Wealth Management in Monroe County, IL

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List of Firms

Monroe County, IL Wealth Management Firms

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Y Elena Shull - Thrivent
Location 122 N Main St, Red Bud, IL 62278, USA
Phone (618) 370-3271
Directions
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Greg Stellhorn - Thrivent
Location 122 N Main St, Red Bud, IL 62278, USA
Phone (618) 370-3271
Directions
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Schaefer Wealth Management, Inc.
Location 200 S Market St, Waterloo, IL 62298, USA
Phone (618) 939-8828
Directions
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Clarus Wealth Management
5 out of 5
Location 4010 N Illinois St Suite 1, Swansea, IL 62226, USA
Phone (618) 398-6861
Directions
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Brian Bise - COUNTRY Financial representative
5 out of 5
Location 204 E Mill St, Waterloo, IL 62298, USA
Phone (618) 939-1500
Directions
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Edward Jones - Financial Advisor: Jared P Nuxoll
5 out of 5
Location 913 N Main St, Columbia, IL 62236, USA
Phone (618) 281-6244
Directions
Wealth Management in Monroe County, IL

Where Wealth Management Advisors in Monroe County, IL Serve

Monroe County, IL is a hidden gem in the heart of the Midwest, boasting a plethora of landmarks and attractions that are sure to impress any visitor. From the iconic Waterloo City Hall to the historic Maeystown Mill, there is no shortage of sights to see in this charming county. But Monroe County isn't just a tourist destination - it's also home to some of the top employers in the region, including the Waterloo School District, HGS Engineering, and the Monroe County Sheriff's Office. These companies provide ample job opportunities for residents and help to drive the local economy. Of course, no discussion of Monroe County would be complete without mentioning its major highways and streets. From the bustling I-255 to the scenic Route 3, there are plenty of thoroughfares that connect this county to the rest of the state and beyond. And let's not forget about the neighborhoods - Monroe County is home to a diverse array of communities, each with its own unique character and charm.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Monroe County, IL could benefit from a bank in several ways. Firstly, banks in the area offer a range of financial services such as savings accounts, checking accounts, and loans. This can help residents manage their finances and achieve their financial goals. Moreover, banks in Monroe County also provide online banking services, making it easier for residents to access their accounts and conduct transactions from the comfort of their own homes. Additionally, banks in the area offer personalized financial advice and assistance, which can be especially helpful for residents who are looking to invest their money or plan for retirement. Overall, a bank in Monroe County, IL can provide residents with the financial services and support they need to achieve financial stability and success.

Insurance Broker

Residents of Monroe County, IL can greatly benefit from the services of an insurance broker. An insurance broker can help residents navigate the complex insurance market and find the best policies that suit their unique needs. This is especially important in Monroe County, where the economy is largely driven by agriculture and small businesses. Insurance brokers can help farmers and business owners protect their assets and ensure that they have the necessary coverage in case of unexpected events such as natural disasters or lawsuits. Additionally, with the county's growing population, insurance brokers can help individuals and families find affordable health insurance plans that provide adequate coverage. Overall, an insurance broker can provide invaluable assistance to Monroe County residents in protecting their livelihoods and ensuring their peace of mind.

Retirement Planning

Residents of Monroe County, IL can benefit from the services of a retirement planner in several ways. Firstly, a retirement planner can help them create a comprehensive financial plan that takes into account their retirement goals, income, expenses, and assets. This plan can help them make informed decisions about savings, investments, and other financial matters. Secondly, a retirement planner can provide guidance on tax-efficient strategies for retirement income and estate planning. This is particularly important for residents of Monroe County, IL, where the tax laws and regulations can be complex and confusing. Lastly, a retirement planner can help residents of Monroe County, IL navigate the various retirement plans available to them, such as Social Security, pensions, and 401(k) plans. By understanding the options available to them, residents can make informed decisions about their retirement savings and maximize their benefits.

Financial Advisor

Residents of Monroe County, IL can benefit from the expertise of a financial advisor in various ways. One specific area of concern for Monroe County residents is retirement planning. A financial advisor can help residents navigate the complexities of saving for retirement, including determining the best retirement accounts to use, creating a savings plan, and monitoring progress towards retirement goals. Additionally, a financial advisor can offer guidance on investing in the local economy, which is primarily driven by agriculture and manufacturing industries. With the help of a financial advisor, Monroe County residents can make informed decisions about their finances, ensuring a secure and prosperous future.

Mortgage Loan Officer

Residents of Monroe County, IL could benefit greatly from the expertise of a mortgage loan officer. With a population of just over 34,000, Monroe County is a unique blend of rural and suburban communities. A mortgage loan officer could assist residents in navigating the complexities of the home buying process, including finding the right mortgage product for their individual needs and financial situation. They could also provide guidance on the various government programs available to residents in Monroe County, such as the Illinois Housing Development Authority's first-time homebuyer program. Additionally, a mortgage loan officer could help residents understand the nuances of the local real estate market, which is influenced by factors such as proximity to St. Louis and the Mississippi River. Overall, a mortgage loan officer could be an invaluable resource for residents of Monroe County looking to achieve their homeownership goals.

Tax Services

Residents of Monroe County, IL can benefit greatly from the expertise of a tax advisor. One specific way in which a tax advisor can help is by providing guidance on the unique tax laws and regulations that apply to this county. For example, Monroe County has a sales tax rate of 7.35%, which is higher than the state average. A tax advisor can help residents navigate this higher rate and ensure that they are properly accounting for sales tax in their business or personal finances. Additionally, Monroe County has a property tax rate of 1.1%, which is lower than the state average. A tax advisor can help homeowners take advantage of this lower rate and potentially save money on their property taxes. Overall, a tax advisor can provide valuable insights and advice to help residents of Monroe County, IL make informed decisions about their taxes and finances.

Estate Planning Lawyer

Residents of Monroe County, IL can greatly benefit from the services of an estate planning lawyer. These legal professionals can assist with a variety of tasks, such as creating wills and trusts, establishing power of attorney, and developing plans for long-term care. In Monroe County, IL, where the population is largely comprised of retirees and elderly individuals, estate planning lawyers can help ensure that these residents are prepared for the future and have their affairs in order. Additionally, with the county's rural location and agricultural industry, estate planning lawyers can provide specialized knowledge and guidance for farmers and landowners looking to pass on their assets to future generations. Overall, the expertise of an estate planning lawyer can provide peace of mind and security for Monroe County, IL residents during a time when planning for the future is more important than ever.

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