What are some popular services for financial advising?

A financial advisor in Glen Carbon, IL can provide an array of financial advising services to individuals and businesses alike. From retirement planning to investment management, a financial advisor can assist clients in achieving their financial goals. In particular, Glen Carbon, IL is known for its strong community of small business owners. A financial advisor can provide specialized services to these entrepreneurs, including business succession planning and employee benefits management. Additionally, with the town's proximity to St. Louis, MO, a financial advisor can also offer expertise in navigating the unique financial landscape of a bi-state area. With their bursty and complex approach to financial advising, a financial advisor in Glen Carbon, IL can help clients make informed decisions and achieve financial success.

What are people saying about financial advising services in Glen Carbon, IL?

Glen Carbon, IL is the perfect place to get financial advising due to its diverse and thriving economy. The town's strategic location provides easy access to major cities, which translates to numerous investment opportunities. Additionally, Glen Carbon boasts a range of financial institutions and advisors who offer personalized services tailored to the unique needs of each client. The town's rich history and culture also play a significant role in shaping its financial landscape, with many businesses adopting traditional values such as honesty, integrity, and transparency. Furthermore, Glen Carbon's strong community spirit fosters a sense of trust and accountability among its financial advisors, ensuring that clients receive sound and reliable advice. Overall, Glen Carbon, IL is an ideal destination for anyone seeking financial guidance, thanks to its vibrant economy, professional financial institutions, and strong community values.

What does a financial planner do?

A financial planner in Glen Carbon, IL is responsible for helping individuals and businesses in the area achieve their financial goals. They provide expert advice on investments, retirement planning, estate planning, tax strategies, and more. With an in-depth understanding of the local economy and financial landscape, they are able to tailor their recommendations to the unique needs and circumstances of each client. In Glen Carbon, IL, this may involve taking into account the impact of local industries such as healthcare and education, as well as factors like property values, cost of living, and tax rates. By working closely with their clients to develop personalized financial plans, financial planners in Glen Carbon, IL help to ensure that their clients are able to build and maintain wealth over the long term.

When should you get a financial planner?

Glen Carbon, IL residents should consider reaching out to a financial advisor when they are looking to make significant financial decisions. This could be when they are planning for retirement, purchasing a home, or starting a business. The town of Glen Carbon, IL is known for its strong community and family-oriented atmosphere, which can lead to residents wanting to ensure their financial stability for themselves and their loved ones. With the complexity of the financial world, it can be challenging to navigate alone. A financial advisor can provide knowledge and expertise to help residents make informed decisions and create a financial plan tailored to their specific needs. Whether it's managing investments, creating a budget, or planning for the future, a financial advisor can offer valuable assistance to those seeking financial security in Glen Carbon, IL.

How do I choose the right financial advisor?

A financial advisor in Glen Carbon, IL must possess a plethora of important qualities to be successful in their role. Firstly, they must have a deep understanding of the local economic landscape and be able to provide sound financial advice that is tailored to the needs of their clients. Glen Carbon is a vibrant community with a diverse range of industries and businesses, and a financial advisor must be able to navigate this complex environment with ease. Secondly, they must possess excellent communication skills and be able to explain complex financial concepts in a clear and concise manner. This is particularly important in Glen Carbon, where many residents may not have a background in finance or investing. Finally, a financial advisor must be trustworthy and have a strong ethical compass. They must always act in the best interests of their clients and maintain the highest standards of integrity. In a community like Glen Carbon, where residents value honesty and transparency, these qualities are essential for building long-lasting relationships with clients.

What makes Glen Carbon, IL the top choice for financial advising?

Glen Carbon, IL is home to a number of top financial advising firms, each offering a unique approach to wealth management. From boutique firms to larger, well-established companies, there is no shortage of options for those seeking professional financial advice in this area. One standout firm is known for its innovative use of technology, providing clients with easy-to-use online tools and personalized investment recommendations based on their individual financial goals. Another firm prides itself on its commitment to socially responsible investing, helping clients build portfolios that align with their values and beliefs. No matter which firm you choose, you can be sure that you will receive expert guidance and a customized plan tailored to your specific needs. With so many top-notch financial advising firms to choose from, it's no wonder that Glen Carbon, IL is quickly becoming a hub for savvy investors looking to maximize their wealth.

How do financial advisors get paid?

Financial advisors in Glen Carbon, IL receive compensation in various ways. One of the most common ways is through commissions earned from the sale of financial products such as mutual funds, annuities, and insurance policies. Another way is through a fee-based system where clients pay a set fee for financial planning and investment management services. Additionally, some financial advisors in Glen Carbon, IL may charge hourly rates or a percentage of assets under management. It is worth noting that Glen Carbon, IL is a small town with a population of just over 12,000 people. Despite its size, it is home to several financial advisors who cater to the needs of the local community. This has led to a highly competitive market, with financial advisors offering a range of services and compensation structures to attract clients.

Find the Top Financial Advisors Serving Glen Carbon, IL

Connect With a Financial Planner

List of Firms

Glen Carbon, IL Fiduciary Financial Advisors

Joe Allaria CFP®

2246 S State Rte 157 Suite 225, Glen Carbon, IL 62034, USA

(618) 288-9505

https://www.carsonallaria.com/

Directions

Cadagin & Prosser Financial Group

5 out of 5

6 Ginger Creek Pkwy, Glen Carbon, IL 62034, USA

(618) 656-0006

http://www.cadprofg.com/ourteam.aspx

Directions

Edward Jones - Financial Advisor: Mike Seefeldt, AAMS™

5 out of 5

9 Ginger Creek Village Dr, Glen Carbon, IL 62034, USA

(618) 692-8052

https://www.edwardjones.com/us-en/financial-advisor/mike-seefeldt?y_source=1_OTcwMTA1LTcxNS1sb2NhdGlvbi53ZWJzaXRl

Directions

Where Certified Financial Advisors in Glen Carbon, IL Serve

Glen Carbon, IL is a charming village located in Madison County, Illinois. This quaint town boasts a variety of landmarks, including the historic Glen Carbon Centennial Library and the picturesque Miner Park. Home to a diverse range of top employers, such as Southern Illinois University Edwardsville and the Edwardsville School District, Glen Carbon is a hub for education and innovation. Major highways, including Interstate 55 and Interstate 270, intersect this bustling community, providing easy access to neighboring cities and towns. With a variety of neighborhoods, from the tree-lined streets of Old Town to the modern developments of The Enclave, Glen Carbon offers something for everyone.

Nearby Locations

Arlington Heights, IL Aurora, IL Bannockburn, IL Barrington, IL Batavia, IL Bloomington, IL Boone County, IL Buffalo Grove, IL

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Glen Carbon, IL are serviced by banks in a variety of ways. One of the most common ways is through traditional checking and savings accounts. Many residents rely on their local bank to manage their finances and provide access to ATM machines for quick and easy cash withdrawals. Additionally, banks in Glen Carbon offer a range of loan products, including home mortgages and personal loans. With a growing population of young families in the area, banks have also begun to offer college savings plans to help parents save for their children's education. Overall, banks in Glen Carbon are committed to meeting the unique financial needs of the community, whether it's through traditional banking services or innovative new products.

Insurance Broker

Residents of Glen Carbon, IL can benefit greatly from the services of an insurance broker. With its growing population and diverse demographics, Glen Carbon presents unique challenges when it comes to finding the right insurance coverage. An experienced broker can help residents navigate the complex world of insurance and find policies that meet their specific needs and budget. For example, a broker can help homeowners in Glen Carbon find coverage that protects them from the area's frequent tornadoes and severe weather events. Additionally, a broker can help small business owners in Glen Carbon find affordable and comprehensive insurance plans that provide protection against liability and other risks. By working with an insurance broker, residents of Glen Carbon can have peace of mind knowing that they are properly covered and protected.

Retirement Planning

Residents of Glen Carbon, IL can greatly benefit from the expertise of a retirement planner. With a population of over 12,000 people, many of whom are nearing retirement age, having a solid financial plan in place is crucial. A retirement planner can help residents of Glen Carbon navigate the complexities of Social Security, Medicare, and other retirement benefits, ensuring that they are maximizing their potential income streams. Additionally, a retirement planner can help residents of Glen Carbon create a personalized savings plan that takes into account their unique financial goals and circumstances. With the cost of living in Glen Carbon being slightly higher than the national average, having a retirement plan that accounts for potential healthcare costs and other expenses is especially important.

Wealth Management

Residents of Glen Carbon, IL could benefit greatly from the expertise of a wealth manager. With a population of just over 12,000, Glen Carbon is a small town that has seen steady growth in recent years. A wealth manager can assist residents in managing their finances and investments, ensuring that they are making the most of their money. This is particularly important in a town like Glen Carbon, where many residents are working professionals who may not have the time or expertise to manage their finances on their own. A wealth manager can provide guidance on everything from retirement planning to tax strategies, helping residents to achieve their financial goals and secure their financial future. By working with a wealth manager, residents of Glen Carbon can feel confident that they are making smart financial decisions and taking the necessary steps to achieve long-term financial success.

Mortgage Loan Officer

Residents of Glen Carbon, IL can benefit from the services of a mortgage loan officer in a number of ways. For example, a mortgage loan officer can help residents find the best mortgage rates available in the area, which can save them thousands of dollars over the life of their mortgage. Additionally, a loan officer can help residents navigate the complex process of applying for a mortgage, including gathering all the necessary documentation and filling out the necessary paperwork. In a town like Glen Carbon, which has a strong sense of community and a small-town feel, having a trusted mortgage loan officer who understands the local market can be particularly valuable.

Tax Services

Residents of Glen Carbon, IL could greatly benefit from the assistance of a tax advisor in a number of ways. For instance, a tax advisor could help residents navigate the complex tax laws and regulations that are specific to Illinois and Glen Carbon. They could also provide guidance on how to maximize deductions and credits, minimize tax liabilities, and avoid penalties. Additionally, a tax advisor could help residents plan for their financial future by providing advice on retirement planning, estate planning, and investment strategies. With the help of a tax advisor, residents of Glen Carbon could ensure that they are making the most of their financial resources and achieving their long-term goals.

Estate Planning Lawyer

Residents of Glen Carbon, IL can benefit greatly from the services of an estate planning lawyer. One of the most common ways that an estate planning lawyer can help residents of Glen Carbon is by assisting them in creating a comprehensive estate plan. This includes drafting a will, establishing trusts, and designating beneficiaries. An estate planning lawyer can also help residents of Glen Carbon navigate complex tax laws and minimize tax liabilities. Additionally, an estate planning lawyer can help residents of Glen Carbon with probate and estate administration, ensuring that their loved ones are taken care of after they pass away. With its growing population and diverse community, Glen Carbon presents unique challenges and opportunities for estate planning. An experienced estate planning lawyer can help residents of Glen Carbon ensure that their assets are protected and their wishes are carried out.

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