Tax optimized financial solutions in Chesterfield, 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.

Benefits Design & Consultants, Inc. is a leading finance institution located at 500 Chesterfield Center in Chesterfield, Missouri, United States. With a team of experienced professionals, they specialize in providing comprehensive benefits design and consulting services to help individuals and businesses achieve their financial goals. Whether you are looking for retirement planning, investment advice, or insurance solutions, Benefits Design & Consultants, Inc. is dedicated to providing personalized and tailored strategies to meet your specific needs. Trust in their expertise and let them guide you towards a secure and prosperous financial future.

The Harmony Family Office - Morgan Stanley, located at 14805 North Outer 40 Road in Chesterfield, Missouri, is a premier finance institution dedicated to providing personalized wealth management services to high-net-worth families. With a focus on building long-term relationships and understanding the unique financial goals of each client, the expert team at The Harmony Family Office offers comprehensive investment strategies, estate planning, and tax optimization solutions. Trustworthy, reliable, and committed to excellence, The Harmony Family Office - Morgan Stanley is the partner of choice for those seeking to secure their financial future and achieve their legacy goals.

Alexander & Assoc CPA's PC is a reputable accounting and finance institution located in Chesterfield, Missouri. Our team of experienced certified public accountants provides a wide range of services to individuals and businesses, including tax preparation, auditing, financial planning, and more. With a focus on personalized service and attention to detail, we strive to help our clients achieve their financial goals. Visit us at 16091 Swingley Ridge Road to see how we can assist you with all of your accounting needs.