Sunset Hills, MO Financial Advisors and Resources



Financial Advisor Firms in Sunset Hills, MO


SFC FINANCIAL LLC

Website

(314) 842-2001

3890 S. Lindbergh Blvd
Suite 200
Sunset Hills, MO 63127

SEC#: 801-107167
Years in Business: 5 years

RFG ADVISORY, LLC

Website

(314) 384-4069

10777 Sunset Office Drive
Suite 300-A
Sunset Hills, MO 63127

SEC#: 801-79153
Years in Business: 7 years

KALOS MANAGEMENT, INC.

Website

(314) 822-4440

10825 Watson Road
Suite 100
Sunset Hills, MO 63127

SEC#: 801-65182
Years in Business: 15 years

KALOS MANAGEMENT, INC.

Website

(314) 822-4440

10825 Watson Road
Suite 100
Sunset Hills, MO 63127

SEC#: 801-65182
Years in Business: 15 years


How Retirement-Friendly is Sunset Hills, MO?

  • Population: 8,472
  • % of Population 62 Years and Over: 34.1%
  • Average Home Value: $450,300
  • Average Monthly Housing Cost: $1,646
  • Average Household Income: $150,518
  • 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.)


Sunset Hills, MO Financial Advisor FAQs

The best way to find a financial advisor is through referrals and recommendation from people in your community. When meeting with them, look for someone who has experience and education and is well respected. If they are not doing well or will not be available when needed it might be time to look around for another professional.
They help their clients make informed investment decisions and provide advice on saving money through budgetary planning.
Financial advisors get paid in one way or another, typically. They are usually fee-only if they work independently, or under commission if they work for a brokerage house. Though there are those who will take on the investment of an individual as well as managing it and charge fees based on percentage.
Obtaining the appropriate guidance when it comes to money management is no easy feat. There are many factors one needs to take into account, including their current financial situation, area of experience and risk tolerance level. Many people turn to financial advisers for help with these matters. A quality advisor will comfortably provide a list of qualifications and corresponding areas that they specialize in - a good place to start is determining their areas of expertise and understanding what best fits your particular interest or need before you begin planning anything else.