Wealth managment in Waterloo, Illinois

Welcome to First National Bank of Waterloo, your trusted partner in financial services, located at 600 South Van Buren Street, New Athens, Illinois. As a community-focused bank, we pride ourselves on delivering personalized banking solutions to meet the unique needs of our clients. Whether you are looking to open a savings account, secure a loan, or explore investment opportunities, our experienced team is here to guide you every step of the way. We combine traditional banking values with modern conveniences to ensure a seamless experience. Visit us today and discover why First National Bank of Waterloo is the preferred choice for personal and business banking in the New Athens area. Your financial success is our priority.

Greg Holcomb - COUNTRY Financial Agency Manager is a reputable finance and insurance agency located at 513 Park Street in Waterloo, Illinois, United States. As the agency manager, Greg Holcomb and his team offer a wide range of financial and insurance services to help individuals and businesses protect their assets and plan for the future. With a strong focus on customer service and personalized solutions, clients can trust Greg Holcomb and his team to provide expert guidance and support in navigating the complex world of finance and insurance.

Schaefer Wealth Management, Inc. is an independent financial advisory firm located at 200 South Market Street in Waterloo, Illinois, United States. Since 1989, we have been dedicated to providing comprehensive financial planning, investment management, and retirement income strategies to our clients. Our goal is to simplify and organize your wealth management plan, allowing you to focus on what matters most to you. At Schaefer Wealth Management, we follow the PLAN Success Cycle, a four-phase process that helps us understand your financial goals and develop a plan to achieve them effectively. Our Wealth CheckPoints offer comprehensive financial planning solutions in areas such as investment, retirement, tax, legacy, and risk management planning. The Quadrant Plan and Portfolio Pillars guide our investment strategies, ensuring that your portfolio is customized to your priorities and goals.

Welcome to the First National Bank of Waterloo, conveniently located at 286 Southwoods Drive, Columbia, Illinois. As a trusted financial institution, we are dedicated to serving the community with a comprehensive range of banking and financial services. Whether you need personal banking solutions, business accounts, or financial advice, our team of experienced professionals is here to assist you every step of the way. Our state-of-the-art ATM services ensure you have access to your funds 24/7, providing convenience and flexibility for your busy lifestyle. At the First National Bank of Waterloo, we pride ourselves on our commitment to customer satisfaction and community involvement. Visit us today to experience personalized service and discover how we can help you achieve your financial goals.

Justin Lindsey - COUNTRY Financial Agent is a trusted finance, health, and insurance agency located at 513 Park Street in Waterloo, Illinois, United States. We are dedicated to providing personalized and comprehensive financial services to help our clients achieve their goals and secure their future. With a focus on insurance products, we strive to protect your assets and provide peace of mind. Our experienced team is committed to offering top-notch customer service and finding the best solutions for your individual needs. Contact us today to learn more about how we can help you plan for a secure financial future.

H&R Block is a renowned accounting and finance institution located at 638 North Market Street in Waterloo, Illinois, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and investment advice. Whether you are an individual looking for help with your personal finances or a business in need of expert accounting services, H&R Block is dedicated to providing top-notch solutions tailored to your specific needs. Visit us today to experience the expertise and reliability that sets us apart in the industry.

Dakota Street - COUNTRY Financial Representative is a trusted finance and insurance agency located at 347 Covington Drive in Waterloo, Illinois, United States. Our experienced representatives are dedicated to helping individuals and businesses protect their assets and plan for the future. Whether you are in need of insurance coverage or financial planning services, our team is committed to providing personalized solutions that meet your specific needs. Contact us today to learn more about how we can help you achieve your financial goals.

Brian Bise - COUNTRY Financial Representative is a trusted finance and insurance agency located at 204 East Mill Street in Waterloo, Illinois, United States. As a representative of COUNTRY Financial, Brian Bise offers a wide range of financial services and insurance products to help individuals and families protect their assets and plan for the future. With a commitment to personalized service and expert advice, Brian Bise is dedicated to helping clients achieve their financial goals and secure their financial well-being. Visit the office today to learn more about the services offered and how Brian Bise can help you with your financial needs.

Klaris Thomson & Schroeder Inc is a reputable finance institution located at 220 Bradford Lane in Waterloo, Illinois, United States. With a strong focus on providing top-notch financial services to individuals and businesses, our team of experienced professionals is dedicated to helping clients achieve their financial goals. From investment management to retirement planning, our comprehensive range of services caters to a diverse set of financial needs. Visit us today to experience the personalized and reliable service that sets us apart from the rest.

Edward Jones - Financial Advisor: Lance B West, AAMS™ is a reputable finance institution located at 867 Illinois 3 in Waterloo, Illinois, United States. Lance B West, an Accredited Asset Management Specialist, is dedicated to providing personalized financial advice and guidance to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Lance B West helps clients navigate the complexities of investing and financial planning. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Edward Jones - Financial Advisor: Lance B West, AAMS™ is committed to helping you secure a brighter financial future.

Edward Jones - Financial Advisor: Collin T Moore, AAMS™ is a reputable financial institution located at 736 North Market Street in Waterloo, Illinois, United States. As a certified Accredited Asset Management Specialist (AAMS™), Collin T Moore provides expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships and providing exceptional customer service, Edward Jones - Financial Advisor: Collin T Moore is dedicated to helping individuals and families plan for a secure financial future.

Edward Jones - Financial Advisor: Stacy L Butler is a respected financial institution located at 116 North Main Street in Waterloo, Illinois, United States. As a trusted advisor, Stacy L Butler provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships, Stacy L Butler offers a range of investment options and strategies tailored to each individual's unique needs. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Edward Jones - Financial Advisor: Stacy L Butler is dedicated to helping you secure a strong financial future.

Welcome to the Bank of Monroe County, your trusted financial partner located at 813 North Market Street, Waterloo, Illinois. Serving the community with dedication and integrity, we are committed to providing personalized banking solutions to meet your unique financial needs. Whether you're looking to open a checking or savings account, apply for a loan, or seek financial advice, our experienced team is here to assist you every step of the way. At the Bank of Monroe County, we prioritize building strong relationships with our customers, offering a blend of modern banking conveniences and the personal touch of a local institution. Visit us today to experience the difference of community-focused banking.

Welcome to Shanna Witges, FNP-C, your trusted healthcare provider located in the heart of Waterloo, Illinois. Situated at 509 Hamacher Street, our practice is dedicated to offering compassionate, patient-centered care to the community. As a Family Nurse Practitioner-Certified (FNP-C), Shanna Witges brings a wealth of experience and a personalized approach to health and wellness. Our practice focuses on addressing a wide range of medical needs, from preventative care and routine check-ups to managing chronic conditions and providing comprehensive health education. At Shanna Witges, FNP-C, we are committed to fostering a welcoming environment where every patient feels valued and heard. Trust us to be your partner in achieving and maintaining optimal health. Visit us today and experience the difference in personalized healthcare.

Groves Investments is a reputable institution located at 113 North Main Street in Waterloo, Illinois, United States. Specializing in properties in Monroe County, St. Clair County, and Randolph County, Groves Investments offers a wide range of investment opportunities for individuals looking to rent. With a dedicated team ready to assist you, feel free to call or text 618-939-7368 to find the perfect property for your needs. Welcome to Groves Investments Co. - your trusted partner in real estate.

Welcome to Midland States Bank, your trusted financial partner in Waterloo, Illinois. Conveniently located at 812 North Market Street, our branch is dedicated to providing exceptional banking services to the local community. As a leading financial institution, we offer a comprehensive range of services designed to meet your personal and business financial needs. At Midland States Bank, we pride ourselves on delivering personalized customer service and innovative financial solutions. Whether you're looking to open a checking or savings account, apply for a mortgage, or seek expert financial advice, our experienced team is here to help you achieve your financial goals.

Welcome to State Bank, your trusted partner in financial services located at 885 Illinois 3, Waterloo, Illinois. As a cornerstone of the community, we are committed to providing exceptional banking and financial solutions tailored to meet your unique needs. Whether you're looking to manage your daily transactions or plan for a secure financial future, our dedicated team is here to assist you every step of the way. At State Bank, we offer a comprehensive range of services including personal and business banking, loans, mortgages, and investment options. Our state-of-the-art ATMs provide convenient access to your funds 24/7, ensuring you have control over your finances whenever you need it.

Timeless Treasure Estate Sales is a premier finance institution located at 4522 Floraville Road in Waterloo, Illinois, United States. We specialize in helping clients navigate the complexities of estate sales, offering expert guidance and personalized service to ensure a seamless and successful process. With a reputation for professionalism and integrity, Timeless Treasure Estate Sales is the go-to destination for those looking to maximize the value of their assets. Trust us to handle your estate sale with care and expertise.

Edward Jones - Financial Advisor: Curtis Haentzler is a trusted finance institution located at 168 Waterloo Commons Drive in Waterloo, Illinois, United States. Curtis Haentzler is a dedicated financial advisor who provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Curtis Haentzler is committed to helping clients make informed decisions about their finances. Whether you are planning for retirement, saving for college, or investing for the future, Curtis Haentzler can provide expert guidance and support every step of the way.

Edward Jones - Financial Advisor: Adam Brewer, AAMS™ is a reputable finance institution located at 710 North Market Street in Waterloo, Illinois, United States. Adam Brewer, a highly qualified Accredited Asset Management Specialist (AAMS™), offers expert financial advice and personalized investment solutions to help clients reach their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides top-notch financial services to individuals, families, and businesses in the Waterloo area. Whether you are planning for retirement, saving for education, or managing your wealth, Adam Brewer and his team are dedicated to providing exceptional guidance and support every step of the way.

Stifel is a finance institution located at 113 South Main Street in Waterloo, Illinois, United States. With a strong presence in the financial industry, Stifel offers a wide range of services including investment banking, wealth management, and advisory services. Their experienced team of professionals are dedicated to providing personalized financial solutions to help clients reach their goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or manage your wealth, Stifel is committed to helping you achieve financial success.

Wells Fargo Advisors is a leading financial institution located at 220 Bradford Lane in Waterloo, Illinois, United States. As a trusted name in finance, Wells Fargo Advisors offers a wide range of investment and wealth management services to help clients achieve their financial goals. With a team of experienced advisors and a commitment to personalized service, Wells Fargo Advisors is dedicated to providing expert guidance and support to help clients navigate the complexities of the financial world. Whether you are planning for retirement, saving for college, or investing for the future, Wells Fargo Advisors is here to help you every step of the way.

Welcome to Matthew Jones, APRN, your trusted healthcare provider located in the heart of Waterloo, Illinois. Situated at 509 Hamacher Street, our practice is dedicated to offering comprehensive and compassionate medical care to individuals and families in the community. As a certified Advanced Practice Registered Nurse, Matthew Jones brings a wealth of experience and a patient-centered approach to healthcare, ensuring that each patient receives personalized attention and high-quality treatment. Whether you need routine check-ups, chronic disease management, or health advice, our practice is here to support your well-being with professionalism and care. At Matthew Jones, APRN, we are committed to helping you achieve optimal health and look forward to being your partner in healthcare. Visit us today to experience a warm, welcoming, and supportive environment where your health is our top priority.

Welcome to John Hoagland - Thrivent, your trusted partner in financial planning and investment management, located at 101 West 4th Street, Waterloo, Illinois. Specializing in comprehensive financial services, John Hoagland holds a multitude of professional designations including CFP®, ChFC®, CLU®, CAP®, FIC, RICP®, CLTC®, CRPC®, ChSNC®, CRPS®, WMCP®, and CSRIC®. These credentials reflect a commitment to providing expert financial guidance tailored to your unique needs. John Hoagland is licensed to serve clients in numerous states including CA (Insurance Lic. #4274219), CO, IA, ID, IL, KS, KY, LA, MO, NC, OK, TN, and TX. Please note that licensing can be verified through your State Insurance Department’s website, accessible via the National Association of Insurance Commissioners website.

Welcome to Midamerica Financial Group, your trusted insurance agency located in the heart of Waterloo, Illinois. Situated at 203 North Main Street, we are proud to serve the community with personalized insurance solutions tailored to meet your unique needs. At Midamerica Financial Group, we understand the importance of protecting what matters most to you, whether it's your home, vehicle, business, or health. Our dedicated team of experienced professionals is committed to providing exceptional customer service and expert advice, ensuring you have the right coverage at the right price. We offer a comprehensive range of insurance products and services, including auto, home, life, health, and commercial insurance, from some of the most reputable insurers in the industry.