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Oakview Wealth Solutions
1360 South 5th Street, Saint Charles, Missouri, United States
About the Oakview Wealth Solutions
Oakview Wealth Solutions is a finance institution located at 1360 South 5th Street, Saint Charles, Missouri, United States. Our team prides itself on creating personalized short and long-term investment strategies for our clients. We believe in growing and protecting your investments by understanding your individual lifestyle and financial goals. Our co-founder, Stanton Burns, is a CERTIFIED FINANCIAL PLANNER™ and works as a fiduciary, ensuring transparency and no hidden fees for our clients. We offer two types of financial plans - Hourly planning and Ongoing planning, both tailored to your unique needs and goals.
With over 20 years of combined experience in the finance industry, our co-founders, Stanton & Sylvia, are committed to providing unbiased financial planning and advice to our clients. As a fee-only firm, we do not accept commissions or compensation from outside sources, guaranteeing honest and personalized financial solutions. We offer a free initial meeting to discuss your financial goals and needs before any payment is required.
Oakview Wealth Solutions has been recognized as one of the best financial advisors in St. Charles, scoring high on various categories such as availability, qualifications, reputation, experience, and professionalism. We are dedicated to serving our clients and community with integrity and expertise. Save Your Money • Grow Your Money • Protect Your Money • Save Your Money • Grow Your Money • Protect Your Money •
Please note that the information provided on our website is for informational purposes only and should not be considered as investment, tax, accounting, or legal advice. We disclaim all warranties and do not guarantee error-free information. Your use of the information on our site is at your own risk, and we are not liable for any damages that may result from accessing or using our materials. Oakview Wealth Solutions is committed to being the premier fee-only financial planning firm in the St. Louis area.
Photos of Oakview Wealth Solutions
1360 S 5th St Suite 398, St Charles, MO 63301, United States
Opening hours of Oakview Wealth Solutions
Monday:
09:00 - 16:00
Tuesday:
09:00 - 16:00
Wednesday:
09:00 - 16:00
Thursday:
09:00 - 16:00
Friday:
09:00 - 16:00
Saturday:
09:00 - 16:00
Sunday:
09:00 - 16:00
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