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BEST RATED ST LOUIS, MO FINANCIAL SERVICES

3 Best Financial Services in St Louis, MO

Expert-recommended Top 3 Financial Services in St Louis, 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!

Jayson M. Thornton, CFP - St Louis, MO Financial Services - Portrait
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Best Financial Services in St Louis MO - Jayson M. Thornton, CFP - Thornton Financial LLC video
3+ YEARS IN TBR
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JAYSON M. THORNTON, CFP

(4.8 Score)
THORNTON FINANCIAL LLC
201 South Central Avenue, Suite 102,
St Louis, MO 63105 Directions

Since 2014

Specialty:

✓ Retirement and Financial Planning ✓ Business Planning ✓ Wealth Management ✓ IRS Tax Debt Settlements ✓ Investment Services ✓ Tax Preparation ✓ Audit Representation ✓ Bankruptcy Financial Review ✓ Financial Coaching ✓ SSD Income Claims

“Jayson M. Thornton, CFP®, is an award-winning Financial Advisor, specializing in Tax and Wealth Planning. He is a Certified Financial Planner® professional and an Enrolled Agent (EA). THORNTON Financial LLC serves individuals and small businesses with Tax or Financial problems. Jayson earned his Bachelor's Degree in Marketing from Missouri Valley College (Cum Laude, Honors Graduate) and his Certificate in Financial Planning from Howard University School of Business. Jayson takes great pride in representing customers earlier than the authorities to remedy tax troubles and growing retirement plans. The US Department of the Treasury has recognized him for his "Outstanding Contributions" as a Financial Advisor and his Pro Bono work. A Saint Louis native, Jayson graduated from McCluer North High School. Jayson strives to stay active in community service. He is a member of the Financial Planning Association, the Association of African American Financial Advisors (AAAA) and Phi Beta Sigma Fraternity Inc.”

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License #LC014456462

Price:

Financial Planning $450
Tax Resolution $450
Individual Tax Prep Fees Start At $350
Small Business Tax Prep Fees Start At $650
Business Tax Prep Fees Start At $850
Bankruptcy Financial Review $450
Business Planning $450
Financial Coaching Per Month $150
SSD Income Claims Total Fee Of Back Pay 25%

Contact:

(314) 776-9076

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

TBR® Inspection Report:

Renaissance Financial - St Louis, MO Financial Services - Portrait
Renaissance Financial - St Louis, MO Financial Services - Office Interior Image
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Best Financial Services in St Louis MO - Renaissance Financial video
10+ YEARS IN TBR
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RENAISSANCE FINANCIAL

(4.8 Score)
5700 Oakland Avenue, Suite 400,
St Louis, MO 63110 Directions

Since 1994

Specialty:

✓ Financial Planning ✓ Investment Strategies ✓ Retirement Strategies ✓ Estate Planning ✓ Insurance and Protection ✓ Generational Planning ✓ Education Planning ✓ Term Life Insurance ✓ Permanent Life Insurance ✓ Disability Insurance Long Term Care Insurance ✓ Long Term Care Insurance ✓ Business Planning

"Renaissance Financial helps people and businesses achieve their financial goals with personalized solutions. Their mission is to use creative business and personal planning to help clients achieve financial freedom. They have been carefully selected based on their knowledge, experience, and desire to make a long-term commitment to their clients. Renaissance Financial considers all aspects of your life and establishes the right financial plan for you with customized approaches designed to meet your unique requirements. They maintain vigorous continuing education programs to keep current on financial products, tax laws, and other information that may affect you. They also serve in Omaha, Overland Park, Phoenix, Naperville, Springfield, and Lincoln.

2026 Update: Renaissance Financial utilizes AdviceWorks to facilitate better collaboration between you and your financial professional. This digital platform allows you to see all aspects of your finances, set goals and measure progress, all in one place."

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License #00400194

Contact:

(314) 932-4300 (800) 440-5039

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

TBR® Inspection Report:

Toberman Becker Wealth - St Louis, MO Financial Services - Professional Team Image
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TOBERMAN BECKER WEALTH

(4.7 Score)
1741 South Big Bend Boulevard,
St Louis, MO 63117 Directions

Since 2020

Specialty:

✓ Financial Planning ✓ Retirement Planning ✓ Tax Planning ✓ Estate Planning ✓ Investment and Comprehensive Wealth Management ✓ Long-term Goals ✓ Portfolio Management

“Toberman Becker Wealth works closely to empower clients in business and life, helping them make financial decisions that align with their values and leave a legacy beyond their lifetime. Michael Becker is a partner at the firm, bringing extensive knowledge and experience to the team. He completed a Bachelor of Science in Finance and Banking from the University of Missouri–Columbia and holds designations as a Chartered Financial Analyst (CFA) charter holder and Certified Financial Planner (CFP). As a member of the CFA Society of St. Louis, he maintains a strong network within the financial industry, further enhancing his ability to deliver the best service to his clients. He is also a member of the National Association of Personal Financial Advisors (NAPFA), Fee-Only Network, Financial Planning Association, and XY Planning Network.”

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License CRD #310346

Price:

Annual Advisory Fee 0.75%

Contact:

(314) 783-9860

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

TBR® Inspection Report:

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JAYSON M. THORNTON, CFP REVIEWS

I’ve been following JT and Thornton Financial LLC for several years and have referred multiple family members to him during that time. Most recently, my mother was dealing with some issues related to her taxes, and I knew she needed a true professional. I had no hesitation recommending JT. She set an appointment, and I went with her for support. We met JT at his downtown office—he was taller than I expected! As an insurance agent myself, we ended up in a passionate debate about whole life insurance, and I’ll admit, he got the best of me with his perspective. It was all in good spirit and showed just how sharp and knowledgeable he is. JT was able to clearly break things down for my mom, resolve her tax concerns, and gave her a solid plan moving forward. I’ve been a longtime fan of his financial commentary on social media, but experiencing his professionalism and care in person—especially with my mom—meant everything. I highly recommend this brother. Thornton Financial LLC is the real deal.

Met with Mr. Thornton on April 8, 2025. We went over things I didn't even expect in regards to estate planning and it was an eye opener and very informative. I was told that Mr. Thorton does not work for himself, but he works for you and that is true!! He knows his field!! Thank you Mr. Thornton.

Great communication and work I'm looking forward to working with Jayson again.

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RENAISSANCE FINANCIAL REVIEWS

Want to thank these guys for the most professional and pain free services. Taking care good care of my financials and just being clear with what is going on and what needs to be done next. Special Thanks to Nick F. and Mac F. for taking extra care of the situation.

Insurance, investments, and tons of knowledge! If you are serious about your money, and your future, you need to talk to these people.

Our advisor and friend Steve is excellent. Professional and prompt! Great office and great group of professionals.

TOBERMAN BECKER WEALTH REVIEWS

Setting up a meeting with Craig Toberman was one of the best decisions we’ve ever made. He has really taken the time to get to know our family and our financial goals. He inquired about retirement planning, expenditures, investments, income, etc. and developed a long-term plan based on our needs/situation. He was able to answer any questions we had and tell us in great detail what our best options were and why. He’s such a genuine, honest, kind-hearted person who truly has the best interest of his clients and is always quick to respond whenever we email him with questions. My parents recommended him based on their experience. He has made the stresses of planning for the future so much easier for my family and my parents. We would definitely recommend him to the rest of our family and friends.

Highly skilled financial professional. Honest and open, available, and accessible. Craig is a great partner in managing my retirement and future. He has also referred us to an attorney for wills and trusts. Craig encourages questions and reviews investment plans regularly. On top of all of this, he listens and understands our goals and priorities. I have recommended his firm numerous times and will continue to do so.

Toberman Becker Wealth are the best! We actually enjoy meeting with them to see how our retirement investment has grown. I highly recommend them to everyone both in Missouri and Illinois. Everything is completely explained to you how changes can impact your nest egg. Don’t wait on seeing them.

TBR® Inspection Score Report

JAYSON M. THORNTON, CFP Total Inspection Points: 115/120
Acknowledgments: 8
Business Images: 9
Complete Info: 9
Experience: 9
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Review Analysis: 10
Reviews Accuracy of : 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

RENAISSANCE FINANCIAL Total Inspection Points: 114/120
Complete Info: 8
License: 8
Current Evaluation: 8
Business Images: 10
Contact Info: 10
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy of : 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

TOBERMAN BECKER WEALTH Total Inspection Points: 113/120
Acknowledgments: 8
Current Evaluation: 8
Experience: 8
Complete Info: 9
Business Images: 10
Contact Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Online Appointment: 10
Reviews Accuracy of : 10
Website Standard: 10