TOP 30 Independent financial advisors in O'Fallon, Illinois

8 results found

Cothrine Financial is a finance institution located at 810 West Highway 50 in O'Fallon, Illinois, United States. Led by financial professional John Cothrine, the institution specializes in helping clients achieve their dreams through strategic retirement income planning. John is a respected author, columnist, and financial expert who is dedicated to helping clients protect and grow their assets. Whether you are looking to plan for retirement or secure your financial future, Cothrine Financial is here to help.

Edward Jones - Financial Advisor: Dave Kelahan is a trusted financial institution located at 1218 Paragon Drive in O'Fallon, Illinois. As a dedicated financial advisor, Dave Kelahan provides personalized financial planning services to help clients achieve their long-term financial goals. Whether you are saving for retirement, planning for your children's education, or looking to grow your wealth, Dave Kelahan is committed to providing expert guidance and support every step of the way. With a focus on building strong relationships and delivering exceptional service, Edward Jones - Financial Advisor: Dave Kelahan is the go-to destination for all your financial needs.

Edward Jones - Financial Advisor: Charles Richards, AAMS™ is a reputable finance institution located at 124 Springfield Court in O'Fallon, Illinois, United States. As a trusted financial advisor, Charles Richards, AAMS™ provides personalized financial planning and investment services to help clients achieve their financial goals. With a strong focus on building long-term relationships and delivering exceptional customer service, Edward Jones - Financial Advisor: Charles Richards, AAMS™ is dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind.

First Command Financial Advisor - Jeffrey Harris is a finance institution located at 639 North Main Street, O'Fallon, Illinois, United States. This institution provides financial services to clients on a strictly voluntary basis, with no direct or indirect compensation involved. The testimonial provided by a client of First Command Financial Services, Inc. highlights the positive experience they had with the institution. While this testimonial may not be representative of all client experiences, it serves as a testament to the quality services provided by First Command Financial Advisor - Jeffrey Harris. The institution does not guarantee future performance or success, but strives to provide exceptional financial advice and support to all clients.

Benjamin F. Edwards & Co. is a finance institution located at 475 Regency Park in O'Fallon, Illinois, United States. Our mission is to help clients plan for life's pleasures and uncertainties, by developing deep relationships with our clients and their families. Our team of financial advisors has the tools, expertise, and perspective to help you navigate the financial challenges and opportunities that come your way. At Benjamin F. Edwards, we believe in a client-first approach, providing personalized advice and superior results for all of our clients. Our culture is built on trust, integrity, and mutual respect, with core values of The Golden Rule, independence, accessibility, excellence, and having fun.

Militello Wealth Management, located at 650B Pierce Boulevard in O'Fallon, Illinois, is a finance institution specializing in diverse asset investments for high net worth individuals. They focus on alternative investments and tax-advantaged strategies to unlock new opportunities for wealth creation and portfolio diversification. Their team aims to provide unique opportunities for wealth creation by mitigating risk and generating returns that are less correlated to traditional markets. By optimizing expected returns within defined risk ranges, Militello Wealth Management helps individuals, families, and select institutions access wealth opportunities historically available only to the mega-wealthy. Their investment process focuses on risk/return ratios using “mean-variance optimization” to enhance portfolio risk/return ratios and help clients achieve financial objectives.

Welcome to Navy Federal Credit Union, your trusted partner in banking and finance, located at 1140 Central Park Drive, O'Fallon, Illinois 62269. As a leading financial institution, we are dedicated to serving the unique needs of our members, especially those with military affiliations and their families. Since our inception in 1933, we have grown from just 7 members to over 13 million, all while maintaining our commitment to being the most preferred and trusted financial institution. At Navy Federal, we offer a comprehensive range of financial services, including ATM access, banking, and investment opportunities. With our Digital Investor platform, you can start investing in as little as 10 minutes, whether you prefer automated tools or a self-directed approach. For those seeking personalized guidance, our financial advisors are ready to help craft an investing strategy tailored to your needs.

Welcome to the Navy Federal Credit Union ATM located at 1140 Central Park Drive, O'Fallon, Illinois 62269. As a trusted financial institution dedicated to serving the military community and their families, we offer a wide array of services to help you manage your finances with ease and confidence. Our ATM services are designed for your convenience, allowing you to perform transactions such as withdrawals, deposits, loan payments, balance inquiries, and transfers between your Navy Federal Credit Union accounts—all with the use of your Navy Federal Debit Card and PIN. Plus, enjoy the benefit of no fees when using Navy Federal ATMs at most branches or nearby locations.