Best Financial Advisors in Saint Joseph

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.

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.

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.

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.

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.

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.

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.

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.

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.