Financial Advising in Columbia, MO

7 locations found near Columbia

“Harry is a fountain of knowledge and good tax strategies. His staff is courteous and hard-working. You could not trust someone more with your financial information and future plans.”

4.6 Superb8 Reviews

“My Wife and I have banked with commerce for 8 years. My late mother for 20+ before that! Never had anything but a positive experience with Commerce Bank and Trust Company”

5 Superb2 Reviews

“Travis Figg at Edward Jones in Columbia literally changed my life with his advice. His comprehensive retirement plan enabled me to retire earlier than I thought possible with complete piece of mind about my retirement income. He and his assistant, Rebekah, are always so helpful and accessible. Specifically, Travis has advised me on which pension option to choose from my employer, how to defer Social Security for the maximum payout, which stocks to buy and sell, IRA rollovers, etc. His advice about which pension option to choose surprised me - not the one I'd have picked on my own - but $100,000 more over my lifetime.”

5 Superb1 Reviews

“All of the previous reviews for finger printing are under the wrong business. This tax office no longer does it. ASV & Co is now doing it. Has been for almost a year. Get your locations correct before posting.”

1.8 Poor5 Reviews