Jefferson County, MO Financial Advisors and Resources



Financial Advisor Firms in Jefferson County, MO


UMB FINANCIAL SERVICES, INC.

Website

(636) 287-5272

827 Arnold Commons Drive

Arnold, MO 63010

SEC#: 801-62967
Years in Business: 17 years


How Retirement-Friendly is Jefferson County, MO?

  • Population: 223,951
  • % of Population 62 Years and Over: 18.4%
  • Average Home Value: $167,800
  • Average Monthly Housing Cost: $973
  • Average Household Income: $78,083
  • 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.)


Jefferson County, MO Financial Advisor FAQs

Financial advisors can be paid monthly, quarterly, or annually. In some cases, they may charge a percentage of the assets under management, instead of a flat fee.
In order to get a feel for the advisor's style and what knowledge they have, prospective new clients should talk with the consultant about their goals and what they hope to get from working with him. They may also inquire about the areas of investing in which he is most knowledgeable.
Financial advisors will use an array of tactics to meet the needs and goals of your company or investment portfolio, including diversification in assets, inflation protection, tax minimization, estate planning, alternative funding sources, etc.
Yes. Investors worry less about day-to-day fluctuations in value when they have an expert watching their overall return over several decades compared with trying it themselves.