Best Financial Advisors in Monroe County, IL

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List of Firms

Monroe County, IL Fiduciary Financial Advisors

Edward Jones - Financial Advisor: Sarah J Arendell, CFP®|ChFC®
SEC File# 801-3297
CRD# 250
Location 117 W Gundlach St, Columbia, IL 62236, USA
Phone (618) 281-5440
Time Monday: 8:30 AM – 3:30 PM Tuesday: 8:30 AM – 3:30 PM Wednesday: 8:30 AM – 3:30 PM Thursday: 8:30 AM – 3:30 PM Friday: 8:30 AM – 3:00 PM Saturday: Closed Sunday: Closed
Edward Jones - Financial Advisor: Lance B West, AAMS™
SEC File# 801-3297
CRD# 250

5 out of 5

Location 227C S Main St, Waterloo, IL 62298, USA
Phone (618) 939-3966
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 4:30 PM Saturday: Closed Sunday: Closed
Edward Jones - Financial Advisor: Marty Newton, AAMS™
SEC File# 801-3297
CRD# 250
Location 332 Wedgewood Dr, Columbia, IL 62236, USA
Phone (618) 281-9434
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 4:30 PM Saturday: Closed Sunday: Closed
Greg Holcomb - COUNTRY Financial Agency Manager
Location 513 W Park St, Waterloo, IL 62298, USA
Phone (618) 939-3874
Edward Jones - Financial Advisor: Curtis Haentzler
SEC File# 801-3297
CRD# 250
Location 168 Waterloo Commons Dr, Waterloo, IL 62298, USA
Phone (618) 939-5316
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Edward Jones - Financial Advisor: Adam Brewer, AAMS™
SEC File# 801-3297
CRD# 250
Location 710 N Market St, Waterloo, IL 62298, USA
Phone (618) 939-7153
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Edward Jones - Financial Advisor: Billy Onder
SEC File# 801-3297
CRD# 250
Location 1190 Admiral Weinel Blvd, Columbia, IL 62236, USA
Phone (618) 281-3443
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Edward Jones - Financial Advisor: Alicia R Oglesby
SEC File# 801-3297
CRD# 250
Location 104 Veterans Pkwy, Columbia, IL 62236, USA
Phone (618) 281-5409
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
Stifel
Location 113 S Main St, Waterloo, IL 62298, USA
Phone (618) 939-2001
Edward Jones - Financial Advisor: Justin C Rueter
SEC File# 801-3297
CRD# 250
Location 5720 N Belt W #40, Belleville, IL 62226, USA
Phone (618) 277-0446
Edward Jones - Financial Advisor: Connor T Guebert
SEC File# 801-3297
CRD# 250
Location 210 S Main St #2, Red Bud, IL 62278, USA
Phone (618) 282-0915
Triada Advisors
SEC File# 801-76973
CRD# 164666

5 out of 5

Location 1003 N Main St, Columbia, IL 62236, USA
Phone (618) 281-3444
Edward Jones - Financial Advisor: Collin T Moore, AAMS™
SEC File# 801-3297
CRD# 250

5 out of 5

Location 736 N Market St Suite F, Waterloo, IL 62298, USA
Phone (618) 939-7156
Edward Jones - Financial Advisor: Jared P Nuxoll
SEC File# 801-3297
CRD# 250

5 out of 5

Location 913 N Main St, Columbia, IL 62236, USA
Phone (618) 281-6244
Justin Lindsey - COUNTRY Financial representative

5 out of 5

Location 513 Park St, Waterloo, IL 62298, USA
Phone (618) 939-8602
Schaefer Wealth Management, Inc.
Location 200 S Market St, Waterloo, IL 62298, USA
Phone (618) 939-8828
Wells Fargo Advisors
Location 220 Bradford Ln Suite C, Waterloo, IL 62298, USA
Phone (618) 939-4400
John Hoagland - Thrivent
Location 101 W 4th St, Waterloo, IL 62298, USA
Phone (618) 340-3998
Edward Jones - Financial Advisor: Brian L Guebert, AAMS™
SEC File# 801-3297
CRD# 250

1 out of 5

Location 1020 S Main St, Red Bud, IL 62278, USA
Phone (618) 282-9690
Y Elena Shull - Thrivent
Location 122 N Main St, Red Bud, IL 62278, USA
Phone (618) 370-3271
Edward Jones - Financial Advisor: Stacy L Butler
SEC File# 801-3297
CRD# 250

5 out of 5

Location 116 N Main St, Waterloo, IL 62298, USA
Phone (618) 939-5135
Midamerica Financial Group
Location 203 N Main St, Waterloo, IL 62298, USA
Phone (618) 939-0505
Brian Bise - COUNTRY Financial representative

5 out of 5

Location 204 E Mill St, Waterloo, IL 62298, USA
Phone (618) 939-1500
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About Monroe County, IL

Monroe County is located in southern Illinois and has a population of over 152,000 people. The county seat is Waterloo and the largest city is Columbia. Some of the landmarks in Monroe County include the Monroe County Courthouse, the Columbia Amtrak station, and the Southern Illinois University Carbondale campus. The top employers in Monroe County are Southern Illinois University Carbondale, Walmart, and Kroger. The major highways and streets in Monroe County include Interstate 57, U.S. Route 51, and Illinois Route 3. The neighborhoods in Monroe County include Columbia Heights, Eastland Gardens, Fountain Bluff Estates, and Sunnymeade Estates.

Where Certified Financial Advisors in Monroe County, IL Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks are a necessary part of the community, providing many essential services to residents. In Monroe County, IL, banks offer products and services such as checking and savings accounts, certificates of deposit (CDs), mortgages, home equity loans, and car loans. They also provide automated teller machines (ATMs) where customers can withdraw cash or deposit checks without having to go into the bank branch. Additionally, banks offer online banking where customers can check their account balances, make transfers between accounts, and pay bills electronically.

Insurance Broker

Residents of Monroe County, IL have a lot to gain from working with an insurance broker.An insurance broker can help residents compare rates and find the best deals on coverage, as well as advise them on the types of coverage that would be best for their needs. Brokers can also help residents file claims and get the money they need to rebuild after a disaster.

Retirement Planning

Financial advisors can help Monroe County, IL residents with retirement planning by providing advice on how to save for retirement and plan for expenses in retirement. Advisors can also help residents invest their savings in a way that will provide income throughout retirement. In addition, advisors can help residents identify tax-advantaged investment options that can help reduce the amount of taxes they pay on their retirement savings.

Wealth Management

Monroe County, IL residents can greatly benefit from wealth management. Wealth management is the process of organizing and managing a person's or family's financial affairs. This includes creating a budget, investing money, and planning for retirement. Wealth management can help Monroe County, IL residents achieve their financial goals.One of the biggest benefits of wealth management is that it can help people save money. A good wealth manager will work with clients to create a budget that helps them live within their means. They will also help clients invest their money wisely so they can maximize their returns. Finally, they will help clients plan for retirement so they can have enough money to live comfortably in retirement.Wealth management is an important service that can help Monroe County, IL residents reach their financial goals. If you are looking for a way to get your finances in order, then you should consider hiring a wealth manager.

Estate Planning Lawyer

Estate planning lawyers can help Monroe County, IL residents protect their assets and plan for the future. Estate planning is the process of arranging for the orderly distribution of a person's estate after death. It can also include making arrangements for the care of a person who is unable to take care of him or herself. The most common reason to do estate planning is to avoid probate, which is the legal process by which a deceased person's property is distributed among his or her heirs. Other reasons to do estate planning include reducing taxes, providing for loved ones in case of incapacity, and avoiding disputes between heirs.

Mortgage Loan Officer

Mortgage loan officers can help Monroe County, IL residents in a variety of ways. They can provide information about mortgages and the home buying process, help people find the best mortgage for their needs, and work with buyers and sellers to complete the sale or purchase of a home. In addition, mortgage loan officers can also offer advice on refinancing a mortgage, obtaining a home equity line of credit, and more.

Tax Services

Residents of Monroe County, IL can benefit greatly from the help of a tax accountant. A good tax accountant can help residents understand and take advantage of all the deductions and credits to which they are entitled. They can also help with estate planning and other financial matters.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Monroe County, IL