Wealth Management in St. Charles, IL

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

Connect With a Wealth Manager


MSN Money
Business Insider
Yahoo Finance
Market Watch

List of Firms

St. Charles, IL Wealth Management Firms

Total Clarity Wealth Management, Inc.
Location 525 S Tyler Rd t, St. Charles, IL 60174, USA
Phone (630) 762-9352
Frolicstein Financial Wealth Mgmt. ESTD. 1986
Location 1750 E Main St STE 120, St. Charles, IL 60174, USA
Phone (630) 262-1818
SEC File# 801-43144
CRD# 107271
Location 555 S Randall Rd STE 100, St. Charles, IL 60174, USA
Phone (630) 587-0193
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
Jim Danielson - Raymond James
Location 2580 Foxfield Rd, St. Charles, IL 60174, USA
Phone (847) 851-8790
Wealth Management in St. Charles, IL

Where Wealth Management Advisors in St. Charles, IL Serve

Nestled in the heart of Kane County, St. Charles, IL is a charming city that boasts a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the iconic Arcada Theatre to the historic Hotel Baker, St. Charles is home to a number of notable landmarks that attract visitors from near and far. The city is also home to a number of top employers, including Northwestern Medicine Delnor Hospital, St. Charles Community Unit School District 303, and the Kane County Government Center. When it comes to transportation, St. Charles is conveniently located near several major highways, including I-90, I-88, and Route 64. The city is also home to a number of major streets, including Main Street, Randall Road, and Kirk Road. As for neighborhoods, St. Charles offers a diverse range of options, from the historic homes in the downtown area to the newer developments on the outskirts of the city.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of St. Charles, IL can benefit from a bank in numerous ways. For instance, a bank can provide financial assistance to individuals who are looking to purchase a home in St. Charles, IL. The bank can also help residents with their savings and investment plans, such as opening a savings account or investing in mutual funds. In addition, a bank can offer loans to residents who need to pay for unexpected expenses, such as medical bills or car repairs. Furthermore, a bank can help St. Charles, IL residents with their business endeavors, such as providing loans to start a small business or offering merchant services to established businesses. With the help of a bank, residents of St. Charles, IL can achieve their financial goals and improve their overall financial health.

Insurance Broker

Residents of St. Charles, IL can benefit greatly from the expertise of an insurance broker. With its proximity to the Fox River and the numerous parks and recreational areas, residents of St. Charles, IL may be at a higher risk for flood or water damage. An insurance broker can assist in finding a policy that provides adequate coverage for these types of events. Additionally, with the growing number of small businesses in the area, an insurance broker can help entrepreneurs find the right coverage to protect their assets and investments. The complexity of insurance policies can be overwhelming, but an insurance broker can break down the jargon and help residents of St. Charles, IL make informed decisions about their insurance needs. Overall, an insurance broker can provide peace of mind and protection for the unique needs of the St. Charles, IL community.

Retirement Planning

Residents of St. Charles, IL can greatly benefit from the expertise of a retirement planner. With its diverse population and booming economy, St. Charles presents unique challenges and opportunities for retirement planning. A retirement planner can help residents navigate the complex tax laws and investment options available in the area, ensuring that they are making the most of their retirement savings. Additionally, with its proximity to Chicago, St. Charles residents may have access to a wider range of investment and retirement options than those in more rural areas. A retirement planner can help residents take advantage of these opportunities and create a personalized retirement plan that meets their unique needs and goals. Overall, a retirement planner can provide invaluable guidance and support to help St. Charles residents achieve a secure and fulfilling retirement.

Financial Advisor

Residents of St. Charles, IL can greatly benefit from the assistance of a financial advisor. With the town's growing population and thriving economy, it can be challenging for individuals to navigate their financial options and make informed decisions. A financial advisor can help residents with a variety of tasks, such as developing a personalized investment strategy, creating a budget, and planning for retirement. Additionally, with St. Charles being located in the Chicago metropolitan area, residents may face unique financial challenges such as high taxes and cost of living. A financial advisor can provide guidance on how to manage these challenges and make the most of their financial resources. By working with a financial advisor, residents of St. Charles can gain peace of mind and confidence in their financial future.

Mortgage Loan Officer

Residents of St. Charles, IL would benefit significantly from the expertise of a mortgage loan officer. These professionals provide valuable guidance and support to individuals seeking to purchase a home or refinance an existing mortgage. Specifically, in St. Charles, IL, where the median home value is $350,000, a mortgage loan officer can help residents navigate the complexities of the local housing market and secure competitive financing options. Additionally, with a population of over 33,000 individuals, many of whom are families with children, a mortgage loan officer can assist residents in finding mortgage products that meet their unique needs and financial situations. Whether it's helping first-time homebuyers secure a low down payment loan or assisting established homeowners in refinancing to take advantage of lower interest rates, a mortgage loan officer can provide invaluable support to the residents of St. Charles, IL.

Tax Services

Residents of St. Charles, IL can benefit from the expertise of a tax advisor in a number of ways. The tax code can be complex and confusing, and a tax advisor can help residents navigate the intricacies of federal and state tax laws to ensure that they are in compliance and taking advantage of all available deductions and credits. Additionally, St. Charles residents who own businesses or rental properties may benefit from the guidance of a tax advisor in structuring their finances and minimizing their tax liability. With the recent growth of St. Charles as a hub for technology and innovation, tax advisors can also help residents take advantage of tax incentives and credits available to businesses in the area. Overall, a tax advisor can provide valuable support to St. Charles residents in managing their finances and maximizing their tax savings.

Estate Planning Lawyer

Residents of St. Charles, IL can benefit from the services of an estate planning lawyer in many ways. One specific way is by ensuring that their assets are protected from the high estate tax rates in Illinois. With the state's estate tax exemption set at only $4 million, many St. Charles residents may be subject to this tax upon their passing. An estate planning lawyer can help create a plan that minimizes the impact of this tax and preserves more of their assets for their loved ones. Additionally, with the aging population in St. Charles, an estate planning lawyer can assist in creating a plan for long-term care and Medicaid eligibility. This can be a complex process, but with the help of a lawyer, residents can ensure that they are prepared for any potential long-term care needs and can access the necessary resources to cover the costs. Overall, an estate planning lawyer can provide invaluable assistance to residents of St. Charles, IL in protecting their assets and ensuring their wishes are carried out.


Comprehensive Wealth Management FAQs