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9AM - 5PM
1619 E Independence St, Springfield
Investing
8AM - 5PM
304 E Republic Rd, Springfield
Investing
“Chris Marshall and Olivia have been wonderful to work with in handling my elderly mother's retirement funds. They have been working hard keeping mom's investments where she can continue to keep living comfortably with assistance. Chris is very knowledgeable in financial planning and works diligently with you to assist you in your plans for the future. Olivia, his assistant, is so kind and patient as she walks you through the steps especially dealing with the elderly. Chris and Olivia make a great team together. I will continue to recommend to friends and family Chris Marshall for investment planning needs. They care about their clients!”
“I’ve definitely had an amazing experience working with the Wells Fargo Advisors group (different from Wells Fargo Bank). I’ve been receiving advice from Mr Sullivan for several years now and he has always been right on track with what’s going on in the market. I highly recommend them when needing high level advice with your portfolio.”
Investing
Investing
“I have now used Wem and Anita to both sell and buy a home, and both experiences were phenomenal. They go above and beyond to ensure their client is informed and well taken care of. After buying my home, they gave me a binder with all of the documents I could ever need; they are a wealth of knowledge and support! Highly recommend their team!”