West End Advisory Group - St. Louis, Missouri

Bob H.

I can’t express enough how pleased me and my wife Michelle are with Joe, Steve and Lauri at West End Advisory, we have recently retired and needed professional assistance with managing our retirement funds, at our first meeting Joe and Steve took all our information and put together a Financial model plan to fit our lifestyle that would not deplete our retirement savings. They also explained Social Security benefits, tax planing and the importance of Healthcare Directives, Power of Attorney, Beneficiaries ect. Joe and Steve are very experienced and detailed in making sure all your needs are covered and that you can live your retirement comfortably. If you don’t want any worries about your investments or your financial retirement plan I highly recommend West End Advisory’s team as your choice.

Mark J.

My wife and I have received excellent service and advice from Joe, Laurie and the staff at West End for over 30 years. Among the many examples of this, two stick out.

First, when we were starting our family, we needed additional life insurance, but due to then existing military reserve participation, we also needed a policy that did not have a war exclusion. Joe found excellent coverage that provided the needed protection.

Another example was Joe's expertise with retirement planning and developing a plan that would perfectly dovetail with our family's membership in the state's teachers' retirement plan. His explanation of how things worked and insightful guidance enabled us to craft an optimal result.

Joe and Laurie are consummate professionals who go the extra mile to assure the best planning and service in navigating our financial future.

Darla T.

I began getting advice from Joe and his staff while working. My employer used West End Advisory to manage the retirement plan. Now retired I continue to count on Joe to provide guidance and advice. I am very concerned if my retirement funds will help me live the life I was used to while employed. Each year Joe shows me how where I stand, projects the future and gives me a estimate of how far my funds will go. The staff is efficient, detail oriented, friendly and knowledgeable. AND I especially enjoy the freshly baked chocolate chip cookies during my visit.

Frank C.

Joe and his West End team are my personal economic trainers. They keep me focused on achieving my goal of economic security for my family.

Frank A. Condellire