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.

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

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.

Probably good for starting out since you'll need minimal help and guidance…read more Been with them for years and have a notable collection of assets but effectively on our own last three years. Two advisors quit. Tried talking to branch manager but she is too busy to talk to little people. Tried getting help through corporate offices and was referred back to branch manager. She never contacted us but had a nice guy who started with them a few months ago contact me. We need a advisor who is trustworthy and knowledgeable enough that if anything major happens, our family would have the confidence to go to "our guy" for help and guidance. Won't find it at Schwab St Louis.

Stay away, this company stinks. I put in 5M and a few weeks later asked me to leave, with no…read moreexplanation. I'm a 61 year old retiree and this really blind sided me.

Jayson is a great tax accountant and has taken care of both my personal and business taxes for the…read morelast 5 years and has always given top notch service! Definitely recommend him for any and all of your tax needs.

Very professional and most of all very knowledgeable about all things tax related and other…read morefinancial matters. I would highly recommend!

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

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.

From the owner: Financial & Tax Architects are fiduciary advisors in St. Louis specializing in retirement planning,…read moretax strategies, and wealth preservation for those nearing retirement. We offer hands-on, goal-based guidance to secure a reliable lifetime income, plan for long-term care, and leave a legacy. Attend an in-depth educational class or book a complimentary discovery call.

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.

Client-centric culture with generations of expertise. Gain professional investment wisdom knowing…read moreyour needs are put first. Find your financial advisor on benjaminfedwards.com.