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St. Louis financial planners
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Below are St. Louis financial planners. Click on the name of the professional to view contact information and standardized credentials. Proposal process: anonymously describe the service desired (such as financial or retirement planning), select professionals who are to receive your information, and then receive price quotes via email from the professionals. It's that simple and it's free. Link to additional cities for financial planners.
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St. Louis financial planners
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Janet A Canania
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Crystal City, MO
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Assoc in Accounting (1988)Jefferson College Thirty years + experience in accounting and tax preparation. Five years licensed for financial products. (click for more info)
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John L Olsen
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Kirkwood, MO
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BA (1968), University of Missouri; CLU (Chartered Life Underwriter), 1983, American College ChFC (Chartered Financial Consultant), 1985, American College (click for more info)
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Steven Dustmann
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St. Louis, MO
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BS (1991), University of Missouri St. Louis (click for more info)
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Ken Bower
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Clayton, MO
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AB (1994), Dartmouth College; MBA (2000), Northwestern University Kellogg School. (click for more info)
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(Click here to start price quote process)
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(Professionals who wish to be listed please click here.)
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General types of issues handled by financial planners:
- Explaining various tax deferred options
- Selecting investments that match your desired risk level
- Diversification and other risk reduction strategies for your investment portfolio
- Timing advice regarding when to rotate investments among various sectors as well as weighting between stocks (aka equities) and bonds
- Estate planning
- Retirement planning
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