Wealth Management in Sangamon County, IL

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List of Firms

Sangamon County, IL Wealth Management Firms

Merrill Lynch Wealth Management Advisor Jared Canterbury
Location 611 E Monroe St, Springfield, IL 62701, USA
Phone (217) 525-4232
Language https://fa.ml.com/illinois/springfield/jared-canterbury
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Edward Jones - Financial Advisor: Tim Healy
4 out of 5
Location 1215 S 4th St Suite B, Springfield, IL 62703, USA
Phone (217) 528-2827
Language https://www.edwardjones.com/us-en/financial-advisor/tim-healy?y_source=1_OTYxOTcxLTcxNS1sb2NhdGlvbi53ZWJzaXRl
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Edward Jones - Financial Advisor: Tom Noonan
4 out of 5
Location 2055 W Iles Ave Suite D, Springfield, IL 62704, USA
Phone (217) 698-8583
Language https://www.edwardjones.com/us-en/financial-advisor/tom-noonan?y_source=1_MTE0ODAzNzAtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
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Merrill Lynch Wealth Management Advisor Christopher S Noonan
Location 611 E Monroe St, Springfield, IL 62701, USA
Phone (217) 525-4220
Language https://fa.ml.com/illinois/springfield/noonan-patton-group
Directions
Corporation Service Company
3 out of 5
Location 801 Adlai Stevenson Dr, Springfield, IL 62703, USA
Phone (866) 403-5272
Language https://www.cscglobal.com/cscglobal/home/
Directions
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
Cornerstone Financial Services
Location 2001 W Monroe St Ste 200, Springfield, IL 62704, USA
Phone (217) 718-4670
Language http://www.thefinancialexperiencegroup.com/
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Wealth Management in Sangamon County, IL

Where Wealth Management Advisors in Sangamon County, IL Serve

Sangamon County, located in central Illinois, is a bustling area filled with a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the historic Abraham Lincoln Presidential Library and Museum to the scenic Lake Springfield, there is no shortage of places to explore in this vibrant county. The top employers in the area include the State of Illinois, Memorial Health System, and Springfield Public Schools, providing ample job opportunities for residents. Major highways such as I-55 and I-72 run through the county, connecting it to nearby cities like Chicago and St. Louis. Neighborhoods like Downtown Springfield and Chatham offer a diverse range of housing options and amenities for those looking to call Sangamon County home. With so much to see and do, it's no wonder why Sangamon County is a popular destination for both tourists and residents alike.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Sangamon County, IL could benefit from a bank in numerous ways. For example, a bank could provide access to loans for small businesses in the area, which would help boost the local economy. Additionally, a bank could offer financial education programs for residents who may not have had the opportunity to learn about managing their finances. With a high poverty rate in Sangamon County, these programs could be particularly helpful for those who are struggling to make ends meet. Furthermore, a bank could provide assistance to farmers in the area who may need financing for equipment or land purchases. Given the significant agricultural industry in Sangamon County, this type of support could have a positive impact on the entire community. Overall, a bank could play a crucial role in supporting the financial wellbeing of Sangamon County residents.

Insurance Broker

Residents of Sangamon County, IL can benefit from the expertise and guidance of an insurance broker in numerous ways. With the county's population of over 190,000 people, an insurance broker can help individuals and businesses navigate the complexities of insurance policies and find the coverage that best suits their unique needs. For example, with Sangamon County being home to the state capital of Illinois, many residents may work in government or politics and require specialized insurance coverage. Additionally, with the county's diverse economy that includes healthcare, education, and agriculture, an insurance broker can help businesses protect their assets and employees with the appropriate policies. An insurance broker can also assist residents in understanding the impact of natural disasters, such as tornadoes and floods, on their insurance coverage and provide guidance on how to prepare for such events. With their knowledge and experience, an insurance broker can be an invaluable resource for residents of Sangamon County, IL.

Retirement Planning

Residents of Sangamon County, IL can benefit from the guidance of a retirement planner in several ways. Firstly, a retirement planner can help them to identify their financial goals and create a customized plan to achieve them. This is particularly important for Sangamon County residents, who often face unique challenges when it comes to retirement planning due to the county's high cost of living and limited job opportunities. Additionally, a retirement planner can help residents to navigate the complex world of retirement savings vehicles, such as 401(k)s and IRAs, and ensure that they are maximizing their contributions and taking advantage of any available tax benefits. Finally, a retirement planner can provide ongoing support and advice as residents move through different stages of their retirement journey, helping them to adjust their plans as needed and stay on track to achieve their long-term financial goals.

Financial Advisor

Residents of Sangamon County, IL can benefit from the services of a financial advisor in various ways. With a population of over 195,000, Sangamon County is known for its diverse economy, which includes healthcare, government, education, and manufacturing. A financial advisor can help individuals navigate this complex economic landscape by providing tailored advice on investment opportunities, retirement planning, debt management, and tax planning. For example, a financial advisor can help residents of Sangamon County take advantage of the local manufacturing industry by investing in stocks or mutual funds of local companies. Additionally, a financial advisor can help residents plan for retirement by recommending the most suitable retirement plans, such as 401(k) or IRA, based on their unique financial situation. With the help of a financial advisor, residents of Sangamon County can make informed financial decisions that align with their long-term goals and aspirations.

Mortgage Loan Officer

Residents of Sangamon County, IL would greatly benefit from the services of a mortgage loan officer. With a population of over 190,000 people, Sangamon County is home to a diverse community of individuals with varying financial backgrounds. A mortgage loan officer can assist residents in securing a loan to purchase a home, which is especially important in a county where the median home value is $133,000. Additionally, a loan officer can provide guidance on refinancing options for those who already own a home, which is crucial in a county where the average mortgage payment is $1,100 per month. With the help of a mortgage loan officer, residents of Sangamon County can achieve their dreams of homeownership and financial stability.

Tax Services

Residents of Sangamon County, IL can benefit from the expertise of a tax advisor in a multitude of ways. With a population of over 197,000 people, this county is home to a diverse range of individuals and businesses, each with their own unique tax situation. A tax advisor can assist with tax planning and preparation, ensuring that residents are taking advantage of all available deductions and credits. They can also provide guidance on complex tax issues such as estate planning, business formation, and retirement planning. Additionally, Sangamon County is home to several major employers in industries such as healthcare, education, and government, which may require specialized tax knowledge. A tax advisor can help these individuals navigate the intricacies of their tax obligations, saving them time and money in the long run. Overall, a tax advisor can be an invaluable resource for Sangamon County residents seeking to optimize their financial well-being.

Estate Planning Lawyer

Residents of Sangamon County, IL can benefit greatly from the expertise of an estate planning lawyer. With a population of over 194,000 people, Sangamon County is home to a diverse range of individuals with unique needs and circumstances. An estate planning lawyer can assist residents in creating a comprehensive plan for the distribution of their assets and property after their passing. This can include drafting wills, trusts, and other legal documents to ensure that their wishes are carried out. Additionally, an estate planning lawyer can help residents navigate the complex tax laws and regulations that apply to their estate, potentially saving them and their beneficiaries significant amounts of money. With the right guidance, residents of Sangamon County can have peace of mind knowing that their loved ones will be taken care of and their legacy will be preserved.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

A wealth manager in Sangamon County, IL can provide a range of services to help clients manage their finances and investments. From creating personalized investment strategies to estate planning and tax management, a wealth manager can help clients achieve their financial goals. In Sangamon County, IL, a wealth manager can also provide specialized services for clients in the agriculture industry. With a large portion of the county's economy driven by agriculture, a wealth manager can help farmers and other agricultural businesses navigate the unique financial challenges they face. This includes managing cash flow, risk management, and succession planning. With their expertise in both finance and agriculture, a wealth manager in Sangamon County, IL can provide invaluable guidance and support to clients in this industry.

Sangamon County, IL is the prime location to acquire the services of a wealth manager. The county's thriving economy and diverse business landscape have attracted several financial experts who have established themselves as the go-to professionals for managing wealth. With its bustling cities and towns, Sangamon County offers an array of investment opportunities that cater to different financial needs. The county's financial experts have an in-depth understanding of the local market, enabling them to provide tailored solutions that align with their clients' goals. Additionally, Sangamon County's wealth managers are well-versed in the latest financial trends and regulations, ensuring that their clients' portfolios remain profitable and compliant. Overall, Sangamon County's wealth managers offer a unique blend of expertise, experience, and personalized service that makes them the ideal choice for anyone seeking to secure their financial future.