Best Financial Advisors in Jefferson County, MO

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List of Firms

Jefferson County, MO Fiduciary Financial Advisors

Gateway Financial Resources
Location 1516 Parkway W, Festus, MO 63028, USA
Phone (314) 432-9541
Directions
Edward Jones - Financial Advisor: Cheyenne Pratt
SEC File# 801-3297
CRD# 250
Location 232 E Main St, Festus, MO 63028, USA
Phone (636) 931-6006
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: Jesse R Mosley
SEC File# 801-3297
CRD# 250
5 out of 5
Location 1275 Imperial Main St, Imperial, MO 63052, USA
Phone (636) 464-4067
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
Edward Jones - Financial Advisor: John D Scalzitti, AAMS®
SEC File# 801-3297
CRD# 250
Location 1010 N Truman Blvd, Crystal City, MO 63019, USA
Phone (636) 937-6992
Directions
Edward Jones
SEC File# 801-3297
CRD# 250
Location 2374 N Truman Blvd, Crystal City, MO 63019, USA
Phone (636) 931-6006
Directions
Edward Jones - Financial Advisor: Stephen M Huelster
SEC File# 801-3297
CRD# 250
3 out of 5
Location 1119 Imperial Main St, Imperial, MO 63052, USA
Phone (636) 464-2097
Directions
Edward Jones - Financial Advisor: Frank C Weber, CFP®|AAMS®
SEC File# 801-3297
CRD# 250
Location 765 Maple St, Hillsboro, MO 63050, USA
Phone (636) 797-3244
Directions
Edward Jones - Financial Advisor: Chad W Schaffer, AAMS®
SEC File# 801-3297
CRD# 250
Location 103 Richardson Crossing, Arnold, MO 63010, USA
Phone (636) 461-0075
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
Mahn Wealth Management - Stifel
Location 100 Scenic Ln Suite 200, Herculaneum, MO 63048, USA
Phone (636) 678-4380
Directions
He Cherry Financial Services LLC
Location 104 Bailey Rd, Crystal City, MO 63019, USA
Phone (636) 931-5300
Directions
Edward Jones - Financial Advisor: Rick Ernst, AAMS™
4 out of 5
Location 140 Cliff Cave Rd Suite 100, St. Louis, MO 63129, USA
Phone (314) 892-6467
Directions
Ben Hoeft - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 3494 Jeffco Blvd, Arnold, MO 63010, USA
Phone (636) 467-7500
Directions
Edward Jones - Financial Advisor: Mike Gryglewski
SEC File# 801-3297
CRD# 250
Location 52 Fenton Crossing, Fenton, MO 63026, USA
Phone (636) 349-6094
Directions
Jc Business & Financial Services
Location PO Box 288, Crystal City, MO 63019, USA
Phone (636) 937-3370
Directions
Edward Jones - Financial Advisor: Staci L Templeton, CFP®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 1185 Scenic Dr Suite 117, Herculaneum, MO 63048, USA
Phone (636) 479-9511
Directions
Mindy Schowengerdt - 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
Edward Jones - Financial Advisor: Christine C Hill, AAMS®
SEC File# 801-3297
CRD# 250
Location 350 Festus Centre Dr, Festus, MO 63028, USA
Phone (636) 937-4830
Directions
Edward Jones - Financial Advisor: Mark W Olenyik
SEC File# 801-3297
CRD# 250
Location 5647 Telegraph Rd Suite 8, St. Louis, MO 63129, USA
Phone (314) 293-9633
Directions
Armstrong Financial Advisors
Location 724 Jeffco Blvd, Arnold, MO 63010, USA
Phone (636) 296-4100
Directions
Edward Jones - Financial Advisor: Kevin L Humphrey, AAMS®
SEC File# 801-3297
CRD# 250
Location 3520 Jeffco Blvd, Arnold, MO 63010, USA
Phone (636) 464-4604
Directions
Edward Jones - Financial Advisor: David T Huelster, AAMS®
SEC File# 801-3297
CRD# 250
1 out of 5
Location 7095 Metropolitan Blvd B, Barnhart, MO 63012, USA
Phone (636) 464-7228
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 5:30 PM Wednesday: 8:00 AM – 5:30 PM Thursday: 8:00 AM – 5:30 PM Friday: 8:00 AM – 5:30 PM Saturday: Closed Sunday: Closed
Directions
Edward Jones - Financial Advisor: Joshua R Morgan
SEC File# 801-3297
CRD# 250
2 out of 5
Location 5 Hilltop Village Center Dr, Eureka, MO 63025, USA
Phone (636) 938-9424
Directions
Edward Jones - Financial Advisor: Jennifer Hunt
SEC File# 801-3297
CRD# 250
5 out of 5
Location 1151 E Gannon Dr, Festus, MO 63028, USA
Phone (636) 931-5295
Directions
Sampson Financial Services
Location 2002 N Main St, De Soto, MO 63020, USA
Phone (636) 586-2424
Directions
Waites Financial Services
Location 2464 N Truman Blvd, Festus, MO 63028, USA
Phone (636) 931-2032
Directions
Edward Jones - Financial Advisor: Scott M Seek
SEC File# 801-3297
CRD# 250
5 out of 5
Location 341 N Creek Dr Suite B, Festus, MO 63028, USA
Phone (636) 937-8081
Directions
Edward Jones - Financial Advisor: Kelly McGinnis, AAMS®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 1 Dillon Plaza Dr, High Ridge, MO 63049, USA
Phone (636) 677-1951
Time Monday: 8:00 AM – 4:30 PM Tuesday: 8:00 AM – 7:00 PM Wednesday: 8:00 AM – 4:30 PM Thursday: 8:00 AM – 7:00 PM Friday: 8:00 AM – 4:30 PM Saturday: Closed Sunday: Closed
Directions
Edward Jones - Financial Advisor: Vince Wallace
SEC File# 801-3297
CRD# 250
Location 5496 Baumgartner Rd Suite 131, St. Louis, MO 63129, USA
Phone (314) 894-6773
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
Decision Wealth
5 out of 5
Location 502 S Truman Blvd suite a, Festus, MO 63028, USA
Phone (636) 638-1050
Directions
Ameritime, Inc
SEC File# 801-65182
CRD# 133025
5 out of 5
Location 340 S Truman Blvd, Crystal City, MO 63019, USA
Phone (314) 432-9540
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
Edward Jones - Financial Advisor: Dustin L West
SEC File# 801-3297
CRD# 250
Location 12 Municipal Dr c, Arnold, MO 63010, USA
Phone (636) 282-5681
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 – 3:30 PM Saturday: Closed Sunday: Closed
Directions
Edward Jones - Financial Advisor: Carrie A Casey
SEC File# 801-3297
CRD# 250
Location 4593 Chestnut Park Plaza, St. Louis, MO 63129, USA
Phone (314) 487-2297
Directions
Brokaw Cullen J
Location 2374 N Truman Blvd, Crystal City, MO 63019, USA
Phone (636) 931-6006
Directions
Edward Jones - Financial Advisor: Jacob M Herget
SEC File# 801-3297
CRD# 250
Location 1275 Imperial Main St, Imperial, MO 63052, USA
Phone (636) 464-4067
Directions
Edward Jones - Financial Advisor: Colby J Portell
SEC File# 801-3297
CRD# 250
5 out of 5
Location 232 E Main St, Festus, MO 63028, USA
Phone (636) 931-6006
Directions
Beckerle Financial
Location 201 Beverly St C, Eureka, MO 63025, USA
Phone (636) 938-4104
Directions
Edward Jones - Financial Advisor: Janna B Alford
SEC File# 801-3297
CRD# 250
Location 998 E Gannon Dr Suite 120, Festus, MO 63028, USA
Phone (636) 937-7662
Directions
Edward Jones - Financial Advisor: Cullen J Brokaw
SEC File# 801-3297
CRD# 250
Location 145 Arnold Crossroads Center, Arnold, MO 63010, USA
Phone (636) 296-7206
Directions
Edward Jones - Financial Advisor: Kevin Buckley, CFP®|AAMS®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 924 Brookwood Center, Fenton, MO 63026, USA
Phone (636) 343-7620
Directions
Financial Advisors in Jefferson County, MO

Where Certified Financial Advisors in Jefferson County, MO Serve

Jefferson County, MO is a vibrant and diverse community situated in the heart of the Midwest. This region boasts a plethora of landmarks, including the iconic Jefferson County Courthouse, which dates back to the early 1800s. Other notable sites include the Mastodon State Historic Site, which showcases the area's rich prehistoric past, and the charming downtown districts of Festus and Crystal City. In terms of employment, Jefferson County is home to a wide range of top employers, including the healthcare giant Mercy Health, the leading retailer Walmart, and the global manufacturing firm Emerson Electric. These companies provide a wealth of job opportunities for residents and contribute significantly to the local economy. When it comes to transportation, Jefferson County is well-connected to the surrounding areas via major highways and streets, including Interstate 55 and Highway 21. These thoroughfares make it easy for residents to travel to nearby cities like St. Louis and Springfield, as well as to popular destinations such as the Ozark Mountains and the Mississippi River.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Jefferson County, MO could benefit from the expertise of a financial advisor in a number of ways. For example, a financial advisor could help residents navigate the specific tax laws and regulations in Missouri, which can be quite different from other states. Additionally, a financial advisor could help residents plan for retirement, which is especially important given that the median age in Jefferson County is 40 years old. With the help of a financial advisor, residents could create a personalized plan that takes into account their unique financial goals and circumstances, whether that means saving for a child's education, paying off debt, or investing for the future. Ultimately, a financial advisor can provide residents with the peace of mind that comes with knowing they are making informed decisions about their money.

Insurance Broker

Residents of Jefferson County, MO can benefit greatly from the services of an insurance broker. An insurance broker can help residents find the best insurance policies for their unique needs and budget. This is especially important in Jefferson County, as it is home to many small businesses and farms that require specialized insurance coverage. Additionally, with the county's proximity to St. Louis, residents may need insurance coverage for their daily commutes or for trips to the city. An insurance broker can help residents navigate the complex world of insurance and ensure that they have the right coverage to protect themselves and their assets.

Retirement Planning

Residents of Jefferson County, MO could benefit from the expertise of a retirement planner in a number of ways. Firstly, Jefferson County is home to a large number of retirees who may need assistance in managing their finances, planning for healthcare costs, and creating a sustainable income stream that will last throughout their retirement years. Additionally, many residents of Jefferson County work in industries that do not offer robust retirement benefits, making it even more important to have a solid plan in place. A retirement planner can help residents of Jefferson County navigate the complex world of retirement planning, taking into account their unique goals, needs, and financial situation. Whether it's creating a budget, maximizing Social Security benefits, or investing in a diversified portfolio, a retirement planner can provide valuable guidance and support to help residents of Jefferson County achieve financial security in retirement.

Wealth Management

Residents of Jefferson County, MO can benefit greatly from the services of a wealth manager. With its diverse economy and growing population, Jefferson County presents unique financial challenges that require tailored solutions. A wealth manager can help residents navigate the local real estate market, which has seen a surge in demand in recent years. They can also provide advice on retirement planning, college savings, and estate planning, which are all critical areas of financial management that require expert guidance. Additionally, a wealth manager can help residents develop investment strategies that align with their goals and risk tolerance, taking into account the specific economic conditions of Jefferson County and the broader region. Overall, a wealth manager can provide invaluable support to residents of Jefferson County, helping them achieve their financial objectives and secure their financial futures.

Mortgage Loan Officer

Residents of Jefferson County, MO can benefit greatly from the services of a mortgage loan officer. These professionals specialize in helping people secure financing for their dream homes, whether they are first-time buyers or looking to refinance their current mortgage. In Jefferson County, where the median home value is $189,900, a loan officer can provide invaluable guidance on navigating the local housing market and finding the right loan options to fit each individual's unique financial situation. Additionally, loan officers can help residents understand the various government-backed loan programs available, such as FHA and VA loans, which can be particularly beneficial for those who are eligible. With their expertise and personalized approach, mortgage loan officers can make the home buying process smoother and less stressful for residents of Jefferson County.

Tax Services

Residents of Jefferson County, MO can benefit greatly from the services of a tax advisor. With the complex tax laws and regulations constantly changing, it can be difficult for individuals to navigate the system on their own. A tax advisor can provide guidance on tax planning, preparation, and filing, ensuring that residents are taking advantage of all available deductions and credits. Additionally, Jefferson County has a high number of small business owners who can benefit from the expertise of a tax advisor in managing their business finances and minimizing tax liabilities. With a tax advisor's help, residents can feel confident that they are making informed decisions and maximizing their financial well-being.

Estate Planning Lawyer

Residents of Jefferson County, MO can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by drafting a will or trust to ensure that a person's assets are distributed according to their wishes after they pass away. This is especially important in Jefferson County, where many residents own property or have family-owned businesses that they want to protect and pass down to future generations. Additionally, an estate planning lawyer can help with other important legal documents such as power of attorney and healthcare directives, which can provide peace of mind and ensure that a person's wishes are respected if they become incapacitated. Overall, working with an estate planning lawyer can help residents of Jefferson County protect their assets and ensure that their loved ones are taken care of in the future.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Jefferson County, MO