Wealth Management in Columbia, MO

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List of Firms

Columbia, MO Wealth Management Firms

Merrill Lynch Wealth Management Advisor Michael S Flanagan
Location 2804 Forum Blvd STE 2, Columbia, MO 65203, USA
Phone (573) 446-7163
Language https://fa.ml.com/missouri/columbia/michael_flanagan
Directions
WR Wealth Planners
SEC File# 801-118523
CRD# 306951
4 out of 5
Location 200 Southampton Dr Suite 101, Columbia, MO 65203, USA
Phone (573) 875-3939
Language https://wrwealth.com/
Directions
Edward Jones - Financial Advisor: Bill Fretwell
Location 3310 Bluff Creek Dr Suite 102, Columbia, MO 65201, USA
Phone (573) 443-0043
Language https://www.edwardjones.com/us-en/financial-advisor/bill-fretwell
Directions
The Trust Company of Columbia
5 out of 5
Location 4210 Philips Farm Rd #109, Columbia, MO 65201, USA
Phone (800) 285-7878
Language http://www.thetrustco.com/
Directions
Dean McCullar, CFP, VP, Financial Advisor, LPL
Location 205 S Keene St, Columbia, MO 65201, USA
Phone (573) 874-8447
Language https://www.centralinvestment.net/dmccullar/
Directions
Trek Wealth Planning
Location 910 E Broadway Suite 208, Columbia, MO 65201, USA
Phone (573) 367-5577
Language https://www.trekwealth.com/
Directions
Wealth Management in Columbia, MO

Where Wealth Management Advisors in Columbia, MO Serve

Columbia, MO is a vibrant city nestled in the heart of central Missouri. Home to the University of Missouri, the city boasts a rich history and a diverse population. The downtown area is filled with unique shops, restaurants, and entertainment venues, including the historic Missouri Theatre and the Blue Note music club. Major highways and streets include Interstate 70, which runs east-west through the city, and Highway 63, which connects Columbia to Jefferson City and southern Missouri. The city is also home to several major employers, including the University of Missouri, Boone Hospital Center, and Shelter Insurance. Neighborhoods range from historic districts like the North Village Arts District and Old Southwest to newer developments like the Highlands and Thornbrook. Each neighborhood has its own unique character and amenities, from parks and trails to shopping and dining options. With its thriving arts scene, top-notch healthcare facilities, and excellent schools, Columbia is a great place to live, work, and play.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Columbia, MO can benefit from a bank in numerous ways. Firstly, banks provide financial services such as checking and savings accounts, loans, and credit cards that can help residents manage their money. Additionally, banks offer investment options that allow residents to grow their wealth and save for the future. With the University of Missouri located in Columbia, many students and faculty members may require loans or financial assistance to cover tuition fees and other expenses. Banks can provide these individuals with financial aid and advice on how to manage their finances effectively. Furthermore, Columbia is a growing city with a thriving business community. Banks can assist entrepreneurs and business owners with loans, lines of credit, and other financial services to help them grow their businesses. With a bank, residents of Columbia can have access to a range of financial services and support that can help them achieve their financial goals and improve their quality of life.

Insurance Broker

Residents of Columbia, MO can greatly benefit from the services of an insurance broker. With the city's growing population and diverse demographics, an insurance broker can provide a tailored approach to meet the unique needs of each individual and business. The broker can help residents navigate the complex world of insurance policies, including health, home, auto, and life insurance. Additionally, with Columbia being home to the University of Missouri, students and faculty members can benefit from the guidance of an insurance broker when it comes to selecting and understanding their health insurance options. With the unpredictable weather patterns in the Midwest, an insurance broker can also assist with finding the best coverage for natural disasters such as floods and tornadoes, which are common occurrences in Columbia. In summary, an insurance broker can provide invaluable assistance to the residents of Columbia, MO by simplifying the insurance process and ensuring that they have the appropriate coverage for their unique needs.

Retirement Planning

Residents of Columbia, MO can greatly benefit from the services of a retirement planner. One of the most common ways a retirement planner can help residents of Columbia is by providing guidance on how to maximize their Social Security benefits. Columbia, MO has a higher than average percentage of retirees compared to the rest of the state, and many of these retirees rely heavily on Social Security as their primary source of income. A retirement planner can help retirees in Columbia, MO understand the various claiming strategies available to them, such as delaying benefits or spousal benefits, to ensure they receive the highest possible payout. Additionally, a retirement planner can assist residents of Columbia, MO in creating a comprehensive retirement plan that takes into account their unique financial situation and goals. This may include developing a budget, creating a diversified investment portfolio, and determining the optimal age to retire. With the help of a retirement planner, residents of Columbia, MO can feel confident that they are on track to achieve their retirement goals.

Financial Advisor

Residents of Columbia, MO can benefit from the services of a financial advisor in several ways. Firstly, a financial advisor can help residents of Columbia, MO to navigate the complex tax laws that are unique to the state. With the state of Missouri having a complex tax system, a financial advisor can help residents of Columbia, MO to understand tax laws and regulations, and to make informed decisions regarding tax planning and investment strategies. Additionally, a financial advisor can help residents of Columbia, MO to plan for their retirement, which is especially important given the aging population in the area. By providing guidance on investment options and retirement planning strategies, a financial advisor can help residents of Columbia, MO to secure their financial future and ensure that they are able to enjoy a comfortable retirement. Finally, a financial advisor can help residents of Columbia, MO to manage their debt and improve their credit scores, which is particularly important given the high levels of student debt in the area.

Mortgage Loan Officer

Residents of Columbia, MO can greatly benefit from the services of a mortgage loan officer in a number of ways. Firstly, a mortgage loan officer can help residents navigate the complex and ever-changing landscape of mortgage lending. With their expertise, they can help residents find the best mortgage product for their unique financial situation. Additionally, they can provide guidance on the various programs available to residents, such as first-time homebuyer programs or low-income housing assistance. For residents in Columbia, MO, where the real estate market is highly competitive and home prices are rising, a mortgage loan officer can be an invaluable resource in securing a home loan with favorable terms and rates. Ultimately, a mortgage loan officer can help residents achieve their dream of homeownership, which is especially important in Columbia, MO, where the sense of community and pride in homeownership is strong.

Tax Services

Residents of Columbia, MO can greatly benefit from the services of a tax advisor. With a population of over 123,000, there are a variety of tax-related issues that can arise for individuals and businesses alike. For instance, Columbia is home to the University of Missouri, which means that many residents are employed by or attend the university. Tax advisors can help these individuals navigate the unique tax implications of working for a large institution like a university, including issues related to retirement plans, tuition assistance, and other benefits. Additionally, Columbia is known for its vibrant arts and culture scene, which means that many residents may have income from creative pursuits such as music or art. Tax advisors can help these individuals understand the tax implications of their income streams and ensure that they are properly reporting their earnings. Finally, Columbia is located in the heart of Missouri and has a thriving agricultural industry.

Estate Planning Lawyer

Residents of Columbia, MO can benefit greatly from the services of an estate planning lawyer. These professionals can help individuals create a comprehensive plan for their assets and property, ensuring that their wishes are properly documented and carried out. One specific aspect of estate planning that is particularly important in Columbia, MO is the consideration of family farms. Many families in the area have passed down their farms for generations, and an estate planning lawyer can help ensure that these properties remain in the family and are not lost due to taxes or other legal issues. Additionally, estate planning lawyers can assist with creating trusts, establishing power of attorney, and planning for long-term care. With the help of an experienced estate planning lawyer, residents of Columbia, MO can have peace of mind knowing that their assets and property are protected and their wishes will be carried out.

Columbia, MO Financial Resources

Columbia, MO Chamber of Commerce

https://columbiamochamber.com/

Columbia, MO City Hall

https://www.como.gov/contacts/city-hall/

Columbia, MO Public Library

https://www.dbrl.org/locations-hours/columbia-public-library

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

Wealth management services provided by a wealth manager in Columbia, MO are designed to help clients achieve their financial goals through a comprehensive approach. These services may include investment management, retirement planning, estate planning, tax planning, and risk management. A wealth manager in Columbia, MO may also provide specialized services such as agricultural wealth management, given the city's strong agricultural roots and the presence of the University of Missouri's College of Agriculture, Food and Natural Resources. With a focus on long-term growth and preservation of wealth, a wealth manager in Columbia, MO can help clients navigate the complexities of the financial world and make informed decisions that align with their unique needs and goals.

Columbia, MO is a bustling city that boasts a thriving economy and a wealth of opportunities for its residents. With its vibrant community and diverse range of businesses, it's no wonder that many people turn to this city when they need a wealth manager. One of the key reasons why Columbia, MO is the best place to find a wealth manager is its robust financial sector. The city is home to a number of top-tier financial institutions and investment firms, each of which offers a wealth of expertise and experience in managing assets and building wealth. From boutique firms to large-scale banks, Columbia, MO has it all, making it the perfect place to find a wealth manager who can help you achieve your financial goals. Additionally, the city's strong sense of community and commitment to excellence make it an ideal place to build a long-term relationship with a trusted wealth manager who can guide you through every stage of your financial journey.