Shellie Monsivais - COUNTRY Financial representative
As a Shellie Monsivais - COUNTRY Financial® representative, I am committed to helping clients reach their financial goals. My mission is to provide tailored guidance and advice to individuals to ensure they get the most out of their finances. Through my work I am able to identify each person's individual needs and help them find the best insurance and financial products that will secure their future.
Our team of experts at COUNTRY Financial® provide comprehensive services to all our customers, ranging from asset management and retirement planning to risk management and more. We also offer a wide range of insurance and financial products so that our clients can get what they need to protect their current assets and plan for a successful future.
Related Merchants
Edward Jones - Financial Advisor: Michael A Goethals
At Edward Jones - Financial Advisor: Michael A Goethals, we strive to provide clients with the best possible financial planning services. Our mission is to help clients achieve their long-term financial goals through our comprehensive range of products and services. We specialize in investments, mutual funds, retirement planning services, financial planning consulting, financial services, investment advisory services, annuities, retirement insurance plans, investment securities, stock and bond brokers, financial planners, investment management, financing consultants, pension and profit sharing plans, and stock and bond transfer agents. Our team of experienced advisors are dedicated to providing personalized advice and guidance, tailored to each client's individual needs. We understand that every investor has different goals and objectives, and we strive to help them make the most of their money. With a wide array of investment options and strategies, we can create a customized plan that takes into account current market conditions, your personal situation, and your long-term goals.
Robert & Associates
Susanne C. Robert, C.P.A. is a professional financial representative committed to saving both time and money for her clients and their businesses. She works with an understanding of her clients' financial objectives and helps them achieve those goals with compassion and trust. With over 20 years of experience, Susanne C. Robert, C.P.A. promises to make sense of any financial situation and address all concerns as needed. She will provide guidance and develop a plan tailored to the individual or business she is assisting. In short, Susanne C. Robert, C.P.A. offers reliable and expert financial advice and service to her clients, ensuring that their financial objectives are met and that they have the support and trust of their financial representative.
Edward Jones - Financial Advisor: Erich A Kelley
At Edward Jones - Financial Advisor: Erich A Kelley, we recognize the importance of taking a personalized approach to your investments. We'll help you prepare for retirement, save for educational costs, and make smart decisions when it comes to taxes. Our goal is to provide you with one-on-one advice, so that you can reach your financial goals with confidence. We understand that investing can be complicated and overwhelming. That's why we strive to make it easy for you by providing personal guidance and support. From creating a plan tailored to your needs, to offering advice on how to grow your investments, we are here to walk you through every step of the process.
SageView Advisory Group
CJ Advisory is committed to providing a comprehensive range of financial planning services that help clients remove obstacles and make the best decisions for their unique situations. We strive to educate our clients on all aspects of their financial affairs, while finding the most cost-effective ways to implement those decisions. Our goal is to work in partnership with clients, forming strong and lasting relationships based on trust. At SageView Advisory Group, we have a team of experts who are dedicated to delivering top-notch service and advice. We provide independent and impartial guidance, tailored to the individual needs of each client. With years of experience in the financial industry, we strive to ensure that our clients receive the best possible outcomes from their financial decisions.
TIAA Financial Services
At TIAA Financial Services in Brentwood, MO, we strive to help clients reach their financial goals. Our team of wealth management advisors are dedicated to providing comprehensive advice to ensure lifelong financial security. We focus on planning for sustained income, saving for retirement, and making wise investment choices. Our advisors are available by appointment to assist our clients in achieving their financial dreams. We offer an array of services to ensure that our clients have the best possible financial experience. Our experienced advisors will provide personalized guidance, tailored to each individual's own unique needs. Our team is committed to helping clients make informed decisions and achieve their financial goals. Call today to schedule an appointment and start your journey towards a secure financial future (888) 842-0162.
Segelke Financial Group
Segelke Financial Group offers comprehensive financial planning services to help clients achieve their financial goals. Services include custom financial plans, retirement income planning, active investment management, income and estate tax reduction, Medicaid planning, tax planning, Social Security maximization, risk management, and business succession planning. Our team of experienced advisors is committed to providing quality advice and professional guidance tailored to meet each client's unique needs.Our experienced team is dedicated to providing top-notch service and satisfaction for all of our clients. Contact us today for more information on how we can help you with all of your needs.