Individual retirement planners in Swansea, Illinois

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 Roy E. Gray, located at 3121 North Illinois Street, Swansea, Illinois, is a top wealth management advisory firm in the St. Louis metro area. Specializing in advising high-net-worth families and business professionals, the Gray Group offers tailored guidance to help clients preserve and grow their wealth to support their desired lifestyle. With a focus on dynamic strategy and a commitment to understanding each client's individual goals, the team at Merrill Lynch works to provide comprehensive wealth management solutions. With a reputation for excellence, the Gray Group serves a diverse range of clients, including aviation professionals, medical practitioners, corporate executives, and small-business owners. Their team of experienced professionals is dedicated to helping clients navigate the complexities of significant wealth and achieve their financial objectives.

Welcome to Union Illinois Co, your trusted financial partner located in the heart of Swansea, Illinois. Situated at 4387 North Illinois Street, our firm is dedicated to providing exceptional financial services to individuals and businesses in the local community and beyond. At Union Illinois Co, we understand that navigating the complexities of finance can be daunting, which is why our team of experienced professionals is here to offer tailored solutions and expert guidance every step of the way. Whether you're seeking financial planning, investment advice, or assistance with managing your business finances, our comprehensive range of services is designed to meet your unique needs. Committed to integrity, transparency, and customer satisfaction, Union Illinois Co is your go-to destination for reliable financial expertise. Visit us today to learn how we can help you achieve your financial goals.