Expertise.com

Best Financial Advisors in St. Charles

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2023
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SmartAdvisor by SmartAsset logo
FEATURED
Free Consultation

SmartAdvisor by SmartAsset

St. Charles, MO
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

Business Description

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
Yelp
4.0 / 5 (4)

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.
4.0
Responsiveness
Friendliness
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Detail
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Price: Free Consultation

Expertise.com Concierge Service logo
FEATURED
Free booking service | Call 848.Book.Pro!

Expertise.com Concierge Service

St. Charles, MO

Business Description

Need help contacting a Financial Advisor in St. Charles? 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
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Detail

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

Angell Capital Management logo
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License Verified:

License: 117110

Investment Adviser Public Disclosure Database, SEC

Angell Capital Management

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3660 West Clay Street, Saint Charles, MO 63301
  • Certified Financial Planner (CFP)

Business Description

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.

License Verified:

License: 117110

Investment Adviser Public Disclosure Database, SEC

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

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
AXIUS Financial logo
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License Verified:

License: 3181054

Investment Adviser Public Disclosure Database, SEC

AXIUS Financial

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2085 Bluestone Drive, St. Charles, mo 63303
  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

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.

License Verified:

License: 3181054

Investment Adviser Public Disclosure Database, SEC

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
Blattel & Associates logo
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Blattel & Associates

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1258 Jungermann Road, Saint Peters, MO 63376
  • Estate Planning
  • Retirement Planning
  • Certified Financial Planner (CFP)

Business Description

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.

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
Cornerstone Wealth Management LLC logo
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Cornerstone Wealth Management LLC

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13358 Manchester Road Suite 200, Des Peres, MO 63131
  • Retirement Planning
  • Certified Financial Planner (CFP)

Business Description

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.

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
Krilogy logo
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Krilogy

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1 Mid Rivers Mall Drive, Suite 120, St. Peters, MO 63376
  • Estate Planning
  • Tax Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

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.

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
Oakview Wealth Solutions logo
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Oakview Wealth Solutions

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1360 S. 5th Street Suite 398, St. Charles, MO 63301
  • Certified Financial Planner (CFP)
  • Tax Planning
  • Retirement Planning

Business Description

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.

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 (4)
Retirement Plan Advisors logo
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Retirement Plan Advisors

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1 Mid Rivers Mall Drive Suite 358, St. Peters, MO 63376
  • Certified Financial Planner (CFP)

Business Description

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.

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
St Charles Financial Services, LLC logo
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St Charles Financial Services, LLC

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571 Jefferson St., St. Charles, MO 63301
  • Certified Financial Planner (CFP)

Business Description

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.

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
STL Wealth logo
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STL Wealth

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5933 Hwy 94 Suite 205, Weldon Spring, MO 63304
  • Estate Planning
  • Tax Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

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.

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