Starkel Wealth Advisors - Springfield, Missouri

Starkel Wealth Advisors: A Comprehensive Overview

Starkel Wealth Advisors is a distinguished financial services firm dedicated to providing comprehensive investment solutions and personalized financial guidance. Located in Springfield, Missouri, at 901 E St Louis St Suite 1002, they operate with a commitment to client success and a deep understanding of the complexities of the modern financial landscape. Their dedication to accessibility and veteran support further underscores their values. The firm’s core services encompass a wide range of offerings, including investment management, retirement planning, and estate planning, all tailored to meet the unique needs of each client. They function as a registered investment company, signifying a robust and regulated approach to their operations.

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Location and Contact Information

Clients can readily connect with Starkel Wealth Advisors at their headquarters: Address: 901 E St Louis St Suite 1002, Springfield, MO 65806, United States. For immediate assistance, prospective clients can reach them via telephone at Phone: 4177087400. A detailed overview of their services and investment strategies is available on their website: Website: starkelwealth.com. This website serves as a central hub for information, allowing clients to access resources, schedule consultations, and stay informed about market trends.

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Specialties and Services

Starkel Wealth Advisors specializes in delivering bespoke financial plans. Their expertise extends to several key areas, including:

• Investment Management: They offer a diverse range of investment options, carefully selected to align with individual risk tolerance and financial goals.
• Retirement Planning: They assist clients in developing strategies for a secure and fulfilling retirement, considering factors such as savings, Social Security, and potential investment returns.
• Financial Advisor Services: A core component of their service is providing ongoing financial advice and guidance, helping clients navigate life’s financial milestones.
• Estate Planning: They collaborate with legal professionals to ensure clients’ assets are protected and distributed according to their wishes.

The firm’s commitment to client education is evident in their approach to simplifying complex financial concepts, making them accessible to individuals of all levels of financial knowledge. They prioritize building long-term relationships based on trust and transparency.

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Points of Interest and Accessibility

Starkel Wealth Advisors distinguishes itself through several notable features. Recognized as a veteran-owned business, they demonstrate a commitment to supporting the military community. Furthermore, the office is designed with accessibility in mind, boasting a wheelchair-accessible car park and a wheelchair-accessible entrance, ensuring a comfortable and inclusive environment for all clients. This dedication to inclusivity reflects their broader values of service and respect.

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Client Feedback and Reputation

Client feedback consistently highlights the firm’s knowledgeable staff and genuine care for their clients’ financial well-being. On Google My Business, Starkel Wealth Advisors maintains an impressive average opinion of 5/5, based on 23 reviews. These reviews frequently praise the team’s ability to translate complex financial jargon into understandable terms, particularly for those new to the investment world. Several clients specifically commend Ian and his team for their proactive communication and regular check-ins, demonstrating a commitment to ongoing client support. One client noted that the team “broke it down into easy terms for me and my husband to better understand,” while another emphasized the comfort and trust they felt in allowing the firm to build their future. The overall sentiment suggests a strong emphasis on client education, personalized service, and genuine concern for long-term financial success. The firm’s responsiveness and willingness to address client concerns further contribute to its positive reputation. It's clear that Starkel Wealth Advisors prioritizes building strong, lasting relationships with its clientele.

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Conclusion

In summary, Starkel Wealth Advisors presents itself as a reliable and client-focused financial firm. Their location, accessibility features, veteran ownership, and overwhelmingly positive client feedback all contribute to a strong foundation of trust and expertise. For individuals seeking a knowledgeable and dedicated investment advisor, Starkel Wealth Advisors offers a compelling solution. Their commitment to simplifying complex financial matters and providing personalized guidance makes them a valuable partner in achieving long-term financial goals. The firm’s dedication to accessibility and community support further solidifies its position as a respected and ethical financial services provider.

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👍 Reviews of Starkel Wealth Advisors

Keri S.

5/5

This company is very knowledgeable and truly cares about helping you plan your future. From someone who doesn't know ANYTHING about the market, Ian and his team have broke it down into easy terms for me and my husband to better understand. They are always checking in and informing us on any changes. If you are skeptical like I was at first, please just contact them and have a discussion. They won't disappoint you at all and you will feel comfortable having them build your future or helping you better manage your money for retirement.

puddydave1

5/5

Ian is helping me navigate all the nuances of losing my job of 39+ years and helping me to reinvest my retirement. He has been very patient with all my questions and extended timeframes. This new journey has been very scary for me but I find comfort knowing that Ian is there guiding me and has my best interests at heart. He's transparent and allows me to make decisions after giving me sound advice. It's been a pleasure partnering with him. Thanks Ian! (KD) 🙂

Gabriel C.

5/5

I’ve worked with Starkel Wealth Advisors for over a year. Ian is such a professional. He makes me feel seen, heard and a priority to answer any concerns I had. My account experienced some weird anomaly when the companies merged. Having Ian as my advisor, he successfully solved this issue without me stressing and dealing with the merging institutions.

Jim H.

5/5

Recently, my wife and I decided to look into making a change with our retirement annuities because they were earning so little. I had heard that Starkel Wealth Advisors had a variety of options for safe investments that were paying much better interests and dividends. We met with Ian Starkel, the founder of Starkel Wealth Advisors, and were very much impressed with his knowledge of the markets and the investment options that Starkel Wealth Advisors had to offer. Ian was able to explain retirement options and how they can be set up to automatically take care of our required minimum distributions. In just three months we have earned more in dividends than we had earned in interest with our annuities over the course of two years. Ian understood our risk tolerance and personally put together the perfect program for us. We have found that Ian is always available to answer our questions and personally oversees our accounts. Investors will find Ian very helpful in planning an income stream for the future. I heartly recommend Starkel Wealth Advisors to anyone who is looking to grow a healthy retirement income.

David M.

5/5

Ian was previously my advisor when I was with Fidelity and I always had great service from him. When he set up by himself it was an easy decision to move to Starkel Wealth Advisors in July 2023. Since then my accounts have been managed professionally, strategically and astutely. I am also paying lower fees than I was paying before and getting better performance. Give Ian and Starkel Wealth Advisors a try, you won’t regret it!

Abdiel M.

5/5

I’ve known Ian for several years and has always been not only a professional and knowledgeable person but really wants to add value to your life. Opened Roth IRA and has performed well, looking to add more money into it as one of my long term retirement strategies.

Liz S.

5/5

I met Ian at my restaurant. He’s so trustworthy person, made me sign up with his company right away. He’s very knowledgeable knows what he’s doing in professionally .my account is growing well enough to making me want to retire soon. Had 2 cabins for airbnb, but they weren’t making enough to cover mortgages.sold it and invested in his company. Not fixing, not stressing but watching my number increases. Good work Ian!!!! So glad that I talked to you that day. What a blessed day it was!!!! Thank you!!!!

Longin P.

5/5

Ian has been a pleasure to work with! He takes his time to explain each and every scenario you may have about your financial and retirement goals. He really cares about his clients needs and their best interests in setting up a financial plan that works for them!