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Specialties
We specialize in helping investors of ALL sizes, including smaller investors and small businesses, identify and reach their goals. While we can take care of your stock, bond and mutual fund transactions, we believe that our relationship with you should be far more than that, including making sure that you and those who are important to you are considered and protected.
We’re also available by appointment weekday evenings and Saturdays, and can do business at your location when that’s more convenient!
History
Established in 1922.
1922 was the original founding date of this business, back in St. Louis, Missouri. My branch office was established in Redmond, Washington in 2005. Our mostly one-advisor offices are located in local neighborhood establishments in order to better serve our communities.