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Best Financial Advisors in Saint Joseph

2023

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Website
Saint Joseph, MO
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

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.
4.0

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
––

Price: Free Consultation

848-BookPro
Saint Joseph, MO

Why choose this provider?

Need help contacting a Financial Advisor in Saint Joseph? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

Website
1213 N Belt Highway Suite E, Saint Joseph, MO 64506
  • Financial Planning

Why choose this provider?

Gertsema Wealth Advisors helps its clients in Saint Joseph handle various aspects of planning for the financial future. Its advisors analyze their income, assets, and expenditures to create a plan with short- and long-term goals. They regularly review the progress made by their customers and modify their plans to reflect their ongoing life situations. The company's financial professionals also assess portfolios and suggest investment strategies and options. CEO Nicholas Gertsema holds CFP, RICP, ChFC, and AIF designations.

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 (3)

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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
602 Felix Street, Suite 300, Saint Joseph, MO 64501
  • Certified Financial Planner (CFP)
  • Financial Planning

Why choose this provider?

Storyline Financial Planning, LLC, serves individuals and families in Saint Joseph and the neighboring communities. The company offers financial planning services anchored on biblical principles, helping its clients handle cash flow, savings, credit, and investments. It also guides individuals in matters concerning taxes, retirement planning, and legacy. In addition, it delivers financial plans founded on clients' circumstances and goals. Donovan J. Brooks, the founder of Storyline Financial Planning, is a Certified Financial Planner and a Certified Kingdom Advisor.

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 (13)

Website
3131 Frederick Ave Suite 226, Saint Joseph, MO 64506
  • Insurance Products
  • Retirement Planning

Why choose this provider?

Cody Vaughn is a financial advisor that has been serving clients in Saint Joseph since 2009. He provides financial advice and products including retirement savings accounts, life insurance, mutual funds, annuities, and health insurance. Disability income insurance, investments, and charitable giving solutions are also available. He is part of the board of directors at Faith-In-Action, Family Guidance Center, and Habitat for Humanity. Vaugh is a Certified Financial Planner and is a part of the Thrivent insurance agency.

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 (2)

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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
2407 N Woodbine Road, Saint Joseph, MO 64506
  • Certified Financial Planner (CFP)

Why choose this provider?

Heritage Investments is a financial advisory firm serving Saint Joseph residents. The company provides financial planning services, including investment management, retirement and tax planning, and college funding. Its financial advisors help clients evaluate retirement plan alternatives and build customized investment plans. In addition, they offer services for clients' insurance needs, charitable giving, and life event planning. Scott Hinde, the company's wealth advisor, is a Certified Financial Planner with more than 30 years 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.
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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
12 West Kansas Street Suite D, Liberty, MO 64068
  • Retirement Planning
  • Investment Management
  • Financial Planning
  • Certified Financial Planner (CFP)

Why choose this provider?

Financial advisors at Snider & Talbot Financial Planning provide tailored services to Saint Joseph-based clients. They customize investment options by considering the current economic conditions and how the investment would fit within the clients' portfolios. They offer retirement planning, Assets Under Management program, Social Security claiming, and college planning. Jerry Snider and Richard Talbot formed Snider & Talbot Financial Planning in 2007 after working at Hallmark Card for over two decades. Jim Werner is a certified financial planner.

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 (2)

Website
417 S 2nd Street Ste D-101, Leavenworth, KS 66048

Why choose this provider?

First Command - Leavenworth is a financial advisory firm that serves military families in Saint Joseph. The company coaches clients through financial planning strategies for future financial independence, children's college expenses, and retirement. It also offers investment management and insurance planning services. Established in 1958, First Command has over 700 wealth advisors worldwide. It has over 300,000 clients, with almost 75% on active duty, retired, or separated from the military. The company's team is composed mostly of veterans.

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.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Website
1828 Walnut St Suite 5-108, Kansas City, MO 64108
  • Retirement Planning

Why choose this provider?

1440 Financial Partners is a fee-only planning firm serving Saint Joseph. It aims to serve a diverse range of clients from families, individuals, to retirees or otherwise contemplating retirement from different income groups. It assists clients in developing plans that help them achieve their financial goals, including recommending investment strategies that align with them as well as management. Its financial planner Mitchell C. Hockenbury holds an MBA degree and first started his career in the Army and Marine Corps.

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 (7)

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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
3805 Beck Road, Saint Joseph, MO 64506
  • Certified Financial Planner (CFP)

Why choose this provider?

Family Investment Center is a team of financial advisors serving families and individuals in Saint Joseph and the surrounding areas. They offer a broad range of financial planning services, such as retirement planning, insurance review, tax planning, career management, tax preparation, and Social Security planning. The professionals follow a research-based approach and perform portfolio analysis and investment implementation. The company's chief executive officer, Dan Danford, founded Family Investment Center in 1998. He is a Certified Financial Planner who has helped thousands of clients.

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.
3.3
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
7280 NW 87th Terrace, Suite 210, Kansas City, MO 64153
  • Certified Financial Planner (CFP)

Why choose this provider?

Greater Than Financial LLC caters to clients in the Saint Joseph area. The firm's wealth management service helps individuals and families plan for their current and future expenses. Its team helps clients create financial plans that cover budgets and cash flows and prepare for retirement with a stable and sustainable income. It also advises clients on managing taxes and choosing insurance plans. Company founder Wakefield Hare is a Certified Financial Planner with more than a decade of industry 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.
5.0
Google
5.0 / 5 (4)
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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 traits should you look for in a financial advisor in Saint Joseph?

    Some of the important traits you should look for in a financial advisor in Saint Joseph include deep analytical ability, passion for financial planning and wealth management, and professional salesmanship. Additionally, it is essential to choose financial advisors who can act in your best interest. You can also check professional credentials or designations like 'chartered financial analyst' and 'certified financial planner.'

  • Does everyone need a financial advisor in Saint Joseph?

    Depending on your financial situation, you may or may not need a financial advisor in Saint Joseph. Financial advisors can be necessary if you need help in managing your finances or planning for retirement. Additionally, you may need financial advisors if you are facing life events, such as starting a business, graduating from college, or getting married, as they can reevaluate your financial situation and develop a strategy to help you reach your goals.

  • Who can benefit from a financial advisor in Saint Joseph?

    Seeking advice from a financial advisor in Saint Joseph can be beneficial for your financial well-being, as well as for your loved ones, the community, and future generations. Generally, you can benefit from a financial advisor's advice if you do not have ample experience with insurance, investment, or taxes. Financial advisors can also help you with more complex financial planning matters.

  • How do you know if a financial advisor in Saint Joseph is independent?

    Independent financial advisors in Saint Joseph can advise and sell insurance or investment products from any provider across the market. You can determine if financial advisors are independent if they do not work for an insurance company or a bank. This means they can act in your best interests and provide advice and products without being bound to a specific provider.

  • At what age should you see a financial advisor in Saint Joseph?

    Depending on your financial situation or needs, the exact age when you should see a financial advisor in Saint Joseph may vary. Most people start saving for investment or retirement during their 30s. As people go through life events, such as starting a business, graduating college, and getting married, at different ages, the times they need a financial advisor's advice may also differ.

  • 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.

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