Retirement Planning in Glen Carbon, IL

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Top Retirement Planners in Glen Carbon, IL

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Edward Jones - Financial Advisor: Mike Seefeldt, AAMS™
SEC File# 801-3297
CRD# 250
5 out of 5
Location 9 Ginger Creek Village Dr, Glen Carbon, IL 62034, USA
Phone (618) 692-8052
Directions
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Mark Allaria CFP®
SEC File# 801-112867
CRD# 157998
Location 2246 S State Rte 157 Suite 225, Glen Carbon, IL 62034, USA
Phone (618) 288-9505
Directions
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Northwestern Mutual Life Insurance Company: Blake Schuette
Location 26 Ginger Creek Pkwy, Glen Carbon, IL 62034, USA
Phone (618) 659-9900
Directions
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Edward Jones - Financial Advisor: Kelly Schmidt
5 out of 5
Location 6654 Edwardsville Crossing Dr Suite C, Edwardsville, IL 62025, USA
Phone (618) 692-9904
Directions
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Duane Jones - COUNTRY Financial representative
5 out of 5
Location 105 S Pointe Dr, Edwardsville, IL 62025, USA
Phone (618) 655-0378
Directions
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First Command Financial Advisor - Mike Fallert
Location 639 N Main St, O'Fallon, IL 62269, USA
Phone (618) 622-1230
Directions
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Charles Schwab
SEC File# 801-35905
CRD# 106753
4 out of 5
Location 1001 Century Dr, Edwardsville, IL 62025, USA
Phone (618) 307-7000
Directions
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Forensic Accounting and Consulting Services
Location 11 Glen Ed Professional Park, Glen Carbon, IL 62034, USA
Phone (618) 692-5267
Directions
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Slagle Financial
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
SEC File# 801-112867
CRD# 157998
5 out of 5
Location 2246 S State Rte 157 #225, Glen Carbon, IL 62034, USA
Phone (618) 288-9505
Time Monday: 8:30 AM – 4:30 PM Tuesday: 8:30 AM – 4:30 PM Wednesday: 8:30 AM – 4:30 PM Thursday: 8:30 AM – 4:30 PM Friday: 8:30 AM – 3:00 PM Saturday: Closed Sunday: Closed
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 189 US-40, Troy, IL 62294, USA
Phone (618) 667-8158
Directions
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AssuredPartners
SEC File# 801-117771
CRD# 309550
Location 108 Magnolia Dr Suite B, Glen Carbon, IL 62034, USA
Phone (618) 288-4900
Directions
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Financial Planning Consultants
Location 210 Regency Centre, Collinsville, IL 62234, USA
Phone (618) 345-8878
Directions
SEC File# 801-69815
CRD# 149018
Location 330 W Vandalia St, Edwardsville, IL 62025, USA
Phone (618) 656-0057
Directions
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First Command Financial Advisor - Alan Orr
Location 639 N Main St, O'Fallon, IL 62269, USA
Phone (618) 622-1230
Directions
Retirement Planning in Glen Carbon, IL

About Glen Carbon, IL for Those Planning to Retire

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, the beautiful Miner Park, and the Glen Carbon Heritage Trail. The top employers in Glen Carbon are diverse and include the Edwardsville School District, Southern Illinois University Edwardsville, and Wal-Mart. Major highways and streets in Glen Carbon include Interstate 270, Route 157, and Route 162. Glen Carbon is home to several neighborhoods, including the highly sought-after Ginger Creek subdivision, the picturesque Glen Carbon Hills, and the family-friendly Meridian Oaks. With its rich history, natural beauty, and thriving economy, Glen Carbon is a wonderful place to call home.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Glen Carbon, IL would benefit from a bank in numerous ways. Firstly, the bank would provide a safe and secure place for residents to deposit their hard-earned money. With the increasing number of thefts and robberies in the area, having a secure place to store money would be a relief for many residents. Additionally, the bank would offer various financial services such as loans, mortgages, and credit cards that would help residents to achieve their financial goals. Moreover, with the rise of online banking, residents can easily access their accounts and manage their finances from the comfort of their homes. This is especially beneficial for those who have busy schedules or limited mobility. Lastly, the bank can also contribute to the community by investing in local businesses and supporting local events. This would help to boost the local economy and create job opportunities for residents. Overall, having a bank in Glen Carbon, IL would provide numerous benefits for its residents.

Insurance Broker

Residents of Glen Carbon, IL can greatly benefit from the services of an insurance broker. The town is known for its high median household income, with many residents owning their own homes. This means that they have significant assets to protect, making insurance an essential investment. An insurance broker can help residents navigate the complex and ever-changing insurance landscape, finding the best policies to suit their unique needs and budget. They can also provide expert advice on the types of coverage that are most important in the area, such as flood insurance due to the town's proximity to the Mississippi River. Additionally, an insurance broker can help residents save money by comparing policies and negotiating rates with insurance providers. With the help of an insurance broker, residents of Glen Carbon, IL can have peace of mind knowing that they are properly protected and getting the best value for their money.

Wealth Management

Residents of Glen Carbon, IL could benefit from the services of a wealth manager in a multitude of ways. A wealth manager could provide financial planning and investment management services to help residents achieve their financial goals, such as saving for retirement or funding their children's education. Additionally, a wealth manager could help residents navigate the complex tax laws and regulations that impact their financial decisions. Specifically, residents of Glen Carbon, IL may face unique challenges due to the state's high income tax rates and property taxes. A wealth manager could help residents minimize their tax burden and maximize their after-tax returns. Furthermore, a wealth manager could provide guidance on estate planning, helping residents protect their assets and ensure a smooth transfer of wealth to their heirs. Overall, a wealth manager could provide invaluable assistance to residents of Glen Carbon, IL in achieving their financial objectives and navigating the complex financial landscape.

Financial Advisor

Residents of Glen Carbon, IL can benefit greatly from the guidance of a financial advisor. With the city's median household income of $83,000 and a cost of living that is 6% higher than the national average, it is important for individuals to have a solid financial plan in place. A financial advisor can assist with retirement planning, investment strategies, and debt management, all of which can be tailored to the unique needs of Glen Carbon residents. Additionally, with the city's close proximity to St. Louis, a financial advisor can help navigate the complexities of cross-border financial planning. Whether it's creating a budget or developing a comprehensive financial plan, a financial advisor can provide the expertise necessary to help residents of Glen Carbon achieve their financial goals.

Mortgage Loan Officer

Residents of Glen Carbon, IL can benefit from the expertise of a mortgage loan officer in several ways. Firstly, the officer can help them navigate the complex process of securing a mortgage loan, which can be particularly challenging for first-time homebuyers. Additionally, the officer can provide guidance on the various loan options available to residents, taking into account their unique financial situations and credit histories. Furthermore, the officer can assist residents in identifying the best lenders for their needs, negotiating favorable terms, and ensuring that all necessary paperwork is completed accurately and on time. Given the high cost of living in Glen Carbon, IL, which is above the national average, having access to a knowledgeable and experienced mortgage loan officer can be especially valuable for residents looking to purchase a home in the area.

Tax Services

Residents of Glen Carbon, IL can benefit greatly from the assistance of a tax advisor in a number of ways. With the town's population of over 12,000 individuals, many of whom are homeowners, a tax advisor can help residents navigate the complexities of property taxes and deductions. Additionally, with the town's proximity to St. Louis, Missouri, residents who work across state lines may require assistance with filing taxes in multiple states. Furthermore, Glen Carbon is home to many small businesses, and a tax advisor can provide valuable guidance on tax planning and compliance. With the constantly changing tax laws and regulations, having a knowledgeable tax advisor can save residents time and money while ensuring they are in compliance with all applicable laws.

Estate Planning Lawyer

Residents of Glen Carbon, IL can benefit from an estate planning lawyer in a multitude of ways. One specific example is the lawyer's ability to assist with the transfer of property ownership. Glen Carbon, IL is a town with a rich history and many residents have inherited property from their ancestors. An estate planning lawyer can help these individuals navigate the legal process of transferring ownership, ensuring that the property is passed down to the intended heirs without any complications. Additionally, the lawyer can help residents create a comprehensive estate plan that includes a will, trust, and power of attorney. This can provide peace of mind knowing that their assets will be distributed according to their wishes and that their loved ones will be taken care of in the event of their passing. Furthermore, the lawyer can also assist with tax planning and minimizing the tax burden on the estate. Overall, an estate planning lawyer can be a valuable resource for residents of Glen Carbon, IL to protect their assets and ensure their legacy is preserved.

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