Missouri Financial Planner

A+ experience, trustworthy, friendly & responds quickly

Financial services

I havent had a bad experience here. Michael has been an excellent advisor. I would recommend him for honest conversations and feedback.

A valuable asset to my business. Always willing to explain things and navigate the tax code. They have a great team. Cindy keeps my payroll going, Brook balances the b ... more

We were not happy with our previous advisor. We met with several different companies. Clint really seemed to listen to our needs and goals. Others seemed to give use a sc ... more

Great Staff! Truly a family-like organization that is there to help you reach your goals. Easy to talk to, understand, and follow.

Jamie, and the First Command Group have been amazing!! Not only has she helped us with our future, but she works around our hectic schedules! I am so glad we found you! T ... more

Dan has been good at giving us personal attention. When I text him he is prompt at getting back to me.

if you need help with your financial future, please go see Adam. He is amazing. Per his expert advice I am now a Thrivent member and have a savings plan with the Thrive ... more

Dan Carver gave me great advice! Highly recommend!

The best banking experience in my 60 yrs on this earth...Jenna,Jackie, Aron, and Patrick, are all very, kind,courteous and efficient, everybody I have ever have came in c ... more

Greg did a great job answering financial questions and setting what is best for me.

I would recommend Bankers life to everyone. Chris Clark is a great agent that helps you understand exactly what you need. He is very personal and has great service!!

I have met with Ms Lakisha Hasam. She is knowledgeable, professional, prompt, personable and explain things in a way ( Seniors can understand). Thank you.

Best agent I have ever worked with. You are the best!!

if you need help with your financial future, please go see Adam. He is amazing. Per his expert advice I am now a Thrivent member and have a savings plan with the Thrive ... more

My husband and I owe Brittani and Omar so much. When you are on a quest to be financially secure and on a path to be in control of your finances, they can be your guide. ... more

if you need help with your financial future, please go see Adam. He is amazing. Per his expert advice I am now a Thrivent member and have a savings plan with the Thrive ... more

26 years of experience and always does what is in the best interests of his clients. Goal focused plans lead by clients with Dale offering a variety of options to help re ... more

Jamie provided clear and direct guidance with everything. She is very organized and adaptable to the individuals situation. Really great experience!

Excellent financial advisors who are very genuine and present their services with integrity. Their alternative investments along with the professional attitude separate ... more

Curtis is very knowledgeable about Thrivent services and offerings. Great with creative ways to invest and spend wisely and get the best values for the money spent. I wil ... more

Jamie, and the First Command Group have been amazing!! Not only has she helped us with our future, but she works around our hectic schedules! I am so glad we found you! T ... more

Kory has grown my investments more in the short time I have been with him than any of my other financial advisors ever did! Wouldnt trust anyone else.

Kory helped me start my retirement portfolio while providing a comfortable and positive experience. I am incredibly excited about my financial future!

Personal, Educational, Thoughtful, Professional. If you want to learn, and be taken care of financially I suggest you give Charlotte a call. She can walk you through th ... more

I highly recommend Robert Lombard as a financial advisor. I have been working with him for years and he has been great to work with. He is not pushy and has provided me ... more

Very great guy with a great family...and business. Some of the best people I know!

I just opened 2 new accounts a checking and a savings and they have ridiculous fees and the mobile banking app is so confusing... I have had 2 other banks where there nev ... more

We were very happy that we met the Advantage Retirement team at one of their seminars at School of the Ozarks. Their investment knowledge was outstanding, and they were g ... more

Tori and Brie just tore into the driveway like they've known us forever. Tori told us that she needed to go over my husband's upcoming medicare enrollment because he's tu ... more

Tori and Brie just tore into the driveway like they've known us forever. Tori told us that she needed to go over my husband's upcoming medicare enrollment because he's tu ... more

Rachel S. was professional and got straight to my options for what I was looking for. Will recommend to anyone looking for a life insurance policy.

Had a nice conversation with a director for client development. When I said I'd like to proceed he told me an advisor would contact me by the end of the next day. A week ... more

Landon was great; he was very knowledgeable and made me feel much more comfortable about my student loan situation in just an hour. For anyone who feels a bit overwhelmed ... more

Matthew is a compassionate and generous man who lives out the core values of his Christian faith. His understanding of Gods blessings to us help Matthew guide his clients ... more

Amazing group of experienced professionals. Their planning strategies and personalization truly separate them. Highly recommend!