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TOP 30 Charitable giving strategies in st louis in st louis in Missouri
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Robert Heideman - Delmar Mortgage
Robert Heideman - Delmar Mortgage is a finance institution located at 1066 Executive Parkway Drive in St. Louis, Missouri, United States. Founded by Robert Heideman, a seasoned professional with nearly 25 years of experience in the real estate and lending industries, the institution offers unique solutions for clients facing various financial situations. Robert's specialized group of Mortgage Advisors, known as The Heideman Group, works closely with clients to analyze their financial and personal goals, developing a perfect loan strategy to help homeowners increase their net worth while reducing overall interest expenses. In addition to his commitment to clients, Robert is dedicated to giving back to the community through charitable donations. He initiated the Charitable Promises program, allowing clients to choose a charity to benefit from their home mortgage transaction. To date, Robert has donated over $46,000 to numerous local, national, and international non-profit organizations. He also established the Heroes Program in 2015, providing financial assistance to military personnel, first responders, and healthcare workers during home loan transactions.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 1630 South Lindbergh Boulevard in St. Louis, Missouri, is a distinguished finance institution that offers personalized wealth planning services to individuals, families, business owners, executives, and institutions. With a team of experienced advisors, Merrill Lynch Wealth Management provides tailored financial strategies, retirement income planning, guidance on investments, and access to estate planning services through Bank of America. The advisors at Merrill Lynch Wealth Management are dedicated to understanding each client's unique financial goals and creating personalized strategies to help them achieve long-term success. Through a combination of industry expertise, investing insights, and cutting-edge technology, clients can trust Merrill Lynch to prioritize their interests and provide the advice needed to navigate market fluctuations and life changes.
Benjamin F Edwards & Co I: Reese Timothy
serve as a Portfolio Manager. My experience has given me a deep understanding of the financial markets and investment strategies that can help clients achieve their goals. Outside of work, I enjoy spending time with my family, including my wife and children. I also have a passion for giving back to the community and have been involved in various charitable organizations in the St. Louis area. I am excited to bring my years of experience and expertise to Benjamin F. Edwards & Co. to help clients navigate their financial journey and achieve their goals."
Duncan Financial Management, Inc
Duncan Financial Management, Inc. is a finance institution located at 10820 Sunset Office Drive in St. Louis, Missouri, United States. With 36 years of experience in the financial services industry, Jeff Duncan provides clients with a weekly update on how changes in the world of finance may impact their financial future. The DFM Path™ offers real answers to retirement questions and helps individuals take control of their financial future. The institution offers resources such as eBooks and guides on topics like fixed index annuities. Duncan Financial Management is an independent firm that helps individuals create retirement strategies tailored to their needs and objectives. It is important to note that investing involves risk and guarantees provided by insurance products are backed by the financial strength of the issuing insurance carrier. The information provided on the website is for informational purposes only and should not be used as the sole basis for financial decisions. Contact Duncan Financial Management for personalized financial guidance and stay informed on recent financial topics that could impact your situation.
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