Financial planning specialists in Swansea, Illinois

Weiss Insurance Swansea is a reputable health insurance agency located at 2301 North Illinois Street in Swansea, Illinois, United States. With a team of experienced professionals, we provide top-notch insurance services to individuals and families in need of comprehensive health coverage. Our mission is to ensure our clients have access to affordable and reliable insurance options that meet their specific needs. Trust Weiss Insurance Swansea to help you navigate the complex world of health insurance and secure the coverage you deserve.

Kurtis Shotts is a financial advisor at Ameriprise Financial Services, LLC located at 209 West Pointe Drive in Swansea, Illinois, United States. Kurtis holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Kurtis specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, and high net worth clients. With expertise in asset management, estate planning, retirement planning, investment strategies, and risk management, Kurtis is dedicated to helping clients achieve their financial goals and secure their financial future.

Merrill Lynch Financial Advisor Michael W Cohan, located at 3121 North Illinois Street, Swansea, Illinois, United States, is a renowned wealth management advisor in the St. Louis metro area. Specializing in assisting high-net-worth families and business professionals, the institution offers tailored advice and guidance to help clients preserve and grow their assets. The team at Merrill Lynch understands the complexities of significant wealth and is dedicated to providing dynamic strategies to address various financial challenges. With a mission to truly understand each client's unique financial goals and aspirations, the institution designs and implements customized wealth management strategies to help clients achieve their desired lifestyle without unnecessary risks. The team at Merrill Lynch has extensive experience working with individuals from diverse backgrounds and professions, including aviation professionals, medical practitioners, corporate executives, and small-business owners. Committed to exceeding client expectations, the institution offers personalized guidance and outstanding customer service to ensure that clients receive the support they need to navigate their financial journey with ease and efficiency. Supported by the global resources of Merrill Lynch, the team at Merrill Lynch Financial Advisor Michael W Cohan is dedicated to building strong client relationships based on trust and personalized service.

Brooklyn Dolen, Bankers Life Agent is an insurance agency located at 28 Bronze Pointe North in Swansea, Illinois, United States. As a Bankers Life Agent, Brooklyn Dolen specializes in providing insurance solutions for individuals and families to protect their financial future. With a commitment to personalized service and expert advice, Brooklyn Dolen helps clients navigate the complexities of insurance policies to find the right coverage for their needs. Whether it's life insurance, health insurance, or retirement planning, Brooklyn Dolen is dedicated to helping clients secure their financial well-being.

Alexandra Alicea, Bankers Life Agent is a reputable insurance agency located at 28 Bronze Pointe North, Swansea, Illinois, United States. As a dedicated agent for Bankers Life, Alexandra Alicea provides personalized insurance solutions to meet the individual needs of her clients. With a focus on customer service and attention to detail, she helps individuals and families secure their financial future through a range of insurance products. Whether you are looking for life insurance, health insurance, or retirement planning services, Alexandra Alicea is committed to helping you find the right coverage to protect what matters most. Contact her today to schedule a consultation and take the first step towards securing your financial well-being.