Business Details
About
Investment Service
At Holt McCarty Wealth Management Team, we focus on guiding high net worth clients and their families through today’s dynamic financial landscape. As a family-oriented practice, we understand the importance of creating a lasting legacy, and we're just as dedicated to helping you achieve your goals. Backed by our deep industry knowledge and commitment to client excellence, we value fostering relationships based on trust, collaboration and shared success, and creating financial strategies aligned with your goals. Together, we can support your pursuit of your financial aspirations and help you plan for generations to come.
Location
Holt McCarty Wealth Management Team
12300 Old Tesson Rd, St Louis, MO
63128, United States
Hours
Frequently Asked Questions About Holt McCarty Wealth Management Team
What services does Holt McCarty Wealth Management Team offer?
They offer financial advising, investment management, investment funds, and stock broker services.
Where is Holt McCarty Wealth Management Team located?
They are located at 12300 Old Tesson Rd, Suite 200 F, St Louis, MO 63128, USA.
What are the business hours for Holt McCarty Wealth Management Team?
They are open Monday through Friday from 8:00 AM to 5:00 PM and closed on weekends.
What specialties does Holt McCarty Wealth Management Team focus on?
They specialize in 401(k) rollovers, Roth IRA, 529 college savings plans, life insurance, SEP IRAs, and traditional IRAs.
How can I contact Holt McCarty Wealth Management Team?
You can reach them by phone at +1 314-894-1963.
Does Holt McCarty Wealth Management Team have an online presence?
Yes, they have a website at https://www.edwardjones.com/holt-mccarty-wealth-management-team and are on Facebook at https://www.facebook.com/edwardjones.
Is there a mobile app to access services from Holt McCarty Wealth Management Team?
Yes, their mobile app is available on Android and iOS platforms.
What nearby financial advisors could I also consider visiting?
Nearby financial advisors include Edward Jones - Financial Advisor: Doug Cissell, Ed Holt, and Kevin T McManus, CFP® as well as Community Financial Advisors - St. Louis and Abernathy & Associates.
Are there any nearby legal services to assist with estate planning?
Yes, Richard J. Keyes, Reuter Merkle Law Firm, and Hoff Law Center offer legal and estate planning services nearby.
What nearby amenities could I visit before or after my meeting at Holt McCarty Wealth Management Team?
You could visit Vetta Sports for recreation, or stop by Extra Space Storage for storage needs. For healthcare, Mercy Kids Therapy Services and Mercy Clinic Heart and Vascular are nearby.