Best Financial Advisors in Belleville

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
60+
Advisors
4.8/5.0
Average Rating

Belleville Financial Landscape

Belleville's economy is bolstered by manufacturing, healthcare, and retail sectors. The city serves as a regional hub, benefiting from its proximity to St. Louis.

Major industries
Manufacturing, Healthcare, Retail
Population
42.9K (metro: 428.9K)
Median household income
$60,000
Unique needs
Belleville requires tailored financial strategies to address local economic dynamics and demographic shifts.
Market Insights
Economic Growth
According to BEA (2023), Belleville's economy grew by 3.2% last year, driven by manufacturing and healthcare expansions.
Wealth Demographics
According to Census (2023), the median income in Belleville is approximately $60,000, reflecting a stable middle-class demographic.
Advisor Specializations
Based on BLS (2023), financial advisors in Belleville increasingly specialize in retirement planning and small business consulting.
Local Considerations
Cost of Living
According to BLS (2024), Belleville's cost of living is 10% lower than the national average, making it an attractive place to live.
Real Estate Market
According to Zillow (2024), Belleville's housing market shows a steady appreciation of 4% annually, with some areas facing affordability challenges.
Business Environment
According to Fortune (2024), Belleville's business climate is favorable, with incentives for small businesses and a supportive local government.

Top 5 Financial Advisors in Belleville

Timeless Wealth Advisors of Raymond James
★ ★ ★ ★ ★ 5
Clarus Wealth Management
★ ★ ★ ★ ★ 5
Gould Financial
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Stacy A Richmond, CFP®
★ ★ ★ ★ ★ 5
Clark Wealth Partners
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Belleville, consider these essential factors

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Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
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Belleville-Specific Expertise
For Belleville residents working in Manufacturing, Healthcare, Retail, consider advisors with specific experience in your industry's unique compensation and benefit structures.
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Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
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Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
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Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
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Risk Management Focus
Belleville's manufacturing focus poses risks; diversify investments. Real estate may face volatility due to economic shifts. Be aware of flooding risks.

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