Banks & Credit Unions in Swansea, IL

We did the hard work of finding trustworthy partners in Swansea, IL. Fill out the form to get connected.

Start Here to Open a Bank Account


MSN Money
Business Insider
Yahoo Finance
Market Watch
Banks in Swansea, IL

Where Swansea, IL Banks & Credit Unions Serve

Swansea, IL is a vibrant and bustling town located in St. Clair County. Home to a variety of landmarks, including the Swansea Plaza Shopping Center and the Swansea Public Library, this town is a hub of activity for both residents and visitors alike. With top employers such as Memorial Hospital and the Swansea School District, there are plenty of job opportunities available to those who call Swansea home. Major highways and streets, such as Highway 159 and North Illinois Street, provide easy access to neighboring towns and cities, making Swansea an ideal location for commuters. From the charming neighborhoods of Westhaven and Briar Hill to the bustling commercial district of North Belt West, Swansea offers a diverse range of living options for its residents. With so much to see and do, it's no wonder Swansea is a popular destination for those seeking a vibrant and exciting community to call home.

Swansea, IL Banking Related Services

Insurance Broker

Residents of Swansea, IL can benefit greatly from the services of an insurance broker. With its proximity to St. Louis, many Swansea residents commute to work in the city, which can increase their risk for accidents and other unforeseen events. An insurance broker can help these residents find the right auto insurance policy to protect them on their daily commute. Additionally, Swansea is prone to severe weather, including tornadoes and thunderstorms, which can cause costly damage to homes and property. An insurance broker can assist residents in finding the right homeowners insurance policy to protect their homes and belongings from these types of events. By working with an insurance broker, residents of Swansea can have peace of mind knowing that they are properly covered in case of an emergency.

Retirement Planning

Residents of Swansea, IL can benefit greatly from the services of a retirement planner. A retirement planner can help residents of Swansea, IL to create a personalized retirement plan that takes into account their unique financial situation and goals. For example, the planner can help them to determine how much they need to save for retirement, what types of investments are best for them, and how to manage their retirement income. Additionally, a retirement planner can help residents of Swansea, IL to navigate the complex world of Social Security and Medicare, ensuring that they receive the benefits they are entitled to. With a retirement planner's guidance, residents of Swansea, IL can feel confident that they are on track to achieve their retirement goals and can enjoy their golden years to the fullest.

Wealth Management

Residents of Swansea, IL can benefit greatly from the services of a wealth manager. A wealth manager can help individuals in Swansea to plan for their retirement, manage their investments, and create a comprehensive financial plan that takes into account their unique circumstances and goals. One specific way in which a wealth manager can help residents of Swansea is by providing guidance on how to invest in the local real estate market. With the recent growth and development in the area, many individuals may be interested in investing in property in Swansea, but may not know where to start. A wealth manager can provide valuable insights and advice on the local real estate market, helping residents to make informed decisions about their investments. Additionally, a wealth manager can help residents to navigate the complex tax laws and regulations that apply to investments in real estate, ensuring that they are able to maximize their returns while minimizing their tax liability.

Financial Advisor

Residents of Swansea, IL can greatly benefit from the services of a financial advisor. With a population of over 13,000 people, Swansea is a growing community that is home to a diverse range of individuals and families. A financial advisor can assist residents in a number of ways, from creating a budget and managing debt to investing for retirement and planning for their children's education. In particular, with the average household income in Swansea being around $70,000 per year, a financial advisor can help residents make the most of their hard-earned money. By providing personalized advice and guidance, a financial advisor can help Swansea residents achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Swansea, IL would benefit greatly from the assistance of a mortgage loan officer. With the town's close proximity to St. Louis, many residents may be looking to purchase their first home or upgrade to a larger property. A mortgage loan officer can guide residents through the complex process of obtaining a mortgage, ensuring they receive the best possible interest rates and terms. Additionally, Swansea has a diverse population, including many military families stationed at nearby Scott Air Force Base. A mortgage loan officer can assist these families in navigating the unique challenges of obtaining a VA loan. Overall, the expertise and guidance of a mortgage loan officer can make the dream of homeownership a reality for many residents of Swansea, IL.

Tax Services

Residents of Swansea, IL can greatly benefit from the services of a tax advisor in many ways. One of the most common ways is by helping them navigate the complex tax laws and regulations that are unique to the state of Illinois. For example, Illinois has a flat income tax rate of 4.95%, which means that everyone pays the same rate regardless of their income level. A tax advisor can help residents understand how this rate applies to their specific situation and can also provide guidance on deductions and credits that may be available to them. Additionally, a tax advisor can help residents with tax planning, which can help them minimize their tax liability and maximize their savings. Overall, a tax advisor can provide invaluable assistance to residents of Swansea, IL, helping them to navigate the often confusing and overwhelming world of taxes.

Estate Planning Lawyer

Residents of Swansea, IL could benefit from the expertise of an estate planning lawyer in a number of ways. One of the most common ways an estate planning lawyer can help is by creating a will. This legal document outlines how a person's assets will be distributed after their death, ensuring that their wishes are carried out and their loved ones are taken care of. Additionally, an estate planning lawyer can assist with setting up trusts, establishing power of attorney, and planning for long-term care. In Swansea, IL, where many residents are retirees or approaching retirement age, having a solid estate plan in place is crucial to ensuring a comfortable and secure future for themselves and their families.


Personal, Business & Online Bank FAQs