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TOP 30 Investment management in University City, MO
26 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.
Home Rentals & Management
Home Rentals & Management is a reputable institution located at 223 East Market Street in Warrensburg, Missouri, United States. As a university specializing in home rentals and property management, we provide top-notch services to both landlords and tenants. Our experienced staff is dedicated to ensuring smooth transactions and maintaining high standards of property maintenance. Whether you are looking for a rental property or need assistance managing your investment, Home Rentals & Management is the go-to destination for all your housing needs.
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.
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.
Alex Elfrink - State Farm Insurance Agent
Alex Elfrink - State Farm Insurance Agent is an insurance agency located at 117 East Main Street, Jackson, Missouri, United States. Alex Elfrink, the agent, is a Southeast Missouri State University graduate and a lifelong resident of South East Missouri. The agency provides a range of insurance services, including tips on avoiding drunk driving, marriage checklists, and fire prevention at home. Customers are advised not to include sensitive personal information when contacting the agency. For assistance with the website, individuals can call (573) 204-4300. The agency also offers investment products distributed by State Farm VP Management Corp. Life insurance and annuities are issued by State Farm Life Insurance Company, with deposit products offered by U.S. Bank National Association. Pet insurance products are underwritten by American Pet Insurance Company and ZPIC Insurance Company. The agency is not responsible for third-party sites referenced in their material. Rocket Mortgage, LLC, a separate entity, offers mortgage services through State Farm. Customers are advised to consult with tax or legal advisors for personalized advice.
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.
Department of International Business
The Department of International Business at 3674 Lindell Boulevard in St. Louis, Missouri, is a renowned academic institution within a university setting. Our department offers a comprehensive curriculum focused on the complexities of global business operations, international trade, and cross-cultural management. With a diverse faculty of experts and a strong emphasis on experiential learning, students are equipped with the necessary skills and knowledge to succeed in the competitive world of international business. Join us at the Department of International Business and prepare yourself for a rewarding career in the global marketplace.
Brad Busch - State Farm Insurance Agent
Brad Busch - State Farm Insurance Agent is a reputable insurance agency located at 7908 Bonhomme Avenue in Clayton, Missouri, United States. Specializing in assisting relocations to the St. Louis area, we offer free quotes on a variety of insurance options including Auto, Home, Condos, Renters, Business, Flood, and Life Insurance. Our founder, Brad Busch, graduated from Truman State University with a degree in Finance and is happily married with three daughters. As a former collegiate athlete and Ambassador Travel Qualifier, Brad brings a unique perspective to the insurance industry. As proud members of the Clayton Chamber of Commerce, we are dedicated to contributing to the local community. In addition to our insurance services, we also offer complimentary Notary Services for your convenience. At Brad Busch - State Farm Insurance Agent, we believe in empowering our clients with knowledge to help them make informed decisions about their insurance needs.
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.
David Vaughn - State Farm Insurance Agent
David Vaughn - State Farm Insurance Agent is an established insurance agency located at 1100 Missouri 7, Pleasant Hill, Missouri, United States. With State Farm Experience since 1988 and as a State Farm Agent since 1992, David Vaughn offers a range of insurance products and services to meet the needs of individuals and families. Holding a B.S. from the University of Missouri - Columbia and being a member of the Chamber of Commerce, David Vaughn is committed to providing personalized and professional service to his clients. At David Vaughn - State Farm Insurance Agent, customers can get expert advice on various insurance products including life insurance, annuities, and pet insurance. The institution also offers information on auto maintenance and lead poisoning prevention for homes built before 1978.
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.
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.
Scott Davidson - State Farm Insurance Agent
Scott Davidson - State Farm Insurance Agent is a reputable insurance agency located at 2411 Route 291, Independence, Missouri, United States. As your local State Farm insurance agent, they proudly serve Independence, Kansas City, and surrounding areas with a variety of insurance products including Auto, Home, Renters, Condo, Life & Health, and Business Insurance. The agency also specializes in assisting with resident relocations to the Independence and Kansas City areas, as well as state to state transfers. Scott Davidson was inspired to join State Farm as the sixth generation insurance agent in his family, and he and his team prioritize ethical and fair practices in serving their customers. Scott holds a Bachelor's degree in Business Marketing from the University of Missouri– Columbia and is an active member of the Independence Chamber of Commerce.
Bruce Holiman - State Farm Insurance Agent
Welcome to Bruce Holiman - State Farm Insurance Agent in Lee's Summit, Missouri! Bruce Holiman is a Kansas City native and a huge baseball fan, serving as a State Farm Insurance Agent in Lee's Summit since 1996. The agency's team of licensed agents is dedicated to assisting with all personal and business insurance needs, serving residents throughout Missouri and Kansas. Whether you need auto insurance, homeowners insurance, life insurance, renters insurance, or business insurance, Bruce Holiman - State Farm Insurance Agent has you covered. They also offer a range of additional insurance options, including motorcycle insurance, RV insurance, boat insurance, liability insurance, property insurance, and more.
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.
Kent Zimmer - State Farm Insurance Agent
Kent Zimmer - State Farm Insurance Agent is a trusted insurance agency located at 232 Vance Road in Valley Park, Missouri. Kent Zimmer has been a State Farm Agent since 2005, specializing in Car Insurance, Home Insurance, Life Insurance, and Renters Insurance in various areas including St Louis County, St Charles County, Ballwin, Valley Park, and more. Kent Zimmer holds a B.A. from Indiana University - Bloomington. Not having health insurance can have costly consequences, so it's important to understand the differences between health insurance plans to choose the best one for your needs. Driving on rural roads may seem safe, but it's important to be aware of the risks associated with sharing the road with farm vehicles.
Bob Boston - State Farm Insurance Agent
Bob Boston - State Farm Insurance Agent is located at 1585 Kisker Road in St. Peters, Missouri. As a State Farm Agent since 1981 and a University of Missouri Columbia alumni, Bob Boston is dedicated to serving the families of St. Charles County, St. Louis County, and Warren County. He is a President's Club Qualifier, MDRT qualifier, Crystal Excellence Agent, and Ambassadors for Life Qualifier. With a focus on rural road safety and college scholarship opportunities, Bob Boston provides valuable information and tips to his clients. For insurance and investment needs, Bob Boston - State Farm Insurance Agent is a trusted resource. Please note that sensitive personal information should not be shared online, and for accessibility purposes, individuals using screen readers can call (314) 739-6210 for assistance. Securities distributed by State Farm VP Management Corp. and deposit products offered by U.S. Bank National Association. Remember to consult a tax or legal advisor for personalized advice.
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.
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.
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.
UMSL Postal Services
Welcome to UMSL Postal Services, conveniently located at 8230 Florissant Road, St. Louis, Missouri 63121. As an integral part of the University of Missouri–St. Louis, we are dedicated to serving the campus community and beyond with reliable and efficient postal and financial services. Whether you're sending a package, purchasing postage, or managing your mail, our experienced team is here to assist you. At UMSL Postal Services, we understand the dynamic needs of students, faculty, and staff, as well as the broader St. Louis community. Our location on campus ensures that you have easy access to all your postal needs, right where you study and work. We take pride in being part of the vibrant UMSL community, which is bustling with events and activities, from student orientations to innovative partnerships like those with Intramotev and the St. Louis Metropolitan Police Department.
Wade Wheeler - State Farm Insurance Agent
Welcome to Wade Wheeler - State Farm Insurance Agent, your trusted partner in Webster Groves, Missouri for comprehensive insurance solutions tailored to your unique needs. Conveniently located at 8045 Big Bend Boulevard, we specialize in providing a wide array of insurance products designed to protect what matters most to you—your family, possessions, and financial well-being. At Wade Wheeler's agency, we understand that everyone loves saving money. That's why we offer customizable coverage plans that include safe driving rewards, bundling options, and various discounts. Whether you're looking for auto insurance, homeowners insurance, renters insurance, or specialized coverage for recreational vehicles, we have the expertise to help you find the right solution. Our auto insurance options are extensive, covering everything from collision and comprehensive to rental and rideshare needs.
Bank of America Private Client Advisor Paul E. Martin
Welcome to Bank of America Private Client Advisor Paul E. Martin, located at 7676 Forsyth Boulevard, Clayton, Missouri. As a Senior Vice President and Private Client Advisor with Bank of America Private Bank in St. Louis, Paul Martin specializes in crafting personalized wealth strategies for high-net-worth individuals and families. With a distinguished career spanning over 25 years in investment banking and wealth management, Paul brings a wealth of experience to his clients. At Bank of America Private Bank, we are dedicated to understanding your unique financial needs and aspirations. Our approach combines the personalized services of our Private Bank with the extensive resources of Bank of America, aiming to assist individuals, families, businesses, and institutions in achieving their financial objectives. Whether you're focused on preserving wealth, building philanthropic legacies, or planning for future growth, we prioritize your goals.
Ken Holdinghausen - State Farm Insurance Agent
Welcome to Ken Holdinghausen - Your Trusted State Farm Insurance Agent in St. Louis, MO At Ken Holdinghausen - State Farm Insurance Agency, we understand the importance of protecting what matters most to you—your family, your belongings, and your financial security. Conveniently located at 5811 South Lindbergh Boulevard, St. Louis, Missouri, we are committed to offering personalized insurance solutions tailored to your specific needs.
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