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    Charles Schwab

    5.0 (1 review)
    Closed • Closed

    By appointment only

    Services - Charles Schwab

    Investment management

    Retirement planning

    Personal banking

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    9 years ago

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    Mary Cay Rackers Consulting

    Mary Cay Rackers Consulting

    (1 review)

    My cousin suggested Mary Cay to me because I needed someone new to handle my taxes. The person I…read moreused last year didn't do a great job and I was ready to bring my giant pile of paperwork to someone and have them sort it all out. Mary Cay did that and more, and I couldn't be happier (or more relieved.) I went on the same day as my cousin and was totally taken by surprise at the "welcome board" she uses... it cracked me up! There was a big sign welcoming both my cousin & I by name, and you don't see that personal touch very often anymore. It at least let me know I was in the right place! I went upstairs and we laid everything I had on the table. Forms and forms and more forms. She took all of my information and then plugged a bunch of things in, which took about 30 minutes. What I LOVED about her services was that she explained what everything meant as she went along and I ended up learning so much just from the brief time I spent in her office. Her fee is reasonable, and what stood out to me was that it includes "anytime financial advice." I can call her or email her with questions about anything related to money throughout the year, and she'll be glad to help me. She also told me she thought it was great that I was taking charge of my finances and had everything organized, which made me feel ahh-mazing. The only thing better than having your taxes done early is doing business with someone you can tell genuinely cares about putting you in the best situation possible. I'll be using Mary Cay for many, many years! I'm crackers for Rackers.

    First Community Credit Union

    First Community Credit Union

    (7 reviews)

    The best credit union around…read more I help a family member with their financial services and this location is absolutely incredible. It's always clean, the staff is friendly and so very helpful when I'm confused on how to do certain transactions. They are very patient. This location has services inside, drive up tellers and a drive up ATM. It is disabled accessible.

    I've had a really disappointing experience with FCCU. They do a great job sending notifications…read morewhenever a charge goes through, but if something goes wrong or there's an issue with your account, suddenly there's little to no communication while fees quietly start adding up. Customer service hasn't helped either. The chat agents seem to be handling too many conversations at once -- responses take 5-7 minutes and usually end up being generic messages like, "We're looking into your history," without actually resolving anything. With how expensive gas, groceries, and everyday cost of living have become, I think people should seriously consider who they trust with their money. For some families, even $125 can make a real difference in paying bills, buying groceries, or getting through the week. In my experience, the way this situation was handled felt disconnected from the financial pressure people are already under. Overall, this has been by far the worst credit union I've used. Good communication shouldn't only happen when money is leaving your account -- it should also happen when there's a problem. Based on my experience, I wouldn't recommend banking here.

    Renaud & Company Investment Advisors

    Renaud & Company Investment Advisors

    (1 review)

    I was lucky that my parents taught me to pay myself first and save for retirement. I was even…read moreluckier to find a great partner to help me plan for that future and that I am confident in managing my money. Matt is a great financial advisor who has been doing this for 30+ years and takes the time to understand his clients needs. He is responsive, thorough, and above all treats my money like his own. Whether you are just starting to save or somewhere along the process take the time to contact Matt and see how he can help.

    From the owner: Selecting the right investments for your portfolio can be challenging. Take the guesswork out of…read morewealth management with help from the professionals at Renaud & Company Investment Advisors in O'Fallon, MO. With more than 20 years of experience, these skilled consultants offer the expertise to improve your financial stability. Clients across St. Louis and St. Charles counties will benefit from their compassion and common sense advice. This family owned and operated wealth management firm truly cares about ensuring your financial independence. From annuity and retirement planning to estate and trust planning, no matter your goal, these professionals will provide a custom strategy to help you achieve it. Focusing on helping retirees avoid investment mistakes, they work one-on-one with you to review your objectives. When searching for a wealth management team to guide your future, reach out to the friendly folks at Renaud & Company Investment Advisors. Call them today at (636) 240-5055 to schedule your free consultation or visit them online for more information.

    Charles Schwab - investing - Updated October 2026

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