FEFA Financial - Valley Park, Missouri

Address: 530 Vance Rd, Valley Park, MO 63088.
Phone: 49473332.
Website: fefa.org
Specialties: Financial planner.
Other points of interest: Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, LGBTQ+ friendly, Transgender safespace, Appointment required, Appointments recommended.
Opinions: This company has 38 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of FEFA Financial

FEFA Financial 530 Vance Rd, Valley Park, MO 63088

⏰ Open Hours of FEFA Financial

  • Monday: 8 AM–5 PM
  • Tuesday: 8 AM–5 PM
  • Wednesday: 8 AM–5 PM
  • Thursday: 8 AM–5 PM
  • Friday: 8 AM–5 PM
  • Saturday: Closed
  • Sunday: Closed

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FEFA Financial: A Comprehensive Overview

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For individuals and families seeking comprehensive financial planning services, FEFA Financial stands as a trusted and highly regarded resource. Located at 530 Vance Rd, Valley Park, MO 63088, and easily accessible with a phone number of 49473332, FEFA Financial offers a dedicated approach to helping clients achieve their financial goals. Their website, fefa.org, provides further details about their services and team.

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About FEFA Financial

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FEFA Financial is a privately held firm specializing in providing personalized financial planning solutions. They pride themselves on building strong, long-term relationships with their clients, understanding their unique circumstances, and tailoring strategies accordingly. The firm’s philosophy centers around proactive planning, empowering clients to make informed decisions about their investments, retirement, estate planning, and overall financial well-being. They are committed to ethical practices and maintaining the highest standards of professionalism.

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Key Features and Services

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  • Comprehensive Financial Planning: FEFA Financial’s core service is the creation and ongoing management of customized financial plans.
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  • Investment Management: They offer investment management services, focusing on a diversified approach to help clients reach their investment objectives.
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  • Retirement Planning: A significant portion of their work involves assisting clients in planning for a comfortable and secure retirement.
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  • Estate Planning: FEFA Financial can work with clients to develop estate plans that ensure their assets are distributed according to their wishes.
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  • Education and Guidance: They believe in educating clients about financial matters, fostering financial literacy and confidence.
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FEFA Financial distinguishes itself through its commitment to client service. They understand that financial planning is not a one-time event, but an ongoing process. Therefore, they offer regular reviews and adjustments to plans as life circumstances change. Their team utilizes sophisticated planning tools and techniques to analyze client data and develop effective strategies.

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Location and Accessibility

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The firm’s physical location at 530 Vance Rd, Valley Park, MO 63088, provides clients with the option of onsite services. For those who prefer the convenience of remote consultations, FEFA Financial also offers online appointments. The office is fully wheelchair accessible, featuring a wheelchair accessible entrance and wheelchair accessible parking lot. Restrooms are also available and wheelchair accessible. This commitment to accessibility ensures that all clients can receive the support they need.

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Client Feedback and Reputation

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FEFA Financial has garnered a strong reputation within the community, evidenced by its impressive 38 reviews on Google My Business. The average opinion is a remarkable 5/5, reflecting the high level of client satisfaction. Clients consistently praise the firm's professionalism, expertise, and dedication to their individual needs. Testimonials frequently highlight the personalized attention and the clear, understandable explanations provided by the team. Here’s a summary of common themes from those reviews:

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  • Exceptional Service: Many clients describe the service as “outstanding” and “responsive.”
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  • Expert Advice: Clients appreciate the team’s knowledge and ability to provide sound financial advice.
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  • Trusted Professionals: FEFA Financial is seen as a trustworthy and reliable partner in achieving financial goals.
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Furthermore, FEFA Financial is an LGBTQ+ friendly and transgender safespace, demonstrating a commitment to inclusivity and welcoming all clients regardless of their background or identity. Appointments are required, and clients are recommended to schedule them in advance to ensure availability.

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Contact Information

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Address: 530 Vance Rd, Valley Park, MO 63088
\nPhone: 49473332
\nWebsite: fefa.org

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In conclusion, FEFA Financial presents itself as a dedicated and client-focused financial planner, offering a range of services and prioritizing accessibility and inclusivity. Their strong reputation and positive client feedback solidify their position as a valuable resource for those seeking expert financial planning guidance.

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👍 Reviews of FEFA Financial

FEFA Financial - Valley Park, Missouri
Judy F.
5/5

FEFA is an amazing company! I would rate it a 10! They are so informative about everything. To save you money to lower tax brackets, life insurance , etc! And they are fiduciaries!! We had Andrew and Kacy and met with them about 8times. I even had my son listen to them to make sure . Never any pressure and very friendly and kind and I love Andrew’s dogs!! Ringo is my favorite! Reminds me of my golden! They will fill out all your retirement and social security papers free for you. Just for a note of confidence in them my retirement papers went through in 1 day ! Instead of 3 weeks per HR in USPS! They explain to you everything on your level, and we’re never in a hurry to end our meetings. I can’t say enough great things about them . Just want to encourage all who are close to retirement to visit them , they can make it happen and stress less for you!! Thank you FEFA!!!

FEFA Financial - Valley Park, Missouri
david H.
5/5

I am very happy with the relationship I have with FEFA. Kacy and Andrew took care of my wife and I exceptionally well. They spent hours helping us figure out our retirement plans. They ensure that you understand what they are doing and thoroughly answer all questions. They covered our long term and short term financial goals, health insurance, social security, tax information, anything related to our retirement they took care of it. Again we are very comfortable with FEFA handling our investments. I would give them 10 stars!

FEFA Financial - Valley Park, Missouri
Sharon W.
5/5

Kacy and Austen with FEFA are great.
I highly recommend them because of their knowledge and guidance in helping me with my upcoming retirement from the USPS. They will help with filling out your retirement application, explain your options, and help with financial advice.
If you’re a federal employee give FEFA a call.

FEFA Financial - Valley Park, Missouri
jsanna
5/5

All of our experience with FEFA was outstanding. Trish had the time and patience to guide 2 neophytes through the process of setting up retirement plans. She answered every question we had and offered answers to questions we didn’t know to ask. As we changed retirement plans, she was there to guide us through every twist and turn. We feel totally comfortable leaving everything in FEFA’s capable hands. I would without reservations recommend them to anyone looking to invest or preparing to retire.

FEFA Financial - Valley Park, Missouri
Nancy L.
5/5

I recommend Andrew Stringer and his FEFA team. They went over all of my husband's retirement options from the USPS. They are knowledgeable and take the time to answer all questions. You will learn how and when to retire and how to maximize your benefits while avoiding potential pitfalls associated with the Federal Retirement System. They will guide you through the process. AND- It's FREE!

FEFA Financial - Valley Park, Missouri
Tom B.
5/5

I have worked with Austin Hanse and FEFA for a little over a year now, and I'm hoping to retire in Sept. 2023.
He has helped me in many ways, including transferring my TSP into a Roth IRA, and he is helping my current TSP grow at a better rate than it would have the way I had my funds allocated before his suggestions on how to get more back on my investments, and it's paying off.
My overall portfolio is growing, and thanks to Austin and FEFA, I really think I will make my goal and be able to retire next year.
Several of my postal friends that have retired in the last five years or so all told me that I should use FEFA for my retirement plans, and they were right!

FEFA Financial - Valley Park, Missouri
Christina P.
5/5

We accidentally came across FEFA after contemplating our future since my husband was retiring in the near future. We were scheduled for an interview with Austin to answer our questions about my husband's retirement income, insurance, taxes, 401k and more. After our first meeting, Austin proved that he was very knowledgeable and helped us make a decision we were comfortable with. He has been very patient through our multiple changes in destinations, employment, vacations and apprehensions with the changing economy. We couldn't be any happier with our experience at FEFA.

FEFA Financial - Valley Park, Missouri
Charles R.
5/5

Trish and Lucas are fantastic! They explain things really well and make life soooo much easier with their way of handling things. I have worked for the US Post Office for 37 years and FEFA was HIGHLY RECOMMENDED to my wife and me by the Arizona Union President. My wife and I met with Trish who put us both at ease. She will even fill out my retirement paperwork at no extra charge. She “gets” the Federal Government ways of doing things and has been a blessing to work with.

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