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BEST RATED SPRINGFIELD, MO FINANCIAL SERVICES

3 Best Financial Services in Springfield, MO

Expert-recommended Top 3 Financial Services in Springfield, Missouri. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!

The Resource Center - Springfield, MO Financial Services - Portrait
The Resource Center - Springfield, MO Financial Services - Professional Portrait Image
The Resource Center - Springfield, MO Financial Services - Business Presentation Image
Best Financial Services in Springfield MO - The Resource Center video
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THE RESOURCE CENTER

(4.8 Score)
1304 East Kingsley Street,
Springfield, MO 65804 Directions

Since 2001

Specialty:

✓Financial Planning ✓Retirement Planning ✓Charitable Giving ✓Asset and Wealth Management ✓Tax-efficient Strategies ✓IRA Accounts ✓401(k) Rollover ✓Traditional and Roth IRA ✓Insurance and Business Planning ✓Long-term Care ✓Medicare ✓Estate Planning

"The Resource Center dedicated their lives to helping clients design and implement efficient financial strategies to pursue their goals. Bruce Porter is the President of The Resource Center. His commitment to giving back to the community is reflected in his support for several local charities, including Help Give Hope, CASA, Southwest Industries Foundation / Sheltered Workshop, The Gathering Tree, Victory Mission, CARE to Learn, and Shepherd's Staff. Bruce was honored as a recipient of the Noble Achievement Award by American Equity for his exemplary service in the financial services industry. They consistently provide confident advice and promptly respond to your concerns. The Resource Center is independent, so they can help you develop your custom financial strategy from a wide array of products, services, and approaches. As a small business, they offer a personal touch and have a greater appreciation for the impact each client has on their business.

2026 Highlights: The Resource Center offers no cost consultation."

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License CRD #2129010

Contact:

(417) 882-1800

Mon-Fri: 8:30am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Prime Capital Financial - Springfield, MO Financial Services - Portrait
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Best Financial Services in Springfield MO - Prime Capital Financial video
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PRIME CAPITAL FINANCIAL

(4.8 Score)
2870 South Ingram Mill Road, Suite B,
Springfield, MO 65804 Directions

Since 1985

Specialty:

✓Wealth Management ✓Long-term Goals ✓Estate Planning ✓Tax Strategies ✓Retirement Planning ✓Risk Management ✓Tax Mitigation Tactics

“2026 Highlights: Prime Capital Financial is dedicated to helping individuals and families to turn financial complexity into clarity. Their team provides the insights and structure you need to make informed decisions. They help clients manage long-term financial goals and those seeking professional guidance for complex financial decisions. Their main focus is on formalizing financial goals, establishing a financial plan and budget, evaluating and systematically saving for the future. Prime Capital Financial was recognized as Barron's Top 100 RIA Firms in 2022 to 2025.”

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License CRD #288712

Price:

Financial Planning Services Fixed Fee
From $100
Upto $25,000
Financial Planning Services Hourly Fee
From $100
Upto $500
Business Planning And Consulting Services Fixed Fee
From $100
Upto $25,000
Business Planning And
Consulting Services Hourly Fee
From $100
Upto $500

Contact:

(417) 447-3500

Mon-Thu: 8am - 5pm
Fri: 8am - 4pm
Sat & Sun: Closed

TBR® Inspection Report:

Timothy Paul Armstrong - Springfield, MO Financial Services - Portrait
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Best Financial Services in Springfield MO - Timothy Paul Armstrong - PRIMERICA video
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TIMOTHY PAUL ARMSTRONG

(4.8 Score)
PRIMERICA 1911 South National Avenue, Suite 303,
Springfield, MO 65804 Directions

Since 1998

Specialty:

✓Retirement Planning ✓Estate Planning ✓Tax Planning ✓Asset Management ✓Business Planning ✓Succession Planning ✓Life Insurance

"Timothy Paul Armstrong is a Licensed Financial Representative with Primerica. He became a Primerica Financial Representative because he wanted to help his neighbors with a personalized investments strategy. His highest priority is to create value and peace of mind for his clients. Whether you are interested in financial products, investment services, term life insurance, or a mortgage loan, Primerica can help find the financial solutions that meet your needs. Let them assist you by conducting a Financial Needs Analysis (FNA) to create a customized and comprehensive strategy for your financial security, including income protection, retirement protection, debt solutions, and education funding for your children’s educational expenses. They pride themselves on providing excellent customer service to each person who walks through their office doors. They strive to treat each customer the way they want to be treated, with respect and integrity. There are no fees for Consultation.

2026 Highlights: Timothy Paul Armstrong is also a Life Insurance Representative."

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License CRD #4935713

Price:

Advisory Fee 1.74% For Assets Over $250,000
Advisory Fee 1.71% For Assets
From $250,000.01
Upto $500,000
Advisory Fee 1.52% For Assets
From $500,000.01
Upto $1,000,000
Advisory Fee 1.38% For Assets
From $1,000,000.01
Upto $3,000,000

Contact:

(417) 890-6220 (417) 496-9764

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

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THE RESOURCE CENTER REVIEWS

I worked with Matt and he was great! We were able to accomplish everything via email which worked great given my schedule and he always responded fast. I was provided a quote quickly and it was the best quote I received after checking with several different companies. I was able to keep my lower rate with my existing car insurance and he was able to bundle my new homeowners insurance with it. His rate was cheaper than what was offered directly from the same insurance company. The whole process was seamless between him and my lender. I didn’t have to do much at all. Painless process! I highly suggest checking them out.

Matt Ourth was a wealth of knowledge and spent the necessary time to find us the best and most affordable coverage for our home and family auto coverage. He was able to save us over $300 per month! I would encourage everyone to shop their insurance with policy costs on the rise. Matt is someone who enjoys his work and enjoys the process of saving his clients money without compromising quality of coverage.

Have been help by John Shaffer many times and he always quickly takes care of any questions I have and makes sure it's what fits best.

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PRIME CAPITAL FINANCIAL REVIEWS

Marti and I are very pleased to tell everyone what great service we are provided with Lisa Jones. She provides us with excellent financial support. She consults with us regularly and creates financial strategies which benefit us the most. Lisa and her staff (Tammy) are always available to answer any questions that we might have. We are truly treated like family. We would HIGHLY recommend Lisa Jones to anyone who needs to invest in a positive financial future.

Katie Randall has provided solid investment advice and guaidance, always with a view to our needs and risk tolerance. She overviews everything to ensure fees and tax implications are known and managed. I am very satisfied with Katie's guidance and am confident to recommend her to anyone needing trustworthy, client focused investment and future planning.

Matthew and his team have been instrumental in setting up my financial future. They are dependable and honest. It’s hard to trust people with your hard earned money, but you can trust them! Highly recommend their services.

TIMOTHY PAUL ARMSTRONG REVIEWS

Tim has been the absolute best to work with for many years. He is professional, kind, knowledgeable able all aspects, takes time to personally connect with me and my family regularly, and super flexible with day and time to meet with me. He's available via, in person, zoom, phone, and with my crazy schedule, isnt afraid to make evening appointments. Cause he understands the need for his serve, as well as the need to balance work/family time to get things set for my family or yours. He serves us with both life insurance and retirement funds. Making sure to ask those questions I normally wouldn't think of to protect and plan for mine and my children's future. I would recommend Tim and his team to help you get the life insurance protection or retirement protection plan in place. Don't hesitate! Give him a call right away or drop him a text and I know he will get back with you as soon as he finishes what he's doing at that moment. QUICK! CALL HIM.

Tim is simply the best! Tim provided answers to all my questions, truly cares for you and wants to see the best for you and your family, surprisingly in this busy face paced world he is always available to help you, professional, knowledgable and kind, he is Springfield's very own Dave Ramsey. I send all my friends and family his direction.

Tim has always been great to work with he has helped my wife and I to grow our savings for retirement I think that he is a super good agent who looks out for his customers thanks Tim.

TBR® Inspection Score Report

THE RESOURCE CENTER Total Inspection Points: 116/120
Acknowledgments: 8
Complete Info: 9
Experience: 9
Business Images: 10
Contact Info: 10
Emblem: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy of : 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

PRIME CAPITAL FINANCIAL Total Inspection Points: 115/120
Acknowledgments: 8
Current Evaluation: 8
Business Images: 9
Complete Info: 10
Contact Info: 10
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Online Appointment: 10
Pricing: 10
Video: 10
Website Source: 10

TBR® Inspection Score Report

TIMOTHY PAUL ARMSTRONG Total Inspection Points: 114/120
Acknowledgments: 8
Business Images: 8
Current Evaluation: 8
Complete Info: 10
Contact Info: 10
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Video: 10
Website Source: 10
Website Standard: 10