Sheller Financial Services - Troy, Missouri

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Sheller Financial Services: A Comprehensive Overview

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For individuals and families seeking expert financial planning guidance, Sheller Financial Services presents a compelling option. Located at 170 W Cherry St, Troy, MO 63379, United States, this firm offers personalized strategies designed to help clients achieve their long-term financial goals. With a dedicated team and a commitment to client satisfaction, Sheller Financial Services aims to be a trusted partner in navigating the complexities of personal finance.

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About Sheller Financial Services

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Sheller Financial Services operates as an independent financial planning firm, focusing on providing tailored solutions to meet diverse client needs. They emphasize a collaborative approach, working closely with clients to understand their unique circumstances, risk tolerance, and aspirations. The firm’s philosophy centers around building long-term relationships based on trust, transparency, and proactive communication. They prioritize ongoing support and adjustments to financial plans as life events and market conditions evolve. Sheller Financial Services distinguishes itself through a commitment to staying abreast of industry trends and regulatory changes, ensuring clients receive the most current and relevant advice.

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Location and Accessibility

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The firm’s physical address is 170 W Cherry St, Troy, MO 63379. This location allows for convenient access for clients within the Troy and surrounding areas. Sheller Financial Services understands the importance of accessibility and has taken steps to ensure a welcoming environment for all. Notable accessibility features include:

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• Wheelchair-accessible car park: Provides ample parking space suitable for individuals using wheelchairs.

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• Wheelchair-accessible entrance: Ensures a smooth and convenient entry into the office.

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• Wheelchair-accessible toilet: A readily available accessible restroom facility.

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• Toilet facilities: Standard restroom facilities are available.

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Appointments are strongly recommended to optimize the client experience and allow for dedicated time with a financial planner.

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Specialties and Services

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Sheller Financial Services specializes in comprehensive financial planning services, encompassing a wide range of areas including:

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• Retirement Planning: Developing strategies to ensure a comfortable and secure retirement.

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• Investment Management: Creating and managing investment portfolios aligned with client goals and risk profiles.

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• Estate Planning: Assisting clients in establishing efficient estate plans to protect their assets and provide for their loved ones.

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• Tax Planning: Identifying tax-saving opportunities to minimize tax liabilities.

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• Education Planning: Developing strategies to fund college education expenses.

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The firm’s services are designed to be adaptable, catering to both individual and family needs. They focus on creating a holistic financial picture, considering all aspects of a client’s financial life.

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Online Presence and Reviews

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Sheller Financial Services maintains an online presence through its website: shellerfinancial.net. Currently, the company has 0 reviews on Google My Business, reflecting a nascent stage in online visibility and client feedback. The average opinion is 0/5, indicating a need for increased client engagement and positive reviews. However, this also presents an opportunity for new clients to experience the firm’s services firsthand and contribute to its growing online reputation.

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Contact Information

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For inquiries or to schedule an appointment, prospective clients can contact Sheller Financial Services directly:

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Phone: 6365285200

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It’s advisable to call ahead to confirm appointment availability.

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Recommendation for Potential Clients

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For individuals seeking a dedicated financial planner to help them achieve their financial aspirations, Sheller Financial Services warrants consideration. While currently lacking extensive online reviews, the firm’s commitment to accessibility, personalized service, and comprehensive financial planning expertise presents a valuable resource. We recommend scheduling an appointment to discuss specific needs and explore how Sheller Financial Services can contribute to a secure and prosperous financial future. The firm’s focus on long-term relationships and proactive planning makes them a potentially ideal partner for those prioritizing sound financial advice and ongoing support. Given the limited current reviews, actively seeking feedback from existing clients would be beneficial in assessing the firm's overall performance and client satisfaction. Exploring their website for detailed service offerings and investment strategies is also highly recommended before scheduling a consultation.

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"summary": "Sheller Financial Services is a Troy, Missouri-based financial planning firm dedicated to providing personalized financial guidance and strategies to help clients achieve their long-term goals. Despite limited online reviews, they offer comprehensive services and prioritize client accessibility.",
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