Everyone there is very informative and courteous to work with. Clark Smith, and Tim Dowling have…read morebeen very helpful and we highly recommend them.

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

I've worked with Gatewood Wealth Solutions for two years and have nothing but good things to say…read moreabout their level of professionalism, fun-loving company culture, and absolute brightest brains in the business. Talk to any employee, and you immediately get a sense for the deep level of care and commitment they have for each client. And, unlike other firms, GWS' planning and investment committees work side-by-side to meticulously manage clients' portfolios against their goals. That makes a big difference in outcomes, and you can't beat the fact that the offer a free plan and portfolio review before you even sign on as a client. Highly recommend.

From the owner: At Gatewood Wealth Solutions, we are on a mission to share our experience with individuals and…read morefamilies -- helping them become and remain financially self-reliant, so they can give purpose to their money. Our goal is to give you confidence -- that you'll reach your goals, that your family will be taken care of, and that you'll be empowered to live the life you want and leave a legacy. The path to financial freedom is a journey, and we're here to walk alongside you. We'll help you stay the course even during turbulent times, and we also offer integrated technology solutions to empower and enable you to track your own progress toward your goals. To us, at Gatewood Wealth Solutions, financial freedom, self-reliance, and financial confidence go hand-in-hand. Are you ready to experience the difference it makes having someone on your side of the table? Contact us today to learn how we can partner with you to help you work toward your goals and find your confidence.

John helped me so much! He really took the time to explain everything to me - He is very…read moreknowledgeable and helped us to move forward with a plan of action. I would recommend him to anyone that is looking for answers on how to get your finances back on track.

The credit care company led by John Boll are the absolute best in the business. They help people…read moreachieve major life milestones. A poor credit score can deny you the kind of job you want, the place you live, buying a new car with a good rate, buying a home, starting a business. So when I say John helps people achieve major life milestones its no joke. A lot of people claim to know how to repair your life and then take your money and leave you with nothing. Not John, John will you give you an action plan and be honest about whether or not you should pay for his time. Even if he can't help you it doesn't stop him from sharing strategic and valuable information and refer you to someone he trusts that can help. John will help you as an individual and as a business owner. His expertise includes business credit repair, funding, and other financial services for businesses. I'll say it again, John Boll and The Credit Care Company are the best in the business!

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.

My wife and I just started working with Jon, but we find him to be both professional and…read morepersonable. He provides exceptional service and has quickly established our trust. I would highly recommend Jon to anyone looking for professional financial advice from someone who really listens to his clients.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

I love Mark Anthony Insurance. Mark is a broker, so he calls annually to re-evaluate your current…read moreinsurance provider to ensure you are always getting the best rates possible. What I love about Mark is that he goes the extra mile. I was recently in a car accident and couldn't get a rental because all of the local rental companies were sold out for the day. Mark picked me up at my house and drove me to the airport (40 minute drive) to get a rental. When that didn't work out, he took me to Clayton. This is after he spent the morning on the phone to help find an available rental. Much appreciated!

Recently switched from State Farm to Mark. I was with SF for 15 years & didn't realize how under…read moreserved I was. Mark did a great job. He saved me money along with getting comprehensive review of everything. Mark made the transition easy

David has been doing our taxes for a few years. The staff at the office is fast, knowledgeable, and…read morereasonably priced. When we have had questions about taxes or withholdings from our paycheck they has been very responsive to help us. We have also worked with Matthew to setup a Roth IRA with Scottrade. Matthew's passion for finance and investing is very evident and he works hard If you are looking for a CPA, tax accountant or to setup a Scottrade account, give this office a call. We trust them.

We have worked with Smith Patrick for years. They are incredibly attentive. We've referred…read morebusiness partners of our to use Smith Patrick. Every single business owner that we have referred and has used Smith Patrick, has thanked me for the introduction. They are truly experts in their craft and have excellent attention to detail. Joe Bayer Jr. First Integrity Mortgage Services, Inc. 314-878-7900