elcome to Blattel & Associates
At Blattel & Associates, we believe personalized planning is the key to financial success. An independent financial planning firm based in Saint Peters, MO, we provide holistic financial planning, retirement planning, and investment management services to clients throughout St. Charles County—hard-working individuals and families who value a dollar earned, a dollar saved, and a dollar well invested.
Family owned and operated, Blattel & Associates has been providing financial services based on midwest values since 1977. Our team of licensed professionals takes the time to understand your core values and personal financial goals, and we provide the education and knowledge you need to make smart financial decisions. Focused on your individual needs, we provide objective, unbiased advice and create a plan designed especially for you. Our goal: to help you live the life you want today, and leave the legacy you desire for future generations.
We invite you to contact us at 636-397-8303 to learn how we can assist with your financial planning needs. We look forward to getting to know you.
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Robert Blattel is a CERTIFIED FINANCIAL PLANNERTM practitioner. The partners of Blattel & Associates are not registered in all states. Please contact us to verify availability in your state. This is not an offer to buy or sell any security.
CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
Securities and Investment Advisory Services offered through Cutter & Company Brokerage, Inc., 15415 Clayton Road, Ballwin, Missouri 63011 * (636) 537-8770. Member FINRA