TOP 10 Family office financial services in Swansea, Illinois

Merrill Lynch Financial Advisor Scott N Lollar, located at 3121 North Illinois Street, Swansea, Illinois, United States, is a prestigious finance institution that is supported by the global resources of Merrill. Their team of talented and experienced individuals is committed to building strong client relationships based on trust and personalized service. Recognized as "Best-in-State Wealth Advisors" by Forbes for multiple years, their advisors set the standard for exemplary client service. Your financial advisor at Merrill Lynch Wealth Management focuses on your family, goals, and priorities, helping you achieve your financial aspirations. They believe that the best financial approach is one that helps you pursue your goals, whether it's planning for retirement, buying a home, funding education, or passing on wealth to future generations. By getting to know you personally and understanding your investing preferences through the Investment Personality Assessment, they can customize a financial approach tailored to your needs. With access to investment insights from Merrill and banking solutions from Bank of America, they will work with you to develop strategies designed to address your financial priorities. Your life and goals may change over time, and Merrill will help you stay on track by updating your financial approach to reflect these changes. Let Merrill Lynch Financial Advisor Scott N Lollar help you achieve your financial goals and live your best financial life.

Turning Point Financial Group is a trusted finance institution located at 4010 North Illinois Street in Swansea, Illinois. Our team of experienced financial advisors is dedicated to helping clients navigate their financial journey and reach their goals. Whether you need assistance with investments, retirement planning, or wealth management, we are here to provide personalized solutions tailored to your unique needs. At Turning Point Financial Group, we believe in empowering our clients to make informed decisions and secure their financial future. Contact us today to schedule a consultation and take the first step towards financial success.

Merrill Lynch Financial Advisor Russell J. Eilers is a finance institution located at 3121 North Illinois Street in Swansea, Illinois, United States. Specializing in providing comprehensive and transparent fee-based wealth planning to affluent families and individuals in the St. Louis community, Mr. Eilers works closely with clients who own and operate large privately held businesses, medical practices, and farms. With a focus on building trust and delivering personalized services that cannot be commoditized, Mr. Eilers and his team at Merrill Lynch Wealth Management offer personalized financial planning through the Merrill Personal Wealth Analysis™ program. By understanding each client's unique goals and priorities, they design and implement personalized plans to help clients pursue their financial objectives while managing investment risk. With access to the global resources of Merrill and banking solutions from Bank of America, Mr. Eilers is committed to helping clients achieve their financial goals and navigate life's changes with a customized investment approach. Whether planning for retirement, saving for a home, or funding education, Mr. Eilers and his team are dedicated to providing personalized strategies to address each client's needs and aspirations. With a focus on building strong client relationships based on trust and personalized service, Merrill Lynch Financial Advisor Russell J. Eilers is committed to helping clients achieve their financial goals and navigate life's changes with a customized investment approach.

Merrill Lynch Financial Advisor Chris Bagwell, located at 3121 North Illinois Street, Swansea, Illinois, United States, is part of The Gray Group, known as the "go-to" wealth management advisors in the St. Louis metro area. Specializing in advising high-net-worth families and business professionals, the team at Merrill Lynch understands the complexity of significant wealth and provides tailored advice to help clients preserve and grow their assets to support their desired lifestyle. With a focus on dynamic strategy and personalized service, the team is skilled at addressing a wide range of client situations and wealth challenges. The mission of Merrill Lynch Financial Advisor Chris Bagwell is to truly understand each client, their current financial standing, and their future goals. By designing and implementing customized wealth management strategies, the team aims to help clients achieve their financial objectives without sacrificing their lifestyle or taking unnecessary risks. With expertise in working with various professionals, including aviation professionals, medical practitioners, corporate executives, and small-business owners, the team at Merrill Lynch is equipped to provide clear and candid wealth management guidance to help clients navigate their financial journey.

Elisa Hager - State Farm Insurance Agent is a reputable insurance agency located at 1315 West Highway 50 in O'Fallon, Illinois, United States. Elisa Hager, a St. Louis University graduate, has been serving the community as a State Farm Agent since 1988. She is dedicated to providing friendly, prompt, and accurate service to her clients every day. Elisa is actively involved in her church and local community, volunteering her time to help those in need. Her office offers free quotes on various insurance products including Auto, Home, Business, Life, and Health Insurance with a team of licensed professionals. Elisa and her team are committed to offering products that fit the needs of each individual, without any pressure. They focus on serving clients throughout Illinois, including O'Fallon, Shiloh, Belleville, Swansea, Fairview, and Collinsville. Stop by the office to meet Elisa's awesome team and receive personalized service for all your insurance needs. Elisa and her husband Jon, along with their family and pets, look forward to welcoming you to their office and providing you with excellent insurance solutions.

Located at 1801 South Illinois Street in Belleville, Illinois, Krys Jacobs State Farm Insurance Agent is a trusted insurance agency serving the Belleville, Freeburg, Smithton, Swansea, Millstadt, St. Clair County, Madison County, and surrounding areas. With over 94 years of combined experience in the insurance industry, the team at Krys Jacobs State Farm is dedicated to providing quality insurance services tailored to meet the needs of individuals and families. Whether you are in need of Auto Insurance, Truck Insurance, Home Insurance, Renters Insurance, Condo Insurance, Life Insurance, Health Insurance, or Business Insurance, the knowledgeable team at Krys Jacobs State Farm is here to help. They are also proud to offer Pet Insurance to ensure that furry family members are taken care of.

Keith Wolf - State Farm Insurance Agent is a local insurance office located at 216 Frank Scott Parkway East in Swansea, Illinois. Our dedicated team is here to help you navigate the complex world of insurance and find policies that are tailored to your specific needs. We offer a wide range of coverage options including Home, Auto, Life, and Business Insurance, as well as Renters, Condo, Pet, and Personal Property Insurance. As a born and raised member of the community, Keith Wolf has a deep understanding of the area and the needs of its residents. With over 25 years of combined insurance experience, our team has helped many families in the Metro-east communities. We are committed to providing exceptional insurance and financial services, helping our customers protect what matters most and achieve their dreams.

Clarus Wealth Management is a reputable finance and insurance agency located at 4010 North Illinois Street in Swansea, Illinois, United States. Our dedicated team of financial experts is committed to helping clients achieve their financial goals through personalized wealth management solutions. Whether you are looking to grow your investments, protect your assets, or plan for retirement, Clarus Wealth Management is here to provide expert guidance and support every step of the way. Trust us to help you secure a prosperous financial future.