Best Financial Advisors in Springfield, MO

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List of Firms

Springfield, MO Fiduciary Financial Advisors

SEC File# 801-78013
CRD# 145628
5 out of 5
Location 620 W Republic Rd #104, Springfield, MO 65807, USA
Phone (417) 886-6590
Directions
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Edward Jones - Financial Advisor: Joey Sands
SEC File# 801-3297
CRD# 250
5 out of 5
Location 3645 S Culpepper Cir, Springfield, MO 65804, USA
Phone (417) 885-3955
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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Gus Krafve - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2609B E Sunshine St, Springfield, MO 65804, USA
Phone (417) 888-4445
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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Northwestern Mutual
3 out of 5
Location 909 E Republic Rd g100, Springfield, MO 65807, USA
Phone (417) 877-4432
Directions
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Edward Jones - Financial Advisor: Aaron Meusborn
SEC File# 801-3297
CRD# 250
5 out of 5
Location 1722 S Glenstone Ave Suite M, Springfield, MO 65804, USA
Phone (417) 889-0917
Directions
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Blackbridge Financial
SEC File# 801-78808
CRD# 168267
Location 1650 E Battlefield Rd Suite 120, Springfield, MO 65804, USA
Phone (417) 351-5844
Directions
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Edward Jones - Financial Advisor: Peter Lai
SEC File# 801-3297
CRD# 250
Location 1524 E Primrose St Suite B, Springfield, MO 65804, USA
Phone (417) 881-5358
Directions
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Edward Jones - Financial Advisor: Dave Bosso, AAMS®
SEC File# 801-3297
CRD# 250
Location 1300 E Sunshine St Suite B, Springfield, MO 65804, USA
Phone (417) 881-4350
Directions
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Edward Jones - Financial Advisor: Wesley J Burrell
SEC File# 801-3297
CRD# 250
Location 3000 E Sunshine St, Springfield, MO 65804, USA
Phone (417) 887-0082
Directions
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Thrivent Financial
SEC File# 801-60701
CRD# 115785
5 out of 5
Location 2200 E Sunshine St Ste 214, Springfield, MO 65804, USA
Phone (417) 887-8002
Directions
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Synergy Wealth Solutions, a MassMutual firm
Location 2045 S Glenstone Ave #210, Springfield, MO 65804, USA
Phone (417) 380-5436
Directions
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Charles W. Ladd - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1342 E Kingsley St E, Springfield, MO 65804, USA
Phone (417) 881-9200
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
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Edward Jones - Financial Advisor: Clark Creighton
SEC File# 801-3297
CRD# 250
Location 4650 S National Ave Suite B7, Springfield, MO 65810, USA
Phone (417) 882-2040
Directions
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Floyd Financial Group, LLC
4 out of 5
Location 1304 West Battlefield Street, Springfield, MO 65807, USA
Phone (417) 889-7233
Directions
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Edward Jones - Financial Advisor: Jeremy Melton, AAMS®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 300 S John Q Hammons Pkwy Suite 100, Springfield, MO 65806, USA
Phone (417) 831-0411
Directions
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Heim, Young & Associates, Inc.
SEC File# 801-38828
CRD# 106691
2 out of 5
Location 1256 E Kingsley St, Springfield, MO 65804, USA
Phone (417) 882-7283
Directions
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Edward Jones - Financial Advisor: Ryan Flowers
SEC File# 801-3297
CRD# 250
Location 540 E Chestnut Expy Suite 100, Springfield, MO 65806, USA
Phone (417) 866-4434
Directions
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Joseph Scott Taylor - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1525 E Republic Rd Ste B-115, Springfield, MO 65804, USA
Phone (417) 877-0252
Directions
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Wealth Partners LLC
SEC File# 801-119910
CRD# 311298
5 out of 5
Location 6586, 1525 E Republic Rd # B125, Springfield, MO 65804, USA
Phone (417) 887-7771
Directions
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Merrill Lynch Wealth Management Advisor Shannon Boggs
Location 1630 E Bradford Pkwy J, Springfield, MO 65804, USA
Phone (417) 885-0645
Directions
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Edward Jones - Financial Advisor: Katie L Thieman, AAMS®
SEC File# 801-3297
CRD# 250
4 out of 5
Location 3068 S Fremont Ave, Springfield, MO 65804, USA
Phone (417) 882-9696
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 – 3:00 PM Saturday: Closed Sunday: Closed
Directions
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Peterson Wealth Advisors
SEC File# 801-68917
CRD# 146349
5 out of 5
Location 1334 E Kingsley St B, Springfield, MO 65804, USA
Phone (417) 887-4950
Directions
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Springfield Fiduciary Financial Advisor Capital360financial
Location 1860 W Arbor St suite 112, Springfield, MO 65807, USA
Phone (417) 350-1113
Directions
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Edward Jones - Financial Advisor: Nathan M Zoromski
SEC File# 801-3297
CRD# 250
5 out of 5
Location 1730 E Republic Rd Y, Springfield, MO 65804, USA
Phone (417) 882-2484
Directions
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Baron Financial Group, LLC
SEC File# 801-67989
CRD# 144234
5 out of 5
Location 2833 E Battlefield Rd, Springfield, MO 65804, USA
Phone (417) 886-1111
Directions
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Paula J Dougherty - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 1525 E Republic Rd Ste B-115, Springfield, MO 65804, USA
Phone (417) 877-0252
Directions
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Penney, Murray & Associates - Ameriprise Financial Services, Inc.
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 1342 E Kingsley St, Springfield, MO 65804, USA
Phone (417) 881-9200
Time Monday: 8:00 AM – 5:30 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
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Auxan Capital Advisors, LLC
5 out of 5
Location 2215 W Chesterfield St Suite 10, Springfield, MO 65807, USA
Phone (417) 268-9650
Directions
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Edward Jones - Financial Advisor: Chris Marshall
SEC File# 801-3297
CRD# 250
5 out of 5
Location 304 E Republic Rd, Springfield, MO 65807, USA
Phone (417) 881-5200
Directions
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Donald Heaney - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2609B E Sunshine St, Springfield, MO 65804, USA
Phone (417) 888-4437
Directions
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LaTour Advisory Group
4 out of 5
Location 2627 W Republic Rd, Springfield, MO 65807, USA
Phone (417) 886-5724
Directions
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Jim MacKay Financial Planning
Location 2142 W Chesterfield St e201, Springfield, MO 65807, USA
Phone (417) 268-9191
Directions
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Affinity Wealth Partners - Raymond James Financial Services
5 out of 5
Location 2664 E Kearney St, Springfield, MO 65803, USA
Phone (417) 520-3275
Directions
Financial Advisors in Springfield, MO

Where Certified Financial Advisors in Springfield, MO Serve

Springfield, MO is a vibrant city nestled in the heart of the Ozarks. It boasts a rich history and a thriving economy, making it a great place to live, work, and play. Some of the city's most notable landmarks include the iconic Gateway Arch, the Springfield Art Museum, and the Wilson's Creek National Battlefield. These sites offer visitors a glimpse into the city's past and present, showcasing its unique blend of culture and history. When it comes to top employers, Springfield is home to many major companies, including Bass Pro Shops, CoxHealth, and O'Reilly Auto Parts. These businesses provide job opportunities to thousands of residents and contribute to the city's economic growth. Major highways and streets in Springfield include I-44, US-65, and Glenstone Avenue. These thoroughfares connect the city to other parts of the state and make it easy for residents and visitors to get around.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Springfield, MO can greatly benefit from the services of a financial advisor. With a population of over 167,000 people, Springfield is a bustling city that is home to a diverse range of individuals with varying financial needs. A financial advisor can provide guidance and support in a number of ways, such as helping residents create a budget, manage their debt, plan for retirement, and invest in their future. Additionally, Springfield is home to a number of small business owners who can benefit from the expertise of a financial advisor in areas such as tax planning and cash flow management. Overall, a financial advisor can help residents of Springfield achieve their financial goals and secure a stable financial future.

Insurance Broker

Residents of Springfield, MO can benefit greatly from the services of an insurance broker. With the unpredictability of weather in the area, such as tornadoes and severe thunderstorms, having comprehensive insurance coverage is essential. An insurance broker can help residents navigate the various insurance options available and find the best policies to fit their unique needs and budget. Additionally, Springfield is home to a large number of small businesses, and an insurance broker can assist these entrepreneurs in finding the appropriate coverage for their operations. With the help of an insurance broker, residents of Springfield can have peace of mind knowing that they are protected in the event of unforeseen circumstances.

Retirement Planning

Residents of Springfield, MO can greatly benefit from the services of a retirement planner. One of the most common ways a retirement planner can assist Springfield residents is by helping them navigate the complex world of retirement savings and investments. With the cost of living in Springfield being slightly lower than the national average, many residents may be tempted to forego saving for retirement in favor of more immediate expenses. However, a retirement planner can help individuals create a personalized plan that takes into account their unique financial situation and goals. This can include strategies for maximizing Social Security benefits, minimizing taxes, and choosing the best investment options. By working with a retirement planner, residents of Springfield can feel confident that they are taking the necessary steps to secure their financial future.

Wealth Management

Residents of Springfield, MO could benefit from the services of a wealth manager in a number of ways. One specific way is through the management of retirement accounts. With a large population of retirees in the area, a wealth manager could help them navigate the complexities of retirement planning and ensure their funds are invested appropriately for their future needs. Additionally, a wealth manager could assist with tax planning for both retirees and working individuals, helping them to maximize their savings and minimize their tax burden. With the guidance of a knowledgeable wealth manager, residents of Springfield, MO could feel more confident in their financial future and be better equipped to achieve their long-term goals.

Mortgage Loan Officer

Residents of Springfield, MO can benefit greatly from the services of a mortgage loan officer. These professionals can help residents secure loans to purchase their dream homes, refinance their current mortgages, or even obtain financing for investment properties. With the housing market in Springfield, MO being competitive, a mortgage loan officer can help residents navigate the complex process of applying for a loan and finding the best rates and terms. Additionally, with Springfield, MO being a college town, a mortgage loan officer can assist first-time homebuyers, such as recent graduates, in understanding the home-buying process and securing financing that fits their unique financial situation.

Tax Services

Residents of Springfield, MO can benefit greatly from the services of a tax advisor. With a population of over 160,000 people, Springfield is home to many small business owners and self-employed individuals who may need guidance on tax planning and preparation. A tax advisor can assist with filing taxes, minimizing tax liabilities, and ensuring compliance with local and state tax laws. Additionally, Springfield residents who have experienced life changes such as marriage, divorce, or the birth of a child may need help navigating the tax implications of these events. A knowledgeable tax advisor can provide valuable advice and support to help residents make informed decisions and maximize their tax savings.

Estate Planning Lawyer

Residents of Springfield, MO can benefit from the services of an estate planning lawyer in a number of ways. One of the most common ways is by creating a will that outlines how their assets will be distributed after their passing. This is especially important in Springfield, which has a large retiree population. Additionally, an estate planning lawyer can help residents set up trusts to protect their assets and minimize tax liabilities. In a city like Springfield, where the cost of living is relatively low, this can be particularly valuable for those who want to ensure their loved ones are taken care of after they're gone. Finally, an estate planning lawyer can help residents plan for long-term care and medical needs, which is especially important given Springfield's aging population.

Springfield, MO Financial Resources

Springfield, MO Chamber of Commerce

https://www.springfieldchamber.com/

Springfield, MO City Hall

https://www.springfieldmo.gov/

Springfield, MO Public Library

https://thelibrary.org/

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Springfield, MO