Best Superannuation Consultant Saint Louis Near Me

Andrew Bolin - Thrivent Moneta Group | St. Louis Investment Advisors The Chamberlin Group Wheelhouse Advisory Group LLC

1. Andrew Bolin - Thrivent - Maplewood

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· 3 reviews

3008 Sutton Blvd, St. Louis, MO 63143

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Andrew Bolin - Thrivent: what do users think?
Ed Mantia: Financial services
Joshua Horn: Andrew is great. Highly recommended for tax planning and life insurance needs.

2. Moneta Group | St. Louis Investment Advisors - Clayton

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· 10 reviews

100 S Brentwood Blvd, St. Louis, MO 63105

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Moneta Group | St. Louis Investment Advisors: what do users think?
Hunter Brown: Positive:Quality
Jack Davis: I gave a senior partner direct written instructions: "do not let my money go below ---" When it did he says to me: "I would never agree to that" I pointed out I did not need his permission he "worked for me" it was MY money. Next his partners call me in I am stuffed in a room with 7 other men and told: "this is your fault" we did nothing wrong. Enter their lawyer. But wait there is more: They tell me to move my money from a bank trust account to their new bank friend trust account. What they left out was when you move your money we get a commission. That sure looks like a breach of fiduciary duty. My loss about 700k. Buy laddered treasuries and index funds costs less and in the end you will have more. These guys are not smarter than you!

3. The Chamberlin Group - Des Peres

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· 9 reviews

12444 Powerscourt Dr #200, St. Louis, MO 63131

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The Chamberlin Group: what do users think?
Barbara Ramming: The Chamberlin Group has been handling all of my tax issues for over a decade. As time passed and I moved from filing the long form to the short form I was thrilled that my tax preparer asked relevant questions. He was able to advise me on tax law I had no knowledge of which decreases the amount I pay and increases my refund. I really appreciate the thoroughness and care I receive from the entire staff.
Kathryn: Have used The Chamberlin Group for over 5/years. My taxes are done in a timely manner. I get explanations from the tax preparer if I have to pay or do I get money back. They take the stress out of getting your taxes done. Everyone is very helpful. Price is reasonable.
Steve Hedderich: My father is unable to take care of his taxes any longer.I found this out in late March so time was short.I looked at his taxes last year and noticed the Chamberlin Group had been doing his taxes.My father had lost some of the documents so after collecting the lost documents and having a family member dropping off the tax documents to the Chamberlin Group they went right to work on his taxes.The Chamberlin Group had to inform me that there were 2 pieces of additional information needed. They clearly explained what I needed to get them and I was able to get that information to them this morning 4/7/2022 and they finished my fathers taxes today, 4/7/2022.I am grateful to the Chamberlin group was able to finish before filing time.I appreciated their patience with me understanding what I am going through with my father.I was very surprised about the cost of doing my fathers taxes because there are a lot of investments to deal with, the cost to do his taxes is very reasonable.I highly recommend the Chamberlin Group.
Betsy: The Chamberlin Group has filed our taxes for many years. We relocated to Colorado, and they were happy to continue to file for us. I feel so comfortable with their professionalism and knowledge. Sarah is very competent and Joe analyzes and files our taxes so quickly and accurately. They are like part of our family!
Millard McDonald: Positive:Professionalism,Quality,Responsiveness,ValueThe Chamberlin team have done a wonderful job of communicating and working with me in processing my tax information. Sarah and her team are very courteous when I contact them, and they are always prompt with answers to my questions and provide great customer service.
Jeffrey Lerner: It's a great group with a terrific bunch of workers that will guide you through your retirement and Investments. I have my yearly taxes done there. Always available to help.
Loving Rose: I sat in on a Zoom meeting where Don Chamberlin introduced us to his company's services in estate planning. The meeting included a free estate planning session. I made an appointment even though I really don't have any kind of estate to leave to anyone. He was nice enough to give me some pointers re: a lands trust & transfer on death for my bank account & car. He seems to be a person who comes from the heart & truly provides "service" -- something some what rare in this day & age. I highly recommend him!
Michael Doyen: My wife and I have had our taxes prepared at Chamberlin for many years.The tax accountants and other personnel have always been very professional, efficient, and courteous. We would recommend them highly.
Herb Mclain: I get my taxes done here every year most of the time I have to pay but that's the way it goes very nice people no issues
JASON CONLEY: They have done a great job with our taxes the last 3 years. They will answer any questions you have and explain things very thoroughly.

4. Universal Financial Group - Kirkwood

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· 1 reviews

333 S Kirkwood Rd UNIT 301, St. Louis, MO 63122

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Universal Financial Group: what do users think?
Maria Arana Ramírez: Positive:Professionalism,Quality,Responsiveness,Value
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5. Wheelhouse Advisory Group LLC - Sunset Hills

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· 1 reviews

12250 Weber Hill Rd Suite 305, St. Louis, MO 63127

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6. Chris Coulter - Raymond James - Ladue

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· 1 reviews

9900 Clayton Rd, St. Louis, MO 63124

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7. Butler Associates Financial - Kirkwood

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· 1 reviews

10733 Sunset Office Dr #259, St. Louis, MO 63127

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