IL · Swansea

Fiduciary advisors in Swansea, IL

2 advisors with offices in Swansea. Credentials, fee structures, and minimums are disclosed on each listing.

2 listed Low coverage · not indexed

2 results in Swansea

Archford

Swansea, Illinois

Archford is a family office and financial advisory firm based in Swansea, Illinois, serving families and business owners across the St. Louis region in Illinois and Missouri. The firm integrates investment management, estate planning, tax strategy, and accounting services under a coordinated approach, with Chuck Brueggemann leading their Family Office Services division. Archford's process emphasizes personalized planning that adapts to changing circumstances, asset protection, tax efficiency, and multigenerational wealth transition, working alongside outside counsel and trusted advisors on succession planning, liquidity events, and family governance matters.

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Tommy Silveus - Prudential Financial

Swansea, Illinois

Insurance-Based

Tommy Silveus - Prudential Financial is an insurance-based firm in Swansea, Illinois. The office has a wheelchair-accessible entrance. The office is open five days a week.

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Financial advisors in Swansea, Illinois

Advisors serving Swansea specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Illinois's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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