Wealth Management in LaSalle County, IL

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List of Firms

LaSalle County, IL Wealth Management Firms

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Hueneburg Financial Group
5 out of 5
Location 601 2nd St #101, La Salle, IL 61301, USA
Phone (815) 224-1638
Directions
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Killelea Financial Services
5 out of 5
Location 823 Clinton St, Ottawa, IL 61350, USA
Phone (815) 434-9303
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Midwest Family Wealth Management
Location 814 Liberty St, Morris, IL 60450, USA
Phone (815) 942-5900
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Brightway Wealth Management LLC
Location 617 Rollingwood Dr, Shorewood, IL 60404, USA
Phone (815) 828-4200
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SEC File# 801-10970
CRD# 6413
Location 613 1st St, La Salle, IL 61301, USA
Phone (815) 223-3332
Time Monday: 8:30 AM – 4:30 PM Tuesday: 8:30 AM – 4:30 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Andrew Crouch - Wealth Management
Location 37 S River St, Aurora, IL 60506, USA
Phone (312) 912-6058
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Armstrong Wealth Management
Location 609 E Etna Rd, Ottawa, IL 61350, USA
Phone (815) 324-9457
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Financial Fitness Consultants LLC
5 out of 5
Location 120 E Genessee St, Leland, IL 60531, USA
Phone (815) 797-2251
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Wealth Management in LaSalle County, IL

Where Wealth Management Advisors in LaSalle County, IL Serve

LaSalle County, IL boasts a plethora of landmarks that are sure to impress even the most discerning traveler. From the stunning Starved Rock State Park to the historic Hegeler Carus Mansion, there is no shortage of architectural marvels and natural wonders to explore. In terms of employment, LaSalle County is home to several major employers, including Caterpillar Inc., Illinois Valley Community Hospital, and Marquette Academy. These companies provide a diverse range of job opportunities for residents of the area, from skilled trades to healthcare and education. When it comes to transportation, LaSalle County is well-connected to the rest of the state and beyond. Major highways such as I-39, I-80, and US-51 run through the county, making it easy to travel to nearby cities like Chicago and Peoria. Additionally, the county is home to several major streets and thoroughfares, including Route 6 and Route 23.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of LaSalle County, IL can benefit from a bank in several ways. Firstly, a bank can provide financial services such as savings accounts, loans, and credit cards that can help residents manage their finances. Additionally, a bank can offer investment opportunities and financial advice to help residents plan for their future. In LaSalle County, where agriculture is a significant industry, banks can also provide specialized loans for farmers to purchase equipment and expand their operations. Moreover, banks can offer services such as online banking and mobile banking, making it easier for residents to access their accounts and manage their finances from anywhere. Overall, a bank can provide essential financial services that can help residents of LaSalle County, IL achieve their financial goals and improve their quality of life.

Insurance Broker

Residents of LaSalle County, IL can benefit from the services of an insurance broker in several ways. Firstly, an insurance broker can help residents navigate the complex insurance market, providing them with the knowledge and expertise needed to select the right policies for their needs. This is especially important in LaSalle County, where residents face unique challenges due to the county's diverse geography and weather patterns. For example, residents living in areas prone to flooding may require specialized flood insurance policies, while those living in rural areas may require coverage for farm equipment and livestock. Additionally, an insurance broker can help residents save money on their insurance premiums by comparing policies from multiple providers and negotiating better rates on their behalf. Overall, the services of an insurance broker can be invaluable for residents of LaSalle County, providing them with the peace of mind and financial security they need to thrive in this vibrant community.

Retirement Planning

Residents of LaSalle County, IL can benefit greatly from the services of a retirement planner. With a population of over 110,000 people, many of whom are nearing retirement age, a retirement planner can help individuals navigate the complex world of retirement planning. Specifically, LaSalle County is home to a significant number of farmers who may have unique retirement planning needs due to the nature of their work. A retirement planner can help farmers plan for the future by providing guidance on how to maximize retirement savings, minimize taxes, and ensure that their assets are protected. Additionally, a retirement planner can assist with estate planning, which is particularly important for farmers who may have significant assets tied up in their land and equipment. With the help of a retirement planner, residents of LaSalle County can feel confident in their retirement plans and enjoy their golden years without financial worry.

Financial Advisor

Residents of LaSalle County, IL could benefit from the expertise of a financial advisor in a multitude of ways. With a population of over 110,000, the county is home to a diverse range of individuals with varying financial needs. For example, many residents in the area work in the agriculture industry, which can be subject to unpredictable market fluctuations. A financial advisor could help these individuals develop a plan to mitigate risk and maximize their returns. Additionally, LaSalle County is home to a number of retirees who may need assistance managing their savings and investments to ensure they have enough money to last throughout their retirement years. A financial advisor could help these individuals create a comprehensive retirement plan that takes into account their unique needs and goals. Furthermore, with a median household income of just over $50,000, many residents in LaSalle County may struggle with debt or have limited resources for investing.

Mortgage Loan Officer

Residents of LaSalle County, IL can benefit from the expertise of a mortgage loan officer in various ways. With the county's population growing at a steady rate, the need for affordable housing has become a pressing concern. A mortgage loan officer can assist residents in securing financing for a home purchase or refinancing an existing mortgage, which can help them achieve their dream of homeownership. Additionally, LaSalle County has a diverse economy, with industries ranging from agriculture to manufacturing. A mortgage loan officer can help residents navigate the complexities of financing a home in a specific industry, such as securing a loan for a farm or a manufacturing facility. With the right guidance, residents can make informed decisions about their mortgage options and secure the best possible terms to meet their unique needs.

Tax Services

Residents of LaSalle County, IL would greatly benefit from the services of a tax advisor. With its diverse economy, ranging from agriculture to manufacturing, the county presents a unique set of tax challenges that require an expert's guidance. For instance, farmers in the county may need help navigating the complex tax laws around crop insurance and subsidies, while manufacturers may require assistance with tax credits for research and development. Additionally, with the county's proximity to the Illinois River, residents may need advice on the tax implications of owning waterfront property. A tax advisor can help residents understand the intricacies of these tax laws and ensure they are taking full advantage of any available deductions or credits. By working with a tax advisor, residents of LaSalle County can minimize their tax liabilities and maximize their financial well-being.

Estate Planning Lawyer

Residents of LaSalle County, IL can benefit from the expertise of an estate planning lawyer in several ways. Firstly, an estate planning lawyer can assist in creating a comprehensive estate plan that ensures the smooth transfer of assets to beneficiaries after death. This is particularly important in LaSalle County, which has a diverse economy with significant agricultural and industrial sectors. An estate planning lawyer can help farmers and business owners in LaSalle County to establish succession plans that ensure their businesses continue to thrive after they pass away. Additionally, an estate planning lawyer can help residents of LaSalle County to protect their assets from creditors and minimize tax liabilities. With the help of an estate planning lawyer, residents of LaSalle County can have peace of mind knowing that their assets are protected and their loved ones will be taken care of after they are gone.

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