Keywords: establishment,finance,insurance_agency,point_of_interest

Clarus Wealth Management - Belleville (IL)

Address: 🏡 23 Public Square # 260, Belleville, IL 62220
Phone : +1 (618) 398-6861

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJbYv4BLgBdogRiFyh9jpO-Qo

Others Near Belleville,IL

  • Top 15 Financial Advisors in Belleville, IL

    09-2025 Clarus Wealth Management in Top 15 Financial Advisors in Belleville, IL
    • David Schrader - Raymond James - Belleville
    Martin Financial Services, Inc. - Swansea
    Gabriel Helwig: This was my first tax year working with Martin and it was a fantastic experience. Chris and Angie made the whole experience incredibly easy and I wish I had started working with them years sooner.
    Edward Jones - Financial Advisor: Dave DeMond - Belleville
    Sandy DeMond: Dave has such a genuine and caring approach to relationship business. He was extremely knowledgeable with investing, financial planning & retirement. So glad to have him in my corner for my retirement planning! Highly recommended!
    Robert Alan Stone - Financial Advisor, Ameriprise Financial Services, LLC - Belleville
    Edward Jones - Financial Advisor: Michael Staley - Belleville
    Holly Norton: Be VERY Careful when using Mike. He has something to hide. I asked for copies of Edward Jones statements for an account that I am beneficiary of and he refuses to send them, saying I have to contact the Trustee. I asked him to get permission from Trustee to send them to me and he refuses. My concern with Mike is what is he hiding? Last I knew the account had 60K in it. His secretary tells me theres 12K left in the account. Why wont Mike send me the Statements so I can see what was withdrawn from Edward Jones and where it went? Why does he care if I see the statements or not, I have a right to the money my mom left me
    Edward Jones - Financial Advisor: Stacy A Richmond, CFP® - Belleville
    Edward Jones - Financial Advisor: Stacy A Richmond, CFP®
    Eddie Hebron: Stacy is Extremely Knowledgeable & Trustworthy ... I Highly recommend her to All my Friends & Family
    Edward Jones - Financial Advisor: Tom Egan, CEPA®|AAMS® - Belleville
    Edward Jones - Financial Advisor: Donna L Harris - Belleville
    Paradyme Financial Solutions - Belleville
    Alexandra Buisson: I’ve been working with Christina for many years, and up until this year, she has been truly wonderful. When she expanded her business, I was thrilled to see her thriving and continued to trust her with our taxes. Unfortunately, something changed this year, and I’m really sad to be writing this. Our scheduled Zoom meeting in late March was canceled the day of due to major software issues on their end. While we completely understood and were flexible (we agreed to proceed with a pre-recorded option instead to give her more time) that ended up being the last time we heard from Christina or her team. From that point on, we received no responses to our emails, even when we kindly asked whether we should look elsewhere for help filing this year. Phone calls went straight to voicemail, and their client portal mentioned the messaging system was down. We gave it ample time, hoping for an update, but it never came. In the end, we had to file our taxes ourselves at the last minute, still with no word from Christina. After so many years of great service, we’re extremely disappointed in how things were handled this time. The complete lack of communication was unprofessional and left us in a really difficult position. Sadly, we’ll be looking for a new CPA moving forward.
    Community Financial Advisors - OFallon
    Isaac Syler: They will advisers on just about any of your money issues. The Toastmaster group that meets their on Thursday will also help ya out on any of your communication or leadership needs.
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