Bolivar Investment Services - Bolivar, Missouri

Bolivar Investment Services

Bolivar Investment Services, located at 1630 S Killingsworth Ave Level 2, Bolivar, MO 65613, is a highly respected financial consulting firm dedicated to helping individuals and families achieve their financial goals. With a team of experienced professionals, including Caleb, Mike, and Rachel, they provide personalized solutions tailored to each client's unique needs and circumstances.

The specialties of Bolivar Investment Services include financial consulting, with a particular focus on long-term wealth management and investment strategies. The company is renowned for its professionalism, friendliness, and ability to understand and address the specific goals of their clients. They offer a range of services, from risk assessment to portfolio management, ensuring that their clients have access to comprehensive financial solutions.

In addition to their exceptional services, Bolivar Investment Services is committed to providing a convenient and accessible experience for all clients. The office features a wheelchair accessible entrance, parking lot, and restroom, ensuring that everyone can receive the assistance they need without barriers.

With a strong reputation in the community, Bolivar Investment Services has earned a stellar average opinion rating of 5 out of 5 based on 15 reviews on Google My Business. Many clients praise the team for their professionalism, friendliness, and ability to find competitive solutions for their financial needs. As one satisfied customer noted, 'The team at Bolivar Investment Services is very professional and friendly. They do a great job at finding out your needs as well as your goals for the future. They provided us with several options for our family at EXTREMELY competitive prices.'

For those seeking financial consulting services in Bolivar, Missouri, Bolivar Investment Services is an excellent choice. With their dedication to personalized service, comprehensive solutions, and commitment to accessibility, they have earned a well-deserved reputation as one of the top financial consulting firms in the area.

👍 Reviews of Bolivar Investment Services

Meaghan T.

5/5

The team at Bolivar Investment Services is very professional and friendly. They do a great job at finding out your needs as well as your goals for the future. They provided us with several options for our family at EXTREMELY competitive prices. Caleb, Mike and Rachel will take care of you.

Luther R.

5/5

Working with Caleb at Bolivar Investment Services was a no brainer. A competitive background and continual learner, Caleb has help advise us in our investments and grown our retirement quickly I'm a short amount of time. Very professional, but down to earth in explaining the process and educating us in finance with understanding of our long term goals. I would recommend Caleb and Mike to anyone looking to build long term wealth.

Michael O.

5/5

I’ve known Caleb Medley since we were teammates at MIZZOU. We both walked-on to the Missouri Tigers Football Team. Caleb has always been hardworking, loyal, tough, willing to take risks, & brave. I’m glad to have him as a life long friend and proud of what he’s been able to accomplish in the business world and as a family man after his football career.

Daniel A.

5/5

The team at Bolivar Investment Services is incredibly professional and very friendly. They work to understand my financial goals and help my family prepare for our future. Highly recommended.

MaryAnne G.

5/5

Highly educated professional team that provide personalized services to each client. Feeling understood about your financial decisions are what Bolivar Investment Services are best at. They are great!

Bjorn W.

5/5

Caleb is very responsive and shows care in his service to others. He wants to know you personally and always seem genuine with his interest in helping.

Todd N.

5/5

They took the time to understand my goals and desires. Quality and educated decision making from people who treat you with respect and honesty. Would recommend to anyone in the area needing help managing finances, investments or retirement!

Drew W.

5/5

They will take care of your needs and have your best interest in mind. Highly recommend!