Find a Financial Advisor in Bolivar, MO

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We Only Work With The Best Bolivar Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

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Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

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Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Bolivar, MO


  • Financial Advisor Close to Bolivar, MO

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Bolivar, MO


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Bolivar, MO

We evaluated over 13,000 RIA firms to bring you the best of the best Bolivar financial advisors.
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How Retirement-Friendly is Bolivar, MO?

  • Population: 10,880
  • % of Population 62 Years and Over: 19.5%
  • Average Home Value: $101,500
  • Average Monthly Housing Cost: $696
  • Average Household Income: $47,785
  • Missouri Total Tax Burden: 7.75% (12th Lowest in U.S.)
  • Missouri Property Tax: 2.25% (12th Lowest in U.S.)
  • Missouri Individual Income Tax: 2.37% (25th Highest in U.S.)
  • Missouri Sales and Excise Tax: 3.13% (20th Lowest in U.S.)



The Top Financial Advisor Firms in Bolivar, MO

 

STERLING INVESTMENT ADVISORS,LLC

Website

(417) 777-7677

2095 S. Boston Place

Bolivar, MO 65613

SEC#: 801-63925
Years in Business: 17 years

 


Bolivar, MO Financial Advisor FAQs

Bolivar is a city and county seat of Polk County, Missouri, United States. It is located in Marion Township on the southern edge of Polk County and is also considered part of the Springfield, Missouri Metropolitan Statistical Area. Bolivar is known for its large employer, Citizens Bank of Bolivar, which employs over 1,000 people. The Springfield Public School district is also a large employer in the city, with over 1,500 employees. Polk County Memorial Hospital is the third-largest employer in Bolivar, employing nearly 500 people. The area is best known for its unique geography and Southwest Baptist University. Bolivar's unique facts are its location near the Missouri and Mississippi Rivers, as well as its many historical landmarks including the Bolivar Commercial Historic District. Financial advisors serve in Bolivar, MO, a city and county seat of Polk County. It is located in Marion Township. The city is named after Bolivar, Tennessee where Continental Army Colonel Ezekiel Polk had lived. Discover financial advisors working close by in the links we have posted below.

Financial advisors are easier to evaluate if you can define what you're looking for. Do you need an advisor who specializes in retirement planning, estate planning, risk management, or high net worth? Ask as many questions as possible at your first meeting and make sure the advisor is properly licensed.

There are many considerations when choosing a financial advisor. Do they specialize or do they offer assistance with diverse areas of finance? How long have they been in business? What professional designations do they hold?

You never know what will happen, so it's always a good idea to talk to someone who is familiar with investments. By planning ahead, you'll avoid potentially disastrous issues that could cost you years of savings.

Financial advisors are professionals who help clients deal with various money issues, such as taxes and estate planning. These individuals can also offer advice about equities, bonds or mutual funds to help grow wealth over time.