Expertise.com

Best Financial Advisors in Ofallon

2024

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Providers

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Website
793 W Terra Lane, O'Fallon, MO 63366
  • Estate Planning
  • Retirement Planning
  • Finance Planning

Why choose this provider?

Renaud & Company is a locally and family-owned financial advising firm that serves clients in O'Fallon and the surrounding areas. Its wide range of services cover matters on wealth management, financial planning, retirement planning, investment planning, life insurance planning, and annuity planning. When advising, founder Matt Renaud takes into account the client's risk tolerance, assets, and many other factors. He is a fully certified senior financial advisor and a registered investment advisor with over two decades of experience.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.6
Google
4.6 / 5 (28)
Yelp
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Website
2997 Clarkson Road - Suite 100, Chesterfield, MO 63017
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

LPL Financial is a firm serving the Ofallon metro and the surrounding areas. Its advisors provide holistic financial planning, which assesses a client's life goals and priorities before implementing a plan to support them. Executives, retirees, and business owners can use the company's Advice for Life strategy to help them manage debt, better understand their financial decisions, and improve family financial communication. Mark Stahlmann Muschick, CPA, CFP®, the firm's founder and majority owner, discussed equity-based compensation planning on MoneyTalk Live.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (6)
Google
5.0 / 5 (2)

Website
400 Chesterfield Center, Suite 125, Chesterfield, MO 63017
  • Certified Financial Planner (CFP)

Why choose this provider?

Financial advisors at MBM Wealth Consultants offer personalized planning to clients in O'Fallon and the surrounding areas. They help individuals make smarter financial decisions through their services, which include wealth and investment management, tax coordination, as well as estate and late-stage college planning. MBM Wealth Consultants provides family-focused advice that strives to align goals and investment strategies by maximizing every opportunity. CEO Matt Westhoff, a Certified Financial Planner, founded MBM Wealth Consultant in 2009.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
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Frequently Asked Questions

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • What can O'Fallon residents expect during an investment planning session?

    O'Fallon residents who scheduled an investment planning session can expect an initial analysis of their financial situation. Once completed, their advisors can develop a customized plan to balance out their portfolio through profit harvesting or tax loss selling. They can also get recommendations on how to implement their investment plan while making necessary lifestyle changes.

  • Should all investment representative filings in O'Fallon be submitted to the Central Registration Depository?

    Yes, all investment representative filings in O'Fallon should be submitted to the Central Registration Depository. Since 2007, the Financial Industry Regulatory Authority has been using its database to provide transparency about registered financial advisors, dealers, and brokers. This helps the public protect themselves from making investment mistakes by utilizing the information found in the database.

  • How can investment fraud victims in O'Fallon submit a complaint to the securities division of the state?

    Investment fraud victims in O'Fallon can submit a complaint online to the Missouri Securities Division by visiting https://www.sos.mo.gov/securities/mipc/complaint. They can also send their completed forms to the mailing address below: Office of the Secretary of State Securities Division PO Box 1276, 600 W. Main St., Rm. 229 Jefferson City, MO 65102 Other inquiries can be made through its investor hotline at 1 (800) 721-7996.

  • What are the financial repercussions of keeping a marital house in O'Fallon after divorce?

    O'Fallon-based individuals should understand the financial repercussions of keeping their marital house after divorce. Although they can afford to make this decision, it can also be detrimental to their financial security in the long run. The annual expenses of home ownership can affect funding for different financial goals, from developing retirement budgets to starting a child's college savings plan.

  • How can O'Fallon residents structure their finances for retirement?

    There are different ways that O'Fallon residents can structure their finances for retirement. One method is developing a short-term certificate of deposit that can generate income at regular intervals once the maturity term is reached. They can also allocate their investments to various asset categories, like cash, bonds, and stocks.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.