Best Financial Advisors in Florissant, MO

We do have an in-house accountant whose primary function is to prepare tax returns. This helps with the tax planning and tax minimization strategies that we employ. However, we are not set up to do bookkeeping or other traditional roles that accountants serve. If you need an accountant for those purposes, we would be glad to refer one to you.

As far as managing the investments within your account, we maintain full responsibility for that. However, you can always view your account(s) through the TD Ameritrade log in that we provide to you. This will allow you to download statements, download tax forms, and review transaction history.

We maintain a small physical office presence in an effort to keep costs low and to have a place if clients want to meet in person (or drop something off). The majority of our meetings are done online via Zoom, but you are always welcome to come in to the office if you prefer.