Best Financial Advisors in Springfield, MO

The highest-rated Financial Planning & Wealth Management companies out of 157 vetted & reviewed in the Springfield area.

Fervent Wealth Management

Fervent Wealth Management

(49)
  • Planning
  • Team
  • Expertise
“We meet with Richard regularly and he always available for any questions we may have in the interim.”
In Business Since 2022
2760 E Sunshine St, Springfield, MO
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Graham Financial Group

Graham Financial Group

(1)
Business Services, Services For Quickbooks, Tax Services
“Taxes can be stressful but Norma makes it as easy as possible.”
Free Initial Consultation
In Business Since 1987
Transparent Fees & Pricing
Offers Financing Options
2027 S Stewart Ave # B, Springfield, MO
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Compass Financial

Compass Financial

(17)
Tax Planning & Tax Preparation, Medicare Broker, Quickbooks Proadvisor & Bookkeeper
“He's also anxious to relate how he's constantly researching and learning, doing his best to stay up to date with current activities and dealings that may affect his clients.”
In Business Since 2018
Free Initial Consultation
3271 E Battlefield Rd Ste 260, Springfield, MO
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Duckett Ladd

Duckett Ladd

(38)
Fractional Controller, Bookkeeping, Dental Practice Acquisitions and Dispositions
“Marcus and Duckett Ladd's team have been essential to starting a new business and managing though the myriad issues both cultural and financial that arise in the early months of getting going.”
In Business Since 2015
4022 S Lone Pine Ave Suite 240, Springfield, MO
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Piatchek & Associates

Piatchek & Associates

(2)
Services For Individuals & Families, Services For Business Owners
“I have had a great experience with this law firm Debbie S has been the best paralegal you could ever ask for shes very caring and will make sure to keep you positive no matter what.”
In Business Since 1974
Accepts All Major Credit Cards
Family Business
Licensed, BBB Rating: A+
1355 E Bradford Pkwy F, Springfield, MO
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Sanford & Associates

Sanford & Associates

(4)
Commitment, Were Not Your Typical Accounting Firm, Learn More About Our Services: b
“I know that when I contact James about a question or concern, he always helps me understand the answer and what I need to do, even if I have to ask it more then once.”
In Business Since 2003
Accepts Check, Cash, All Major Credit Cards
Remote Consultations Available
Licensed, BBB Rating: A+
1655 S Enterprise Ave b4, Springfield, MO
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First Financial Consultants

First Financial Consultants

(1)
Retirement Planning, Financial Planning, Investment Planning
“They have been successful for so long, its obvious they've got it dialed in.”
In Business Since 1995
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
3816 S Greystone Ct A, Springfield, MO
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Jerod Ostermeier, Cpa, CFP

Jerod Ostermeier, Cpa, CFP

(20)
General Consultation, Financial Planning, Bookkeeping
“This year, I even had questions about retirement and investments and he took the time to write out options that best fit my financial situation and again, explained it very well.”
In Business Since 2007
1615 S Ingram Mill Rd Building A, Springfield, MO
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Advantage Retirement Services

Advantage Retirement Services

(16)
Insurance Strategies, IRA Rollovers, Wealth Management
“Mike Gann has been excellent in his analysis of our financial situation and made great recommendations enabling us to align our finances with our current and future needs.”
In Business Since 2004
Family Business
4650 S National Ave STE D4, Springfield, MO
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James Financial Partners

James Financial Partners

Life Insurance, Financial Planning, Coordination With Advisors
“We are dedicated to providing individuals with high-quality financial services aligned with their needs and goals. Our independent advisors are able to help clients articulate and pursue both their goals and we always communicate with transparency an...”
In Business Since 2009
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
909 E Republic Rd Building F, Suite 200, Springfield, MO
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Peterson Wealth Advisors

Peterson Wealth Advisors

(3)
Pension and 401-K Rollovers, Wealth Management, Estate Planning
“I have had other financial advisors in the past that could not come close to what Eric and his team have done for me.”
In Business Since 1989
Licensed, BBB Rating: A+
1334 E Kingsley St B, Springfield, MO
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Schaeffer CPA

Schaeffer CPA

(7)
“Robert & Jeanie were tremendous help this year with our estate taxes.”
In Business Since 2014
Family Business
Free Initial Consultation
1323 E Montclair St, Springfield, MO
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Baron Financial Group

Baron Financial Group

(10)
Retirement Planning, Paying For College, Estate Planning
“I love be able to feel confident that even though mine may not be the biggest account that they are always looking out for what is best for me and my family.”
In Business Since 2010
2833 E Battlefield Rd, Springfield, MO
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Kurth Franck & Bowles Wealth Group

Kurth Franck & Bowles Wealth Group

(1)
“Great guys at KFB.”
In Business Since 1939
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
3828 S Fremont Ave, Springfield, MO
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Pinnacle Family Advisors

Pinnacle Family Advisors

(2)
Wealth Management, Private Investments
“We'd spent over an hour with that other fellow, who never caught it, but within 10 minutes of talking to Crystal, she spotted a major error the mom and pop firm had made, and if we didn't pay a substantial amount to the IRS within only a few days fro...”
In Business Since 2007
Free Initial Consultation
620 W Republic Rd #104, Springfield, MO
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Bates & Associates, Cpas

Bates & Associates, Cpas

(2)
Industries, Services For Individuals, Tax Services
“We have been using Bates & Associates for over a year now for payroll and business/personal taxes and have had a great experience with them.”
In Business Since 2015
Transparent Fees & Pricing
Accepts All Major Credit Cards
2452 E Madrid St, Springfield, MO
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Evans Wealth Planning

Evans Wealth Planning

(2)
Financial Planning, Tax Planning, Investment Management
“Extremely knowledgeable and able to find the best opportunities with any goals or ideas I have.”
In Business Since 2012
Transparent Fees & Pricing
Accepts All Major Credit Cards
319 N Main Ave #310, Springfield, MO
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Dixon

Dixon

Albridge Statements, Tell A Friend
“High-income participants will not be allowed to make pre-tax catch-up contributions to a traditional 401(k) or similar plan starting in 2026, but they will be able to contribute to a workplace Roth.”
In Business Since 2000
Offers Financing Options
4130 S Fairview Ave #104, Springfield, MO
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Floyd Financial Group

Floyd Financial Group

(4)
Asset Management, Financial Planning, Elder Care Planning
“He helped us to set up some plans for retirement which have proven to be some of the best we've had.”
In Business Since 2007
1304 W Battlefield Rd, Springfield, MO
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Missouri Trust & Investment Company

Missouri Trust & Investment Company

(1)
Trust & Estate Administration, Financial & Estate Planning, Investment Management
“Great local company with friendly, knowledgeable staff and quality services!”
In Business Since 2016
3100 S National Ave #200, Springfield, MO
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Jim Mackay Financial Planning

Jim Mackay Financial Planning

(1)
Personal Financial Planning & Investment Management
“We have been so comfortable with Jim that he will be helping us manage our portfolio now that both of us are retired earlier than we thought we could.”
In Business Since 2013
2142 W Chesterfield St e201, Springfield, MO
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RLB Financial

RLB Financial

(1)
Team, Articles Robert Has Been Quoted in.
“Do yourselves a favor and get your financial affairs in order and for build up equity with RLB Financial.”
In Business Since 2009
Licensed
3242 E Ridgeview St, Springfield, MO
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Strategic Financial

Strategic Financial

(1)
Retirement, Just Gettin' Started, Growing Family
“No matter the amount of money you are looking to invest and how you are planning for your future John and Craig at Strategic Financial Concepts are who you need to consult with!!”
In Business Since 2023
3809 S Greystone Ct Suite A, Springfield, MO
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Oakstar Investment Services

Oakstar Investment Services

Products & Services
“Our top priority is to serve you and your family. OakStar Investment Services wants to learn more about your situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communi...”
In Business Since 2022
1020 E Battlefield Rd, Springfield, MO
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Retirement Planning and Investment Management Services in Springfield, MO Cost Estimates

Minimum cost
$1207
Maximum cost
$10255
National Average
$3620
Avg Per Hour Rates
$362
$2413
$6636
Fair price range is based on 463 cost profiles
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Average Cost $3620
Minimum cost $1207
Maximum cost $10255
Avg Per Hour Rates $362

Fair range $2413 to $6636 is based on 463 cost profiles.

Why these companies made our list

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