Financial Planning Swansea

Wintrust Investments
2610 North Illinois Street (618) 235-8807
Products and Services

Kurtis Shotts - Financial Advisor, Ameriprise Financial Services, LLC
209 West Pointe Dr Ste C (618) 355-7897

More info available at FINRA's BrokerCheck website

Bankers Life - Closed
28 Bronze Pointe N (618) 355-8900
Products and Services Bios Calendar

Wilks & Associates - Ameriprise Financial Services, LLC - Closed
209 West Pointe Dr (618) 355-7897

Doug Wilks - Private Wealth Advisor, Ameriprise Financial Services, LLC
209 West Pointe Dr Ste C (618) 355-7897

More info available at FINRA's BrokerCheck website

Financial Planning Practice Ltd
Pantymeillion Gwynfe Road (155) 477-1017

Focused Investment
2610 N Illinois St (618) 235-8807

Mary Blackard - Ameriprise Financial Services, Inc.
209 W Pointe Dr (618) 355-7897

SIP Wealth Management
11 Axis Court, Mallard Way, Swansea (791) 719-2252

J Cloke Wealth Management
71 Horizon Way (759) 019-5772

Martin Accounting Service, Inc.
222 West Pointe Drive (618) 233-3000
Team Bios Services

Contact Us Today!

TaxAssist Accountants
55 The Kingsway (179) 227-7667
Products and Services

Kutchenhaus Swansea
Unit 2A, Parc Tawe Retail Park (179) 297-4789

Retirement Income Reality
(319) 230-2182

Engage Advisors
7285 West 132nd Street, Suite 140 (913) 681-1350

Modera Financial Advisors & Financial Planners
5555 Glenridge Connector, 150 (678) 833-1166

Vector Financial
1603 E 19th St #202 (405) 509-5205

The Lober Group
3132 Liberty Parkway (443) 506-6755

PEAK Investments Services Inc
41 Aberdeen St (902) 679-2493