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West End Advisory Group
Planification de la retraite personnalisée et conseils avisés en matière de portefeuille à Saint-Louis
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Business
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Planification de la retraite personnalisée et conseils avisés en matière de portefeuille à Saint-Louis
West End Advisory Group est une équipe de finance et de conseil reconnue à Saint-Louis, Missouri, offrant une planification de retraite personnalisée et une gestion de portefeuille. Les clients louent Joe, Steve et Laurie pour leur service professionnel et réactif ainsi que pour des conseils clairs. Ils prennent le temps de comprendre les objectifs et d’élaborer des plans sur mesure, dont les résultats sont soutenus par LPL Financial, depuis le bureau au 4931 Lindell Blvd, #150. De nombreux clients restent des années, citant des conseils fiables et une communication facile.
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Des stratégies personnalisées pour garantir une retraite confortable et sécurisée, y compris l'intégration avec des régimes de retraite tels que les systèmes de retraite des enseignants.
Gestion professionnelle des investissements via LPL Financial, adaptée à la tolérance au risque de chacun et aux objectifs financiers.
Conseil d'expert sur les polices d'assurance-vie, y compris une couverture spécialisée pour des besoins uniques tels que la participation à la réserve militaire.
Planification et projections complètes pour aider les clients à comprendre leur situation financière et leurs perspectives d'avenir.
Soutien continu avec un service réactif et convivial pour répondre aux questions financières et adapter les plans en fonction des évolutions de la vie.
Note globale
Ken Strieker
I have been very pleased with the service and advice provided by West End Advisory Group. I became a client two years ago after handling my own investments before I retired. I feel very comfortable working with Joe and Steve and find them to be knowledgeable and professional. I'm happy with the portfolio management and results provided through LPL Financial.
Mary Maher
My husband and I have been clients of West End Advisory for a very long time. The level of professionalism shown to us has exceeded our expectations. Joe and Steve are easy to work, pleasant and very quick to respond to our needs.
Gayle Messmann
We've been working with Joe and Stephen at West End Advisory Group for years now, and we couldn’t be more impressed with the level of service and expertise. From day one, they took the time to understand our financial goals and created a clear, personalized plan that made us feel confident about our future, especially as we near retirement!
Mark Johnston
My wife and I have received excellent service and advice from Joe, Laurie and the staff at West End for over 30 years. Among the many examples of this, two stick out. First, when we were starting our family, we needed additional life insurance, but due to then existing military reserve participation, we also needed a policy that did not have a war exclusion. Joe found excellent coverage that provided the needed protection. Another example was Joe's expertise with retirement planning and developing a plan that would perfectly dovetail with our family's membership in the state's teachers' retirement plan. His explanation of how things worked and insightful guidance enabled us to craft an optimal result. Joe and Laurie are consummate professionals who go the extra mile to assure the best planning and service in navigating our financial future.
Darla Templeton
I began getting advice from Joe and his staff while working. My employer used West End Advisory to manage the retirement plan. Now retired I continue to count on Joe to provide guidance and advice. I am very concerned if my retirement funds will help me live the life I was used to while employed. Each year Joe shows me how where I stand, projects the future and gives me a estimate of how far my funds will go. The staff is efficient, detail oriented, friendly and knowledgeable. AND I especially enjoy the freshly baked chocolate chip cookies during my visit.
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