Best Financial Advisors in Monroe County, IL

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List of Firms

Monroe County, IL Fiduciary Financial Advisors

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Schaefer Wealth Management, Inc.
Location 200 S Market St, Waterloo, IL 62298, USA
Phone (618) 939-8828
Directions
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Edward Jones - Financial Advisor: Brian L Guebert, AAMS™
SEC File# 801-3297
CRD# 250
1 out of 5
Location 1020 S Main St, Red Bud, IL 62278, USA
Phone (618) 282-9690
Directions
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Edward Jones - Financial Advisor: Connor T Guebert
SEC File# 801-3297
CRD# 250
Location 210 S Main St #2, Red Bud, IL 62278, USA
Phone (618) 282-0915
Directions
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Edward Jones - Financial Advisor: Lance B West, AAMS™
SEC File# 801-3297
CRD# 250
5 out of 5
Location 227C S Main St, Waterloo, IL 62298, USA
Phone (618) 939-3966
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 – 4:30 PM Saturday: Closed Sunday: Closed
Directions
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Edward Jones - Financial Advisor: Marty Newton, AAMS™
SEC File# 801-3297
CRD# 250
Location 332 Wedgewood Dr, Columbia, IL 62236, USA
Phone (618) 281-9434
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 – 4:30 PM Saturday: Closed Sunday: Closed
Directions
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Greg Holcomb - COUNTRY Financial Agency Manager
Location 513 W Park St, Waterloo, IL 62298, USA
Phone (618) 939-3874
Directions
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Edward Jones - Financial Advisor: Curtis Haentzler
SEC File# 801-3297
CRD# 250
Location 168 Waterloo Commons Dr, Waterloo, IL 62298, USA
Phone (618) 939-5316
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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Stifel
Location 113 S Main St, Waterloo, IL 62298, USA
Phone (618) 939-2001
Directions
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Edward Jones - Financial Advisor: Jared P Nuxoll
SEC File# 801-3297
CRD# 250
5 out of 5
Location 913 N Main St, Columbia, IL 62236, USA
Phone (618) 281-6244
Directions
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Justin Lindsey - COUNTRY Financial representative
5 out of 5
Location 513 Park St, Waterloo, IL 62298, USA
Phone (618) 939-8602
Directions
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John Hoagland - Thrivent
Location 101 W 4th St, Waterloo, IL 62298, USA
Phone (618) 340-3998
Directions
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Y Elena Shull - Thrivent
Location 122 N Main St, Red Bud, IL 62278, USA
Phone (618) 370-3271
Directions
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Edward Jones - Financial Advisor: Sarah J Arendell, CFP®|ChFC®
SEC File# 801-3297
CRD# 250
Location 117 W Gundlach St, Columbia, IL 62236, USA
Phone (618) 281-5440
Time Monday: 8:30 AM – 3:30 PM Tuesday: 8:30 AM – 3:30 PM Wednesday: 8:30 AM – 3:30 PM Thursday: 8:30 AM – 3:30 PM Friday: 8:30 AM – 3:00 PM Saturday: Closed Sunday: Closed
Directions
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Edward Jones - Financial Advisor: Adam Brewer, AAMS™
SEC File# 801-3297
CRD# 250
Location 710 N Market St, Waterloo, IL 62298, USA
Phone (618) 939-7153
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
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Edward Jones - Financial Advisor: Billy Onder
SEC File# 801-3297
CRD# 250
Location 1190 Admiral Weinel Blvd, Columbia, IL 62236, USA
Phone (618) 281-3443
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: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Edward Jones - Financial Advisor: Alicia R Oglesby
SEC File# 801-3297
CRD# 250
Location 104 Veterans Pkwy, Columbia, IL 62236, USA
Phone (618) 281-5409
Time Monday: 8:00 AM – 4:30 PM Tuesday: 8:00 AM – 4:30 PM Wednesday: 8:00 AM – 4:30 PM Thursday: 8:00 AM – 4:30 PM Friday: 8:00 AM – 4:30 PM Saturday: Closed Sunday: Closed
Directions
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Edward Jones - Financial Advisor: Justin C Rueter
SEC File# 801-3297
CRD# 250
Location 5720 N Belt W #40, Belleville, IL 62226, USA
Phone (618) 277-0446
Directions
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Triada Advisors
SEC File# 801-76973
CRD# 164666
5 out of 5
Location 1003 N Main St, Columbia, IL 62236, USA
Phone (618) 281-3444
Directions
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Edward Jones - Financial Advisor: Collin T Moore, AAMS™
SEC File# 801-3297
CRD# 250
5 out of 5
Location 736 N Market St Suite F, Waterloo, IL 62298, USA
Phone (618) 939-7156
Directions
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Wells Fargo Advisors
Location 220 Bradford Ln Suite C, Waterloo, IL 62298, USA
Phone (618) 939-4400
Directions
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Edward Jones - Financial Advisor: Stacy L Butler
SEC File# 801-3297
CRD# 250
5 out of 5
Location 116 N Main St, Waterloo, IL 62298, USA
Phone (618) 939-5135
Directions
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Midamerica Financial Group
Location 203 N Main St, Waterloo, IL 62298, USA
Phone (618) 939-0505
Directions
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Brian Bise - COUNTRY Financial representative
5 out of 5
Location 204 E Mill St, Waterloo, IL 62298, USA
Phone (618) 939-1500
Directions
Financial Advisors in Monroe County, IL

Where Certified Financial Advisors in Monroe County, IL Serve

Monroe County, located in southern Illinois, is a picturesque region filled with charming landmarks, bustling neighborhoods, and thriving businesses. The county is home to several historic sites, including the Waterloo Historic District, the Maeystown Historic District, and the Valmeyer Historic District, which are sure to delight history buffs and architecture enthusiasts alike. Additionally, the county boasts a variety of top employers, such as the Monroe County Government, the Waterloo Community Unit School District, and the St. Anthony's Medical Center, providing ample job opportunities for residents. Major highways and streets, including Interstate 255, Illinois Route 3, and Illinois Route 156, make it easy to navigate and explore the county's many attractions. Whether you're looking to settle down in a quaint neighborhood like Columbia or Red Bud, or you're simply passing through, Monroe County is sure to leave a lasting impression with its unique blend of charm and modernity.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Monroe County, IL are serviced by banks in a variety of ways. One of the most common ways is through checking and savings accounts, which allow residents to easily manage their money and save for the future. Many banks in Monroe County also offer loans for things like homes, cars, and education. Additionally, banks provide services like online banking and mobile apps, making it easy for residents to access their accounts and manage their finances on the go. One thing that sets Monroe County apart from other areas is the strong sense of community among its residents. Local banks often reflect this by offering personalized service and supporting local businesses and organizations.

Insurance Broker

Residents of Monroe County, IL would greatly benefit from the services of an insurance broker. With a population of over 34,000 people, there are many individuals and families who need assistance in finding the right insurance coverage for their specific needs. An insurance broker can help navigate the complex world of insurance policies and find the best options for residents in Monroe County. This includes finding affordable health insurance plans, car insurance policies, and homeowners insurance coverage. Additionally, with the county being home to several small businesses, an insurance broker can also provide valuable assistance in finding the right commercial insurance policies to protect these businesses. Overall, an insurance broker can provide personalized and tailored assistance to residents of Monroe County, helping them find the coverage they need to protect themselves and their assets.

Retirement Planning

Residents of Monroe County, IL can greatly benefit from the services of a retirement planner. One of the most common ways a retirement planner can help is by developing a personalized retirement plan that takes into account the specific needs and goals of each individual. This is particularly important in Monroe County, IL, where the cost of living is relatively high compared to other areas in the state. A retirement planner can help residents of Monroe County, IL navigate the complex financial landscape and make informed decisions about their retirement savings, investment strategies, and other financial matters. Additionally, a retirement planner can provide valuable guidance on how to maximize Social Security benefits, minimize taxes, and protect assets from potential risks. Overall, working with a retirement planner can help residents of Monroe County, IL achieve financial security and peace of mind in their retirement years.

Wealth Management

Residents of Monroe County, IL can benefit greatly from the services of a wealth manager. A wealth manager can help individuals and families in Monroe County with a range of financial planning needs, such as retirement planning, investment management, tax planning, and estate planning. Specifically, a wealth manager can help residents of Monroe County navigate the unique challenges of living in a rural community, such as managing agriculture-related assets and planning for the transfer of family-owned businesses. Additionally, a wealth manager can provide guidance on charitable giving and philanthropy, which is important to many residents of Monroe County who value community involvement and support for local causes. With the help of a skilled wealth manager, residents of Monroe County can achieve their financial goals and secure their financial futures.

Mortgage Loan Officer

Residents of Monroe County, IL can benefit greatly from the services of a mortgage loan officer. These professionals can assist with a variety of financial needs, including purchasing a new home, refinancing an existing mortgage, and accessing home equity. In Monroe County, IL, where the median home value is $206,000, a mortgage loan officer can help residents navigate the complexities of the local real estate market and find a mortgage that fits their unique financial situation. With their expertise and knowledge of the industry, mortgage loan officers can also help residents secure lower interest rates and more favorable loan terms, saving them money in the long run. Overall, working with a mortgage loan officer can be a valuable resource for anyone looking to achieve their homeownership goals in Monroe County, IL.

Tax Services

Residents of Monroe County, IL can benefit greatly from the services of a tax advisor. One of the most common ways a tax advisor can help is by assisting with tax planning and preparation. This is especially important in Monroe County, where property taxes are among the highest in the state. A tax advisor can help residents navigate the complex tax laws and regulations specific to the county, ensuring that they are taking advantage of all available deductions and credits. Additionally, a tax advisor can help residents who are self-employed or own small businesses with tax planning and compliance, ensuring that they are not overpaying or underpaying their taxes. Overall, a tax advisor can provide valuable guidance and expertise to help residents of Monroe County, IL make informed decisions about their finances and minimize their tax liability.

Estate Planning Lawyer

Residents of Monroe County, IL can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help residents of Monroe County is by creating a comprehensive estate plan that ensures their assets are distributed according to their wishes after they pass away. This is especially important in Monroe County, as it is a rural area with a strong agricultural community. An estate planning lawyer can help farmers and other landowners in Monroe County protect their land and ensure that it is passed down to their heirs in a way that minimizes taxes and other fees. Additionally, an estate planning lawyer can help residents of Monroe County create trusts, establish guardianships for minor children, and plan for long-term care. Overall, an estate planning lawyer can provide peace of mind and security for residents of Monroe County, ensuring that their loved ones are taken care of after they are gone.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Monroe County, IL