Wealth Management in Edwardsville, IL

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List of Firms

Edwardsville, IL Wealth Management Firms

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Meredith Wealth Planning
SEC File# 801-122113
CRD# 300019
5 out of 5
Location 6300 E Main St, Maryville, IL 62062, USA
Phone (618) 744-6755
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
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Archford Accounting
3 out of 5
Location 1 Country Club View Suite 101, Edwardsville, IL 62025, USA
Phone (618) 692-9282
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SEC File# 801-78788
CRD# 169610
5 out of 5
Location 106 N Clinton St, Collinsville, IL 62234, USA
Phone (618) 580-1459
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Militello Wealth Management
Location 650B Pierce Blvd, O'Fallon, IL 62269, USA
Phone (314) 655-2118
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McBride Wealth Management
Location 201 E Vandalia St, Edwardsville, IL 62025, USA
Phone (618) 307-0835
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Edward Jones - Financial Advisor: Bill Schiber, AAMS™
5 out of 5
Location 442 S Buchanan St Ste 159, Edwardsville, IL 62025, USA
Phone (618) 656-3622
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Feltl and Company
Location 201 E Vandalia St, Edwardsville, IL 62025, USA
Phone (618) 307-0880
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Claywell Asset Management
Location 3014 Godfrey Rd Ste B, Godfrey, IL 62035, USA
Phone (618) 433-8881
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The Roth Companies, Inc.
5 out of 5
Location 4925 Stone Fls, O'Fallon, IL 62269, USA
Phone (618) 632-7684
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Wealth Management in Edwardsville, IL

Where Wealth Management Advisors in Edwardsville, IL Serve

Edwardsville, IL is a charming city located in Madison County, known for its rich history and vibrant culture. The city is home to several landmarks, including the historic Wildey Theatre, the Edwardsville Arts Center, and the Madison County Courthouse. Edwardsville boasts a diverse economy, with top employers including Southern Illinois University Edwardsville, Edwardsville Community Unit School District, and Amazon. The city is conveniently located near major highways, including I-55, I-70, and I-270, making it easily accessible from surrounding areas. Edwardsville is also home to several bustling neighborhoods, including Leclaire, Montclaire, and University Hills, each with their own unique charm and character. With its rich history and thriving community, Edwardsville is a must-visit destination for anyone looking to experience the best of Illinois.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Edwardsville, IL can benefit from a bank in a variety of ways. For one, a bank can provide access to financial products and services that can help individuals manage their money effectively. This can include checking and savings accounts, loans, and credit cards. Additionally, banks can offer financial advice and guidance to help residents make informed decisions about their finances. For example, residents of Edwardsville may need guidance on how to save for college tuition or retirement. Furthermore, banks can provide a sense of security and peace of mind by safeguarding deposits and offering fraud protection services. In a town like Edwardsville, which has a strong sense of community and a growing small business sector, banks can also play a critical role in supporting local economic development by providing loans and other financial resources to entrepreneurs and small business owners.

Insurance Broker

Residents of Edwardsville, IL can benefit from an insurance broker in several ways. Firstly, an insurance broker can help residents navigate the complex insurance market and find the best coverage for their needs. This is particularly important in Edwardsville, where residents face unique risks such as flooding due to the proximity of the Mississippi River. An insurance broker can help residents find flood insurance coverage that is tailored to their specific needs and budget. Additionally, an insurance broker can provide valuable advice on how to save money on insurance premiums, such as bundling policies or increasing deductibles. Furthermore, an insurance broker can assist residents in filing claims and resolving disputes with insurance companies, ensuring that they receive the compensation they deserve in a timely manner. Overall, an insurance broker can provide invaluable support to residents of Edwardsville, helping them protect their assets and achieve financial security.

Retirement Planning

Residents of Edwardsville, IL can greatly benefit from the services of a retirement planner. This professional can assist individuals in developing a comprehensive plan that addresses their specific financial needs and goals for their retirement years. With the cost of living in Edwardsville, IL being higher than the national average, a retirement planner can help residents navigate the complex financial landscape and make informed decisions about investments, savings, and other financial matters. Additionally, a retirement planner can provide guidance on how to maximize retirement benefits, such as social security and pension plans, and ensure that clients are taking advantage of all available resources. In short, a retirement planner can help Edwardsville residents achieve financial security and peace of mind in their retirement years.

Financial Advisor

Residents of Edwardsville, IL can benefit from the services of a financial advisor in various ways. For instance, a financial advisor can help individuals in Edwardsville to develop a comprehensive financial plan that aligns with their long-term goals. This plan may include strategies for saving, investing, and managing debt. Additionally, a financial advisor can provide guidance on retirement planning, estate planning, and tax planning. Edwardsville residents may also benefit from the expertise of a financial advisor in navigating the unique financial challenges of the region, such as the impact of the local economy on their investments. Overall, a financial advisor can help residents of Edwardsville to achieve financial stability and security, and to make informed decisions about their financial future.

Mortgage Loan Officer

Residents of Edwardsville, IL may require the assistance of a mortgage loan officer for various reasons. For instance, with the city being home to Southern Illinois University Edwardsville, many residents may be first-time homebuyers. A mortgage loan officer can help them navigate the complicated process of obtaining a mortgage and provide guidance on the best loan options available to them. Additionally, with Edwardsville's median home value being higher than the national average, many residents may require a jumbo loan to purchase their dream home. A mortgage loan officer can help them secure the necessary financing for such a purchase. Furthermore, with the city's proximity to St. Louis, many residents may be interested in investment properties or second homes. A mortgage loan officer can provide insight into the best loan options for these types of purchases and help residents make informed decisions.

Tax Services

Residents of Edwardsville, IL can greatly benefit from the expertise of a tax advisor. With the city's thriving economy and growing population, tax laws and regulations can become increasingly complex, making it difficult for individuals to navigate on their own. A tax advisor can assist residents with tax planning, preparation, and filing, ensuring that they are in compliance with all applicable laws and regulations. Additionally, with the recent implementation of the Tax Cuts and Jobs Act, a tax advisor can provide valuable insights on how the new laws may impact residents of Edwardsville, IL, and offer guidance on how to optimize their tax situation. By working with a tax advisor, residents can save time, reduce stress, and potentially even increase their tax savings, allowing them to focus on other important aspects of their lives.

Estate Planning Lawyer

Residents of Edwardsville, IL can greatly benefit from the expertise of an estate planning lawyer. With a population of over 25,000, many individuals in Edwardsville may have complex family dynamics or unique assets that require careful planning. An estate planning lawyer can assist with drafting wills, trusts, and other legal documents to ensure that an individual's assets are distributed according to their wishes. Additionally, residents of Edwardsville may need assistance with Medicaid planning, retirement planning, and minimizing tax liabilities. An estate planning lawyer can also help with probate and estate administration, which can be a complicated and time-consuming process. Overall, an estate planning lawyer can provide invaluable guidance and support to residents of Edwardsville, ensuring that their estates are properly managed and their loved ones are taken care of.

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