Columbia, MO Financial Planner

Good guy. Very knowledgeable.

Best agent I have ever worked with. You are the best!!

Very friendly and professional staff. Kristen really seems to care about her clients.

Agent Pete Kim really helped our family. He was able to help clarify several things with my Mother's retirement accounts. Very knowledgeable and excellent customer serv ... more

Agent Pete Kim really helped our family. He was able to help clarify several things with my Mother's retirement accounts. Very knowledgeable and excellent customer serv ... more

As trustworthy as they come when it comes to giving someone control of your hard earned savings. Good people!

I like the idea

The Trust Company is more than just a company you can trust with wills, retirement planning and trusts, they actually care about their clients more than anyone I have eve ... more

Joel Eisleben has been the answer to my CPA prayers -- a compassionate, experienced, and skilled CPA. I had run into some issues with my previous CPA, after having many y ... more

Someone give me the check and it came out scam check and they close my account not even try to work with the customer to solve the problem not even giving a warning be ve ... more

Greg Brockmeier is amazing at what he does. Not only stays up to date but ahead of it. Very trust worthy.

Mindy is an amazing consultant! I really trust her. She was referred to us from a friend of mine that I have a tremendous amount of respect for.

Danielle is a fantastic financial planner! She helped us to both clarify our financial goals and to make sure our savings plan aligned with them - and when our lives took ... more

This is by far the worst Credit Union employees always rude they never pick up the phone it will take them 2 weeks to approve you or deny you for a loan

Professional office. Worked with them for a year and a half now, very reliable and honest.

This review is purely my opinion and nothing herein is stated as fact: Bank of America "customer service" is truly beyond awful at every level. They're very clearly tryin ... more

Great company, incredible people!

I have worked directly with Alex for about 25 years allowing him to navigate my financial plans and learning from him as I now employ a more direct hands-on investment st ... more

Was told I would need a business account to get $4 in nickels and $1 in cents. Ridiculous.

Very pleased with the service and support we have received from Merrill Lynch Wealth Management for the past 12 years.

The employees are very nice at this location

Theyre about as close to a pyramid scheme as you can get. Highly discourage anyone from doing business with these crooks. Id rate them 0 stars if I could.

The worst company ever! They have been calling our office for one of our employees and after informing them that we do no allow debtor calls at work they informed me tha ... more