Financial Advising near University City, MO

11 locations found near University City

“I Just wanted to take a moment to express my sincere gratitude for all the hard work and dedication you've put into handling my taxes. Your professionalism and attention to detail have made the process so much smoother for me. I truly appreciate your expertise and guidance. Thank you for all that you do! My Tax Professional Clarrisa!”

5 Superb14 Reviews

“The Chamberlin Group has been handling all of my tax issues for over a decade. As time passed and I moved from filing the long form to the short form I was thrilled that my tax preparer asked relevant questions. He was able to advise me on tax law I had no knowledge of which decreases the amount I pay and increases my refund. I really appreciate the thoroughness and care I receive from the entire staff.”

5 Superb23 Reviews

“I've worked with Matt Scott and his amazing team for two homes purchases now and a refinance. They are incredible! Great communication, prompt responses and always available to answer any questions and walk us through the process with ease each step of the way! Highly recommend to anyone looking for a hassle-free process with a home purchase!”

5 Superb65 Reviews

“My wife and I have used E3 for many years. If my wife has a question around finance or we need guidance on a business decision they always provide the best financial direction. My wife owns several businesses and they have always provided excellent help and direction. The team in Wildwood is excellent.”

5 Superb13 Reviews

“I went there to get Insurance for my vehicle.... Because I had Insurance with them before....I walked out of there with another Insurance policy..at great price.....And a lot of stress off of me.. Now I can drive without tripping off of a every Police car ..I See.”

4.6 Superb28 Reviews

“I have been with State Farm Insurance for over 30 years. I work directly with Melissa Clark at the Tom Bond Agency regarding all my insurance needs. She answers all my questions, explains all of my options and helps me make sure I'm making the right decision for my family regarding my home and automobile insurance. It's important to me to have someone I can trust for all my insurance needs. She is the reason I continue to stay with State Farm.”

4.6 Superb35 Reviews

“Best Wealth Management is simply an awesome financial planning service! A team of dedicated professionals to help you negotiate the unnerving world of financial planning. Check out this dynamic company that specializes in top notch customer service—where every client is treated like family.”

5 Superb10 Reviews

“At first the gentleman I spoke to was very rude but spoke with Kenya and she is amazing at her job and hope more employees follow her lead.

After paying I received an email and read it clearly, this is what it states.

"Upon completion of this settlement arrangement, this account will be considered settled for less than the full account balance."

Nowhere did this appear on the options they gave me it said the agreement will be considered paid and removed from my credit. Now this is predatory as you are not informed that it will be settled for less prior to making payment.

Predatory company and 90% are rude with poor explanation and love ot hang up on you when you are trying to verify information because it doesn't affect their lives.

Great way to help disabled veterans who have trouble understanding! They'll let you sink.

On the phone with a 3rd account manager which will hopefully go better being a disabled veteran and having some personal issues. This manager Paula went above and beyond to help me understand and clarified everything for me and was extremely patient and I am so very thankful for that.”

2.1 Poor81 Reviews