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Edward Jones - Financial Advisor: Cale L Newlin - Marion (IL)

Address: 🏡 810 E Deyoung St, Marion, IL 62959
Phone : +1 (618) 590-6959
Place GG: https://www.google.com/maps/place/?q=place_id:ChIJZduNGuUxd4gRscnPtvrP5zw

Others Near Marion,IL

  • Top 15 Financial Advisors in Marion, IL

    09-2025 Edward Jones - Financial Advisor: Cale L Newlin in Top 15 Financial Advisors in Marion, IL
  • First Mid Bank & Trust - Marion
    Dustin Hilmes: Its behind the times. They use withdraw an deposit slips, compaired to the electronic signing pad. Their app works about 85% of the time. I have to insert my card several times to get the atm to work. An they dont have a cash or coin counting machines.
    Scarlett Miller - COUNTRY Financial Representative - Marion
    Scarlett Miller - COUNTRY Financial Representative
    David Stuber: Scarlett herself is sweet but if you ever have a claim, be forewarned the adjusters will lie to you and low ball estimates. They dont care about their customers. They count on people not understanding their claim process and will all out lie to you when you ask questions about it. Stay Away from Country Companies!!!
    Rockford Retirement Planning, Inc. - Rockford
    Rockford Retirement Planning, Inc.
    Darcey Trotter: Tony is very patient and knowledgeable. As a single woman nearing retirement age, he puts me at ease and explains things in a way I can understand. I appreciate his honesty and genuine concern for his clients.
    Seyller Financial Group - Rockford
    Ron Harper: We were with the same financial advising company for over 24 years and learned that company not only had higher fees but over three years lost over $20,000 in overpaying health insurance premiums. We told our advisor the health insurance premiums were killing us. We found an insurance broker on our own who was able to dramatically cut our costs and that should have been a no brainer since we were telling her for three years the health insurance costs were a problem. She said she would look into it. She never did and never got back to us. We connected with Seyller and they have developed tax saving strategies not to mention reviewing all our needs with health insurance, life insurance, our will/trust, our required minimum distributions (RMD), yearly taxes, asset allocation, and meet with us on a regular basis to talk about changes in the law that affect us. Jeff and Jon have been incredible to make sure our retirement is in good hands.
    Symmetry Financial Advisors - Rockford
    Sandy Parker: We have been with Nick for many years. He has given us wonderful advice. He assured me I could retire at 65. Nick is a phone call away if we have questions. There is no one else I would trust with my financial future.
    Providence Wealth Management - Rockford
    Andy OConnor: Always a terrific experience working with John. He is honest, responsive, and he’ll help you grow your money to meet your financial goals. You’re in great hands with Providence Wealth Management!
    MainStreet Financial Group - Rockford
    Shayleigh Nelson: Jennifer Z. and her staff are amazing and knowledgeable. My husband and I are young but its never too early to start thinking about and setting up for retirement. We went into the office with just our documents from our employers and Jennifer was able to explain to us everything we needed to know for our investments. Jennifer and staff also treat their clients with the utmost respect and kindness. I would recommend Jennifer and her staff to anyone looking for sound financial advice!
    Bates Financial Advisors, Inc. - Rockford
    ROBERT SCHOBER: Excellent financial planning and advisors.
    David Boccignone - Private Wealth Advisor, Ameriprise Financial Services, LLC - Rockford
    Morgan Stanley Financial Advisors - Rockford
    Dr Clarence L. Holman: They have helped my investment account grow to now 1.3 Million I’m very satisfied
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