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TOP 30 Financial consultant services in University City, MO
26 results found
Search for local businesses, places and services near you
CU Consulting
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
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.
Edward Jones - Financial Advisor: Patrick J Finnegan
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
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.
Worthy Tax Preparation & Consultation LLC
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.
Merrill Lynch Financial Advisor James D Harter
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
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.
Merrill Lynch Financial Advisor Mark P. Hampton
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.
Rich Tax Services and Financial
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.
Solutions All CPA
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.
Eric Schweiss - State Farm Insurance Agent
Eric Schweiss - State Farm Insurance Agent is located at 201 West Karsch Boulevard in Farmington, Missouri. The agency, opened in 2016, serves customers in Farmington and surrounding counties with insurance and financial services. Eric Schweiss, a lifelong resident of Farmington and second-generation State Farm Agent, graduated from the University of Missouri with a Masters in Accounting. He is actively involved in the community and is a member of the Farmington Chamber of Commerce. As a Chairman's Circle agent, Eric is among the top 3% of agents nationwide. The agency's mission is to provide exceptional service to customers, helping them meet their insurance and financial needs. They prioritize building strong customer relationships by meeting regularly to understand their evolving needs. The agency is committed to knowing the community and being known within it.
Paul Schuchard - State Farm Insurance Agent
Paul Schuchard - State Farm Insurance Agent is an insurance agency located in Bowling Green, Missouri, United States. With a business philosophy of treating others the way you would want to be treated, Paul and his team are dedicated to helping customers navigate their insurance policies and understand their coverages and options. With over a decade of experience with State Farm, Paul is licensed to serve customers across the entire State of Missouri. The agency offers a wide range of insurance options, including auto, home, renters, boat, RV, motorcycle, small business, life, and health insurance. They strive to be a one-stop-shop for all insurance needs, providing personalized plans to properly protect what's most important to each customer.
Dr. Carolina Salvador
Dr. Carolina Salvador is a healthcare institution located at 5225 Midamerica Plaza in St. Louis, Missouri, United States. Specializing in integrative oncology modalities, Dr. Salvador and her team focus on addressing the whole person to help cancer patients improve their symptoms and overall quality of life. Dr. Salvador received her medical degrees from the University of Texas Health Science Center at San Antonio in 1993 and 1996. At Dr. Carolina Salvador's institution, patients can expect a commitment to integrity and objectivity in medical decision-making. Some physicians and health professionals may collaborate with pharmaceutical or medical device companies to develop innovative ideas and products to enhance healthcare delivery and clinical outcomes. These collaborations may involve compensation for consulting, speaking engagements, equity, royalties, or other services.
H&R Block
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.
Administration/Clark Hall
Administration/Clark Hall is a key administrative building located at 11333 Big Bend Road in Kirkwood, Missouri. This institution serves as the central hub for all administrative functions at the university, providing support and resources for students, faculty, and staff. From admissions and financial aid to academic advising and campus events, Administration/Clark Hall is a one-stop destination for all university-related inquiries. Its convenient location and modern facilities make it a vital part of campus life for students pursuing their academic goals.
State Farm: Clint Harris
State Farm: Clint Harris is an insurance agency located at 2925 West Republic Road in Springfield, Missouri, United States. The office is situated next to Great Southern Bank, West of Chesterfield Family Center. Clint Harris, the State Farm Insurance Agent for the Springfield area, has been serving the community since 2007. He is a graduate of Murray State University with a B.S. in Business Management and is actively involved in supporting local organizations such as Relay for Life and the S.W. Missouri Ronald McDonald House. Clint and his team have received numerous awards for their exceptional service, including State Farm Exotic Travel Qualifier and State Farm Chairman Award. The office provides a range of insurance services, including Auto Insurance, Home Insurance, Life Insurance, and Financial Services. They also assist small business owners with Commercial lines of Insurance. The team of licensed Insurance Professionals is dedicated to helping clients find the right coverage for their specific needs. Customers can contact the office for a free quote and personalized insurance advice.
Sells Administration Building
The Sells Administration Building is a prominent structure located at 1600 University Avenue in Bolivar, Missouri, United States. As part of a university campus, this building serves as the central hub for administrative functions and services. With its modern architecture and state-of-the-art facilities, the Sells Administration Building provides a professional and efficient environment for students, faculty, and staff. Whether you need assistance with admissions, financial aid, or academic advising, this institution is dedicated to supporting the needs of the university community. Visit the Sells Administration Building for all your administrative needs and experience the excellence of a top-tier educational institution.
Kevin Neal - State Farm Insurance Agent
Kevin Neal - State Farm Insurance Agent is located at 305 Larry Lane in Maryville, Missouri. Kevin grew up in Maryville and graduated from Northwest Missouri State University. With 20 years of experience at State Farm, Kevin and his team are dedicated to helping customers with their auto, home, life, and small business insurance needs. When he's not working, Kevin enjoys farming, hunting, and fishing with his family and friends. The mission of Kevin Neal State Farm is to provide unparalleled customer service to the Maryville community and surrounding areas. Contact us for assistance with managing the risks of everyday life, recovering from the unexpected, and realizing your dreams. Please note that sensitive personal information should not be included in communications with us. Securities are distributed by State Farm VP Management Corp, and life insurance and annuities are issued by State Farm Life Insurance Company. Deposit products are offered by U.S. Bank National Association. For more information, please visit our website or call (660) 582-3512.
Rachel Pannell - State Farm Insurance Agent
Rachel Pannell - State Farm Insurance Agent is a reputable insurance agency located at 36 South Main Street in Liberty, Missouri. Rachel Pannell, a lifelong resident of the Kansas City area and a graduate of the University of Central Missouri, has been with State Farm since 2013. Along with her team of licensed professionals, they are dedicated to helping customers protect what matters most to them, allowing them to focus on achieving their life goals. Their services include car insurance, homeowners insurance, life insurance, and commercial lines of insurance for small business owners. While their office is based in Kansas City, they can assist individuals in Missouri and Kansas with their insurance needs. The team at Rachel Pannell - State Farm Insurance Agent is committed to helping the community realize their dreams by providing comprehensive coverage and financial guidance.
Beau Crawford - State Farm Insurance Agent
Beau Crawford - State Farm Insurance Agent is a trusted insurance agency located at 7312 Raytown Road in Raytown, Missouri. Serving the community since October 1st, 2012, Beau Crawford and his team take pride in representing State Farm and have been a part of the Raytown area for over 30 years. Beau is a University of Missouri-Columbia graduate, a family man, and an active member of the Raytown community. The agency offers a range of insurance services including Auto Insurance, Homeowner’s Insurance, Renter’s Insurance, Life Insurance, and Business Insurance in the Greater Kansas City Metro area. Beau Crawford is licensed in both Missouri and Kansas, ensuring comprehensive coverage for clients in Raytown and Lees Summit, MO.
Farmers Insurance - Jay Greco
Farmers Insurance - Jay Greco is an insurance agency located at 3730 Northeast Troon Drive, Lee's Summit, Missouri, United States. At Farmers Insurance, you have the freedom to manage your business your way, whether you choose to build or buy an agency. With programs like Retail, Acquisition, and Protégé, experienced professionals are available to guide you through the process. You can maximize your personal income with options like residual income and quarterly bonuses, and your hard work could qualify you for rewards and bonuses, including destination trips for Farmers Achievement Clubs. As a Farmers agency owner, you have the opportunity to create a family legacy and establish generational wealth with unlimited income potential. The institution offers support from the award-winning University of Farmers training program and access to knowledgeable professionals to help support your business. Farmers agency owners also play a role in giving back to the community by supporting local schools, youth programs, sports teams, and charity organizations.
Farmers Insurance - Muris Bajric
Farmers Insurance - Muris Bajric is an insurance agency located at 2201 Lemay Ferry Road in St. Louis, Missouri. As a local Farmers® agent in Saint Louis, MO, Muris Bajric helps customers identify the insurance coverage that best fits their needs. With over 13 years of experience in the insurance and financial services industry, Muris has successfully owned and managed his own insurance agency. He has undergone rigorous training at the University of Farmers to ensure he is qualified to provide information on insurance products. Muris and his team prioritize their customers, offering knowledge and experience to help better understand coverage options such as auto, home, renters, and business insurance. Whether you need comprehensive coverage, collision coverage, deductibles, or medical payments, Muris is dedicated to helping you select the right insurance for your needs and budget. Farmers® has been providing insurance products for over 80 years, ensuring that your home is protected in the event of a disaster. Competitive rates and multi-line insurance discounts are available for home insurance. Life insurance policies can be reviewed to provide financial support for your loved ones.
HR Block
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.
Mark E. Hoffman, CPA
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.
Kelly Ross, MD
Kelly Ross, MD is a medical institution located at 2 Progress Point Parkway in O'Fallon, Missouri, United States. Dr. Kelly Ross specializes in newborn medicine, hospitalist inpatient care, pediatric emergency care, and procedural sedation. She graduated from the University of Missouri School of Medicine in 1996. The institution is committed to ensuring integrity and objectivity in medical decision-making, with some physicians working collaboratively with pharmaceutical and medical device companies to develop innovative ideas and products to improve healthcare delivery. Physicians at Kelly Ross, MD may have ownership or potential ownership interests in commercial companies, and may receive compensation for consulting, speaking engagements, equity, royalties, or other services. Patients are informed of any financial relationships with commercial companies when prescribing or using their products. Kelly Ross, MD physicians are part of the medical staff at Barnes-Jewish Hospital and St. Louis Children's Hospital.
John Lin, MD
John Lin, MD is a pediatric critical care institution located at 1 Children's Place in St. Louis, Missouri, United States. Dr. Lin specializes in in-patient care, specifically focusing on pediatric critical care, pediatric sepsis and shock, and respiratory failure. Dr. Lin completed his Pediatrics residency at the San Antonio Uniformed Services Health Education Consortium in San Antonio, TX in 2001, and his Pediatric Critical Care Medicine fellowship at Children’s Hospital of Pittsburgh in Pittsburgh, PA in 2005. At John Lin, MD, the physicians and health professionals, who are part of Washington University, are dedicated to maintaining integrity and objectivity in medical decision-making. Some of the physicians may work with pharmaceutical, medical device, or other medical care companies to develop innovative ideas and products that can enhance healthcare delivery and clinical outcomes for patients. These collaborations may involve compensation for consulting and speaking engagements, equity, royalties, or other forms of payment, all of which must be based on tangible services and fair market value.
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