SEC Customer Relationship Summary for St. Louis Financial Planners
Understanding Your Relationship with St. Louis Financial Planners
At St. Louis Financial Planners, Inc. (STLFP), we are committed to providing our clients with clear and comprehensive information about our services and fees. As an investment advisor registered with the Securities and Exchange Commission (SEC), we are pleased to present our Customer Relationship Summary (Form CRS).
Contact Information
- Address: 16091 Swingley Ridge Road, Suite 345, Chesterfield, MO 63017
- Phone: 636-532-3900
- Email: [email protected]
- Website: www.stlfp.com
Our Services
St. Louis Financial Planners, Inc. offers a range of investment advisory accounts and services tailored to meet the needs of our clients. It is important for retail investors to understand that investment advisory and brokerage services differ in several key aspects, including the nature of services provided and the fees charged.
Research and Educational Resources
Free and simple tools are available to help you research firms and financial professionals. Visit Investor.gov/CRS for access to educational materials about investment advisers, broker-dealers, and investing. This resource provides valuable information to help you make informed decisions about your financial future.
Why Understanding the Differences Matters
Understanding the differences between investment advisory and brokerage services is crucial for making informed decisions about your financial strategy. Each type of service has its own set of benefits and costs, and knowing these differences helps you choose the service that best aligns with your financial goals.
Contact St. Louis Financial Planners Today
If you have any questions or need further information about our services, please do not hesitate to contact us. Our team at St. Louis Financial Planners is here to help you navigate your investment options and ensure you have the information you need to make the best decisions for your financial future.
St. Louis Financial Planners – Committed to providing transparent and comprehensive financial advisory services to help you achieve your financial goals.
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