Frank helped us review and value a collection of coins that was passed on in the family. He was…read morevery patient and knowledgeable. We felt like we got a fair valuation and give this business a big thumbs up.

Robert was great to work with. He listened to my concerns about a coin and helped me resolve the…read moreissue. I really appreciated his willingness to help.

I sat in on a Zoom meeting where Don Chamberlin introduced us to his company's services in estate…read moreplanning. The meeting included a free estate planning session. I made an appointment even though I really don't have any kind of estate to leave to anyone. He was nice enough to give me some pointers re: a lands trust & transfer on death for my bank account & car. He seems to be a person who comes from the heart & truly provides "service" -- something some what rare in this day & age. I highly recommend him!

From the owner: Tax Preparation & Planning, Estate Planning, Investment Planning, Retirement Planning and Insurance…read more& Medicare Planning

Fidelity Wealth Management is not worth the fees or the headache…read more I was charged 1.22% quarterly and promised a "designated advisor" for that fee, which is not correct. As a paying client of Wealth Management, you get a team email address and whoever is on the advisor's team will respond to your email or you can schedule a phone mtg via their calendar scheduling system. I never met my advisor in person (only via phone), he never put any effort into building a relationship with me, he talked down to me, negated anything I questioned especially when I wanted to learn why he was investing me the way he did, he basically churned my account each month for his own benefit (commission/bonus), etc. When I asked a simple question as to whether I should start a Roth at age 59, because I'd never done a Roth before, my advisor said I could start one or not and that it was really up to me. That was it. No discussion on pros/cons, tax implications, etc., nothing. I ended up asking the same question on the Bogleheads site and received lots of very helpful free advice regarding Roth and investing in general. Fidelity sent me a customer survey and when I responded that I really needed to educate myself better so I could manage my own investments, my Fidelity advisor called me up ranting & raving that my survey comment will affect HIS bonus, etc. If Fidelity doesn't want honest answers on their obviously non-confidential survey, perhaps they shouldn't send surveys to their clients? I scheduled a phone appointment with my advisor and received several text & email messages confirming the appointment. Then, I took time away from my job and sat on the phone for over 25 minutes and my advisor never dialed in. He completely blew off the mtg. After I called his office, I was informed that my advisor was no longer with the company and was pursuing opportunities outside of Fidelity. I asked when Fidelity was going to inform me of this because I had a scheduled phone mtg today and they said his exit was abrupt and it wasn't their fault because the scheduling system is tied directly to the advisor only. After paying $5,000 for less than 9 months with a bad Fidelity advisor, I terminated Wealth Management. When I emailed Fidelity Customer Service to file a formal complaint regarding my bad experience, I received a canned scripted email saying they investigated my complaint and the only thing they can offer me is a new Wealth Management advisor within the same office. No thank you. Fidelity accepts zero responsibility if you get stuck with a bad financial advisor.

I am a 3rd generation investor with Fidelity Investments and they have always been great. During…read morethe pandemic when many lost most of their funds at other places, I took a small dip then the way they handled my funds actually made me money, not lost it. I was better off thanks to fidelity. They always help me with a live person that addresses any concerns, and they assist with short and long term planning goals. Everyone is knowledgeable, professional, personable, and helpful.

This company deserves zero stars. I have utilized this company with no benefit. I had invested my…read moremoney with them in a Roth IRA acct and was assured that it was indeed a Roth. When I was checking on it, it was listed as an annuity. They were then called and asked about the acct and they stated that it was a Roth IRA acct. When moving to another financial advisor (the one I have currently), they stated that what I had was, in fact, an annuity which requires higher fees. So basically, I had to pay a $200 surrender fee to turn it into a Roth and I am now actually earning more money.

I spoke with John Horseman and he gave me an honest review. It turns out he's from the old rust…read morebelt like me. Im in the process of retirement and considering purchasing a retirement home. Instead of a sales pitch about interest, we spoke about his passion for Art and his grandson. He figured out how much my family would need to invest for a comfortable retirement. This way I had a game plan for the realtor. All of this work and I haven't even rolled over with him. I'd strongly recommend speaking to John. He's an honest guy who seems pretty down to earth and speaks to you in simple terms you can understand. Overall, its the best experience I've ever had at any financial institution. Can't wait to rollover John. Thanks again. Chuck

fantastic personal client service for paper assets, with hands-on monitoring of investments…read more extremely knowledgeable and has handled our investments with steady growth and without much loss through market down-swings. they have clients all over the U.S., so you don't have to live in st. louis to use their fantastic services! they offer securities & investment advisory services through Advisors Group, Inc. member, NASD/SIPC

Erica and her team are fantastic! We've leveraged them for both buying and selling. She knows her…read morestuff, is very responsive and has great connections to other services as needed (lenders, repairs, inspections, etc.) We appreciated her help in ensuring the seller took care of things that weren't quite right on move in day and provided great guidance and advice in each of our transactions. We recommend her services every time we get the chance!

I cannot say enough great things about Erica Timko and her team at Timko Realty. We first trusted…read moreErica to help us buy a house 4 years ago and this time we trusted her to help sell that same house. She is an expert at her field and made the process seamless, easy, and less stressful for home buyers and sellers. Her communication between clients, other parties, and her team is efficient and performed in a timely manner. If you are looking to buy or sell a house, I would highly recommend Erica Timko and Timko Realty. Thank you Timko Realty for your great work!

We can't thank Wealth Agents for the amount of work they all put into our first out-of-state…read moreinvestment property purchase. Julie, our agent, made the process so seamless for us from the other side of the country. She's smart as a whip, personable, very knowledgeable of the local market, willing to wear many hats, and overall the type of person you want on your team. We've been put in touch with a number of local, reputable contractors, plumbers, electricians, and property management companies through Wealth Agents. All of their connections have been invaluable to our process and our sense of confidence as we planted financial roots in STL. We truly can't wait to work with them again! Thank you Wealth Agents!!

My wife and I had great success working with Julie Thorngren. She was able to locate our first…read moreinvestment property in the Tower Groove South area all in a single weekend. She knows the local market and area exceptionally well , she prioritized our wants and needs and made sure all the properties we wanted to review we aligned with our objectives. Her commitment with assisting us with insightful data, her knowledge about all aspect of real estate environment and her relentless attitude about wanting to do whatever it takes to meet our expectation gave us assurance she was the right individual for us to work with. Her list of available local resources streamlined our small renovation project and allowed us to focus on other area. We look forward to working with her again as we know the same care and focus she provided to us will be evident with our next purchase.

GREAT financial counseling here! Yes, they charge fees, but the knowledge that they're taking care…read moreof your investments in the best possible way is a HUGE anxiety reducer! And they're FIDUCIARY!!!

From the owner: Financial Planning, Wealth Management, RIA, Registered Investment Advisor, Peace Of Mind, Certified…read moreFinancial Planner, CFP