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O Fallon Financial Advisors

Browse these financial services with great ratings from Thumbtack customers in O Fallon.

  • 3 years in business
  • 2 hires on Thumbtack
Patrick C.
Verified review

This was the first time I had considered hiring someone for financial advice. I had specific questions about 401K rollovers and the best way to pay off credit card debt. I'm very glad I spent an hour with John, because he showed me options which were much better than those I had been aware of and had been considering. One hour with John probably saved me thousands of dollars and lots of stress down the road.

Rob S.
Verified review

Liz Gerard brings a rare level of insight and dedication to every project she contributes to. For her, no task is simply an item on a checklist, but rather each is always an opportunity to push the limits of her existing knowledge and ongoing accomplishments. Any time I work on a project that needs a thorough grasp of the concepts involved, Liz is someone to rely on.

  • 5 years in business
  • 8 hires on Thumbtack
Richard W.
Verified review

I think John did and does a great job on my taxes

Deletra Hudson LLC
5.0
from 1 review
    Keya H.
    Verified review

    Deletra is not only a financial guru but a caring soul. A woman who is working her true passion. She will assist you in a holistic approach to changing your finance habits.

    About

    We are an insurance and financial services agency, a family of professionals dedicated to empowering our clients manage the risks of everyday life, recover from the unexpected and realize their dreams. We seek opportunities to create innovative insurance and financial solutions, making people's lives easier. It is our business to be a good neighbor, improving the quality of life in the communities where our clients live and work. We choose to provide world-class service. We are the gold standard!

    About

    Serving St. Louis, MO, and outlying areas, Jeffery Severin and associates of Severin Investments, LLC are offering the following services, but not limited to, financial planning, financial planners, annuities, financial advisor and money management.

    • 39 years in business
    About

    I work with clients to resolve financial concerns in an efficient and timely manner. I help find the right solution for all business, personal and family needs. My goal is to help clients define their vision of a secure financial future through an in-depth planning evaluation. There is no standard client, and life's complexities leave little room for "standard" approaches, so I use the following four-step approach in working with clients: 1) Getting to know you - What's important to you? What keeps you up at night? What do you want to protect? What do you want in retirement? 2) Analyzing your needs - What is your current financial outlook? Where do you want to be in the future? What are your financial goals? What do you feel needs to be changed? 3) Identifying solutions - What can be done to solve the problem? Where are the inefficiencies? What are you comfortable changing? 4) Keeping in touch - How often do you want to review your financials? Are you happy with what we did? What new opportunities and challenges are you facing? Our specialties include the following: risk minimization, income protection, alternative investment strategies, tenant-in-common 1031 exchanges, tax deduction maximization, cash flow management, financial aid maximization, pension optimization, business continuation planning, asset protection, and legacy planning.

    About

    Jacobson Financial Group is a team of financial advocates dedicated to helping people potentially grow and protect their assets. For more than ten years, we have served as a resource to family-owned businesses, emerging entrepreneurs, families and individuals. We continually navigate through our clients' continually evolving needs to develop and implement financial strategies designed exclusively for them.

    About

    Helping Middle Americans get debt free, properly protected, and financially independent,,We are one of the top most trusted companies in the 21St Century, we are are one-stop financial distribution service.

    • 14 years in business
    • 1 hire on Thumbtack
    About

    I'm an independent, fee-based fiduciary working for your best interests. My goal from our relationship is that you have more money and less stress about money.

    About

    Phoenix Financial is an up-starting company. We have purchased our website today. We will be posting updates as we go!

    About

    Are you looking for an investment advisor? JBL Financial Services, Inc. in St. Louis of MO is the best planner of retirement. We provide financial, retirement, tax and investment planning services. Fore more information, visit our website.

    About

    With nearly 30 years in business, Diel & Forguson Financial Group provides a wide range of financial, consulting, and CPA services not typically found in small accounting firms - all in one location. We want to become your most trusted adviser, and our diverse organization can make it possible. We are the area's only complete "one-stop-shop" for all of your accounting and financial service needs.

    About

    Serving Saint Louis, MO, and outlying areas, Myles Zlepper of St. Louis Strategic Wealth Group is offering services not limited to the following: * Financial Planning * Retirement Planning * Financial Advising, Investments and IRA

    About

    Financial Advisor, Insurance Planning, Tax Planning, Retirement Planning, Financial Planning

    About

    We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe that you will be better able to identify your goals and make sound financial decisions by utilizing our financial planning process.

    • 34 years in business
    About

    At JBL Financial Services, our firm deals with many forms of financial planning for our clients in St. Louis, Missouri and in Illinois. Our services include tax planning, retirement planning, investment planning, and more. We pride ourselves on our team of skilled and educated professionals who continue to develop our corporate brand. Our founder is Jeff Lapidus, a financial specialist. He has certifications that give him the knowledge to create competitive benefit plans that will support his corporate clients and their employees. Jeff is the ideal adviser for retired and senior customers, as he shares his experiences and recommendations about the changing healthcare, social, and financial needs of people as they eventually move into their retirement.

    About

    People are busy, falling short and procrastinating about developing and implementing a plan.

    About

    We provide investment advice for the pre-retire and the retiree that keeps their assets safe and secure no matter what kind of economy. The integrity, trust and great personal skills of myself and my team are what attract clients to use our services. Moreover, clients appreciate the education they receive in meeting with us.

    About

    Tim has been helping individuals and families navigate the financial landscape consistently for more than 30 years and continues to expand his knowledge and expertise. Under Tim's direction, Elafros Financial Group is dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances. One of the benefits of working with us is our ability to provide clear and easily understood explanations of financial products and services. The personalized program that we can provide is a road map to working toward a more independent financial future.

    About

    We offer our unique "File from Anywhere in the World" personal electronic tax services. You will benefit from our family's 36 years of service in the Tax Services business including comprehensive tax review & preparation, utilizing our FREE online tax service with personal support, relying on our tax problem and audit assistance, taking advantage of our effective tax reduction solutions and having a trusted professional be at your side with assistance with most tax matters. We have expanded our tax services over the years to now include Tax Debt Relief assistance, Audit Defense assistance and Tax Problem Resolutions.

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