Financial & Tax Architects

Reviews

• MH

  Mary Huxel

  Aug 26, 2025
  5.0
  We really appreciate how personable everyone is in the office. Their ability to explain the complexity of financial planning to us that was understandable helped us develop trust that our retirement was in good hands.
• BM

  Beth Morton

  Aug 21, 2025
  5.0
  Everyone at FTA is extremely kind and helpful. Mark has taken the stress out of planning for retirement and actually made it enjoyable! Mark shares his vast knowledge of retirement and investment strategies in a manner that is easily understood and appreciated. I would recommend attending one of his classes for an informative introduction on retirement . We learned much from this class and were eager to see the plan Mark provided at our first meeting thereafter. I would definitely recommend Mark and the entire FTA group for your retirement planning and investment needs !
• KA

  Kevin Almgren

  Aug 19, 2025
  5.0
  After years of accumulating money for retirement FTA took over and ensured we would be comfortable and taken care of once the paychecks stopped. Everyone in the office is friendly, knowledgeable and fully vested in their clients.
• SK

  Steve Klick

  Aug 17, 2025
  5.0
  FTA truly listens to their clients needs. They take the time to get to know you.
• MP

  Marianne Perry

  Aug 14, 2025
  5.0
  I became acquainted with FTA through a free class on Social Security at St. Louis Community College. I appreciated the information and opportunity to work with Sean. He took the time to understand my risk tolerance which is relatively low, and provided a workable plan for my retirement. I would recommend FTA!