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Specialties Financial Avenues, LLC steers their clients toward smarter financial decisions. The firm does this by offering financial planning on an hourly or retainer basis. This means no revenue is received from any financial product recommended and therefore, all recommendations and advice given is completely objective and in the sole interest of the client and their goals. Meet the Business Owner Tracy S. Business Owner Tracy St. John is the founder of Financial Avenues, LLC , an independent , fee-only financial planning ... read more
28 Westwoods Dr, Anchor Bldg 28<br>Ste 105, Liberty, MO, 64068, United States
Get directionsWeekday | Schedule | Status |
---|---|---|
Mon | 9:00 a.m. to 6:00 p.m. | |
Tue | 9:00 a.m. to 6:00 p.m. | |
Wed | 9:00 a.m. to 6:00 p.m. | |
Thu | 9:00 a.m. to 6:00 p.m. | |
Fri | 9:00 a.m. to 6:00 p.m. | |
Sat | Closed | |
Sun | Closed |
I felt like they took the time to deep dive into the areas I asked them to review, and came up with helpful, informative and beneficial solutions for me. Best of all, you pay only for their time spent (fee only vs. a percentage of your assets), so you save money! I can't say enough about how I really felt like they were great guides to achieving my goals.
I felt like they took the time to deep dive into the areas I asked them to review, and came up with helpful, informative and beneficial solutions for me. Best of all, you pay only for their time spent (fee only vs. a percentage of your assets), so you save money! I can't say enough about how I really felt like they were great guides to achieving my goals.
Through hours of research, I have learned the financial industry is filled with hidden fees. Fund fees, advisory fees, admin fees, etc. As a fee only advisor, Tracy will fully explain all fees involved and will do what is in YOUR best interest (not the interest of the advisory firm). In addition, she works hard to balance your overall portfolio to maximize returns in the long run. I am literally going to save thousands of dollars by working with her. Thank you so much, Tracy!!! I really wish more people understood their plan... read more
Financial Avenues, LLC has a 5 star rating with 3 reviews.
Financial Avenues, LLC is closed now. It will open on Monday at 9:00 a.m.
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