I have been having Gene do my taxes for over five years- he does an awesome job- helps with every…read morequestion I have - makes everything go smoothly -

We worked with Joe Donelon and even though we didn't end up doing business with Joe, as we found a…read moremuch better rate elsewhere, I do want to state how kind Joe was. I would recommend you calling Joe to see if he is able to help!

I would like to acknowledge Account Manager Amber Jones, for her professionalism, patients,…read moreattention to details, UNBEATABLE PRICING! lovely attitude. Amber YOU have absolutely changed and Blessed our lives. Our home and auto insurance pricing is UNBEATABLE! I recommend Amber 100% Thanks Helena W.

Stuart and the team at American Mortgage Corporation were great to work with! We just bought our…read morefirst home about a month ago. The reason we won the offer after not winning 4 prior homes was because of Stuart being able to finance within 2 weeks! While the 2 week close was stressful, Stuart's team made it easy and helped us get set up with a great title company. They all walked us through the process and helped us understand as first time homeowners. I have to specifically shout out Carolyn for holding our hand through the process and guiding us to make sure we got the correct documents in. We just today receive a beautiful gift from Stuart thanking us for going with AMC and congratulating us on the home. We are looking forward to going to the Cardinal's game and getting our free hotdog as well. Thanks to Stuart, Carolyn and the AMC team!

A couple weeks ago, when i was driving north down Woodson Ave to take my child to school, one of…read moreyour employees (the one that drives a blue-ish grey car with a hockey jersey bumper sticker/magnet) tailgated me so close that i couldn't even see the hood of his car. I only had about 3/4 of his windshield in view because again, he was driving so close to me. To this young man, i apologize if following the law and driving at the 30mph speed limit was making you late to work or something, but it's no excuse for the dangerous way you were driving or the way you yelled and screamed until you were red in the face because i wouldn't speed up. I couldn't get a great look at your face because you were driving with your elbows while flipping me off with both hands. But Overland is a small community. Lackland is a popular road. And I've seen your car parked outside this establishment every time I've driven by, so i can only assume you acted in such a way to get there quickly. Hopefully you learn to control your anger and your road rage because you not only put yourself in danger, but you endangered me and my toddler by driving the way that you did. Not to mention the other people on the road when you proceeded to run the red to turn onto Lackland. Grow up.

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!

I'm of retirement age and heard of Compass through a dinner event and liked what I heard enough to…read morefollow up and see if they could help me in retirement. Set up an appointment with them in their office. The receptionist was very friendly (and even gave me some still-warm cookies). I met with a couple of their advisors who led me through a 45 minute presentation that showed their investment philosophies. They gave me plenty of opportunities to ask questions and drill down into areas of particular to me. I could tell that their approach was personalized for me, not one size fits all. As fiduciaries I would feel safe with them working with me.

I have worked in federal mortgage servicing for almost 3 decades. Due to a number of factors, my…read moreown mortgage loan process was a challenge to say the least. In fact, I'd been rejected by another lender and had other lenders refuse to even accept my application. So, I was not confident in being approved by Liberty. That was until Steve and Kari came to my rescue. The work they did in preparing my application and guiding me through was the process was extraordinary. Five stars would be for someone who worked effectively and got the loan approved. Steve and Kari provided a level service light years beyond that.

Worst company I have ever worked with. They promise one thing and do something totally different…read morewhich ends up costing you more money. Avoid this mortgage company! They are not reputable.

I hired a principle of this company to manage my wife's money. I gave him expressed written…read moreinstructions to not let her account go below 1M. When it did he said this: "I would never agree to that" I reminded him "IT IS NOT YOUR MONEY I DO NOT NEED YOUR PERMISSION" then he told me "mistakes were made in your account" then his partners blamed me. Then he went and hid behind an attorney. He paid us the highest possible fine at the time which he is required to disclose. He does not he says "there is nothing in this persons background that would cause you to not choose him". Buy the 500 index they never bet it when they had my wife's money never!

Fantastic wealth managers, they do a great job in preserving wealth. Their strategies are safe yet…read moreeffective and generate good returns and their advice and retirement planning is unmatched in St. Louis.

Ok, I sound like a commercial. I had a bad experience with…read morea "big-box" financial planner. I was looking for a fee-only financial advisor--good luck with that in St Louis. I met with Michael Becker, who immediately put me at ease. Developed a financial retirement plan and explained it-- without treating me like an idiot for asking questions. I see him every 6 months-- he tells me what's going on with my finances, and asks about my family and my cat. I'm so grateful I found such a great firm. He's directed me to other professionals I needed, gently coaxes, when I'm inclined to bury my head in the sand, pretending I don't need it. Thank you, Michael Becker. You're the best.