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TOP 30 Tax advisory services in Saint Joseph, MO
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Thrivent - Financial Advisor: Cody F. Vaughn, CFP
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.
Gertsema Wealth Advisors
Gertsema Wealth Advisors is a finance institution located at 2425 North Woodbine Road in Saint Joseph, Missouri, United States. Our team of financial advisors is dedicated to empowering you to make life's decisions on your own terms. We work with individuals from all walks of life to help define their vision of true wealth and create a plan to pursue and maintain it. Our services include financial planning, estate planning, tax analysis, and investment advisory services. We pride ourselves on our five-step process to help clients avoid personal retirement crises and achieve financial freedom. Our advisors have received prestigious awards such as Forbes Best-in-State Wealth Advisor and InvestmentNews Icons & Innovators. For more information about CWM, LLC and our advisors, visit www.adviserinfo.sec.gov. Let us help you define and work towards your unique version of a life well lived.
Merrill Lynch Wealth Management
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.
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