TOP 10 Certified financial advisor in Troy, Missouri

Sheller Financial Services, located at 170 West Cherry Street in Troy, Missouri, has been assisting clients nationwide since 1979. Specializing in investment management, estate planning, and business succession planning, our team of experienced Certified Financial Planners and advisors is dedicated to providing excellent service with integrity. We offer unbiased recommendations and impartial financial guidance to help you achieve your financial goals. Securities are offered through LPL Financial, and investment advice is provided through Sheller Wealth Management, Inc. Please note that Sheller Wealth Management, Inc. and Sheller Financial Services are separate entities from LPL Financial. Residents of other states should check the registration status of our investment professionals before engaging in any transactions.

Edward Jones - Financial Advisor: Annette S Meyer, CFP®|ChFC®|AAMS™ is a reputable financial institution located at 116 South Lincoln Drive in Troy, Missouri, United States. As a Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), and Accredited Asset Management Specialist (AAMS™), Annette S Meyer offers expert financial advice and guidance to help clients achieve their financial goals. With a focus on personalized service and comprehensive financial planning, Edward Jones is committed to helping individuals and families make informed decisions about their investments, retirement planning, and wealth management. Visit us today to start planning for a secure financial future.

Edward Jones - Financial Advisor: Katie Lamar, CFP®|AAMS™ is a trusted financial institution located in Troy, Missouri. Katie Lamar, a Certified Financial Planner and Accredited Asset Management Specialist, provides personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Katie Lamar works closely with clients to create customized financial strategies tailored to their individual needs. Visit Edward Jones - Financial Advisor: Katie Lamar, CFP®|AAMS™ at 116 South Lincoln Drive for expert financial guidance and support.

Charles E Montgomery CPA is a reputable accounting and finance institution located at 35 Ellis Avenue in Troy, Missouri, United States. With a team of experienced and knowledgeable Certified Public Accountants, they offer a wide range of services including tax preparation, financial planning, and auditing. They are dedicated to providing personalized and professional services to individuals and businesses alike. Whether you need help with tax compliance or financial analysis, Charles E Montgomery CPA is here to help you achieve your financial goals.