Best Financial Consultant Saint Louis Near Me

Jeremy Fodor: 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 later there has been no contact. Not sure if I'm not rich enough or what (I'm slightly under their recommended amount but close enough that I'll be over within a year). I would have been fine if they told me they wouldn'tcouldn't take me on as a client but to just say they would and then never contact is ridiculous. Even if there was just a mix up with the hand off to the advisor I would expect a follow up from the original person I spoke with to make sure things were proceeding; any well run business would do something of the sort. All of my friends and colleagues are in a similar situation with rapidly growing retirement accounts and I'll be sure to direct them away. If a company is this unprofessional with potential new clients how will they treat you if they already have your money?

Brandon Matthies: Craig is a great financial advisor. He takes the time to get to know you so he can understand your goals and aspirations. He then works with you to build an investment strategy that is tailored to your needs. He helps you with a number of different financial scenarios and provides great recommendations on which type of retirement investments and accounts you should be taking advantage of. He also is just a really nice guy. I would recommend him to others along with my friends.

Daniel Toberman: Craig is incredible. I am so happy he is taking care of my financial needs.

Toni Gordon: As a retired individual who lost my financial counselor of twenty plus years, I knew I had to find someone asap. I went to the internet and chose individuals who met my criteria and then set up appointments with each.Craig exceeded my expectations. Besides his credentials which I expected for a financial counselor, he is also a CPA. His persona is that of a warm, relaxed, yet outgoing individual; not to be confused with how sharp, informed and creative he is.I felt an immediate bond with Craig and trust that my portfolio. (Regardless of size) will receive the same special attention as each of his clients.

Christy Wright: I am very satisfied with the sound financial planning advice and care that I receive from Craig Toberman of Toberman Wealth. He listens to your needs and then implements a plan that fits your family and lifestyle.

Dustin Toberman: I recently made a career move and decided to put my finances in the care of Craig at Toberman Wealth. Craig was familiar with the process and walked me through every step. He showed great attention to detail in making sure nothing was missed and even called the other institutions for me to ensure a seamless transition. I was impressed with just how easy he made the whole experience. He provides regular market updates and is quick to return calls and emails. Craig gives the personal attention you want when dealing with your family's finances. I would highly recommend Craig and Toberman Wealth to anyone looking for a better option.

Tom Siegel: The level of organization and communication matched with investment acumen tailored to his clients' needs and values are what sets Toberman Wealth and Craig apart. Craig brings a lot more than where to invest a portfolio. His clarity and discipline is great value add in good times and even more so when the market might be less predictable.

Nick: Craig is very diligent and flexible to help clients meet their financial goals. He has a great background and is very consultative in his approach to personal finance and investing. Although the market has taken a downturn recently, I think my assets have managed better than if I tried to reshuffle them on my own.

John Reichert: Craig has been very helpful in helping plan our retirement and implementing the plan.