TOP 30 Independent financial services in O'Fallon, Illinois

9 results found

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.

Monica Vecera - State Farm Insurance Agent is an insurance agency located at 630 Pierce Boulevard in O'Fallon, Illinois, United States. Celebrating 28 years with State Farm Insurance, Monica Vecera and her team are dedicated to helping you find the right insurance products for your needs. From auto and home insurance to life insurance and small business coverage, they offer a one-stop shop for all your insurance needs. Serving communities in O'Fallon, Fairview Heights, Belleville, and more, the team is committed to providing quality service, integrity, and community involvement. With licenses in both Illinois and Missouri, they are ready to assist you with all your insurance and financial services needs. Whether you're a newly licensed driver or a long-time policyholder, Monica Vecera and her team are here to provide personalized service and make your insurance experience outstanding. Contact them today for all your insurance needs.

Legacy Planning, LLC is a health and insurance agency located at 784 Wall Street, O'Fallon, Illinois, United States. At Legacy Health Insurance, they offer personalized health insurance plans through a simple process. As an independent insurance company, they provide access to top-rated health insurance companies and specialize in Medicare planning, customized group health, and individual healthcare plans. Their goal is to find a suitable plan that benefits you in your current situation, whether you are a business owner, a Medicare beneficiary, or in need of individual coverage. Planning for retirement? A Medicare plan is essential to maximize benefits and minimize costs. Legacy Health Insurance will guide you through the process from start to finish with a one-on-one planning session. They also offer assistance with group health plans for businesses, ensuring the best plan for your employees. For those who are self-employed, unemployed, or turning 26, Legacy Health Insurance will help you find the best value on an individual health plan.

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.