Investment goals assessment in Saint Joseph, Missouri

Systems & Services Technologies, Inc. is a finance institution located at 4315 Pickett Road in Saint Joseph, Missouri, United States. They specialize in providing a wide range of financial services and solutions to individuals and businesses. With a team of experienced professionals, they are dedicated to helping their clients achieve their financial goals and navigate through the complexities of the financial world. Whether you need assistance with investments, loans, or financial planning, Systems & Services Technologies, Inc. is committed to providing top-notch service and expertise. Visit their office today to learn more about how they can help you secure a stronger financial future.

Thrivent - Financial Advisor: Cody F. Vaughn, CFP is a finance and insurance agency located at 3131 Frederick Avenue in Saint Joseph, Missouri, United States. Cody F. Vaughn, a Certified Financial Planner, offers personalized guidance to help clients achieve their financial goals and support causes they care about. With a focus on financial planning, Vaughn works with clients to create customized plans tailored to their individual needs and desires for financial freedom and retirement. Thrivent, the marketing name for Thrivent Financial for Lutherans, offers insurance products and investment advisory services through licensed professionals. Clients can further their planning engagement with Thrivent through Dedicated Planning Services for a fee. Thrivent does not provide legal, accounting, or tax advice and encourages clients to consult with their own professionals in these areas. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent. Visit Thrivent.com for more information on their services and financial advisors.

Thrivent Financial-Lutherans is a finance institution located at 707 North 36th Street in Saint Joseph, Missouri, United States. We believe in providing everyone with a financial plan they can have confidence in, starting with the right financial advisor. Our services include matching you with resources based on your top financial concerns, understanding your unique situation and goals, and creating strategies to help you achieve those goals. Money Canvas™ is a free virtual coaching service that helps you build healthier money habits at your own pace. Whether you are just starting out, building a foundation, or nearing retirement, our financial advisors are here to help you navigate the challenges and opportunities life presents. We also offer charitable planning options and generosity programs to help you give back to your community. Thrivent is a Fortune 500 diversified financial services organization with $162 billion in assets under management/advisement. Our goal is to help people make the most of all they've been given and live a more meaningful and generous life.

Merrill Lynch Wealth Management, located at 3723 Beck Road in Saint Joseph, Missouri, United States, is a finance institution that offers a wide range of brokerage, investment advisory, and other financial services. When you connect with an advisor at Merrill Lynch, you are starting on a path to personalized financial guidance tailored to your needs and goals. Please note that investing involves risks, and it is possible to lose money when investing in securities. Asset allocation, diversification, and rebalancing do not guarantee profits or protect against losses in declining markets. Merrill Lynch, its affiliates, and financial advisors do not provide legal, tax, or accounting advice, so it is recommended to consult with your own advisors before making financial decisions.