Best Financial Advisors in Sunset Hills, MO

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List of Firms

Sunset Hills, MO Fiduciary Financial Advisors

Edward Jones - Financial Advisor: Lawrence L Byars
Location 9560 Watson Rd Suite I, St. Louis, MO 63126, USA
Phone (314) 842-5531
Directions
Troy Bixler - Thrivent
Location 12300 Old Tesson Ferry Rd Ste 100e, St. Louis, MO 63128, USA
Phone (314) 270-9567
Directions
Edward Jones - Financial Advisor: Michael A Steinkamp
SEC File# 801-3297
CRD# 250
5 out of 5
Location Suite L110, 10805 Sunset Office Dr, Sunset Hills, MO 63127, USA
Phone (314) 462-0135
Directions
Edward Jones - Financial Advisor: Scott A Lenz, AAMS®
SEC File# 801-3297
CRD# 250
Location 3828 S Lindbergh Blvd Suite 107, Sunset Hills, MO 63127, USA
Phone (314) 849-0285
Directions
Terril & Co
SEC File# 801-15619
CRD# 110422
Location 10777 Sunset Office Dr, St. Louis, MO 63127, USA
Phone (314) 965-0344
Directions
Edward Jones - Financial Advisor: Ana Del Castillo, AAMS™|CRPC®
SEC File# 801-3297
CRD# 250
Location Suite 316, 10777 Sunset Office Dr, St. Louis, MO 63127, USA
Phone (314) 858-1624
Directions
Edward Jones - Financial Advisor: Scott F Modde, AAMS®
SEC File# 801-3297
CRD# 250
Location 10805 Sunset Office Dr Ste 200, Sunset Hills, MO 63127, USA
Phone (314) 984-0239
Directions
Edward Jones - Financial Advisor: Tony Vierling, AAMS™
Location 28 Crestwood Executive Center, St. Louis, MO 63126, USA
Phone (314) 849-5541
Directions
Edward Jones - Financial Advisor: Scott T Sweesy, AAMS™
Location 9944 Kennerly Rd, St. Louis, MO 63128, USA
Phone (314) 842-2911
Directions
Edward Jones - Financial Advisor: Bob Gregory
SEC File# 801-3297
CRD# 250
Location 9859 Big Bend Rd Suite 104, St. Louis, MO 63122, USA
Phone (314) 909-4720
Directions
Edward Jones - Financial Advisor: Kelly M Brown
Location 12122 Tesson Ferry Rd #200, St. Louis, MO 63128, USA
Phone (314) 843-0407
Directions
Heisner Financial LLC
5 out of 5
Location 11627 Gravois Rd, St. Louis, MO 63126, USA
Phone (314) 231-3140
Directions
Securities America Inc
Location 20 Balmagoun Ln, St. Louis, MO 63122, USA
Phone (314) 821-4060
Directions
Edward Jones - Financial Advisor: Alicia E Laken
SEC File# 801-3297
CRD# 250
Location 4600 S Lindbergh Blvd, St. Louis, MO 63127, USA
Phone (314) 729-3233
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 3:00 PM Saturday: Closed Sunday: Closed
Directions
Edward Jones - Financial Advisor: Don Weber, AAMS®
SEC File# 801-3297
CRD# 250
Location 10777 Sunset Office Dr Ste 320, St. Louis, MO 63127, USA
Phone (314) 822-1360
Time Monday: 8:30 AM – 4:30 PM Tuesday: 8:30 AM – 4:30 PM Wednesday: 8:30 AM – 4:30 PM Thursday: 8:30 AM – 4:30 PM Friday: 8:30 AM – 4:30 PM Saturday: Closed Sunday: Closed
Directions
Stonebridge Financial Group
SEC File# 801-110584
CRD# 166251
Location 3770 S Lindbergh Blvd Suite 102, St. Louis, MO 63127, USA
Phone (314) 729-9500
Time Monday: 8:30 AM – 4:30 PM Tuesday: 8:30 AM – 4:30 PM Wednesday: 8:30 AM – 4:30 PM Thursday: 8:30 AM – 4:30 PM Friday: 8:30 AM – 4:30 PM Saturday: Closed Sunday: Closed
Directions
Jim Watson, VP, Financial Advisor, LPL
Location 12224 Tesson Ferry Rd, St. Louis, MO 63128, USA
Phone (314) 746-4654
Directions
Jason Reeves - Mutual of Omaha Advisor
Location 3636 S Geyer Rd Suite 150, St. Louis, MO 63127, USA
Phone (314) 822-0555
Directions
Financial Advisors | U.S. Bancorp Investments
Location 11685 Gravois Rd, Sappington, MO 63126, USA
Phone (314) 729-7923
Directions
Integral Wealth
SEC File# 801-99353
CRD# 175085
Location 1099 Milwaukee St #40, St. Louis, MO 63122, USA
Phone (314) 966-0727
Directions
Wheelhouse Advisory Group LLC
5 out of 5
Location 12250 Weber Hill Rd Suite 305, St. Louis, MO 63127, USA
Phone (636) 400-7889
Directions
Freedom Advisor Crusade
Location 10825 Watson Rd, St. Louis, MO 63127, USA
Phone (314) 800-8511
Directions
Gamco Asset Management Inc
Location 10805 Sunset Office Dr #300, St. Louis, MO 63127, USA
Phone (314) 238-1314
Directions
Tedd Raymond Schlereth - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 10825 Watson Rd Ste 110, Sunset Hills, MO 63127, USA
Phone (314) 843-6769
Directions
Slagle Financial
SEC File# 801-113986
CRD# 149976
Location 3636 S Geyer Rd Suite 100, St. Louis, MO 63127, USA
Phone (888) 294-9248
Directions
Edward Jones - Financial Advisor: Gene Stumpf
SEC File# 801-3297
CRD# 250
Location 12250 Weber Hill Rd Suite 210, St. Louis, MO 63127, USA
Phone (314) 635-5085
Time Monday: 8:00 AM – 4:30 PM Tuesday: 8:00 AM – 4:30 PM Wednesday: 8:00 AM – 4:30 PM Thursday: 8:00 AM – 4:30 PM Friday: 8:00 AM – 4:30 PM Saturday: Closed Sunday: Closed
Directions
Edward Jones - Financial Advisor
Location 191 Watson Plaza, St. Louis, MO 63126, USA
Phone (314) 965-0374
Directions
MSMF Wealth Management
SEC File# 801-20406
CRD# 105644
5 out of 5
Location 3660 S Geyer Rd #200, St. Louis, MO 63127, USA
Phone (314) 677-2550
Directions
Edward Jones - Financial Advisor: Matt Lorio
SEC File# 801-3297
CRD# 250
Location 10777 Sunset Office Dr Ste 320, St. Louis, MO 63127, USA
Phone (314) 822-1360
Directions
Edward Jones - Financial Advisor: Jeff Anderson, CFP®|AAMS™
SEC File# 801-3297
CRD# 250
5 out of 5
Location 10017 Watson Rd, St. Louis, MO 63126, USA
Phone (314) 821-2875
Directions
Edward Jones - Financial Advisor: Doug Cissell, AAMS™
Location 12300 Old Tesson Ferry Rd #300-C, St. Louis, MO 63128, USA
Phone (314) 849-8670
Directions
Edward Jones - Financial Advisor: Nick Angelo, CFP®
SEC File# 801-3297
CRD# 250
Location 3660 S Geyer Rd Ste 180, St. Louis, MO 63127, USA
Phone (314) 638-3004
Directions
Derek Stephens - Northwestern Mutual
Location 10805 Sunset Office Dr Ste 100, St. Louis, MO 63127, USA
Phone (314) 287-3139
Directions
Libby Evers - Northwestern Mutual
Location 10805 Sunset Office Dr Suite 100, St. Louis, MO 63127, USA
Phone (314) 539-0830
Directions
Edward Jones - Financial Advisor: Melissa Lenz, AAMS™
SEC File# 801-3297
CRD# 250
5 out of 5
Location 12250 Weber Hill Rd Ste 308, St. Louis, MO 63127, USA
Phone (314) 842-5270
Directions
Edward Jones - Financial Advisor: Phil Munsterman
Location 12492 Tesson Ferry Rd, St. Louis, MO 63128, USA
Phone (314) 849-3027
Directions
Edward Jones - Financial Advisor: Dan Will
SEC File# 801-3297
CRD# 250
Location 12250 Weber Hill Rd Suite 120, St. Louis, MO 63127, USA
Phone (314) 849-0009
Directions
Edward Jones - Financial Advisor: Sean C King
SEC File# 801-3297
CRD# 250
4 out of 5
Location 12200 Weber Hill Rd Ste 101, Sunset Hills, MO 63127, USA
Phone (314) 842-0596
Directions
Edward Jones - Financial Advisor: Kevin W O'Bannon, CFP®
SEC File# 801-3297
CRD# 250
Location 3636 S Geyer Rd Ste 310, St. Louis, MO 63127, USA
Phone (314) 835-9179
Directions
Edward Jones - Financial Advisor: Dave Herber, CFP®|AAMS®
SEC File# 801-3297
CRD# 250
Location 3890 S Lindbergh Blvd Suite 110, Sunset Hills, MO 63127, USA
Phone (314) 843-0828
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
Pioneer Wealth Management
5 out of 5
Location 3660 S Geyer Rd #200, St. Louis, MO 63127, USA
Phone (314) 249-8107
Directions
Edward Jones - Financial Advisor: John R Malesevich
SEC File# 801-3297
CRD# 250
Location 600 S Holmes Ave Suite 2, St. Louis, MO 63122, USA
Phone (314) 835-0248
Time Monday: 7:30 AM – 4:30 PM Tuesday: 7:30 AM – 4:30 PM Wednesday: 7:30 AM – 4:30 PM Thursday: 7:30 AM – 4:30 PM Friday: 7:30 AM – 4:30 PM Saturday: Closed Sunday: Closed
Directions
Ameriprise Financial Tim Souhrada
Location 3636 S Geyer Rd #100, St. Louis, MO 63127, USA
Phone (314) 238-7341
Directions
Edward Jones - Financial Advisor: Caitlin Martines
SEC File# 801-3297
CRD# 250
Location 11647 Gravois Rd Suite 101, St. Louis, MO 63126, USA
Phone (314) 842-0412
Directions
Northwestern Mutual
Location 10805 Sunset Office Dr Suite 100, St. Louis, MO 63127, USA
Phone (314) 244-0760
Directions
Erin Ryan Haberkorn - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 10825 Watson Rd Ste 110, Sunset Hills, MO 63127, USA
Phone (314) 843-6769
Directions
John Adams - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 9859 Big Bend Rd Ste 105, St. Louis, MO 63122, USA
Phone (314) 720-2167
Directions
Edward Jones - Financial Advisor: Kyle W Tomik
Location 191 Watson Plaza, St. Louis, MO 63126, USA
Phone (314) 965-0374
Directions
Edward Jones - Financial Advisor: Jim Burkey
2 out of 5
Location 13088 Tesson Ferry Dental Plaza, St. Louis, MO 63128, USA
Phone (314) 849-6790
Directions
StoneWolfe Financial Inc.
Location 3636 S Geyer Rd, St. Louis, MO 63127, USA
Phone (800) 481-0819
Directions
Edward Jones - Financial Advisor: Christopher Neupert
SEC File# 801-3297
CRD# 250
Location 9717 Landmark Pkwy Dr Suite 103, St. Louis, MO 63127, USA
Phone (314) 270-3049
Directions
Financial Advisors in Sunset Hills, MO

Where Certified Financial Advisors in Sunset Hills, MO Serve

Sunset Hills, MO is a vibrant city located in St. Louis County, Missouri. This city boasts of many landmarks such as the Sunset Hills Golf Course, Laumeier Sculpture Park, and the Watson Trail Park. With its thriving economy, Sunset Hills is home to several top employers such as the St. Anthony's Medical Center, Mercy Hospital South, and the Sunset Hills Country Club. The city is conveniently located near major highways such as I-44, I-270, and I-55, making it easily accessible to neighboring cities. The streets of Sunset Hills are lined with beautiful neighborhoods such as the Lindbergh School District, the South County area, and the West County area.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Sunset Hills, MO can benefit greatly from the guidance of a financial advisor. With a population of just over 8,000, Sunset Hills is a tight-knit community that values financial stability and security. A financial advisor can help residents create a personalized financial plan that takes into account their unique goals and circumstances. This may include advice on saving for retirement, managing debt, investing in the stock market, and planning for unexpected expenses. Additionally, with the median household income in Sunset Hills being higher than the state average, a financial advisor can help residents make the most of their income by developing a tax-efficient investment strategy. Overall, a financial advisor can provide the necessary tools and resources for residents of Sunset Hills to achieve financial success and peace of mind.

Insurance Broker

Residents of Sunset Hills, MO can benefit greatly from the services of an insurance broker. With the city being located in a tornado-prone area, an insurance broker can help residents obtain the proper coverage to protect their homes and belongings in case of a disaster. Additionally, with a high population of retirees in Sunset Hills, an insurance broker can assist in finding affordable and comprehensive health insurance options. Furthermore, an insurance broker can provide guidance on auto insurance policies, ensuring residents have the appropriate coverage for the busy highways surrounding the city. Overall, an insurance broker can ease the stress of navigating the complex world of insurance and provide peace of mind to the residents of Sunset Hills, MO.

Retirement Planning

Residents of Sunset Hills, MO can greatly benefit from the services of a retirement planner. With the average age of Sunset Hills residents being 47, many are approaching retirement age and may not be prepared for the financial changes that come with it. A retirement planner can help residents create a personalized plan for their retirement, taking into account their specific financial goals and needs. They can also provide guidance on how to maximize Social Security benefits, manage investments, and plan for healthcare costs. Additionally, a retirement planner can assist with estate planning and ensuring that assets are distributed according to the resident's wishes. Overall, a retirement planner can provide peace of mind and help residents of Sunset Hills, MO navigate the complexities of retirement planning.

Wealth Management

Residents of Sunset Hills, MO can benefit greatly from the services of a wealth manager. One of the most common ways a wealth manager can help is by creating a customized financial plan that takes into account the unique needs and goals of each individual or family. For example, Sunset Hills is home to many retirees who may need assistance in managing their retirement savings and ensuring they have enough income to support their lifestyle. A wealth manager can help them navigate the complexities of retirement planning and make informed decisions about investments, taxes, and estate planning. Additionally, Sunset Hills is a community that values philanthropy and giving back. A wealth manager can help residents create a charitable giving plan that aligns with their values and maximizes the impact of their donations. Overall, a wealth manager can provide valuable guidance and support to help residents of Sunset Hills achieve their financial goals and live their best lives.

Mortgage Loan Officer

Residents of Sunset Hills, MO can benefit greatly from the services of a mortgage loan officer. One of the most common ways a mortgage loan officer can help residents is by providing them with expert advice and guidance on the home buying process. They can help residents understand the different types of mortgage loans available and which one would best suit their needs. Additionally, mortgage loan officers can assist residents in obtaining pre-approval for a mortgage loan, which can make the home buying process smoother and more efficient. In Sunset Hills, MO, where the housing market can be competitive, having a mortgage loan officer on your side can give you an edge over other buyers and help you secure your dream home.

Tax Services

Residents of Sunset Hills, MO can benefit from the expertise of a tax advisor in several ways. One common way is by receiving guidance on tax planning and preparation. A tax advisor can help residents navigate the complex tax laws and regulations, ensuring that they are taking advantage of all available deductions and credits. Additionally, a tax advisor can assist with tax compliance, helping residents avoid penalties and fines for late or incorrect filings. With Sunset Hills being a suburb of St. Louis, residents may also benefit from a tax advisor's knowledge of local tax laws and regulations that may differ from other areas. Overall, a tax advisor can provide valuable assistance to residents of Sunset Hills, MO in managing their tax obligations and maximizing their financial well-being.

Estate Planning Lawyer

Residents of Sunset Hills, MO can benefit from the services of an estate planning lawyer in many ways. One of the most common ways is by helping them create a comprehensive estate plan that ensures their assets are distributed according to their wishes after they pass away. This is especially important in Sunset Hills, where the median home value is higher than the national average. An estate planning lawyer can also assist with setting up trusts to protect assets, establishing powers of attorney, and creating healthcare directives. These legal professionals can help residents of Sunset Hills navigate the complex legal system and ensure that their loved ones are taken care of after they're gone.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Sunset Hills, MO