Columbia, MO Investment Service

Truman Wealth Advisors team of Mindy, Maria and Ellen bring clarity and confidence to your financial future. Their technology provides you with multiple scenarios that ot ... more

My wife and I have been working with Jordan for about a year, and our experience has been amazing. Jordan has invested time to get to know us on a personal level, which e ... more

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

When you call to make a payment when they are open and you can't..poor poor customer service.

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

Will McWilliams is my financial planner at this office. He keeps himself abreast of financial trends in order to plan the best investment strategies. He explains his ra ... 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

Great company, incredible people!

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

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

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

I lived next door to this business for a couple of years. They were awful neighbors, and completely horrible for the neighborhood. The people they manage capital for are ... more