|
|
|
Legal, Financial, and InsuranceAmeriprise Financial Services, Inc - Angela Curtis, Senior Financial Advisor, CFPDelivering Financial solutions through a tailored approach and a genuine interest in our clients' evolving needs. We help our clients feel more confident about their financial future. Areas of focus include: Domestic Partner Planning, Retirement Planning Strategies, Protection and Insurance, Estate Planning Strategies, Saving for Education, Asset Allocation, Income Tax Planning Strategies, Investment Advice. Contact Information: Phone 314-744-4007 Website: ameripriseadvisors.com/angela.2.curtisEmail: angela.2.curtis@ampf.comAddress: 2 Cityplace Drive, Suite 380, St. Louis Mo 63141
Ameriprise Financial - Philip Deitch
Ameriprise financial solutions for today and tomorrow through a comprehensive and personalized financial planning approach build on a longer relationship with a knowledgeable adviser. Area of focus include: Investments, Personal and Business Retirement Plans, Insurance, Savings for Goals (home, education, cars, travel), Mortgages and Equity Loans, Cash Reserves, Tax and Estate Planning.
Contact Information:
Phone: (314) 843-6769
Website: ameripriseadvisors.com/philip.l.deitch
Email: philip.l.deitch@ampf.com
Arlene Zarembka, Attorney at Law
Your life respected, your rights protected. Services include: Wills, Trusts, Powers of Attorney, Estate and Medicaid Planning, Special Needs Trusts, Probate, Real Estate, Adoptions, Name Changes, and Security Clearances. Plus other matters on a case-by-case basis. Active in and serving the LGBT Community for over 30 years.
Member: National Academy of Elder Law Attorneys, Missouri Bar Elder Law Committee, ACLU-Eastern Missouri Legal Committee (as well as cooperating attorney), Alzheimer's Association Public Policy Committee
Contact Information:
Phone: (314) 726-6355
Website: http://zarembkalaw.justia.net/
Christine A. Gilsinan, Attorney at Law
Located in Webster Groves, Missouri, our mission is to render excellent and timely legal services to clients while providing education in the law. Services include: Estate planning (wills, trusts, powers of attorney, health care directives); Estate Administration; Elder Law; Real Estate; Contracts (co-habitation, antenuptial and postnuptial agreements); Small Business Matters; Disability Planning; and Taxation relating to the above.
Contact Information:
Phone: 314-962-0760
Email: cag@solaw.com
Website: www.seniorlegalservices.com
ClearPoint Credit Counseling Solutions
Located in the city of St. Louis, ClearPoint Credit Counseling Solutions mission is to provide consumers like you with quality credit counseling and financial education so you can make wise financial choices for your life. Services include: NFCC-accredited counseling, budget counseling, educational presentations, bankruptcy certificate pre-file and pre-discharge counseling, and HUD-approved housing counseling.
Contact Information:
Thomas Nitzsche
Phone: 1-877-877-1995 ext. 3181
Email: thomas.nitzsche@clearpointccs.org
Website: www.clearpointccs.org
Financial Housekeepers
To create a movement that will have everyone and every business be in anxiety free financial integrity. Services for older adults include: Budgeting and bill paying. Tracking of expenses by category so that you can see where and how you spend your money. For Business (profit and non-profit), we provide payroll, bookkeeping and forecasting services.
Contact Information:
Phone: 314-625-4007
Email: kelleygreen@financialhousekeepers.com
Website: www.financialhousekeepers.vpweb.com
AMG Health Solutions
Quick convenient online resource for complete information on health, life, and accident insurance. Offering the following Health, Life, Dental, and Gap/Critical Illness insurance products: Humana, United Healthcare, World, Aetna, American Community, GTL, Assurant, Companion, Imerica, American General Life, Assurity, AHCP, Genworth, Presidential, Prudential, Fidelity and more.
Contact Information:
Tara Holmes - Representative
Phone: 1-877-366-7601
Email: tholmes@amghealthsolutions.com
Website: www.amghealthsolutions.com
Jay Kloecker, Attorney at Law
The provision of competent legal services at a reasonable cost. Services include: Estate Planning, Wills, Trusts, Durable Powers of Attorney, Living Wills, Adoptions, Securities, Personal Injury, Workers Compensation, Family Law, Traffic and Criminal Defense.
Contact Information:
Phone: (314) 727-9111
Email: JKloecker@kwmwlaw.com
Website: www.kwmwlaw.com
MetLife
Providing financial services, life insurance, long term care insurance, disability income insurance, annuities, banking, investment and advisory solutions.
Contact Information:
Jon Shigemura
Phone: 636-736-3363
Email: jshigemura@metlife.com
MetLife Reverse MortageProvide information to seniors (age 62+) on how they can take tax free equity from their homes, retain ownership of the homes and not have to repay the loan as long as the individual or either party on the title, lives in the home. Contact Information: Dennis Cooper Ph: 636-675-1267 Email: dcooper1623@yahoo.com
New England Financial - A MetLife CompanyStrength. Knowledge. Personalized Service. New England Financial offers comprehensive products and specialized services including: Life Insurance, Long-Term Care Insurance, Disability Income Insurance, Annuities, Mutual Funds, Planning Services, and Planning for Children with Special Needs. Contact Information: Heidi L. Martin - Registered Representative Phone: (314) 567-8388 Email: hmartin@stlouis.nef.com Website: www.heidimartin.nefrep.com
New York Life Insurance
While everyone's situation is unique, New York Life offers the following suggestions for you to keep in mind as you review your financial plans: life insurance, long-term care, and financial planning services.
Contact Information:
Marshall Burstein
Phone: 314-994-6458
Email: mburstein@ft.newyorklife.com
Website: www.newyorklife.com
Purcell & Amen, L.L.C.
Purcell & Amen, L.L.C. are estate planning attorneys based in St. Louis, Missouri whose mission is to provide residents of St. Louis and surrounding areas with quality estate planning resources. Services include: Asset Protection and Business Planning, Elder Law & Medicaid Services, Estate Planning Services, family-Owned Businesses & Farms, Financial Planning Assistance, GLBT Estate Planning, Incapacity Planning, IRA & Retirement Planning, Legacy Planning, Special Needs Planning, Trust Administration & Probate. Contact Information: Phone: (314) 966-8077 Email: ameyer@yourestatematters.com Website: www.yourestatematters.com
Sivia Business & Legal Services, P.C.
"Protecting assets is our business." Sivia Business & Legal Services, P.C. are the client's watchdog, advocate, and #1 resource for a variety of areas of practice. Our attorneys secure your assets while helping your wealth and business grow. They offer personalized service for you, your family, and your business.
Some services include: Estate Planning (ie. Wills and Trusts), Domestic Partnership Agreements, Co-habitation Agreements, Business Formation, Business Contracts, Real Estate Contracts and Litigation, and Dissolution of Marriage and Domestic Partners.
Contact Information:
Todd Sivia
Phone: (618) 659-4499
Email: info@sivialaw.com
Website: www.samesexlegal.com
St. Louis University School of Law Legal ClinicThe Legal Clinic provides legal representation to individuals who have limited means in the context of a law school setting. Students work under the supervision of faculty. The Elder Law clinic provides legal representation for older adults with a focus on simple estate planning, guardianship, benefit issues, and debt problems. Contact Information: Barbara Gilchrist, JD, Phd Phone: (314) 977-2778
Treaties Are Cheaper Than WarsTreaties Are Cheaper Than Wars is a mediation firm in St. Louis. Our Mission is to education individuals about the benefits of mediation and to help resolve legal disputes at low cost. Our services include: Divorce, separation, and custody disputes for gay, lesbian, and heterosexual couples; elder care issues (estate and guardianship disputes); and landlord and tenant issues. Contact Information: Michael Tramble Phone: (314) 537-4675 Email: stlmichael@yahoo.com Website: www.missouri-mediation.com
Waddell & Reed Advisors
As your financial advisor, I am both guide and guardian, friend and confidant. I not only share your dreams, I can provide you with the resources and direction as you strive to fulfill them. I will work with you as you seek to find a way to retire the way you want. I provide personal, comprehensive financial planning, investment advice, and insurance products. Waddell & Reed Advisors are able to sell insurance products as agents of various insurance companies through arrangements made through various insurance companies. Areas of focus include: Retirement and Goal Planning, Insurance Protection including Long-Term Care Insurance Planning, Investment Planning and Advice, and Asset Allocation.
Contact Information:
Charolette McKinney
Phone: (314) 567-6700
Email: clmckinney@wradvisors.com
Website: www.waddell.com
Return to Referral Network
| |
|
|