Financial Planners Collinsville IL

Welcome to the HomeBusinessMag.com Local Pages. Here you can find local information about Financial Planners in Collinsville, IL. We have compiled a list of businesses and services around around Collinsville, including Financial Planners that should help you with your search. In order to better help you find what you are looking for, the rest of the information on this page has also been targeted to Financial Planning. We hope this page helps satisfy your local needs.

Michael Tinkler
Cambridge Capital Management, LLC
(618) 632-7574
852 Cambridge Blvd., Suite 100
O' Fallon, IL
Expertises
Ongoing Investment Management, Newlyweds & Novice Investors, Retirement Plan Investment Advice, Cash Flow/Budgets/Credit Issues, Retirement Planning & Distribution Rules, Hourly Financial Planning Services
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA

Michael Tinkler
Cambridge Capital Management, LLC
(314) 454-0438
1200 South Big Bend
St. Louis, MO
Expertises
Ongoing Investment Management, Newlyweds & Novice Investors, Retirement Plan Investment Advice, Cash Flow/Budgets/Credit Issues, Retirement Planning & Distribution Rules, Hourly Financial Planning Services
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA

Ms. V. Deanne Stegeman, CFP®
(618) 288-8746
19A Professional Park Dr
Maryville, IL
Firm
Country Financial
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided by:
Dr. Jack I. Wier, CFP®
(618) 307-5996
3 Ginger Creek Village
Glen Carbon, IL
Firm
Jack Wier Wealth Management, L.L.C.

Data Provided by:
Mr. Joshua D. Lowe, CFP®
(618) 656-4949
102 Rottingham Court
Edwardsville, IL
Firm
West & Company, LLC

Data Provided by:
Carol Johnson
Voellinger, Simpson, Dolan & Associates, P.C.
(618) 233-8515
4010 North Illinois, Suite 3
Belleville, IL
Expertises
Retirement Plan Investment Advice, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, CFS

Mr. David D. Shaw, CFP®
(618) 345-2460
501 Beltline 20k
Collinsville, IL
Firm
Edward Jnes
Areas of Specialization
Asset Allocation, Charitable Giving, Education Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning, Insurance Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $50,001 - $100,000

Profession: Not Applicable

Data Provided by:
Mr. Bradley A. Keene, CFP®
(618) 288-0202
2246 S State Route 157
Glen Carbon, IL
Firm
Meridian Financial Group
Areas of Specialization
Investment Management, Long-Term Care, Retirement Planning, Wealth Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000

Profession: Self-Employed Business Owners

Data Provided by:
Mr. Chad A Stafko, CFP®
(618) 394-5378
10950 Lincoln Trl
Fairview Heights, IL
Firm
Morgan Asset Management
Areas of Specialization
Asset Allocation, Banking, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Estate Planning, General Financial Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
Mrs. Karen A. Numi, CFP®
(618) 381-7176
101 Credit Union Way
Edwardsville, IL
Firm
SWBC Investments, LLC
Areas of Specialization
Asset Allocation, Banking, Comprehensive Financial Planning, Education Planning, General Financial Planning, Government and Military, Insurance Planning

Data Provided by:
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Local Events

GFOA Annual Conference 2018 - Government Finance Officers Association
Dates: 5/6/2018 – 5/9/2018
Location:
Saint Louis
View Details
 
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