Submit Request to Get Expert Advice on College Savings Plan
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Sample Listing of Missouri, MO Firms Offering College Savings Plan
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Country Insurance & Financial Services
105 N. Stewart Ct. Suite 150 Liberty, MO
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Established company with 80+ years in insurance and financial services. Award-winning agent specializing in financial services and customer service.
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Strategic Asset Management, Inc
2200 West Port Plaza Drive, Suite 206 St. Louis, MO
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Our goal is to provide you with a written, monitored, and road-mapped personalized wealth management plan. This 13 point wealth management plan is individually developed using your personal financial goals, current station in life, and the various goal time frames which will potentially accomplish:
* Increased asset value while maintaining reduced risks
* Reduction of personal income, business, or estate tax
* Sufficient income for your education, retirement, charitable, or beneficiary goals
We pride ourselves in developing personalized wealth management plans that are designed specifically for your goals, objectives, and time frames. Our team of experts work with individuals, families, and corporations providing them expert advice on:
* Asset allocation and investment management
* Income tax reduction planning
* Lump sum distribution investment advise
* Planning for retirement or education funding
* Estate tax planning to avoid costly probate and estate tax
We offer fee based (Passive, Active, or Tactical) asset management of taxed, tax deferred, and tax advantaged mutual fund portfolios ... including 401k, 403b, profit sharing, and other employer retirement plans.
Minimums for some asset management programs are as low as $50,000.
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A.G. Edwards, a Division of Wachovia, LLC
500 Broadway Jefferson City, MO
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As an A.G. Edwards financial consultant with Accredited Asset Management Specialist (AAMS) certification, I can help you develop a diversified investment portfolio, which may include a combination of stocks, bonds, mutual funds or other investments. Whether you are an experienced investor or just beginning to invest, you can depend on me for objective advice that focuses on your unique goals.
I am a graduate of Columbia College with a degree in business administration. Prior to becoming a financial consultant with A. G. Edwards, I held various computer programming, analytical, and management positions with the state of Missouri, Verizon, and DST Systems during a 20 year career. I am a member of the Breakfast Rotary Club and I am active with the Central Missouri United Way.
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Forward Financial, LLC
2415 Carter Lane Columbia, MO
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Advise clientele in all facets of financial planning. Primary focus is investments and building assets. Insurance planning when needed.
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Compass Asset Management
Hazelwood, MO
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Active Asset Management Programs in discretionary or nondiscretionary accounts for your lifetime and beyond.
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