Swansea, IL Financial Advisors and Resources

Financial Advisor Firms in Swansea, IL



(618) 416-7085

13 Wolf Creek
Suite 2
Swansea, IL 62226

SEC#: 801-76851
Years in Business: 9 years



(618) 410-7634

4010 N Illinois St
Suite 1
Swansea, IL 62226

SEC#: 801-110591
Years in Business: 4 years



(618) 235-8807

2610 North Illinois Street

Swansea, IL 62226

SEC#: 801-64233
Years in Business: 16 years

How Retirement-Friendly is Swansea, IL?

  • Population: 13,851
  • % of Population 62 Years and Over: 21.7%
  • Average Home Value: $174,800
  • Average Monthly Housing Cost: $1,151
  • Average Household Income: $102,898
  • 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.)

Swansea, IL Financial Advisor FAQs

Yes. Especially if you wish to further improve and grow your portfolio and money management skills, while minimizing the risks often experienced by individual investors. I recommend that every investor should work with a knowledgeable financial advisor who can offer assistance in analyzing risk tolerance, setting goals, designing portfolios, and other such tasks.
Start by asking your network for recommendations. Work with an accredited financial advisor who's ready, willing, and able to talk through your questions and concerns in a language you understand.
The cost of a financial advisor will depend on where you live, your investment goal and portfolio size, the complexity of the transaction (such as trading certain securities), and how much time they will need to spend with you. So for this question it is impossible to provide an exact price.
Financial advisors are paid by the financial institution they represent, which is why it's key to make certain you know who they are employed by. Not all financial advisor compensation structures are on a fee-based basis, meaning that some may be receiving commissions on the products they sell you or receive bonuses for meeting certain benchmarks.