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.

I have worked with a number of Financial Planners but Leah Joyce has stood out! I highly recommend…read moreusing her for a number of reasons. Leah is extremely knowledgable but also easy to talk to and relatable. Financial planning is important to me but it is outside of my wheel house so it was wonderful to have someone that could explain things in a way that I understood and be patient when I had questions. Leah provided excellent customer service, appropriately followed up with me in a timely manner, made me feel important, and kept me posted on where my application process for things like disability insurance was at. I feel very secure knowing Leah is the one helping me with my financial planning endeavors. Highly recommend her!

Forget the chain tax preparer's or guarantees of more money. This is a locally owned/locally run…read morebusiness that cares about your financial future and tax liabilities. If you're looking for the experts, look no further. 100% Platinum service and staff.

We are real estate developers and have used Investors Title Company in Clayton for over 25 years…read more They have provided great service and are extremely professional. They know their stuff. I'd highly recommend.

We did a cash out refinance and closed on 30 Jun. Funds were supposed to be available 3 July,…read morehowever a week later and multiple phone calls, this title company has not released the funds (making numerous excuses from the employee being on vacation, to systems being down, and now it is 'being reviewed by underwriting'). It has been over a week since closing as we still do not have our funds. They are telling us now that the employee will be back to work tomorrow and we should have funds Wednesday (12 days after closing). Do yourself a favor and use a different title company.

Andrew is a great agent. The staff is wonderful. Very…read moreProfessional and Knowledgeable.. Highly Recommend!!

Andrew is by far the best Insurance Agent Around. He is professional, hard working, and amazing to…read morework with. I highly recommend him to anyone.

I've had State Farm insurance almost 40 years, except for a brief misguided period when I listened…read moreto people who say if you haven't switched insurance recently, they're ripping you off. So yes, I briefly tried Geico but James called and let me know that my homeowners insurance would go up by more than I was saving with Geico. Lesson learned -- since then I ask for apples to apples quotes, and nobody can touch State Farm. The Farmer's guy came out, swearing he could get me a better deal, and then ended up sheepishly admitting he couldn't come anywhere close to the deal I was getting with State Farm. James' office reached out recently to ask me to schedule an appointment to review my policies. I frankly suspected it was a waste of time and that they would just try to sell me higher coverage. I was quite pleasantly surprised though. James said I had pretty good coverage overall, gently probed about a couple things I might consider adding (no pressure though), and most importantly, he pointed out several opportunities I had previously overlooked, which altogether should save hundreds of dollars per year. So not only was I happy to have gone to the appointment, but ended up wishing I had done so years earlier!

James Carlton is professional & kind. He really knows what he is doing and has created and…read moremaintained a great team. Beverly & Makenzie were very friendly and helpful as well. I am thankful to have someone honest and knowledgeable to handle my insurance. I think that it is well worth mentioning that he cut my rates by ALMOST half of what I was paying previously. What? I would recommend him to anyone. Thank you for reading. Take care.

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.

Kevin goes above and beyond for his clients. He is a hard worker and wants the best for people. He…read moreis also a really great guy. My husband and I highly recommend Kevin as your agent.