Laurels

Best Financial Advisors in St. Charles
2022

Angell Capital Management

Angell Capital Management

  • Certified Financial Planner (CFP)

Angell Capital Management has been catering to customers in the St. Charles metro and the surrounding areas since 2000. It offers financial planning services, which involve learning about the clients' current situation, exploring options, and presenting possibilities to help them make informed decisions. It also provides portfolio and wealth management solutions, such as asset allocation, cost consideration and minimization, and global diversification. Scott Angell, the founder, is a member of the Financial Planning Association and the Investments and Wealth Institute.

3660 West Clay Street
Saint Charles, MO 63301

Website

Website

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:

42 (Best)

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+

AXIUS Financial

AXIUS Financial

  • Certified Financial Planner (CFP)
  • Retirement Planning

AXIUS Financial serves residents of St. Charles and the nearby communities. It offers personalized financial planning services to help people realize their goals, including retirement. It takes various aspects of its clients’ financial life into account to create plans that meet their specific needs, determines how to allocate assets through investments, and advises them on ways to minimize tax liabilities. The firm also provides annual reviews to determine if life situations necessitate changes in their plans. Founder and CEO Jeff Locker holds a Chartered Financial Consultant designation.

2085 Bluestone Drive
St. Charles, mo 63303

Website

Website

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: A+

Blattel & Associates

Blattel & Associates

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Blattel & Associates is an independent financial planning firm that serves individuals and families in St. Charles and neighboring communities. It offers investment management and retirement planning services focused on helping clients achieve their financial goals. Its team educates and guides clients to making informed financial decisions. The family-owned and family-operated company has been in operation since 1977. Its founder, Robert J. Blattel, is a Certified Financial Planner and a member of the Financial Planning Association.

1258 Jungermann Road
Saint Peters, MO 63376

Website

Website

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+

Cornerstone Wealth Management LLC

Cornerstone Wealth Management LLC

  • Certified Financial Planner (CFP)
  • Retirement Planning

Cornerstone Wealth Management LLC offers financial advice to families and individuals in the St. Charles area. Its advisors work with clients to understand their needs and goals, and provide investment options and strategies that can help them attain their financial independence. Around 90 advisors work with the firm across the country. Joe Keifer, the managing partner and co-founder, has been in the financial management field since 1998. He has also worked as a CPA for eight years.

13358 Manchester Road Suite 200
Des Peres, MO 63131

Website

Website

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+

Krilogy

Krilogy

  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Estate Planning
  • Tax Planning

Krilogy offers financial advice to clients in St. Charles and the surrounding areas. It helps people who are considering selling a business, transferring wealth to the next generation, setting up a charitable giving plan, or investing for retirement. As an RIA firm, it also offers investment management services for pensions, non-profits, and endowments. President and CEO Kent S. Skornia has been leading the company since its inception in 2009. He also chairs Krilogy’s advisory board and participates in its investment committee.

1 Mid Rivers Mall Drive, Suite 120
St. Peters, MO 63376

Website

Website

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+

Oakview Wealth Solutions

Oakview Wealth Solutions

  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Oakview Wealth Solutions is an independent fiduciary firm that serves young professionals, business owners, and families in St. Charles. It offers a holistic approach to financial, budget, insurance, retirement, and major life event or purchase planning. It also provides cash and investment management, as well as debt elimination services. Co-founder J. Stanton Burns is a CFP who has been featured in several media outlets, including US News. Oakview Wealth Solutions supports the local community through various organizations, including the Megan Meier Foundation.

1360 S. 5th Street Suite 398
St. Charles, MO 63301

Website

Website
Retirement Plan Advisors

Retirement Plan Advisors

  • Certified Financial Planner (CFP)

Retirement Plan Advisors assists clients in St. Charles and the surrounding areas. Its consultants help individuals plan their retirement and future financial security. They create retirement solutions that are tailored to the needs of clients. They provide assistance in determining risk tolerance, recommending a portfolio, selecting investing options, and maintaining an active account. Joshua F. Schwartz, the company's president, holds an AIF designation. His affiliations include the National Association of Plan Advisors and the Institutional Investor Institute for Defined Contribution.

1 Mid Rivers Mall Drive Suite 358
St. Peters, MO 63376

Website

Website

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+

St Charles Financial Services, LLC

St Charles Financial Services, LLC

  • Certified Financial Planner (CFP)

St. Charles Financial Services, LLC, caters to the needs of individuals and families in the local metro. Since 2008, it has been helping them achieve financial security through a wide array of financial planning services, including retirement planning, investment planning, estate planning, and tax planning. Its team also guides clients to prepare for the education of their children or themselves through college financial planning. The firm's affiliation with Webb Agency allows it to offer business and personal insurance products to clients.

571 Jefferson St.
St. Charles, MO 63301

Website

Website

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+

STL Wealth

STL Wealth

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

STL Wealth is a financial advisory firm that serves clients in St. Charles. It helps individuals achieve their financial goals through asset preservation, risk analysis, and investment management. The company also creates financial plans that help clients manage their short-term objectives and long-term goals. STL Wealth offers investment and securities services through broker/dealer and FINRA member, Waddell & Reed, Inc. Founder Matthew Rose has been a financial planner since 2009. The company uses message encryption to protect client confidentiality.

5933 Hwy 94 Suite 205
Weldon Spring, MO 63304

Website

Website

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+

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