Clark Wealth Partners - O'Fallon, Illinois

Address: 821 W Hwy 50 Suite 204, O'Fallon, IL 62269.
Phone: 86074101.
Website: clarkwealthpartners.com
Specialties: Financial planner, Financial consultant, Investment service.
Other points of interest: Online appointments, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 23 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Clark Wealth Partners

☎️86074101

⏰ Open Hours of Clark Wealth Partners

Monday: 8 AM–4:30 PM
Tuesday: 8 AM–4:30 PM
Wednesday: 8 AM–4:30 PM
Thursday: 8 AM–4:30 PM
Friday: 8 AM–4:30 PM
Saturday: Closed
Sunday: Closed

Okay, here’s a detailed overview of Clark Wealth Partners, designed to be a helpful resource for individuals seeking financial guidance, presented in a formal and approachable style:

Introduction to Clark Wealth Partners

For those navigating the complexities of personal finance and planning for a secure future, Clark Wealth Partners presents itself as a dedicated and client-focused firm. Located in O’Fallon, Illinois, at Address: 821 W Hwy 50 Suite 204, O’Fallon, IL 62269, and easily reachable at Phone: 86074101, the firm offers a comprehensive suite of services tailored to meet diverse financial needs. Their website, Website: clarkwealthpartners.com, provides further details and resources.

Specializations and Services

Clark Wealth Partners distinguishes itself through its core competencies as a Financial Planner, a skilled Financial Consultant, and a provider of robust Investment Services. They don’t offer a passive, ‘check-in’ approach; instead, they seem committed to actively collaborating with clients to develop personalized strategies. It appears their focus extends beyond simple investment management to encompass holistic financial planning, addressing retirement, wealth accumulation, and overall financial well-being. The firm’s dedication to a deeper understanding of each client’s goals suggests a commitment to long-term partnerships.

Key Features and Accessibility

Online Appointments: Clients can easily schedule meetings through their online platform, demonstrating a commitment to convenience.
Accessibility: Clark Wealth Partners prioritizes inclusivity. The facility boasts a Wheelchair accessible entrance, Wheelchair accessible parking lot, and Wheelchair accessible restroom, ensuring a comfortable experience for all clients.
Convenient Amenities: A standard Restroom is also available.
Recommended Appointments: While walk-ins may be considered, the firm recommends scheduling an appointment to optimize the time spent discussing individual financial needs.

Client Feedback & Reputation

Clark Wealth Partners currently holds 23 reviews on Google My Business, with an impressive Average opinion: 5/5. These testimonials consistently highlight the firm's responsiveness, the valuable insights provided, and a genuine care for clients’ financial futures. It’s evident that conversations with clients often involve a thorough exploration of long-term objectives and a proactive approach to identifying opportunities for growth and stability. The emphasis on personalized attention and strategic planning appears to be a cornerstone of their success.

Concluding Recommendation

Based on the available information and overwhelmingly positive feedback, Clark Wealth Partners appears to be an excellent choice for individuals seeking a trustworthy and knowledgeable financial partner. Their combination of expertise, accessibility, and a client-centric approach makes them a valuable resource for navigating the complexities of financial planning. We strongly encourage anyone considering professional financial guidance to explore their services further through their website: Website: clarkwealthpartners.com. Contacting them directly will allow you to discuss your specific needs and begin building a brighter financial future.

Do you want me to elaborate on any particular aspect of Clark Wealth Partners, such as their investment philosophy or specific services offered

👍 Reviews of Clark Wealth Partners

Clark Wealth Partners - O'Fallon, Illinois

Kristen C.

5/5

Jake has been an amazing help to my husband and I in our financial planning journey. He has taken off a lot of stress as we think through planning for the future and retirement. We’ve had experience with other wealth management companies who will do a yearly 5 minute check in, and that’s it! Jake actually cares about us, and looks for opportunities to put us in a better position.

Larry W.

5/5

Mike & Lindsay have been great to work with and proved to be a wealth of valuable information while making our retirement plans. They have a great team and would highly recommend Clark Wealth partners.

Cheryl R.

5/5

We have been with Clark wealth partners for more than 6 years now. Mike’s advice has been very helpful and we have been very happy with the growth of our portfolio, even in the hard times. Due to his guidance we were able to retire a couple years earlier than we expected. Diane and the staff have been very attentive to our needs. Everyone is top notch.

brad D.

5/5

I’ve been with Mike for years and have always received outstanding service, and kept updated on my investments.

Updated Jan 2025, still have nothing but great things to say about Mike and his team. I didn’t really know anything about investing, and found Mike when he was with his first company. Always takes time to explain things with me and help me plan for retirement.
Look forward to continue doing business with him and his team.

Albert D.

5/5

When I became a customer of Clark Wealth Partners I knew nothing about investing and how to select investments. Clark Wealth Partners staff selected the investments for me according to my risk tolerance and monitored those investments directing me how to divide new investments and the egg as a whole. Now that I have reached my retirement they continue to provide oversight and guidance with utmost professionalism and sensitivity to my needs. I cannot express my gratitude in words and would recommend them to anyone. Definitely people you can trust in the world where this is not always the case. The definition of 5-star quality.

Daniellevy4 W.

5/5

Clark wealth partners are extremely helpful. Whether it be looking to make an investment or having trouble finding recourses they help and you in the right direction.

ChrisSam B.

5/5

I cannot recommend Clark Wealth Partners enough! Mike and Jake, the advisors at this firm, truly go above and beyond for their clients. From the moment I walked through the door, I felt valued and understood. Their dedication to providing personalized financial solutions is unmatched.

Not only are Mike and Jake incredibly knowledgeable about the intricacies of investing, but they also care for their clients' well-being. They took the time to listen to my concerns and goals, and then tailored a comprehensive financial plan that perfectly aligned with my needs.

Their professionalism and attention to detail are evident in every interaction. They patiently explained complex concepts in a way that was easy to understand, empowering me to make informed decisions about my finances confidently. Additionally, the entire staff is friendly and accommodating, always ready to assist with any inquiries or requests.

If you're looking for a financial advisory firm that prioritizes integrity, expertise, and personalized service, look no further than Clark Wealth Partners. Mike and Jake are not just advisors; they are trusted partners on the journey towards financial success. I am grateful to have found them and look forward to continuing my financial journey with their guidance.

Matt R.

5/5

I am proud and thankful to be part of the Clark Wealth Partners.
They are knowledgeable, professional, but most of all, makes one feel like friend and family.
They are always helpful and go out of their way to ease your mind. I feel they always give sound advice and I am very confident in the way they manage my portfolio.
They are a great team.