Patti Jones

Client Service Representative at Plancorp Inc - Creve Coeur, MO, US

Patti Jones's Colleagues at Plancorp Inc
Nick Sebelski

Senior Financial Planner

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Travis Buckner

Client Services - Retirement Plan Advisors

Contact Travis Buckner

Steven Frank

Vice Chairman and Member of Board of Managers

Contact Steven Frank

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Patti Jones's Contact Details
HQ
636-532-7824
Location
St Louis, Missouri, United States
Company
Plancorp Inc
Patti Jones's Company Details
Plancorp Inc logo, Plancorp Inc contact details

Plancorp Inc

Creve Coeur, MO, US • 100 - 249 Employees
Financial Services

If you are looking for an experienced wealth management partner who can help you manage and protect your financial life, we look forward to welcoming you to the Plancorp family.\\Plancorp is a Registered Investment Advisor currently overseeing approximately $3.6 billion (as of 3/31/17) of both individual and institutional assets. \\We are a fee-only, independently owned wealth management firm and certified fiduciary. That means we're paid only by our clients and are obligated by law to act in their best interests. We believe this business philosophy has been a key to our 30 years of success.\\Our investment philosophy is anchored in evidence-based research – studies conducted by universities and Nobel Prize-winning economists. We don't engage in "playing the markets" or short-term stock picking. \\What has set us apart since we were founded in 1983, is our commitment to absolute transparency. With Plancorp, there are never hidden agendas or hidden fees. We have one agenda only – to help you reach your goals.

Wealth Management Investment Management Financial Planning Asset Management Retirement Plan Advising Business Advisory Services Family Office Services Fiduciary Investing Estate Planning Endowments & Foundations Tax Planning Philanthropic Planning Endowments & Foundations Fiduciary Fee-Only Advisors Financial Services Financial Advisory Services
Details about Plancorp Inc
Frequently Asked Questions about Patti Jones
Patti Jones currently works for Plancorp Inc.
Patti Jones's role at Plancorp Inc is Client Service Representative.
Patti Jones's email address is ***@plancorp.com. To view Patti Jones's full email address, please signup to ConnectPlex.
Patti Jones works in the Financial Services industry.
Patti Jones's colleagues at Plancorp Inc are Nick Sebelski, Emily Jackson, Travis Buckner, Kelsie Langenberg, Erick Burtness, Steven Frank, Grant Giardino and others.
Patti Jones's phone number is 636-532-7824
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