estate planning lawyer can help families navigate the complex legal system and provide guidance on important decisions related to healthcare and end-of-life care. By working with an estate planning lawyer, residents of Edwardsville can have peace of mind knowing that their affairs are in order and their loved ones are protected.

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