2 advisors with offices in St Joseph. Credentials, fee structures, and minimums are disclosed on each listing.
St Joseph, Missouri
Insurance-Based
Thomas Tewell, Financial Advisor - Eagle Strategies is an insurance-based firm in St Joseph, Missouri. Services include Financial Planning and Insurance Analysis. The firm specializes in Insurance Planning. The office has a wheelchair-accessible entrance. The office is open daily.
View detailsSt Joseph, Missouri
Thrivent - Financial Advisor: Cody F. Vaughn, CFP is an investment advisory firm in St Joseph, Missouri. Services include Estate Planning, Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Its advisors hold CFP credentials. The office has a wheelchair-accessible entrance. The office is open daily.
View detailsAdvisors serving St Joseph specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Missouri's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.
Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.