Best Financial Advisors in Des Peres, MO

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List of Firms

Des Peres, MO Fiduciary Financial Advisors

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Tom Dillon - Raymond James
3 out of 5
Location 1000 Des Peres Rd, St. Louis, MO 63131, USA
Phone (314) 821-4800
Directions
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Edward Jones - Financial Advisor: Jason B Heldenbrand, CFP®
SEC File# 801-3297
CRD# 250
Location 11780 Manchester Rd Ste 104, Des Peres, MO 63131, USA
Phone (314) 966-3101
Directions
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Edward Jones - Financial Advisor: Patrick D Morningstar, CFP®|CRPS®
5 out of 5
Location 1610 Des Peres Rd Suite 310, St. Louis, MO 63131, USA
Phone (314) 984-0129
Directions
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Edward Jones - Financial Advisor: Brian T Donelon
Location 12444 Powerscourt Dr Suite 215, St. Louis, MO 63131, USA
Phone (314) 984-0427
Directions
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Edward Jones - Financial Advisor: Christy Sales, CFP®|CRPC®
SEC File# 801-3297
CRD# 250
Location 12045 Manchester Rd, Des Peres, MO 63131, USA
Phone (314) 966-0175
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
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Joseph Heitkamp - Financial Planner - Planify Group
Location 13358 Manchester Rd Ste 200, Des Peres, MO 63131, USA
Phone (636) 445-5901
Directions
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Dustin Brown - Raymond James Financial Services
Location 11600 Manchester Rd #201, Des Peres, MO 63131, USA
Phone (314) 822-1100
Directions
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Edward Jones - Financial Advisor: Marianne T Weber
SEC File# 801-3297
CRD# 250
Location 11652 Manchester Rd, Des Peres, MO 63131, USA
Phone (314) 835-0078
Time Monday: 8:30 AM – 4:30 PM Tuesday: 8:30 AM – 4:30 PM Wednesday: 8:30 AM – 4:30 PM Thursday: 8:30 AM – 4:30 PM Friday: 8:30 AM – 4:30 PM Saturday: Closed Sunday: Closed
Directions
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Brittani Miller - Thrivent
Location 1515 Des Peres Rd Suite 100, St. Louis, MO 63131, USA
Phone (314) 570-6988
Directions
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Edward Jones - Financial Advisor: Jim Hietter, AAMS™
SEC File# 801-3297
CRD# 250
5 out of 5
Location 11780 Manchester Rd Suite 107, Des Peres, MO 63131, USA
Phone (314) 835-9293
Directions
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Tommy Self - Thrivent
Location 1515 Des Peres Rd, St. Louis, MO 63131, USA
Phone (314) 608-8333
Directions
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Allison Harris - Thrivent
Location 1515 Des Peres Rd, St. Louis, MO 63131, USA
Phone (314) 783-4209
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Christopher Ernst - Raymond James Financial Services
Location 11600 Manchester Rd #201, Des Peres, MO 63131, USA
Phone (314) 822-1100
Directions
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Pierce Financial Strategies, LLC
Location 1610 Des Peres Rd #150, St. Louis, MO 63131, USA
Phone (314) 608-7256
Directions
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Jim Watson, VP, Financial Advisor, LPL
Location 12230 Manchester Rd, Des Peres, MO 63131, USA
Phone (314) 746-4654
Directions
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Nick Lawson - Thrivent
Location 1515 Des Peres Rd Suite 100, Des Peres, MO 63131, USA
Phone (314) 749-9312
Directions
Financial Advisors in Des Peres, MO

Where Certified Financial Advisors in Des Peres, MO Serve

Des Peres, MO is a vibrant city located in St. Louis County, known for its rich history and diverse culture. The city is home to many iconic landmarks, such as the West County Center, a premier shopping destination that offers a wide range of retail options for visitors of all ages. Additionally, the city is home to several top employers, including Edward Jones, Mercy Hospital, and St. Luke's Hospital, which provide a range of employment opportunities for residents. Major highways and streets in the city include Interstate 270, Manchester Road, and Dougherty Ferry Road, which connect the city to other parts of the region. Des Peres is also home to several unique neighborhoods, each with its own distinct charm and character, including the West County area, which boasts a variety of residential and commercial properties. Overall, Des Peres is a dynamic and exciting city that offers something for everyone.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Des Peres, MO can benefit greatly from the help of a financial advisor. One of the most common ways that a financial advisor can assist Des Peres residents is by helping them plan for retirement. With a median age of 47.6 years old, many residents of Des Peres are likely thinking about their future and how they can prepare financially for their golden years. A financial advisor can help them create a retirement plan that takes into account their current income, expenses, and future goals. Additionally, with the median household income in Des Peres being $124,318, a financial advisor can provide guidance on how to best invest and manage their wealth to ensure long-term financial stability. Overall, a financial advisor can provide valuable insight and guidance to help residents of Des Peres, MO achieve their financial goals and secure their future.

Insurance Broker

Residents of Des Peres, MO can benefit greatly from the services of an insurance broker. With the city's population of over 8,000 residents, an insurance broker can help individuals and families find the best insurance policies to fit their unique needs and budget. Whether it's home insurance to protect against natural disasters or auto insurance to cover accidents on the busy roads, an insurance broker can provide expert guidance and find the most affordable rates. Additionally, with Des Peres being located in a flood-prone area, an insurance broker can help residents navigate the complexities of flood insurance and ensure they are properly covered in case of a disaster. Overall, an insurance broker can provide valuable peace of mind to residents of Des Peres, MO.

Retirement Planning

Residents of Des Peres, MO can benefit from the expertise of a retirement planner in a variety of ways. With the median age of Des Peres residents being 44.5 years, many are likely approaching retirement age or considering their options for the future. A retirement planner can help individuals in Des Peres navigate the often complex landscape of retirement planning, from determining the best investment strategies to maximizing Social Security benefits. Additionally, with many residents of Des Peres working in professional and managerial occupations, a retirement planner can assist in creating a personalized retirement plan that takes into account their unique financial situation and goals. Overall, a retirement planner can provide peace of mind and a clear path forward for residents of Des Peres as they plan for their future.

Wealth Management

Residents of Des Peres, MO could benefit from the expertise of a wealth manager in a number of ways. For example, a wealth manager could assist with retirement planning, investment management, and tax optimization strategies. Given the high median household income in Des Peres, which is well above the national average, many residents may have complex financial situations that require professional guidance. Additionally, Des Peres is located in St. Louis County, which has a relatively high property tax rate compared to other areas in Missouri. A wealth manager could help residents navigate these tax implications and potentially save them money in the long run. Overall, a wealth manager could bring peace of mind to residents of Des Peres by providing tailored financial advice and helping them achieve their financial goals.

Mortgage Loan Officer

Residents of Des Peres, MO could benefit from the expertise of a mortgage loan officer in numerous ways. One of the most common ways is by helping them navigate the complex process of obtaining a mortgage loan. With the help of a loan officer, residents can better understand the different types of loans available to them and choose the one that best fits their financial situation. Additionally, loan officers can assist residents in finding the best interest rates and loan terms, which can save them thousands of dollars over the life of their mortgage. In Des Peres, MO, where the housing market is competitive and constantly changing, having a knowledgeable loan officer on your side can make all the difference in securing your dream home.

Tax Services

Residents of Des Peres, MO could greatly benefit from the expertise of a tax advisor in various ways. For instance, a tax advisor could help individuals in Des Peres navigate the complex tax laws and regulations that are unique to the state of Missouri. Additionally, a tax advisor could assist residents in identifying deductions and credits that they may be eligible for, ultimately reducing their tax burden. Given that Des Peres is a relatively affluent community, a tax advisor could also provide guidance on estate planning and wealth management strategies to ensure that residents are maximizing their financial potential. Overall, a tax advisor could be a valuable resource for individuals in Des Peres looking to optimize their financial situation and minimize their tax liability.

Estate Planning Lawyer

Residents of Des Peres, MO could benefit from the services of an estate planning lawyer in a variety of ways. One of the most common ways an estate planning lawyer could help is by creating a comprehensive estate plan that outlines how a person's assets will be distributed after their death. This is particularly important in Des Peres, MO, where many residents own valuable property and assets. An estate planning lawyer can also help residents minimize taxes and avoid probate, which can be a costly and time-consuming process. Additionally, an estate planning lawyer can assist residents in setting up trusts, creating powers of attorney, and establishing healthcare directives, all of which can provide peace of mind and ensure that their wishes are carried out in the event of incapacity or death.

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