3 Best Financial Services in Springfield, MO

“The Resource Center Insurance and Financial Services 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 Insurance and Financial Services. 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. The Resource Center Insurance and Financial Services 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.”

“Compass Financial is an independent, fiduciary retirement planning firm. They have policies and procedures that put your interests first. The company is owned and managed by Joe Fricke, an avid finance enthusiast. With a team of skilled financial advisors and insurance specialists, Compass Financial delivers top-notch financial solutions to its clients. Their services are completely individualized. They invest a lot of time into planning your investments. Their clients like that. They see the unique care given to each person. Compass Financial's fees are fully transparent. When you get your monthly statement, there will be a simple line item for the management fee. There is nothing hidden or confusing.”

“Timothy Paul Armstrong is a Licensed Financial Representative with Primerica. He became a Primerica Financial Representative because he wanted to help their neighbors with their financial and life goals 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.”