Means Financial Group - St Peters, Missouri

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Means Financial Group: A Trusted Financial Planning Partner

Means Financial Group is a highly regarded financial planning firm dedicated to helping individuals and families achieve their long-term financial goals. Located at 1425 Triad Center Dr, St Peters, MO 63376, and reachable by phone at 67781293, the firm operates with a commitment to personalized service and comprehensive financial strategies. Their website, meansfinancialgroup.com, provides valuable information and resources for prospective clients.

Core Services and Expertise

At its core, Means Financial Group specializes in providing tailored financial planning solutions. They assist clients with a wide range of needs, including retirement planning, investment management, estate planning, and income tax planning. The firm’s approach is rooted in a deep understanding of each client's unique circumstances, risk tolerance, and aspirations. They prioritize building strong, trusting relationships, ensuring clients feel comfortable and confident throughout the entire planning process.

Location and Accessibility

The firm’s St. Peters, Missouri location is strategically situated to serve clients in the greater metropolitan area. The office boasts several accessibility features, demonstrating a commitment to inclusivity and convenience:

• Wheelchair Accessible Entrance: Ensures easy access for all visitors.
• Wheelchair Accessible Parking Lot: Provides ample accessible parking spaces.
• Wheelchair Accessible Restroom: A fully accessible restroom is available for client use.
• Wheelchair Accessible Seating: Offers dedicated seating areas suitable for individuals using wheelchairs.
• Restroom: Standard restroom facilities are available.

Client Experience and Feedback

Means Financial Group consistently receives positive feedback regarding its client-centric approach. The firm’s dedication to thoroughness and clear communication is frequently praised. Clients consistently describe the team as approachable, knowledgeable, and genuinely invested in their financial well-being. The average opinion across Google My Business reviews is a remarkable 4.9/5, highlighting a strong commitment to client satisfaction. It's clear that clients appreciate the personalized attention and the feeling of having a trusted advisor by their side.

Additional Information

Means Financial Group offers both online appointments and onsite services to cater to client preferences. Appointments are typically required, and the team strongly recommends scheduling them in advance to ensure adequate time is allocated to each client’s needs. The company currently has 43 reviews on Google My Business, showcasing a vibrant online presence and a strong emphasis on building a robust reputation.

Recommendation

For individuals and families seeking a reliable and experienced financial planner, Means Financial Group presents an excellent choice. Their commitment to accessibility, paired with a proven track record of client success, makes them a valuable partner in navigating the complexities of personal finance. We highly encourage prospective clients to visit meansfinancialgroup.com to schedule a consultation and discover how Means Financial Group can help them build a secure and prosperous future.

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👍 Reviews of Means Financial Group

mari L. W.

5/5

Jerry Means and his Team made me feel comfortable and confident coming up with a good financial plan for my future retirement. My only regret is not meeting with you 20 years ago! Thanks for your patience and help now.

Susan B.

5/5

Jerry is very thorough and makes sure you understand every step of the way. He is also a very personable man who makes you feel like a friend. He goes above and beyond with everything he does for you.

Pamela C.

5/5

I have been working with Means Financial for only a short time and I have been very pleased that I am now getting my family member connected with Means. Brandon and the staff have been nothing but more than professional and pleasant on every one of my visits!!!
PC

Tim M.

5/5

Jerry and his entire team are great to work with. Very informative, very thorough and willing to discuss all options.

Julie D.

5/5

Appreciate Jerry's ability to talk to us in "layman" terms. Always gives good advice! Thank you!

Lisa P.

5/5

My husband & I started with Jerry just recently in 2023! From the very start of meeting him we felt reassured & confident that Means Financial Group was dedicated in the best interest of his clients! His staff are as personable as he is!! It’s little scary when you are entrusting someone with your life savings, however that feeling of scary went quickly to relieved & wishing we would have met him years ago!! I would highly recommend Jerry & his group, his dedication & explanation of his strategy is very comforting! He treats you like family! If you are in need of a financial adviser need to make an appointment with Jerry Means Financial Group!

Bruce M.

5/5

Thank You,
Your group has been very good to work with, very thorough and have made us feel very comfortable doing business with you.

Peggy L.

5/5

Jerry is very thorough and explains everything he is doing concerning my account.