Community Financial Advisors - Mascoutah, Illinois

Address: 121 W Main St, Mascoutah, IL 62258, United States.
Phone: 6186078066.
Website: community-financial.com
Specialties: Investment service, Financial consultant, Financial institution, Investment bank.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance.
Opinions: This company has 11 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Community Financial Advisors

Community Financial Advisors 121 W Main St, Mascoutah, IL 62258, United States

⏰ Open Hours of Community Financial Advisors

  • Monday: 8 am–5 pm
  • Tuesday: 8 am–5 pm
  • Wednesday: 8 am–5 pm
  • Thursday: 8 am–5 pm
  • Friday: 8 am–5 pm
  • Saturday: Closed
  • Sunday: Closed

Community Financial Advisors: A Comprehensive Overview

Community Financial Advisors stands as a respected and established financial institution dedicated to providing comprehensive financial services to individuals and families. Located at 121 W Main St, Mascoutah, IL 62258, United States, this firm has cultivated a strong reputation within the local community and beyond. Their commitment extends beyond simply managing investments; they prioritize building lasting relationships founded on trust and a deep understanding of their clients' unique financial goals. Contacting them is simple via Phone: 6186078066, or visiting their website at Website: community-financial.com. They offer a range of services designed to cater to various financial needs, including investment services, financial consulting, and banking solutions.

Specialties and Services

Community Financial Advisors specializes in a multifaceted approach to financial management. Their core competencies include:

  • Investment Service: They offer tailored investment strategies designed to align with individual risk tolerances and long-term objectives. This encompasses a wide range of investment vehicles, such as stocks, bonds, mutual funds, and retirement accounts.
  • Financial Consultant: A key element of their service is providing expert financial consultation. Experienced advisors work closely with clients to analyze their current financial situation, identify areas for improvement, and develop personalized financial plans.
  • Financial Institution: As a registered financial institution, they provide secure and reliable banking services, including savings accounts, checking accounts, and loan products.
  • Investment Bank: They also offer investment banking services, assisting clients with complex financial transactions such as mergers and acquisitions.

The firm’s approach is characterized by a personalized touch – a noticeable differentiator in today's market. They believe in taking the time to truly understand each client’s circumstances, aspirations, and concerns. This commitment to individualized attention is frequently cited as a major reason for client satisfaction.

Location and Accessibility

Community Financial Advisors’ physical location at 121 W Main St, Mascoutah, IL 62258 places them centrally within the community, making it convenient for local clients to visit. Notably, the office is equipped with Wheelchair-accessible car park and Wheelchair-accessible entrance, demonstrating a commitment to inclusivity and accessibility for all clients and visitors. This thoughtful consideration of accessibility reflects a broader dedication to serving the entire community with dignity and respect.

Client Feedback and Reputation

The company has garnered overwhelmingly positive feedback from its clientele, as evidenced by 11 reviews on Google My Business with an average rating of 5/5. These reviews consistently highlight the advisors' expertise, trustworthiness, and genuine care for their clients' financial well-being. Many clients express appreciation for the time and effort the advisors invest in getting to know their individual financial situations, and for their ability to provide clear, actionable advice. Specifically, clients frequently mention the advisors' willingness to explain complex financial concepts in an accessible manner, fostering a sense of confidence and empowerment.

One client, for instance, described their advisor, Matt, as “a knowledgeable and trustworthy advisor who has deep roots in the community. He cares about his clients and their financial success. I highly recommend Matt.” Another client expressed gratitude for the “care that Matt takes with us as clients. He takes the time to get to know our financial situation, helps us make the best choices, and I feel legitimately cares for us as friends and neighbors. Highly recommend using Matt for all your financial needs.” These sentiments underscore a core value of the firm: treating clients not just as accounts, but as valued members of the community. The consistent feedback suggests a culture of prioritizing client relationships and providing exceptional service.

Key Features and Benefits

  • Experienced Advisors: The team comprises seasoned financial professionals with extensive knowledge and experience in various areas of finance.
  • Personalized Service: Each client receives tailored advice and solutions based on their unique needs and goals.
  • Comprehensive Financial Planning: They offer a holistic approach to financial planning, covering areas such as retirement planning, investment management, estate planning, and tax planning.
  • Community Focus: As a local institution, they are deeply rooted in the community and committed to supporting its growth and prosperity.

In conclusion, Community Financial Advisors presents itself as a dependable and client-focused financial partner. Their dedication to building strong relationships, combined with their expertise and comprehensive service offerings, positions them as a valuable resource for individuals and families seeking to achieve their financial goals. The accessibility features and overwhelmingly positive client feedback further solidify their reputation as a trusted and respected member of the Mascoutah community.

👍 Reviews of Community Financial Advisors

Community Financial Advisors - Mascoutah, Illinois
Reed N.
5/5

Matt is a knowledgeable and trustworthy advisor who has deep roots in the community. He cares about his clients and their financial success. I highly recommend Matt.

Community Financial Advisors - Mascoutah, Illinois
Jonathan L.
5/5

Really appreciate the care that Matt takes with us as clients. He takes the time to get to know our financial situation, helps us make the best choices, and I feel legitimately cares for us as friends and neighbors. Highly recommend using Matt for all your financial needs.

Community Financial Advisors - Mascoutah, Illinois
Rick T.
5/5

Matt has been our trusted advisor for over 5 years. We have a relationship--he understands our investment strategy and values because he listens--and structures our portfolio accordingly. Results matter, and Matt has delivered for us. Highly recommended!

Community Financial Advisors - Mascoutah, Illinois
Shirley B.
5/5

Matt is a very caring individual and very knowledgeable about finances. My husband used to take care of our finances but since he passed away I have complete faith in Matt. I know that he has been taking care of my future interests . I couldn’t ask for a better financial advisor.

Community Financial Advisors - Mascoutah, Illinois
James S.
5/5

I've worked with Matt over the past few years, and his honesty, integrity, and ability to help his clients is phenomenal. I don't just recommend, but refer him to my clients as well for their asset growth and retirement planning needs.

Community Financial Advisors - Mascoutah, Illinois
Robert D.
5/5

I've know Matt for years. I have an account with him and recently opened two more for my kids. Matt's a great choice for today's and future financial advice.

Community Financial Advisors - Mascoutah, Illinois
Steve L.
5/5

I've known Matthew and his family for years and he is a hard woriking, honest, and highly trained Financial Advisor that does what the says and in a timely manner. I highly recommend him.

Community Financial Advisors - Mascoutah, Illinois
Christopher B.
5/5

Matt's been great to work with

Go up