Retirement Planning in St. Clair County, IL

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Top Retirement Planners in St. Clair County, IL

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Saint Louis Investment Advisors
5 out of 5
Location 1701 Golfview Dr, Collinsville, IL 62234, USA
Phone (314) 725-8050
Directions
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Sapphire Phoenix Financial Group
5 out of 5
Location 1676 Essex Way, O'Fallon, IL 62269, USA
Phone (800) 311-1678
Directions
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Financial & Tax Strategies Inc
5 out of 5
Location 4 Eagle Center Suite 3, O'Fallon, IL 62269, USA
Phone (314) 991-9005
Directions
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The Lane Group of Raymond James
Location 23 Public Square Ste 450, Belleville, IL 62220, USA
Phone (618) 641-2160
Directions
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Elafros Financial Group
Location 3 Eagle Center #3, O'Fallon, IL 62269, USA
Phone (618) 622-3173
Directions
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Edward Jones - Financial Advisor: Charles Richards, AAMS™
Location 2100 S Illinois St Suite B, Belleville, IL 62220, USA
Phone (618) 257-2397
Directions
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Robert Alan Stone - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2560 Mascoutah Ave, Belleville, IL 62220, USA
Phone (618) 233-1198
Directions
SEC File# 801-56942
CRD# 281958
4 out of 5
Location 639 N Main St, O'Fallon, IL 62269, USA
Phone (618) 622-1230
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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Wintrust Wealth Management
SEC File# 801-64233
CRD# 875
5 out of 5
Location 2610 N Illinois St, Swansea, IL 62226, USA
Phone (618) 235-8807
Directions
Retirement Planning in St. Clair County, IL

About St. Clair County, IL for Those Planning to Retire

St. Clair County, located in southern Illinois, is a vibrant and bustling area that is home to a number of notable landmarks and businesses. Some of the most popular landmarks in St. Clair County include the Cahokia Mounds State Historic Site, the Gateway Arch in nearby St. Louis, and the World's Largest Catsup Bottle in Collinsville. In terms of top employers, St. Clair County is home to a diverse array of businesses, ranging from healthcare providers like Memorial Hospital and St. Elizabeth's Hospital to manufacturing companies like Scott Air Force Base and Boeing. The county is also home to a number of major highways and thoroughfares, including Interstate 64, Interstate 55, and Illinois Route 3. Some of the most popular neighborhoods in St. Clair County include Belleville, Fairview Heights, and O'Fallon, all of which offer a wide range of amenities and attractions for residents and visitors alike. Overall, St.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of St. Clair County, IL can benefit from a bank in numerous ways. One of the most common ways is through access to financial products and services that can help them achieve their financial goals. For instance, banks can provide loans to individuals who want to start or expand their businesses, buy a home, or pay for college education. This is particularly important in St. Clair County, which has a diverse economy with many small businesses and a growing population. Additionally, banks can offer savings and investment accounts, credit cards, and other financial tools that can help residents manage their money more effectively. With the right financial guidance and support, residents of St. Clair County can improve their financial well-being and achieve long-term financial stability.

Insurance Broker

Residents of St. Clair County, IL could benefit greatly from the services of an insurance broker. With the county being home to several industrial and manufacturing companies, employees and their families could be provided with comprehensive health insurance plans that cater to their specific needs. Additionally, home and property insurance policies could be tailored to protect residents from natural disasters that the county is prone to, such as flooding and tornadoes. Insurance brokers could also assist small business owners in the area with finding affordable liability insurance to protect them from potential lawsuits. With the complexities of insurance policies and the ever-changing regulations, an insurance broker could provide invaluable assistance to the residents of St. Clair County, IL.

Wealth Management

Residents of St. Clair County, IL could benefit from the services of a wealth manager in a multitude of ways. With the county's diverse economy, ranging from manufacturing to healthcare, a wealth manager can provide tailored financial advice to individuals and businesses alike. For instance, a wealth manager can assist farmers in the county, who make up a significant portion of the population, with estate planning and investment strategies that take into account the volatility of the agricultural industry. Additionally, with the county's proximity to St. Louis, a wealth manager can advise residents on tax planning strategies that consider the differences between Illinois and Missouri tax laws. Overall, a wealth manager can provide invaluable guidance to St. Clair County residents on how to maximize their financial potential and achieve their long-term goals.

Financial Advisor

Residents of St. Clair County, IL can benefit from the expertise of a financial advisor in a variety of ways. One specific area where a financial advisor can provide valuable assistance is in navigating the complex world of retirement planning. With a large population of aging residents in St. Clair County, IL, it is crucial to have a solid retirement plan in place. A financial advisor can help individuals assess their current financial situation, set realistic retirement goals, and create a personalized plan to achieve those goals. They can also provide guidance on investment strategies, tax planning, and estate planning, ensuring that individuals are well-prepared for their golden years. Additionally, a financial advisor can provide education and resources to help residents make informed decisions about their finances, empowering them to take control of their financial future.

Mortgage Loan Officer

Residents of St. Clair County, IL can benefit greatly from the assistance of a mortgage loan officer. With the county's population of over 250,000 people, there is a high demand for affordable and accessible housing options. A mortgage loan officer can provide guidance and support to individuals seeking to purchase their first home, invest in rental properties, or refinance their current mortgage. Additionally, St. Clair County is home to several military bases, including Scott Air Force Base, which may require specialized loan options for military personnel and their families. A mortgage loan officer can provide expertise in navigating these unique circumstances and connecting borrowers with appropriate loan programs. With the county's diverse population and range of housing needs, the services of a mortgage loan officer are invaluable in helping residents achieve their homeownership goals.

Tax Services

Residents of St. Clair County, IL can benefit from the expertise of a tax advisor in numerous ways. For instance, a tax advisor can assist individuals in navigating the complex tax laws and regulations specific to Illinois and St. Clair County. This includes understanding the various tax credits and deductions available to residents, such as the property tax credit for senior citizens and the education expense credit for parents with children attending school in the county. Additionally, a tax advisor can help individuals and businesses in St. Clair County with tax planning and preparation, ensuring that they are in compliance with all applicable tax laws and regulations. With the help of a tax advisor, residents of St. Clair County can maximize their tax savings and minimize their tax liabilities, allowing them to keep more of their hard-earned money.

Estate Planning Lawyer

Residents of St. Clair County, IL can benefit from the expertise of an estate planning lawyer in various ways. For instance, an estate planning lawyer can assist residents in drafting wills and trusts that accurately reflect their wishes and comply with Illinois law. Additionally, residents can receive guidance on how to minimize estate taxes, protect their assets from creditors, and ensure their beneficiaries receive their inheritance smoothly. With the complexity of Illinois probate laws, an estate planning lawyer can provide much-needed clarity and direction to residents. Moreover, given that St. Clair County is home to a diverse population, an estate planning lawyer can help residents navigate the unique cultural and legal nuances that may impact their estate planning decisions. By working with an estate planning lawyer, residents of St. Clair County can gain peace of mind knowing that their assets and loved ones will be protected according to their wishes.

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