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Best Financial Advisors in Springfield

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319 North Main Avenue, Springfield, MO 65806
Springfield, MO 65806
  • Estate Planning
  • Retirement Planning

Evans Wealth Planning is a financial advisory firm that serves individuals, families, and businesses from Springfield and the surrounding areas. It helps clients promote financially comfortable futures through investment strategies, retirement income planning, and estate planning. The firm also provides business protection planning services. President and CEO Stephen D. Evans has been working in the financial services industry for more than 15 years. He has been named to Springfield Business Journal's 40 under 40 list.

319 North Main Avenue, Springfield, MO 65806
Springfield, MO 65806

Website(417) 860-5678

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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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A

Helpfulness: A+

Detail: --

1334 East Kingsley Street, Springfield, MO 65804
Springfield, MO 65804
  • Certified Financial Planner (CFP)
  • Retirement Planning

Established in 1985, Peterson Wealth Advisors is a financial services firm that serves individuals, families, and businesses in the Springfield area. Its team of professionals offers financial guidance using a personalized approach. They deliver financial planning services that include tax strategies, estate plan consultations, insurance needs analysis, and written financial plans. Additionally, they assist clients in transacting investments, such as common stock, mutual funds, and government securities. Its financial advisor, Eric K. Peterson, was named as a Summit Club advisor in 2020.

1334 East Kingsley Street, Springfield, MO 65804
Springfield, MO 65804

Website(866) 887-4950

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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