Columbia, MO Financial Advisors and Resources



Financial Advisor Firms in Columbia, MO


WR WEALTH PLANNERS LLC

Website

(573) 875-3939

200 E. Southampton Drive
Suite 101
Columbia, MO 65203

SEC#: 801-118523
Years in Business: 1 years

CONVERGENCE FINANCIAL

Website

(573) 818-2264

200 East Southampton Drive
Suite 102
Columbia, MO 65203

SEC#: 801-116738
Years in Business: 2 years

SUNDVOLD FINANCIAL

Website

(573) 443-1000

1000 W. Nifong
Building 4, Suite 104
Columbia, MO 65203

SEC#: 801-57007
Years in Business: 21 years

ALEXANDER LABRUNERIE & CO., INC.

Website

(573) 449-5313

601 Nifong Blvd.
Suite 3B
Columbia, MO 65203

SEC#: 801-108708
Years in Business: 4 years

JJP CAPITAL MANAGEMENT, INC.

Website

(573) 442-2763

112 South College Avenue

Columbia, MO 65201

SEC#: 801-20567
Years in Business: 37 years

PERMANENT EQUITY MANAGEMENT

Website

(573) 445-0678

315 N 10th St.

Columbia, MO 65201

SEC#: 801-119179
Years in Business: 1 years

CONCORDE ASSET MANAGEMENT, LLC

Website

(573) 443-5007

801 Gray Oak Drive

Columbia, MO 65201

SEC#: 801-74519
Years in Business: 9 years

WR WEALTH PLANNERS LLC

Website

(573) 443-3007

803 Gray Oak Drive

Columbia, MO 65203

SEC#: 801-118523
Years in Business: 1 years

CONCORDE ASSET MANAGEMENT, LLC

Website

(573) 443-5007

801 Gray Oak Drive

Columbia, MO 65201

SEC#: 801-74519
Years in Business: 9 years


How Retirement-Friendly is Columbia, MO?

  • Population: 121,230
  • % of Population 62 Years and Over: 12.9%
  • Average Home Value: $193,300
  • Average Monthly Housing Cost: $950
  • Average Household Income: $74,727
  • 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.)


Columbia, MO Financial Advisor FAQs

Financial advisors recommend courses of action based upon the financial goals of their clients, taking into account current market conditions and their expertise in various fields of knowledge.
Ask the financial advisor's education and professional qualifications. What type of service does the financial advisor offer, such as tax planning or estate planning? How much do services cost?
Yes. Financial advisors have insurance licenses which gives you peace of mind when taking risks with investing money.
The first step to find a financial advisor is to create a profile on independent tool so you can quickly and easily comparison shop.