Wealth Management in Menard County, IL

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List of Firms

Menard County, IL Wealth Management Firms

Edward Jones - Financial Advisor: Holly J Herkert, CFP®
2 out of 5
Location 2709 W Washington St Suite A, Springfield, IL 62702, USA
Phone (217) 698-9655
Language https://www.edwardjones.com/us-en/financial-advisor/holly-herkert?y_source=1_MzQxMzIyMy03MTUtbG9jYXRpb24ud2Vic2l0ZQ%3D%3D
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Robert Gordon & Associates, Inc
5 out of 5
Location 1201 S Veterans Pkwy, Springfield, IL 62704, USA
Phone (217) 698-4844
Language http://www.rga-advisors.com/
Directions
Merrill Lynch Wealth Management Advisor Jill M Copeland
Location 611 E Monroe St, Springfield, IL 62701, USA
Phone (217) 525-4235
Language https://fa.ml.com/illinois/springfield/jill.copeland
Directions
Brian Durbin - COUNTRY Financial representative
Location 105 E Chestnut St, Mason City, IL 62664, USA
Phone (217) 482-3294
Language https://representatives.countryfinancial.com/brian.durbin
Directions
Langdon Financial Management Inc
Location 2500 Kipling Dr, Springfield, IL 62711, USA
Phone (217) 546-6524
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The Northwestern Mutual : Patrick Scheina
Location 2921 Greenbriar Dr STE A, Springfield, IL 62704, USA
Phone (217) 793-3900
Directions
Merrill Lynch Wealth Management Advisor Martin D Scanlan
Location 611 E Monroe St, Springfield, IL 62701, USA
Phone (217) 525-4210
Language https://fa.ml.com/illinois/springfield/martin_scanlan
Directions
Mid Illinois Group - Morgan Stanley
Location 3201 W White Oaks Dr Ste 201, Springfield, IL 62704, USA
Phone (217) 547-2900
Language https://advisor.morganstanley.com/mid-illinois-group?y_source=1_MTA4MzE1MjAtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
Directions
Churchill Wealth Management
3 out of 5
Location 200 S First Ave, Morton, IL 61550, USA
Phone (309) 291-0411
Language http://www.churchillwealth.com/
Directions
LPL Financial
SEC File# 801-10970
CRD# 6413
Location 400 Chatham Rd, Springfield, IL 62704, USA
Phone (217) 726-7878
Directions
Northwestern Mutual
SEC File# 801-8095
CRD# 2881
4 out of 5
Location 3171 Robbins Rd, Springfield, IL 62704, USA
Phone (217) 793-3900
Language https://www.northwesternmutual.com/financial-professional-locator?address=3171%20Robbins%20Rd,62704?utm_source=google&utm_medium=mybusiness&utm_campaign=lo3
Directions
Edward Jones - Financial Advisor: Julie Wankel
Location 325 S 6th St, Petersburg, IL 62675, USA
Phone (217) 501-4146
Language https://www.edwardjones.com/us-en/financial-advisor/julie-wankel
Directions
Merrill Lynch Wealth Management Advisor Joseph L. Stannard, II
Location 611 E Monroe St, Springfield, IL 62701, USA
Phone (217) 525-4231
Language https://fa.ml.com/illinois/springfield/joseph-stannardii
Directions
Koch, Sylvia and Associates - Ameriprise Financial Services, LLC
Location 2621 Montega Dr Ste A, Springfield, IL 62704, USA
Phone (217) 787-2435
Language https://www.ameripriseadvisors.com/team/koch-sylvia-and-associates/?cid=IP_local_google
Directions
Menard County Abstract Co
Location 210 E Douglas St, Petersburg, IL 62675, USA
Phone (217) 632-2351
Directions
Wealth Management in Menard County, IL

Where Wealth Management Advisors in Menard County, IL Serve

Nestled in the heart of Illinois, Menard County is a vibrant community filled with rich history and diverse culture. Home to several notable landmarks, including the historic Old State Capitol Building and the Lincoln Tomb State Historic Site, Menard County is a popular destination for tourists and history buffs alike. With a thriving economy, Menard County is home to several top employers, including Memorial Health System, Springfield Clinic, and the Illinois Department of Corrections. Major highways and streets, such as I-55 and Route 97, provide easy access to neighboring cities and towns, making Menard County an ideal location for both businesses and residents. From the charming neighborhoods of Petersburg and Athens to the bustling streets of Tallula and Oakford, Menard County offers a variety of unique and vibrant communities for residents to call home. Whether you're looking for a quiet country retreat or a lively urban environment, Menard County has something for everyone.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Menard County, IL could benefit from a bank in various ways. Firstly, a bank can provide loans to individuals and businesses in the county, which can help spur economic growth and development. Additionally, banks offer a range of financial services, including checking and savings accounts, credit cards, and investment opportunities, which can help residents manage their finances more effectively. For example, residents in Menard County, IL may benefit from a bank's online banking services, which can help them easily access their accounts and make transactions from the comfort of their homes. Furthermore, a bank can provide financial education and resources to help residents make informed decisions about their money. Menard County, IL is a largely rural area, and a bank can help bridge the gap in financial services that may exist in such areas. Overall, a bank can be a valuable resource for residents of Menard County, IL, providing them with the financial tools and resources they need to achieve their goals and improve their quality of life.

Insurance Broker

Residents of Menard County, IL could greatly benefit from the services of an insurance broker in a variety of ways. For instance, an insurance broker could help residents navigate the complexities of the healthcare system in Menard County, which has a higher than average rate of chronic diseases, such as diabetes and heart disease. By working with an insurance broker, residents could find the best healthcare coverage options available to them, ensuring that they have access to the care they need to manage their conditions. Additionally, an insurance broker could help residents protect their homes and property from the frequent severe weather events that occur in Menard County, such as tornadoes and severe thunderstorms. With the help of an insurance broker, residents could find insurance policies that provide adequate coverage in the event of damage or loss due to these weather events, giving them peace of mind and financial security.

Retirement Planning

Residents of Menard County, IL can benefit from the services of a retirement planner in a variety of ways. One specific aspect is the county's aging population, which is higher than the national average. A retirement planner can assist with creating a personalized retirement plan that takes into account the unique needs and challenges faced by older residents in Menard County. This may include strategies for managing healthcare costs, maximizing Social Security benefits, and creating a sustainable income stream in retirement. Additionally, a retirement planner can provide guidance on estate planning and long-term care options, which are especially important for those who may need to rely on Medicaid or other government programs. By working with a retirement planner, residents of Menard County can feel more confident about their financial future and enjoy a more secure retirement.

Financial Advisor

Residents of Menard County, IL could greatly benefit from the expertise of a financial advisor in a number of ways. For instance, given that the county has a relatively low median household income compared to the national average, a financial advisor could provide guidance on budgeting and saving strategies to help residents make the most of their income. Additionally, with a large portion of the county's population being over the age of 65, a financial advisor could offer advice on retirement planning and investment options that would help seniors maintain their standard of living throughout their golden years. Furthermore, with the county's economy being heavily reliant on agriculture and manufacturing, a financial advisor could help residents navigate the unique financial challenges that come with these industries, such as fluctuating commodity prices and job insecurity. Overall, a financial advisor could be an invaluable resource for Menard County residents looking to achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Menard County, IL can benefit from the expertise of a mortgage loan officer in several ways. Firstly, a loan officer can assist residents in navigating the complex process of securing a mortgage loan. This is especially important in Menard County, which is a predominantly rural area with limited access to financial institutions. Secondly, a loan officer can help residents understand the various mortgage options available to them, such as fixed-rate or adjustable-rate mortgages. This is crucial in Menard County, where the local economy is heavily dependent on agriculture and residents may have fluctuating income levels. Finally, a loan officer can provide guidance on how to improve credit scores and increase the chances of securing a favorable loan. This is particularly important in Menard County, where many residents may have limited financial resources and may not be familiar with the intricacies of credit scoring.

Tax Services

Residents of Menard County, IL could benefit from the expertise of a tax advisor in a variety of ways. One specific issue that is unique to Menard County is the taxation of agricultural land. A tax advisor could assist farmers in navigating the complex rules and regulations surrounding the assessment of farmland and help them ensure that they are not overpaying on their property taxes. Additionally, a tax advisor could provide guidance on how to take advantage of tax credits and deductions that are specific to the agriculture industry, such as the federal tax credit for biodiesel producers. For small business owners in the county, a tax advisor could help them understand the tax implications of different business structures and assist them in developing a tax strategy that minimizes their liability. Overall, a tax advisor could provide valuable guidance and support to residents of Menard County, helping them navigate the often confusing and overwhelming world of taxation.

Estate Planning Lawyer

Residents of Menard County, IL can benefit greatly from the services of an estate planning lawyer. These legal professionals specialize in helping individuals plan for the distribution of their assets and property after their passing. In Menard County, where agriculture is a major industry, an estate planning lawyer can assist farmers in creating a succession plan for their family-owned farms, ensuring that the land and business remain in the family for generations to come. Additionally, an estate planning lawyer can help residents navigate the complex laws surrounding Medicaid and nursing home care, which can be especially important for the elderly population in Menard County. By working with an estate planning lawyer, residents can have peace of mind knowing that their assets will be distributed according to their wishes and that their loved ones will be taken care of after they are gone.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

Wealth management services provided by a skilled wealth manager in Menard County, IL can be quite extensive. From investment planning to retirement planning, estate planning to tax planning, a wealth manager can help clients navigate the complex world of finance with ease. In Menard County, IL, a wealth manager can also provide specialized services such as agricultural wealth management. As a county that is predominantly rural and has a strong agricultural base, a wealth manager can assist farmers and landowners in managing their wealth and assets. This could include developing strategies for land acquisition, farm expansion, and succession planning. Additionally, a wealth manager can provide guidance on commodity price fluctuations, market trends, and government policies that impact the agricultural industry in Menard County, IL. With the help of a skilled wealth manager, individuals and families in Menard County, IL can secure their financial future and achieve their long-term goals.

Menard County, IL is the perfect place to find a wealth manager due to its thriving economy and diverse range of investment opportunities. With its rich agricultural heritage and growing manufacturing sector, Menard County offers a unique blend of stability and growth potential. Furthermore, the county's proximity to major metropolitan areas provides access to a wide range of investment options, including real estate, stocks, and venture capital opportunities. Whether you are a seasoned investor or just starting out, a wealth manager in Menard County can help you navigate the complex world of finance and make informed decisions that will help you achieve your financial goals. So if you're looking for a skilled and experienced wealth manager, look no further than Menard County, IL.