U.S. Bancorp Investments - Financial Advisors: Sam Fox - Crestwood, Missouri

U.S. Bancorp Investments, a prominent financial services provider, offers wealth management and investment advisory services. Within this framework, Financial Advisors like Sam Fox operate to guide clients through their financial journeys.

About U.S. Bancorp Investments

U.S. Bancorp, one of the nation's largest banking institutions, established its investment arm, U.S. Bancorp Investments, to manage assets and provide sophisticated financial advice to individuals and institutions. This division leverages the bank's extensive resources and expertise to cater to clients seeking professional financial guidance and wealth management solutions.

The services provided by U.S. Bancorp Investments are comprehensive, covering areas like retirement planning, investment strategy, estate planning, and risk management. The firm emphasizes a fiduciary duty towards its clients, aiming to provide personalized advice aligned with their unique financial goals and risk tolerance levels.

Sam Fox: A Financial Advisor Profile

Within the network of U.S. Bancorp Investments, Sam Fox is identified as a dedicated Financial Advisor and Financial Consultant. His designation allows him to offer personalized investment advice, helping clients navigate complex financial decisions with confidence. His role involves acting as a trusted partner, understanding clients' aspirations, risk profiles, and time horizons to craft bespoke financial plans.

While specific details regarding Sam Fox's educational background, certifications beyond the general advisor credentials, or his years of experience might require direct contact, his affiliation with U.S. Bancorp Investments signifies a connection to a financially stable and reputable organization committed to client service. His focus areas, as a planner and consultant, likely encompass holistic financial planning and targeted investment consulting.

Location and Accessibility: Address and Facilities

Sam Fox is conveniently located in the Crestwood area of Missouri. His office address is listed as 9819 Watson Rd, Crestwood, MO 63126. This location provides accessibility for clients residing in or near the Crestwood community, facilitating personal meetings and consultations.

The physical location is designed with client comfort and accessibility in mind. Noteworthy features include:

• Wheelchair accessible entrance and a Wheelchair accessible parking lot, ensuring the space is inclusive for all clients, including those with mobility challenges.
• Presence of a Restroom, offering basic amenities for clients visiting the office.

Furthermore, the practice promotes modern client engagement by offering Online appointments, providing flexibility and convenience for scheduling consultations, reducing the need for phone calls or in-person bookings solely for scheduling purposes.

Contact Information and Engagement

Connecting with Sam Fox or the U.S. Bancorp Investments team is straightforward. The primary contact number is listed as Phone: 48000980, although the provided link suggests this number might be specific to the Crestwood branch or Sam Fox himself. It is the recommended point of contact for inquiries, scheduling initial consultations, or discussing specific financial matters.

For comprehensive details and to explore the range of services offered, clients are encouraged to visit the dedicated webpage maintained by U.S. Bancorp Investments. The link provided is: Website: https://www.usbank.com/wealth-management/find-an-advisor/mo/crestwood/sam-foxutm_source=google&utm_. This online resource likely contains detailed profiles, service descriptions, potentially updated contact information, and further background on the advisor.

Areas of Expertise and Services Provided

Sam Fox's professional profile highlights two key specializations: Financial planner and Financial consultant. These roles, while related, can signify different focuses:

• Financial Planner: Typically focuses on creating a comprehensive, long-term plan for a client's financial future, integrating various aspects like income, spending, saving, investing, insurance, and retirement. They analyze the big picture and recommend strategies to achieve overall financial goals.
• Financial Consultant: Often concentrates on specific investment strategies and asset allocation tailored to a client's risk profile and objectives. Their expertise lies in navigating the complexities of the financial markets and selecting appropriate investments.

Given his designation, clients can expect personalized service focused on achieving their financial objectives through tailored planning and strategic investment advice. This likely includes portfolio management, goal setting, tax efficiency strategies, and ongoing financial reviews.

Client Experience and Reputation

When considering engagement with any financial advisor, understanding client feedback and the advisor's market reputation is prudent. However, the available information regarding Sam Fox indicates a lack of public reviews specifically from clients he has served. The record shows 0 reviews on Google My Business for this particular Crestwood, MO location associated with U.S. Bancorp Investments.

Consequently, the average client opinion rating for this specific listing stands at 0/5. While this absence of reviews could be due to a relatively new operation, recent changes in management, or simply a lack of public feedback generation, it means potential clients cannot rely on readily available public opinion to gauge service quality or client satisfaction from past interactions.

In such cases, relying on the firm's reputation (U.S. Bancorp itself being a well-established and respected financial institution), the advisor's credentials and designations, the professionalism of the office (as evidenced by accessibility features), and direct communication channels (phone, website) become even more critical factors in making an informed decision.