Edwardsville, IL Financial Advisors and Resources



Financial Advisor Firms in Edwardsville, IL


SLAGLE FINANCIAL, LLC.

Website

(618) 692-1657

419 St. Louis Street

Edwardsville, IL 62025

SEC#: 801-113986
Years in Business: 3 years

CLARIS ADVISORS, LLC

Website

(314) 655-0188

3 Club Centre Court
Suite B
Edwardsville, IL 62025

SEC#: 801-66993
Years in Business: 15 years

BENCHMARK CAPITAL GROUP LTD.

Website

(866) 791-8555

122 N. Kansas St.

Edwardsville, IL 62025

SEC#: 801-120729
Years in Business: 0 years

BENCHMARK CAPITAL GROUP LTD.

Website

(866) 791-8555

122 N. Kansas St.

Edwardsville, IL 62025

SEC#: 801-120729
Years in Business: 0 years

BENCHMARK CAPITAL GROUP LTD.

Website

(866) 791-8555

122 N. Kansas St.

Edwardsville, IL 62025

SEC#: 801-120729
Years in Business: 0 years

MUTUAL ADVISORS, LLC

Website

(618) 977-8937

1010 Enclave Blvd
Ste A
Edwardsville, IL 62025

SEC#: 801-78089
Years in Business: 8 years

FELTL ADVISORS, LLC

Website

(618) 307-0880

201 East Vandalia

Edwardsville, IL 62025

SEC#: 801-77347
Years in Business: 8 years

VISIONARY WEALTH ADVISORS, LLC

Website

(618) 659-5150

1254 University Drive
Suite 300
Edwardsville, IL 62025

SEC#: 801-78788
Years in Business: 7 years


How Retirement-Friendly is Edwardsville, IL?

  • Population: 25,171
  • % of Population 62 Years and Over: 13.6%
  • Average Home Value: $239,400
  • Average Monthly Housing Cost: $1,207
  • Average Household Income: $103,907
  • Illinois Total Tax Burden: 9.52% (9th Highest in U.S.)
  • Illinois Property Tax: 4.00% (8th Highest in U.S.)
  • Illinois Individual Income Tax: 2.11% (19th Lowest in U.S.)
  • Illinois Sales and Excise Tax: 3.41% (24th Highest in U.S.)


Edwardsville, IL Financial Advisor FAQs

The following are questions worth asking any financial advisor when looking at their services: What are your qualifications, both educationally and professionally? Also look for certifications in areas under scrutiny by regulators such as tax preparation or mutual fund/investment management. Is there a fee associated with the service they're providing or do I have to pay them separately?
Financial advisors can be a great help for reducing unexpected losses and increasing their chance of realizing their goals. Financial advisors work with a wide range of people, from those with no investments to those who have seen substantial gains.
Financial advisors typically assist their clients in managing risk and achieving their financial goals via the use of investment products such as mutual funds, annuities, life insurance policies or pensions. They may also help clients understand tax laws and regulations that are applicable to them.
Financial advisors get paid differently depending on how they are classified. One type of financial advisor is called an on-staff advisor, meaning they work in the same company that sells financial products. With this status, it would be illegal for them to charge clients any factual commissions or other undisclosed fees since the client would be paying twice.