Best Financial Advisors in Cape Girardeau, MO

The highest-rated Financial Planning & Wealth Management companies out of 152 vetted & reviewed in the Cape Girardeau area.

Thompson Schoch Financial Advisors

Thompson Schoch Financial Advisors

(1)
Retirement Planning, Planning For Business Owners, Retirement Savings Accounts
“Good people.”
In Business Since 2021
2911 Breckenridge Dr, Cape Girardeau, MO
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Swipesum Merchant Services & Payment Processing Consultants

Swipesum Merchant Services & Payment Processing Consultants

“Experts at Swipesum leverage our proprietary software, Staitment, to audit monthly merchant services statements. Leveraging AI we can verify and audit every line on a statement in seconds. We will see if interchange is correctly billed, and identify ...”
In Business Since 2016
Transparent Fees & Pricing
338 Broadway St 6th floor, Cape Girardeau, MO
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Cuba Financial Group

Cuba Financial Group

“At Cuba Financial Group, we understand the many concerns individuals and families face as they prepare for retirement, whether that is five or fifteen years away. Our goal is to help clients feel confident about their future and pursue their vision o...”
In Business Since 1985
Accepts Cash, Debit
Licensed, BBB Rating: A+
3224 Independence St, Cape Girardeau, MO
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Anchor Pointe Wealth Management

Anchor Pointe Wealth Management

(1)
“Company is responsive and provides solid, objective advice.”
In Business Since 2015
Transparent Fees & Pricing
Serving Cape Girardeau Area
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Black Diamond Taxes & Financial Services

Black Diamond Taxes & Financial Services

(13)
  • Credit
“For the personal, quality service I received and the attention to detail in repairing my credit, this was definitely worth my small monthly investment of hiring Black Diamond to get my credit back on track.”
In Business Since 2023
Serving Cape Girardeau Area
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Crouch Farley & Heuring

Crouch Farley & Heuring

(1)
“Please with the decision to begin a relationship with Crouch, Farley and Heuring.”
In Business Since 2004
623 S Silver Springs Rd, Cape Girardeau, MO
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Innovative Financial Solutions

Innovative Financial Solutions

Workplace Retirement Plans, Color of Money, Insurance Solutions
“At Alspaugh Wealth Management, we place the highest value on our clients and their interests. We proudly serve customers in Cape Girardeau and the surrounding communities. Alspaugh Wealth Management's mission is to help empower local families and bus...”
In Business Since 2004
1923 N Kingshighway St #4, Cape Girardeau, MO
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Lungwitz Financial Services - the America Group

Lungwitz Financial Services - the America Group

“Lungwitz Financial Services takes pride in helping individuals, families, and business owners "recover" money that they unknowingly and unnecessarily are losing. We believe we can have a bigger impact on a client's financial future by helping them av...”
In Business Since 2022
1221 Kingsway Dr Suite #3, Cape Girardeau, MO
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Hammack Advisory Group

Hammack Advisory Group

“Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and hone...”
In Business Since 2022
Serving Cape Girardeau Area
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Greg Greenwalt Financial Services

Greg Greenwalt Financial Services

(13)
  • Products
  • Questions
  • Insurance
“In several years of both business and personal relationships with Greg Greenwalt/GGFS, I have ALWAYS known him to be knowledgeable, helpful, proactive, responsible, responsive, NOT pushy, and looking out for the very best for his clients.”
Serving Cape Girardeau Area
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Cape Rock Private Wealth

Cape Rock Private Wealth

“Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, ...”
In Business Since 2021
Serving Cape Girardeau Area
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Philly Financial Coach

Philly Financial Coach

(2)
Debt Solutions, Life Insurance, Home Insurance
“If you do have a policy, you better call her now so she can save you money and get better coverage for you and your family”
In Business Since 2022
Free Initial Consultation
Cape Girardeau, MO
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Liberty Wealth Management

Liberty Wealth Management

Wealth Management, Financial Planning, Business Retirement Plans
“I knew I wanted to be a Financial Advisor by the end of my first finance class at Southern Illinois University. I felt deeply then that if I was equipped with this knowledge I could make a meaningful difference in people's lives. Now, twenty years la...”
In Business Since 2012
Serving Cape Girardeau Area
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Kerber, Eck & Brackel

Kerber, Eck & Brackel

(3)
Wealth Management, Audit, Assurance & Accounting, Management Consulting
“They have always worked to accommodate my schedule and have been very prompt in processing my tax return.”
In Business Since 1997
Serving Cape Girardeau Area
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Alliance Investment Planning Group

Alliance Investment Planning Group

Insurance & Risk Management, Investments, Asset Management
“Bob Loucks began his career as a financial advisor in 1999 with A.G. Edwards & Sons. He is currently an independent LPL Financial Advisor with Carbondale, IL based Alliance Investment Planning Group. Along with 3 others, Bob formed Alliance Investmen...”
In Business Since 2007
Serving Cape Girardeau Area
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Grant Financial Management

Grant Financial Management

Investment Management, Financial Planning, Retirement Planning
“The professionals at Grant Financial Management are proud to establish long-term relationships with our clients by taking the time to really listen to what is important to them. A financial plan should be created specifically for each client, and tha...”
In Business Since 2009
Serving Cape Girardeau Area
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Blacklock Barbara

Blacklock Barbara

(1)
“Helping me after surgery its been a great experience”
Serving Cape Girardeau Area
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Forbes Financial Group

Forbes Financial Group

(1)
“I've had the privilege of getting to know John and his team while attending a few events at their office and I can honestly say that they are amazing.”
Serving Cape Girardeau Area
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Independent Financial Advisor Jeff Rose, CFP

Independent Financial Advisor Jeff Rose, CFP

““Whenever I'm working with Jeff I know my audience will be excited about what he has to say and will leave the event excited about taking action. Jeff is a pro who takes time to understand his audience, prepare an original and entertaining talk, and ...”
In Business Since 1999
Serving Cape Girardeau Area
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A.M. Financial Group

A.M. Financial Group

“As a Co-Founder of A.M. Financial Group, Ryan thrives on building relationships and community service. Ryan is eager to meet new people and values strong relationships. He works to positively impact people through his career and civic service. He is ...”
In Business Since 2021
Remote Consultations Available
Serving Cape Girardeau Area
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John S. Rendleman

John S. Rendleman

“FMGR arbitrators and mediators are dedicated to the success of these proceedings, to the benefit of all involved.”
In Business Since 1996
Serving Cape Girardeau Area
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First Southern Wealth Management

First Southern Wealth Management

“Your Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial ...”
In Business Since 2014
Serving Cape Girardeau Area
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Amen, Gantner & Capriano, Your Estate Matters

Amen, Gantner & Capriano, Your Estate Matters

(37)
Estate Planning Services, Special Needs Planning, Asset Protection & Business Planning
“When the need arises for this type of professional assistance, finding someone that goes above and beyond in providing answers to important questions and situations is fantastic.”
In Business Since 2009
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
10733 Sunset Office Dr Suite 425, St. Louis, MO
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HKA Cpas & Advisors

HKA Cpas & Advisors

(50)
  • Partner
  • Small Business
  • Team
“They have always acted in a highly professional manner and have supplied us with all the necessary information to help us provide the most comprehensive insurance product for them.”
In Business Since 1986
Serving Cape Girardeau Area
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Retirement Planning and Investment Management Services in Cape Girardeau, MO Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Fair price range is based on 469 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Fair range $2000 to $5500 is based on 469 cost profiles.

Why these companies made our list

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