Andrew Weltz and his team at Charles Schwab are outstanding financial advisors. They advise, help…read moreset goals, and watch closely your investments. Communication and quarterly reports along with their mobile App make this firm outstanding. You get the same or better service from Charles Schwab than any other advisor service out there.

From the owner: Chuck Schwab started a stock brokerage company with a simple question: isn't there a better way?…read moreThat question led to the establishment of a new kind of investment firm - with a more contemporary approach to wealth management based on a set of core values and beliefs, not just profits and losses. These core beliefs have led to 40+ years of serving clients, innovating on their behalf, and developing brokerage products and financial services that put them - not us - first. At Schwab, we offer a wide range of wealth management services, personalized financial advising and retirement planning, and expert investment research, as well as a number of complimentary workshops covering everything from investing essentials to complex trading strategies. Brokerage Products: Not FDIC Insured - No Bank Guarantee - May Lose Value

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.

This company offers a program for company's to eliminate credit card processing fees that…read morebusinesses are charged when taking credit cards.

great knowledgeable and superb service…read more Have had them work on company's 1120 for about ten years now; prior to that worked with Shelby the original owner mom

The Old Tax House is a staple in an O'Fallon. Not only are they a well-respected business, but they…read moreare also a very philanthropic, community-oriented company. They support a variety of charities including ours, The Great Rivers Crisis Intervention Team Council serving St. Charles, Lincoln and Warren Counties. Thanks for all you do!

This company does not answer their phone and is incredibly unprofessional. Would suggest working…read morewith another reputable credit repair agency as this would not be one of them.