TOP 30 Best Financial planning services near me in University City, Missouri

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.

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.

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.

Welcome to Duckworth Funeral Services, LLC, where compassion and care are at the heart of everything we do. Located at 7201 Delmar Boulevard in University City, Missouri, we are dedicated to providing respectful and personalized funeral services to families in our community and beyond. Our experienced and professional team is committed to guiding you through every step of the funeral planning process, ensuring that your loved one's life is honored in a meaningful and dignified manner. At Duckworth Funeral Services, LLC, we offer a range of services tailored to meet your specific needs, including traditional funerals, memorial services, cremation options, and pre-planning arrangements. Our serene and welcoming facilities provide a comforting space for family and friends to gather and celebrate the life of your loved one.

Farmers Insurance - Cash Earnest is an insurance agency located at 5 Tiffany Lynn Court in Wentzville, Missouri, United States. As your local Farmers® agent, Cash Earnest helps customers identify the insurance coverage that best fits their needs. With 6 years of experience in the insurance industry and a Bachelor's degree from Lindenwood University, Cash is knowledgeable and experienced in helping clients understand their coverage options, whether it's for auto, home, renters, business insurance, and more. Cash also has a background in coaching high school football at Duchesne High and Fort Zumwalt East High School. Whether you're looking for comprehensive car insurance, home insurance to protect your valuable possessions, life insurance to provide financial support for your loved ones, renters insurance for your personal belongings, or business insurance to protect your investment, Cash can help customize an insurance package to meet your unique needs.

The Globe Life American Income Division: Gross Organization is an insurance agency located at 7384 Pershing Avenue in University City, Missouri, United States. With a focus on providing quality insurance products and services, this institution is dedicated to helping individuals and families protect their financial well-being. Whether you are looking for life insurance, health insurance, or retirement planning, the knowledgeable and experienced team at Globe Life American Income Division: Gross Organization is here to help you find the right coverage to meet your needs. Contact them today to learn more about their offerings and how they can help you secure a brighter financial future.

Guild Mortgage - Chris Wood is a finance institution located at 17280 North Outer 40 Road in Chesterfield, Missouri, United States. Chris Wood, a seasoned mortgage professional with over 20 years of experience, leads the team. Chris prioritizes exceptional customer service, ensuring that every client is treated with respect and integrity. With a Bachelor's Degree in Finance from the University of Illinois, Chris offers a wide range of mortgage programs to meet the needs of first-time homebuyers, military families, and high-cost markets. With a local processing, underwriting, and closing team, Chris ensures quick decisions and on-time closings for a smooth and enjoyable home buying experience. Chris is dedicated to his family, enjoys playing golf, traveling, and attending his children's events in his free time. Guild Mortgage Company is an Equal Housing Opportunity lender, committed to providing loan options for every situation. For more information and licensing details, visit www.guildmortgage.com/licensing.

Matt Steward - State Farm Insurance Agent is located at 1314 North Douglass Street, Malden, Missouri, United States. Matt graduated from The University of Missouri, Columbia in 1992 with a degree in Consumer and Family Economics and has been a State Farm agent for over 23 years. The institution offers a range of insurance services including life insurance, auto insurance, boat insurance, motorcycle insurance, homeowner's insurance, commercial insurance, farm & ranch insurance, and financial services. Matt is actively involved in the community and is known for his office's Annual Christmas Toy Drive. The institution strives to provide 5-star service by getting to know customers and finding out what is important to them. Customers can also receive advice on downsizing for retirement, auto maintenance, and investing after retirement. For more information, customers can contact the institution at (573) 276-3605.

The Margaret Ward - State Farm Insurance Agent is a second generation agency located at 1710 West Main Street in Sedalia, Missouri. With over 36 years of experience serving the community, Margaret Ward and her team are dedicated to providing exceptional insurance services to their customers. Margaret Ward received her Bachelor's degree in Psychology & Business from Central Missouri State University and has received numerous awards and designations for her outstanding service, including Legion of Honor, Silver Scroll, Golden Triangle, Crystal Honor & LUTCF. The agency has also been awarded Gold Level status from the community of Sedalia for several years. The Ward Agency is heavily involved in the community and has received recognition for their contributions. Margaret Ward has been awarded the Rotarian of the Year Award twice for her dedication to serving others. The agency is committed to ensuring that all your insurance needs are met and offers personalized insurance plans tailored to each individual.

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.

Wes Kuhn - State Farm Insurance Agent is an insurance agency located at 15487 Clayton Road, Ballwin, Missouri, United States. Wes Kuhn, a lifelong STL resident, is dedicated to helping residents of Missouri and Illinois with their insurance needs. With a background in football from Francis Howell High School and Lindenwood University, Wes Kuhn is a trusted ambassador for State Farm insurance. His agency offers a range of insurance products, including life insurance and annuities. Additionally, they provide tips on how to save money and maintain your vehicle to prevent costly repairs. Wes Kuhn also offers pet insurance products through American Pet Insurance Company and ZPIC Insurance Company. For personalized insurance advice and excellent customer service, visit Wes Kuhn - State Farm Insurance Agent at the intersection of Clayton Road and Kehrs Mill.

Justin Foust - State Farm Insurance Agent is a trusted institution located at 3725 Veterans Memorial Parkway in Saint Charles, Missouri, United States. Specializing in health and insurance services, our team is dedicated to providing the community with reliable coverage they can count on. As a lifelong Missouri resident, Justin Foust is passionate about protecting his fellow residents and has been serving as a State Farm agent since 2012. Our office is conveniently located on the South Service Rd between Zumbehl and Cave Springs Exit, making it easily accessible for all. Justin Foust and his experienced team are committed to helping customers with their insurance and financial service needs, whether it's for auto insurance, homeowners insurance, renters insurance, life insurance, and more.

R T Thomas Insurance, LLC is a reputable insurance agency located at 8131 Delmar Boulevard in University City, Missouri, United States. With a strong commitment to providing personalized and reliable insurance solutions, they offer a wide range of products to meet the needs of individuals and businesses alike. Their experienced team of professionals is dedicated to helping clients find the right coverage at competitive rates. Whether you are looking for auto, home, life, or business insurance, R T Thomas Insurance, LLC is here to assist you every step of the way. Contact them today to discuss your insurance needs and receive a customized quote.

Michael C Jones - State Farm Insurance Agent is an insurance agency located at 1900 Broadway Street in Cape Girardeau, Missouri. As a lifelong resident of Southeast Missouri and a graduate of Southeast Missouri State University, Michael C Jones focuses on providing a wide range of insurance services including Auto, Home, Boats, Life, Renters, Motorcycles, and Business/Commercial Insurance. Additionally, the agency offers assistance with relocation to Cape Girardeau and the surrounding area. Michael C Jones is a member of various organizations such as the Cape Girardeau Chamber of Commerce and the Knights of Columbus, demonstrating a commitment to the local community. With over 25 years of experience working for State Farm, Michael and his team are dedicated to helping customers manage risks, recover from the unexpected, and achieve their dreams. They strive to be the customer's first choice in insurance and financial services, providing quality service and building relationships based on trust and integrity.

Todd Oesterlei - State Farm Insurance Agent is a reputable insurance agency located at 9120 Watson Road in St. Louis, Missouri, United States. Since 2014, the Todd Oesterlei State Farm Insurance team has been dedicated to providing exceptional service to St. Louis residents, offering a range of insurance products including Auto Insurance, Life Insurance, Homeowners Insurance, Renter's Insurance, and Health Insurance. As a long-time resident of St. Louis and a graduate of St. Louis University Law School, Todd Oesterlei takes great pride in serving the community and protecting families from the unexpected. The team at Todd Oesterlei State Farm is committed to putting the customer first, providing personalized service, and helping clients secure a safe future for their loved ones.

Willard Harrell - State Farm Insurance Agent is located at 517 Salt Lick Road in St. Peters, Missouri, United States. With a B.A. from the University of the Pacific in Stockton, CA, Willard Harrell has been a State Farm Agent since 1987. This insurance agency offers a range of services including Auto, Home, Life, Renters, and Business Insurance. Serving areas such as St. Peters, O'Fallon, St. Louis, and more, their mission is to provide remarkable service to policyholders. They specialize in personalized coverage for Auto insurance, Homeowners insurance, Renters insurance, and Life insurance. The agency also provides information on preventing drowsy driving, understanding the differences between mopeds, scooters, and e-bikes, and avoiding the dangers of drinking and driving. For assistance with insurance needs, individuals can contact Willard Harrell - State Farm Insurance Agent at (636) 970-0018.

John "Rock" Simmons - State Farm Insurance Agent is a well-established insurance agency located at 8139 North Lindbergh Boulevard in Florissant, Missouri, United States. The agency offers a wide range of insurance services including car insurance, home insurance, apartment insurance, condo insurance, life insurance, and health insurance to individuals in the State of Missouri. The agent, John "Rock" Simmons, is a highly qualified professional with a background in social work, having graduated from Vashon High School, Northwest Nazarene University, and Washington University School of Social Work. With over thirty-six years of experience as a State Farm Agent, John has a strong commitment to helping things go right for his clients.

Mark McBride - State Farm Insurance Agent is a reputable insurance agency located at 708 East North Avenue in Belton, Missouri, United States. With a focus on providing quality insurance and financial services to the community, Mark McBride brings a wealth of experience and expertise to help customers protect what matters most to them. Whether you are looking for auto insurance, homeowners insurance, renters insurance, life insurance, or farm ranch insurance, Mark and his licensed team are dedicated to finding the right policy for your needs. Born and raised in Lebanon, Missouri, Mark graduated from the University of Missouri in 2003 before starting his career in the insurance industry. With a passion for helping people and a desire to own his own business, Mark opened his State Farm agency in Belton in January 2017. In his spare time, he enjoys outdoor activities like golf, hunting, and fishing, as well as spending time with his wife and three children.

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.

Rachel Williams - State Farm Insurance Agent is a reputable insurance agency located at 9360 Olive Boulevard in Olivette, Missouri, United States. In 2023, our agency was recognized for outstanding customer satisfaction and achieving key milestones in delivering insurance services to you and your loved ones. With a commitment to continuous improvement, we are excited for what 2024 has in store and look forward to continuing our mission of providing top-notch service to our clients. Our agency, serving St. Louis and the entire states of Missouri and Illinois, offers a range of insurance products including auto, homeowners/renters, life, business/commercial, and health insurance. Our team is dedicated to helping you protect what matters most to you and your family.

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.

Brent Mathany - State Farm Insurance Agent is a reputable insurance agency located at 7227 Southwest Avenue in St. Louis, Missouri, United States. Specializing in Auto Insurance, Home Insurance, Motorcycle Insurance, Boat Owners, Renter’s Insurance, Condo Insurance, Life Insurance, Business Insurance, Pet insurance, and Financial Services, our team aims to provide exceptional customer service and coverage tailored to your specific needs. With over a decade of experience serving the greater Saint Louis area, including Maplewood, Richmond Heights, Clayton, University City, Kirkwood, Crestwood, and surrounding communities in Missouri and Illinois, we are dedicated to protecting what matters most to you. Our licensed Insurance Professionals are ready to assist you with free quotes for Car Insurance, Home Insurance, and Life Insurance. Contact us today for personalized insurance solutions and peace of mind.

Scott Timmerwilke - State Farm Insurance Agent is an insurance agency located at 3866 Vogel Road in Arnold, Missouri, United States. The agency is owned by Scott Timmerwilke, who graduated from Southern Illinois University with a degree in Business Marketing. Scott opened his own State Farm office in Arnold in 2017 after starting his career in a local State Farm office in 2010. Scott and his wife have a one-year-old son named Leo and enjoy exploring all that St. Louis has to offer on the weekends. The agency offers a variety of insurance services including car insurance, homeowners insurance, renters insurance, life insurance, and more. Scott and his experienced team are dedicated to helping the Arnold community prepare for life's unexpected events. They also provide valuable information on topics such as home inventory, drunk driving prevention, and ridesharing insurance options.

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.

Baro Law Firm is a finance and lawyer institution located at 1605 North Highway 67 in Florissant, Missouri, United States. Specializing in bankruptcy law, the firm has decades of experience and files hundreds of chapter 7 and chapter 13 bankruptcies each year. The firm offers competitive prices and personalized service, with attorneys guiding clients through the entire process. Kimber H. Baro, the founder of the firm, is a highly respected lawyer with a passion for helping individuals and married couples eliminate their debts and save their assets. With a Juris Doctor degree from St. Louis University School of Law, Kimber has been practicing bankruptcy law since 1988. The firm primarily serves residents of St. Louis City, St. Louis County, St. Charles County, and Jefferson County, but also assists clients from other northern counties. Conveniently located in Florissant, Baro Law Firm is dedicated to providing experienced and reliable legal assistance in chapter 7 and chapter 13 bankruptcies.

Kellie Davidson - State Farm Insurance Agent is a reputable insurance agency located at 1010 West Fort Scott Street in Butler, Missouri, United States. Our office has been serving the community for the past 7 years and we pride ourselves on offering a wide range of insurance products including home, life, business, health, and auto insurance. Our friendly and dedicated team is committed to getting to know each customer on a personal level to understand their needs and help them protect what matters most. We recently moved to a new building in 2016 and are excited to continue providing exceptional service to our clients. Our team is passionate about helping individuals and families achieve their financial goals and we offer various tools and resources to support them along the way. As the agency owner, I have deep roots in the community and am actively involved in local organizations such as Lily's House, a women and children's shelter. I am a proud graduate of the University of Missouri and a devoted Tigers fan. In my free time, I enjoy spending time with my family, participating in outdoor activities, and supporting my children in their sports endeavors. Our office is committed to providing top-notch customer service and ensuring that our clients have the right coverage to protect them from life's unexpected events. Whether you need assistance with insurance coverage, investment planning, or pet insurance, our team is here to help. Contact us today to learn more about how we can support you and your family.

Welcome to The Flying Locksmiths, your trusted partner for access control and locksmith services in St. Louis and the surrounding areas. Located at 7305 Marietta Avenue, Maplewood, Missouri, we specialize in ensuring that your building is secure and that access is efficiently managed every day. Our services range from smart lock installations to advanced commercial security systems, making access control not only simple but also cost-effective. We proudly offer the best business locksmith services in St. Louis, with expertise in installing RFID door locks, standalone systems, multi-site integrated key fob systems, and more. We’re AAADM certified and ready to assist when your automatic or handicap doors need attention. Our team is skilled in installing and maintaining building intercom systems, working with top brands like ButterflyMX, LiftMaster, and Aiphone.

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.

Jim Roebuck - State Farm Insurance Agent is a reputable insurance agency located at 1638 South Enterprise Avenue in Springfield, Missouri, United States. With a focus on insurance needs and financial services, we cater to the Greater Springfield area and assist with relocations to the region. Our team of licensed professionals is dedicated to providing Remarkable Customer Service and ensuring that your insurance priorities are met. As a proud graduate of Missouri State University and with 38 years of experience with State Farm Insurance Companies, Jim Roebuck and his team are committed to helping you protect what matters most and plan for the unexpected. We offer a wide range of insurance products including Auto, Home, Renters, Boats, Life, Personal Umbrella, Commercial/Business, and more.