TOP 10 Audit & Consulting in University City, Missouri

CU Consulting is a professional institution located at 1000 Lake Saint Louis Boulevard in Lake Saint Louis, Missouri, United States. We specialize in providing tailored experiences for universities in the fast-paced and challenging world of Higher Education. Our team is dedicated to meeting the unique needs of each university, regardless of budget constraints. With a focus on professionalism and customer satisfaction, we guarantee a positive experience for all of our clients. If your financial aid office is experiencing high turnover, daily complaints, and subpar audits, CU Consulting can help. Our proven strategies have helped clients transform their operations into healthy, efficient financial aid offices. By implementing long-term quality staff and exceptional customer service, universities have seen increased enrollment, clean audits, and more time to plan for future enrollment goals. Trust CU Consulting to help your university thrive in today's competitive Higher Education landscape.

Universal Financial Group is a leading finance institution located at 333 South Kirkwood Road in St. Louis, Missouri, United States. With a strong reputation for providing a wide range of financial services, including investment advice, wealth management, and retirement planning, Universal Financial Group is dedicated to helping individuals and businesses achieve their financial goals. The team of experienced professionals at Universal Financial Group is committed to providing personalized solutions tailored to each client's unique needs and objectives. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Universal Financial Group is the trusted partner you can rely on for expert guidance and support.

Worthy Tax Preparation & Consultation LLC is a leading accounting and finance institution located at 7245 Olive Boulevard in University City, Missouri, United States. With a team of experienced professionals, we provide top-notch tax preparation services and financial consultation to individuals and businesses. Our goal is to help our clients maximize their tax savings and make informed financial decisions. Trust Worthy Tax Preparation & Consultation LLC for all your accounting and finance needs.

Solutions All CPA is a leading accounting and finance institution located at 6853 Olive Boulevard in University City, Missouri, United States. Our team of certified public accountants offers a wide range of services to help individuals and businesses with their financial needs. From tax preparation and planning to bookkeeping and financial consulting, we are dedicated to providing top-notch solutions to our clients. With our expertise and commitment to excellence, Solutions All CPA is your trusted partner for all your accounting and finance needs.

David S. Walsh is a prestigious institution located at 11433 Olde Cabin Road in St. Louis, Missouri, United States. Known for its commitment to academic excellence and innovative teaching methods, David S. Walsh offers a wide range of programs and courses to help students achieve their educational goals. The institution's dedicated faculty and staff are passionate about providing a supportive and enriching learning environment for all students. With state-of-the-art facilities and a focus on personalized education, David S. Walsh is a top choice for those seeking a quality education in the heart of Missouri.

Edward Jones - Financial Advisor: Justin T Duncan is a trusted financial institution located at 403 Jackson Avenue in University City, Missouri, United States. Justin T Duncan is a knowledgeable and experienced financial advisor who is dedicated to helping clients achieve their financial goals. Whether you are looking to plan for retirement, save for your children's education, or invest for the future, Justin T Duncan can provide personalized financial guidance tailored to your individual needs. With a commitment to excellence and a focus on building long-lasting relationships with clients, Edward Jones - Financial Advisor: Justin T Duncan is a reliable partner in your financial journey.

Edward Jones - Financial Advisor: Patrick J Finnegan is a trusted financial institution located at 403 Jackson Avenue in University City, Missouri, United States. Specializing in finance, Patrick J Finnegan provides expert advice and personalized financial solutions to help clients achieve their financial goals. With a dedication to excellent customer service and a commitment to integrity, this institution is a reliable partner in navigating the complexities of the financial world. Contact them today to start building a secure financial future.

Dimitar Mushkov - Regions Financial Advisor is a finance institution located at 6680 Delmar Boulevard in University City, Missouri, United States. As a Financial Advisor for Regions Investment Solutions, Dimitar Mushkov focuses on providing solutions for immediate needs and developing comprehensive strategies to meet long-term financial goals. With a commitment to helping clients achieve financial success, Dimitar aims to make the journey towards financial stability as easy as possible. Trust and investment management services are offered through Regions Wealth Management, a business unit of Regions Bank. Investment advisory services are offered through Regions Investment Management, Inc. This institution provides educational and general marketing communication for informational purposes only. Regions Bank is a trusted partner for those looking to secure their financial future.

H&R Block is a renowned accounting and finance institution located at 6932 Olive Boulevard in University City, Missouri, United States. With a strong reputation for providing expert tax preparation services, financial advice, and other accounting services, H&R Block is a trusted resource for individuals and businesses alike. Their team of experienced professionals is dedicated to helping clients navigate the complexities of tax laws and financial management, ensuring they achieve their financial goals. Whether you need assistance with tax filing, financial planning, or other accounting needs, H&R Block is committed to delivering top-notch service and expertise.

Jackson Hewitt Tax Service, located at 6849 Olive Boulevard in University City, Missouri, is a finance institution ready to help you maximize your tax refund. Although tax advance loans are no longer available this year, our Tax Pros are here to assist you in getting the most out of your return. Our convenient services, including in-person and drop-off tax preparation, make it easy for those with busy lives to get their taxes done efficiently. Our Tax Pros will handle the process from start to finish, including a final review and e-signing for your convenience.

Northwestern Mutual is a leading finance and insurance agency located at 3600 Northeast Ralph Powell Road in Lee's Summit, Missouri, United States. With a strong reputation for providing personalized financial planning services and comprehensive insurance coverage, Northwestern Mutual helps clients achieve their financial goals and protect their assets. The institution's team of experienced financial advisors and insurance agents are dedicated to providing top-notch customer service and customized solutions to meet the unique needs of each individual or business. Whether you are looking to secure your financial future or protect your loved ones with quality insurance products, Northwestern Mutual is here to help you every step of the way.

Merrill Lynch Financial Advisor Chris Longly, located at 4801 Main Street in Kansas City, Missouri, offers personalized financial strategies tailored to each client's unique objectives. With a background in public relations and government affairs, Chris brings a diverse perspective to wealth management, drawing on his experiences in Congress and Fortune 500 boardrooms. Specializing in tax minimization, investments, wealth transfer, and long-term planning, Chris works with a wide range of clients, including physician families. As a graduate of the University of Nebraska and the University of Missouri-Kansas City, Chris values education and serves on the UMKC Alumni Governing Board. With Merrill Personal Wealth Analysis™, clients can build a personalized financial plan focused on their goals and aspirations. Whether planning for retirement, purchasing a home, or funding education, Chris helps clients navigate their financial decisions to achieve meaningful success. Partnering with Merrill Lynch Wealth Management and Bank of America, Chris offers comprehensive financial solutions to address clients' needs and pursue their goals. With a commitment to understanding each client's individual priorities, Chris aims to help clients achieve their financial objectives and navigate life's changes with confidence.

Great Game of Business Inc is a finance and health institution located at 2401 East Sunshine Street, Springfield, Missouri, United States. We offer a growth system designed to build healthy companies, better businesses, and better lives. By working with a Great Game of Business Certified Coach, you can eliminate guesswork and start growing your business effectively. Our online tools, resources, On-Demand videos, and peer-to-peer connections help develop employees and grow businesses. One of the unique aspects of our institution is that we share profits with everyone in the company when we reach our goals, leading to a happy and engaged workforce. The Great Game of Business focuses on practical principles such as educating employees on the business, empowering them to improve it, and rewarding exceptional performance. By sharing financial information, employees become more engaged in the success of the company and develop an ownership mentality.

Merrill Lynch Financial Advisor James D Harter, located at 400 Chesterfield Center in Chesterfield, Missouri, is a finance institution dedicated to providing personalized wealth management services to high-net-worth individuals, business executives, and entrepreneurs. With a strong focus on understanding clients' goals and concerns, James Harter tailors integrated strategies to address their ongoing financial requirements. Leveraging the vast resources of Merrill Lynch, Jim offers a disciplined investment approach that includes diversifying clients' investments across asset classes, sectors, and borders based on their unique goals, risk tolerance, and timeline. Jim Harter, who joined Merrill Lynch Wealth Management in 2003, is a Chartered Retirement Planning Counselor™ and a Senior Portfolio Advisor with extensive experience in managing custom investment strategies. He holds an MBA from St. Louis University and a BS in Business Administration with an emphasis in Management Information Systems and International Business. Committed to putting clients' needs first, Jim aims to simplify their financial lives by offering personalized strategies for estate planning, investments, tax minimization, wealth transfer, and retirement income.

Merrill Lynch Financial Advisor Curtis Oliff is a finance institution located at 7676 Forsyth Boulevard, Clayton, Missouri, United States. Curtis Oliff, a graduate from the University of Missouri with a BSBA in Finance and Real Estate, focuses on offering a comprehensive approach to managing wealth tailored to each client's unique needs. He provides access to investment insights from Merrill and banking solutions from Bank of America to address various aspects of clients' financial lives. Curtis is passionate about delivering excellent service and helping clients pursue their goals. He enjoys spending time with family and friends, playing hockey and golf, and cheering on the St. Louis Blues. Through Merrill Personal Wealth Analysis™, Curtis can help clients build and document personalized plans centered on their goals and priorities. By getting to know clients personally, Curtis can design and implement a plan to help them pursue financial goals while managing investment risk. With a focus on potential solutions that can turn goals into reality, Curtis aims to help clients achieve what matters most to them. As life and financial markets change, Curtis will work with clients to update their approach to reflect these changes. Curtis is registered to do business in several states and offers personalized investment strategies and comprehensive financial solutions.

College Choice Solutions is a leading finance institution located in Raymore, Missouri, United States. Our university offers expert guidance and resources to help students and families navigate the complex world of college financing. With a team of experienced professionals, we provide personalized advice and support to ensure students make informed decisions about their higher education investment. Whether you need help with financial aid applications, scholarship opportunities, or student loan options, College Choice Solutions is here to help you achieve your academic and financial goals.

Samuel Ackerman is a Financial Advisor at Ameriprise Financial Services, LLC located at 1525 East Republic Road in Springfield, Missouri, United States. Samuel holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Samuel's expertise in asset management, retirement planning, estate planning, investment strategies, insurance products, and more. Samuel is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those in need of specialized financial advice.

Sawyer Capital Management, located at 17295 Chesterfield Airport Road in Chesterfield, Missouri, is a finance institution dedicated to providing investors with unbiased investment strategies based on academic research from top universities. Tim Maurer, a financial expert, discusses the impact of the GOP's new tax plan on middle-income Americans, home buyers, and retirement savers. Larry Swedroe reviews mutual fund rating systems and the challenges of predicting future performance. Worried about equity valuations? Take Swedroe's quiz to test your knowledge. Start a conversation with Sawyer Capital Management today to explore your investment options.

Merrill Lynch Financial Advisor Mark P. Hampton is a finance institution located at 7676 Forsyth Boulevard, Clayton, Missouri, United States. Mark has been a Merrill Advisor since 2014 and has a background in helping families with insurance needs and protection strategies. He is a proud graduate of Marquette University’s School of Business and is dedicated to helping clients achieve their financial goals. Mark is actively involved in the community, volunteering with organizations such as De Smet Jesuit High School and The Repertory Theater of St. Louis. With a focus on personalized service and trust, Mark and his team at Merrill Lynch Wealth Management are committed to building strong client relationships. They offer personalized financial plans centered around each client's goals and priorities, with access to the global resources of Merrill and banking solutions from Bank of America. By understanding each client's unique needs and priorities, Mark helps them create a financial approach that reflects their personality and helps them achieve their goals. With regular check-ins and adjustments to the financial approach as needed, Mark works to help clients stay on track and navigate changes in the market and in their lives. Whether clients are planning for retirement, saving for a home, funding education, or passing wealth to future generations, Mark and his team are dedicated to providing the guidance and support needed to reach these goals.

H&R Block is a well-known finance institution located at 7520 Natural Bridge Road in Normandy, Missouri, United States. They specialize in providing tax preparation services for individuals and businesses. With a team of experienced professionals, H&R Block is dedicated to helping their clients navigate the complex world of taxes and maximize their financial returns. Whether you need assistance with tax planning, filing, or audit support, H&R Block has the expertise to guide you through the process with ease and efficiency.

Rich Tax Services and Financial is a reputable institution located at 8147 Delmar Boulevard in University City, Missouri. Specializing in accounting and finance, our experienced team provides top-notch services to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or bookkeeping, our professionals are here to assist you every step of the way. With a commitment to excellence and personalized attention, Rich Tax Services and Financial is your go-to destination for all your financial needs.

Mark E. Hoffman, CPA is a renowned accounting and finance institution located at 1 North Brentwood Boulevard in St. Louis, Missouri, United States. Mark E. Hoffman is a partner at Hoffman Clark LLC, a certified public accounting and consulting firm specializing in financial analysis and evaluation for business and intellectual property matters. The firm offers objective analyses on strategic and forensic issues, with a focus on financial accounting and evaluation processes for businesses, product lines, intellectual property, and transactions. Mark E. Hoffman provides expert consulting services including valuation, economic impact analysis, IP licensing, financial strategies, forensic accounting investigations, and tax functions. He has testified as an expert witness in various court and arbitration proceedings and has also served as an Adjunct Professor at Washington University in St. Louis. If you are in need of expert financial analysis and evaluation services, Mark E. Hoffman, CPA is the institution to trust.

Harry Charles, LLM (Tax), CPA, EA, CFE Attorney at Law is a prestigious law firm located at 230 South Bemiston Avenue in St. Louis, Missouri, United States. Established in 1992, Harry Charles is a sole practitioner with a practice focused on federal, state, and local tax controversies. With over 2000 tax cases under his belt, including appearances in the Missouri Supreme Court and U.S. Tax Court trials, Harry Charles is a seasoned professional in the field of tax law. Prior to starting his own practice, Harry Charles gained valuable experience working at Bryan Cave law firm and Rosenblum, Goldenhersh, Silverstein & Zafft, PC, where he handled a variety of tax cases. He also served as an Assistant Circuit Attorney for the City of St. Louis, gaining trial experience in both jury and non-jury cases.

Welcome to Tax Key, your trusted partner in accounting and finance, conveniently located at 6800 Olive Boulevard, University City, Missouri. At Tax Key, we pride ourselves on offering personalized and comprehensive financial services to meet the unique needs of individuals and businesses in the community. Our team of experienced professionals is dedicated to providing expert guidance and innovative solutions in areas such as tax preparation, bookkeeping, financial planning, and business consulting. Whether you're looking to optimize your personal finances or streamline your business operations, Tax Key is committed to helping you achieve your financial goals with accuracy and integrity. Visit us today and let us unlock the potential of your financial future.