Comprehensive tax planning in Waterloo, Illinois
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Justin Lindsey - COUNTRY Financial Agent
Justin Lindsey - COUNTRY Financial Agent is a trusted finance, health, and insurance agency located at 513 Park Street in Waterloo, Illinois, United States. We are dedicated to providing personalized and comprehensive financial services to help our clients achieve their goals and secure their future. With a focus on insurance products, we strive to protect your assets and provide peace of mind. Our experienced team is committed to offering top-notch customer service and finding the best solutions for your individual needs. Contact us today to learn more about how we can help you plan for a secure financial future.
Blake Law Group PC
Blake Law Group PC is a reputable law firm located at 116 West Mill Street in Waterloo, Illinois, United States. Specializing in Will and Trust Contests, our experienced attorneys have been serving clients since 1983. With offices in Belleville, Collinsville, Edwardsville, Columbia, Carlyle, Clinton, and Effingham, we offer a wide range of legal services including Family Law, Divorce, Estates and Trusts, Real Estate Law, Business Law, Tax Law, and more. Our team is skilled in handling Will and Trust challenges, Civil Litigation, Tax issues, and other legal matters. We take pride in our professional and personalized approach, ensuring that our clients receive quality representation. With an "AV" Rating from Martindale-Hubbell, we are recognized as a top law firm in the region. Contact us for expert legal assistance in St. Clair County, Madison County, and beyond.
Klaris Thomson & Schroeder Inc
Klaris Thomson & Schroeder Inc is a reputable finance institution located at 220 Bradford Lane in Waterloo, Illinois, United States. With a strong focus on providing top-notch financial services to individuals and businesses, our team of experienced professionals is dedicated to helping clients achieve their financial goals. From investment management to retirement planning, our comprehensive range of services caters to a diverse set of financial needs. Visit us today to experience the personalized and reliable service that sets us apart from the rest.
State Bank
Welcome to State Bank, your trusted partner in financial services located at 885 Illinois 3, Waterloo, Illinois. As a cornerstone of the community, we are committed to providing exceptional banking and financial solutions tailored to meet your unique needs. Whether you're looking to manage your daily transactions or plan for a secure financial future, our dedicated team is here to assist you every step of the way. At State Bank, we offer a comprehensive range of services including personal and business banking, loans, mortgages, and investment options. Our state-of-the-art ATMs provide convenient access to your funds 24/7, ensuring you have control over your finances whenever you need it.
Schaefer Wealth Management, Inc.
Schaefer Wealth Management, Inc. is an independent financial advisory firm located at 200 South Market Street in Waterloo, Illinois, United States. Since 1989, we have been dedicated to providing comprehensive financial planning, investment management, and retirement income strategies to our clients. Our goal is to simplify and organize your wealth management plan, allowing you to focus on what matters most to you. At Schaefer Wealth Management, we follow the PLAN Success Cycle, a four-phase process that helps us understand your financial goals and develop a plan to achieve them effectively. Our Wealth CheckPoints offer comprehensive financial planning solutions in areas such as investment, retirement, tax, legacy, and risk management planning. The Quadrant Plan and Portfolio Pillars guide our investment strategies, ensuring that your portfolio is customized to your priorities and goals.
John Hoagland - Thrivent
Welcome to John Hoagland - Thrivent, your trusted partner in financial planning and investment management, located at 101 West 4th Street, Waterloo, Illinois. Specializing in comprehensive financial services, John Hoagland holds a multitude of professional designations including CFP®, ChFC®, CLU®, CAP®, FIC, RICP®, CLTC®, CRPC®, ChSNC®, CRPS®, WMCP®, and CSRIC®. These credentials reflect a commitment to providing expert financial guidance tailored to your unique needs. John Hoagland is licensed to serve clients in numerous states including CA (Insurance Lic. #4274219), CO, IA, ID, IL, KS, KY, LA, MO, NC, OK, TN, and TX. Please note that licensing can be verified through your State Insurance Department’s website, accessible via the National Association of Insurance Commissioners website.
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