Blattel & Associates is a financial planning firm, who's business is predominantly fee-based, located in Saint Peters, MO, serving clients throughout St. Charles County and the St. Louis Metro area. Dedicated to serving the needs of our fellow hard-working families, our advice is rooted in the old adage that “a dollar saved is a dollar earned.” Following that same conservative thinking, we provide highly customized financial planning services, including holistic financial planning, retirement planning, and investment planning. Our approach, our process, and our commitment to delivering individual attention has helped us build long-term, trusted relationships with our clients.
Family owned and operated, our firm has been fully independent since its inception in 1977. This independence gives us the freedom to provide completely unbiased and objective advice in all areas of your finances. While many advisors receive incentives for recommending certain solutions or products, every recommendation we make is based on your individual needs and goals. As members of the Financial Planning Association (FPA), we are committed to always act in the best interest of our clients.
We provide families with objective independent advice and a highly personalized road map for their retirement success. Our goal is to forge a lifelong relationship with our clients based on trust, knowledge and personalized service. Our value is built on our decades of experience. We empower our clients with the knowledge they need to make smart financial decisions. Our passion is to help our clients live the life they want today and leave the legacy they want for future generations. |