Best Financial Advisors in Franklin County, MO

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List of Firms

Franklin County, MO Fiduciary Financial Advisors

SEC File# 801-10970
CRD# 6413
5 out of 5
Location 203 E Fifth St, Washington, MO 63090, USA
Phone (636) 432-0104
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: 9:00 AM – 12:00 PM Sunday: Closed
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Robert S Mac Donald - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1190 Jefferson St Ste 103B, Washington, MO 63090, USA
Phone (314) 336-4330
Time Monday: Closed Tuesday: Closed Wednesday: 8:30 AM – 4:00 PM Thursday: Closed Friday: Closed Saturday: Closed Sunday: Closed
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Financial Advisors | U.S. Bancorp Investments
Location 114 Oak St, Washington, MO 63090, USA
Phone (636) 392-5051
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Jake Erwin - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 900 E 8th St, Washington, MO 63090, USA
Phone (636) 239-6600
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Money Concepts
Location 529 W 5th St, Washington, MO 63090, USA
Phone (636) 239-9087
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Lancer Industries
Location 529 E 6th St, Washington, MO 63090, USA
Phone (636) 390-9466
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Franklin Financial Corporation
3 out of 5
Location 380 S Main St, St Clair, MO 63077, USA
Phone (636) 629-7368
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Edward Jones - Financial Advisor: Michael Schmanke
SEC File# 801-3297
CRD# 250
Location 205 E Main St, Union, MO 63084, USA
Phone (636) 583-5069
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 507 S Lincoln Ave, Union, MO 63084, USA
Phone (636) 583-9188
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Steamboat Financial Group
SEC File# 801-76973
CRD# 164666
5 out of 5
Location 820 E 6th St, Washington, MO 63090, USA
Phone (636) 239-1486
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Edward Jones - Financial Advisor: Kama Unnerstall, AAMS™
SEC File# 801-3297
CRD# 250
5 out of 5
Location 617 Franklin Avenue, Washington, MO 63090, USA
Phone (636) 239-0017
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Edward Jones - Financial Advisor: Katie Schonaerts
SEC File# 801-3297
CRD# 250
3 out of 5
Location 507 A S Lincoln Ave, Union, MO 63084, USA
Phone (636) 583-9188
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Wealth Management Advisors Inc.
SEC File# 801-79660
CRD# 171260
Location 6244 MO-100 STE 120, Washington, MO 63090, USA
Phone (636) 390-9900
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
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Lang & Becker Inc
Location 421 W 5th St, Washington, MO 63090, USA
Phone (636) 390-8339
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Prime Vest Financial Services
Location 351 S Oak St, Union, MO 63084, USA
Phone (636) 584-0695
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Rockwood Asset Management LLC
Location 170 Church Rd, Augusta, MO 63332, USA
Phone (636) 228-4225
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Edward Jones - Financial Advisor: Whitney Livengood
SEC File# 801-3297
CRD# 250
Location 1801 Heritage Hills Dr, Washington, MO 63090, USA
Phone (636) 239-5939
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Cornerstone Financial Consultants
5 out of 5
Location 1874 Hwy A #210, Washington, MO 63090, USA
Phone (636) 239-5000
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Jean M Wright - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 800 N Commercial Ave, St Clair, MO 63077, USA
Phone (314) 638-7174
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West County Financial Services
Location 350 Sweet Briar Ct, Labadie, MO 63055, USA
Phone (314) 822-8022
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Mark Koch - Thrivent
Location 2670 Hwy E, New Haven, MO 63068, USA
Phone (573) 237-2686
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Means Financial Group
Location 106 US-50 W, Union, MO 63084, USA
Phone (636) 744-1440
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Kase Financial Services
1 out of 5
Location 6 W Main St #604, Sullivan, MO 63080, USA
Phone (573) 468-4700
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Edward Jones - Financial Advisor: Tricia A Seely, AAMS®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 205 E Main St, Union, MO 63084, USA
Phone (636) 583-5069
Directions
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First Street Financial Advisors
5 out of 5
Location 17 S Oak St, Union, MO 63084, USA
Phone (636) 266-3010
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Financial Advisors in Franklin County, MO

Where Certified Financial Advisors in Franklin County, MO Serve

Franklin County, MO is a beautiful and historic area located in the heart of Missouri. With its rich history and diverse culture, this county boasts a number of landmarks that are sure to impress visitors and residents alike. From the stunning Meramec Caverns to the majestic Missouri River, there is no shortage of natural beauty to be found here. In terms of top employers, Franklin County is home to a number of major companies and organizations. Some of the most notable include Mercy Hospital, St. Clair R-XIII School District, and the City of Washington. These employers offer a wide range of job opportunities and help to drive the local economy. When it comes to getting around, Franklin County is well-connected to the rest of the state and beyond. Major highways like I-44 and US-50 run through the county, providing easy access to nearby cities and attractions. Additionally, local streets like Main Street and Highway 47 offer convenient routes for commuters and travelers.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Franklin County, MO can benefit greatly from the services of a financial advisor. One of the most common ways a financial advisor can help is by creating a personalized budget plan for individuals and families. Franklin County is a rural area with a mix of farming and small businesses, and a financial advisor can help residents navigate the unique financial challenges that come with these industries. Additionally, a financial advisor can assist with retirement planning, investment strategies, and debt management. With the help of a financial advisor, residents can feel confident and empowered in their financial decisions, and work towards achieving their long-term financial goals.

Insurance Broker

Residents of Franklin County, MO can benefit from the services of an insurance broker in several ways. Firstly, an insurance broker can help them navigate the complex and confusing world of insurance policies and find the best coverage for their unique needs. This is especially important in Franklin County, MO, where residents face a variety of risks, including floods, tornadoes, and other natural disasters. Additionally, an insurance broker can help residents save money on their insurance premiums by comparing policies and negotiating on their behalf. This is particularly important for residents of Franklin County, MO, where the cost of living is higher than the national average. Finally, an insurance broker can provide residents with peace of mind by ensuring that they have adequate coverage in the event of an unexpected event, such as a car accident or medical emergency.

Retirement Planning

Residents of Franklin County, MO can benefit greatly from the services of a retirement planner. With a population of over 100,000 people, many of whom are approaching retirement age, a retirement planner can provide guidance on how to save and invest for the future. Specifically, Franklin County is home to a large number of blue-collar workers in industries such as manufacturing and agriculture. A retirement planner can help these individuals navigate the complex world of retirement savings and investment options, ensuring that they are able to retire comfortably and with financial security. Additionally, with the rising cost of healthcare, a retirement planner can help residents of Franklin County plan for potential medical expenses in retirement, ensuring that they are prepared for any unexpected costs that may arise. Overall, a retirement planner can provide invaluable assistance to residents of Franklin County, MO as they plan for their future and work towards a comfortable retirement.

Wealth Management

Residents of Franklin County, MO can benefit greatly from the services of a wealth manager. One of the most common ways a wealth manager can help is by creating a personalized financial plan that takes into account the unique needs and goals of each individual. In Franklin County, where the cost of living is lower than the national average, a wealth manager can help residents maximize their savings and investments to ensure they can achieve their financial goals. Additionally, a wealth manager can provide guidance on retirement planning, tax strategies, and estate planning, all of which are important considerations for residents of Franklin County who want to secure their financial future. With the help of a skilled and experienced wealth manager, residents of Franklin County can gain peace of mind knowing that their financial affairs are in order and that they are on track to achieve their long-term financial goals.

Mortgage Loan Officer

Residents of Franklin County, MO can benefit greatly from the assistance of a mortgage loan officer. These professionals can help individuals and families secure a mortgage to purchase their dream home or refinance an existing mortgage to lower monthly payments. With the median home price in Franklin County being around $200,000, a mortgage loan officer can guide residents through the process of finding the right loan option to fit their budget and financial goals. Additionally, Franklin County is home to many rural areas, which can present unique challenges when it comes to securing a mortgage. A knowledgeable and experienced mortgage loan officer can help navigate these challenges and find solutions that work for residents in these areas.

Tax Services

Residents of Franklin County, MO can greatly benefit from the expertise of a tax advisor in several ways. One specific area where a tax advisor can be helpful is in navigating the complex tax laws and regulations that are unique to Missouri. Franklin County residents may also need assistance with tax planning, including identifying deductions and credits that could reduce their tax liability. Additionally, a tax advisor can provide guidance on how to properly file taxes and avoid costly mistakes or penalties. With the help of a tax advisor, Franklin County residents can ensure that they are in compliance with all tax laws and regulations while maximizing their financial benefits.

Estate Planning Lawyer

Residents of Franklin County, MO can benefit greatly from the services of an estate planning lawyer. One of the most common ways that a lawyer can help is by assisting with the creation of a will or trust. This can ensure that a person's assets are distributed according to their wishes after they pass away. In Franklin County, where there is a large agricultural community, an estate planning lawyer can also help farmers with succession planning. This involves making sure that the farm is passed down to the next generation in a way that is fair and equitable. Additionally, an estate planning lawyer can help with issues related to Medicaid planning, which is particularly important for seniors in Franklin County who may need long-term care. With the help of an estate planning lawyer, residents of Franklin County can have peace of mind knowing that their affairs are in order and their loved ones will be taken care of.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Franklin County, MO