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TOP 30 Investment and financial planning in University City, MO
15 results found
Search for local businesses, places and services near you
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: Justin T Duncan
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.
Merrill Lynch Financial Advisor Chris Longly
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.
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.
Farmers Insurance - Cash Earnest
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.
Scott Timmerwilke - State Farm Insurance Agent
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.
Western & Southern Life Insurance Company
Western & Southern Life Insurance Company, located at 3636 South Geyer Road in St. Louis, Missouri, is an insurance agency dedicated to helping individuals and businesses plan for their financial future. With a wide range of products and personalized guidance, we can assist you in achieving your financial goals. Explore our financial tools, educational resources, and interactive calculators to make informed decisions about your money management. Our commitment to quality products and services ensures that we can meet all your family's life insurance and financial needs. With comprehensive rewards and training opportunities, we are here to support your personal success every step of the way. Trust Western & Southern Life to provide you with the solutions you need to secure your financial well-being.
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.
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.
Susan Daigle - State Farm Insurance Agent
Susan Daigle - State Farm Insurance Agent is a reputable insurance agency located at 14691 Clayton Road, Ballwin, Missouri, United States. With 36 years of State Farm experience, Susan Daigle is a trusted professional in the insurance industry. She is a National University of St. Louis graduate with a degree in Business Administration IIA General Insurance. Susan has also been recognized as an Ambassador Travel Qualifier and Chairman Circle Qualifier. At Susan Daigle - State Farm Insurance Agent, customers can receive expert advice on a variety of insurance products, including life insurance, annuities, and pet insurance. The institution also offers guidance on important financial decisions, such as investing and retirement planning.
Notable Services
Notable Services is a finance institution located at 1257 Vaughan Drive in University City, Missouri, United States. We offer a wide range of financial services to individuals and businesses, including investment management, financial planning, and retirement planning. Our team of experienced professionals are dedicated to providing personalized solutions to help our clients achieve their financial goals. Visit us today to learn more about how Notable Services can help you secure your financial future.
Kellie Davidson - State Farm Insurance Agent
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.
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.
Sawyer Capital Management
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.
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