Find a Financial Advisor in Swansea, IL

 

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We did the hard work of finding trustworthy partners in Swansea, IL.

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We Only Work With The Best Swansea Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Swansea, IL


  • Financial Advisor Close to Swansea, IL

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Swansea, IL


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Swansea, IL

We evaluated over 13,000 RIA firms to bring you the best of the best Swansea financial advisors.
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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.)



The Top Financial Advisor Firms in Swansea, IL

 

ARCHFORD CAPITAL STRATEGIES, LLC

Website

(618) 416-7085

13 Wolf Creek
Suite 2
Swansea, IL 62226

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

TOWNSQUARE CAPITAL, LLC

Website

(618) 410-7634

4010 N Illinois St
Suite 1
Swansea, IL 62226

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

WINTRUST INVESTMENTS, LLC

Website

(618) 235-8807

2610 North Illinois Street

Swansea, IL 62226

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

 


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.