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Recent Finance Advising Reviews in Florissant

  • A
    I spoke with Scott for assistance and he gave me several different options. He even followed up with me afterwards to see which direction I chose about 1.5 months later.
    - Louis M.
  • A
    I began to work with Gatewood-Spalding during July '17. They effectively helped me get to the point that I could successfully retire and begin this “chapter turning” event in my life. First, I’ve been saving and independently and successfully investing for my retirement since the early ‘90’s. I periodically met with few financial planners over the years as a reality check/sounding board for how I was progressing toward my retirement readiness. These meetings served their purposes but nothing impressed or taught me anything in any significant or meaningful way. Last summer I wanted to achieve a good understanding about “post-retirement Tax Efficiency” planning, as well as Social Security planning and optimization. Through a contact of mine at Northwestern Mutual, I got a referral to Gatewood-Spalding Wealth Management (Clayton) who is an independent financial planning and investment management company that is backed by Northwester Mutual’s extensive resources and financial strength. Their services include retirement, estate and business planning, Risk Management Solutions and Investment Strategies (to help you achieve financial security) and Trust services. I’m never been easily impressed by much in my life, but I indeed was with Gatewood-Spalding’s strong analytical, detailed, integrated and customized approach to my situation. I’ve recently decided to take advantage of some of their Risk Management Solutions and Investment Strategies and I now approach my retirement with complete confidence. I’m a very satisfied customer of theirs.
    - David and Janet S.
  • A
    Phoenix Credit Consultants
    Phoenix Credit Consultants was responsive and professional. To be honest, I was a bit embarrassed and I didn't want to deal with the issues I had. I'm more of a, "bury your head in the sand" type of person, but this time, I didn't have a chance; I had to refinance my loan.  The staff at Phoenix Credit Consultants were kind and patient and I never felt judged.  I never felt like they were trying to upsell me; they made it clear from the beginning that they wanted to fix my credit as soon as possible. I never got the impression that they were dragging out the process in order to get more money from me.  I was very skeptical about the credit repair industry and because of this company, I'm a believer.
    - MK K.
  • A
    Ameriprise Financial
    Mr. Davis was recommended to us by several friends and we have been using his services for about five years now. The original fee was somewhere around $200-$300 but that was a one time charge. We now see him a couple of times a year and only charges are on account activity. He is friendly but professional. Paul helped plan our retirement and gave us excellent advise on investing for the future. He is very laid-back and doesn't push you in to anything; but lets you make the decisions. He has also made good recommendations as to lawyers, CPAs, Realtors, etc. We are very satisfied with Ameriprise and Paul Davis.
    - Karen M.
  • A
    Edward Jones
    My experience overall went very well. Matt was very friendly and professional. He was also highly knowledgeable in his field. The pricing was reasonable. I would highly recommend this company this company to others.
    - David J.
  • A
    - MARTHA T.
  • A
    CDS Group Financial Services LLC
    Mary Dorn is: professional, efficient, perceptive, and a good listener. I have always handled my own tax filing, but this year I had some complications that made tax preparation beyond my scope.  First, I became an "accidental landlord." (The house I left will not sell for what I have invested in it, but it's in a good neighborhood so it rented right away).  Second, I became eligible for social security, albeit at a twice reduced level since I am 62 and I do work..  Mary listened to my questions and concerns and addressed all of them. She asked further questions and took care of my  taxes quickly and professionally. I think she is so good at what she does because her knowledge is quite broad and not confined to taxes alone. She has experience in insurance, in stocks and bonds as well as being a pro at taxes and financial planning. I left her office knowing a lot more about being a landlord, assured of the right time to take social security and with the knowedge that I now had an accoutant -- someone I look forward to seeing so much it almost takes the sting out of paying taxes!   C. D. Evans
    - Corinne E.
  • A
    Very knowledgeable about all kinds of insurance. He selects one appropriate for you that he is very thorough in his explanation. He does everything in a timely, punctual fashion.
    - TERESA R.
  • A
    Edward Jones
    Holly came to our door on a sweltering day several years ago and handed me a business card and introduced herself.  I was impressed with her "get up and go" because she was actually going door to door on such a hot day.  We ended up talking for quite a while, and I liked the fact that she obviously knew what she was talking about and I also liked her personally.  I took her business card and my husband and I made an appointment to sit down with her and discuss our financials.  She came to our house after we had put our daughter to bed and laid out a comprehensive plan for our future.  My husband is quite difficult to please when it comes to this kind of thing.  He is a tax attorney and very, um, number-oriented!  We had a meeting with someone a few months before we met with Holly and it was not a love connection for him!  We did not use that person's services.  Anyway, even my husband was impressed with Holly.  He had previously researched a college plan for our baby daughter.  Holly gave us feedback that caused us to actually invest in a plan in a different state that would better suit our needs, which we didn't know was an option.  She has given us very sound advice during these tough financial times, and our investments have fared quite well when compared to the market as a whole.  She calls often to check in- and if there is something she wants to tweak in our portfolio's allocation, she will call and recommend it.  I am very happy with her level of knowledge, her thoroughness and follow-through, and her attention to detail.  I also like her a lot.  I would highly recommend Holly.
    - KRISTEN H.
  • A
    Gregory Younger, CRPC, CDFA, Ameriprise Financial
    He articulated the information in a way that created a vision for someone planning their finical future.  Greg is great at helping you Dream, Plan and Track your goals.  Knowing Greg from a business networking organization for the past three years he has proven to me he takes care of his customers.  He has developed a team that has customer service at the forefront and your bottom line clearly in view.  
    - Richard S.
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Financial Advisors in Florissant

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