Your holiday bonus is a great opportunity to set yourself up for solid start in the new year. Whether it’s investing for the future or even treating yourself a little, every contribution can work toward your goal.
The Chamberlin Group
金融服务
St Louis,Missouri 720 位关注者
The Chamberlin Group empowers clients to live confidently in retirement using our holistic financial planning process.
关于我们
The Chamberlin Group is a holistic planning firm that combines the many aspects of managing personal finances into an easy to understand 4 step process. The goal of the firm is to provide a solution to nearly all of our client's financial needs. Please visit https://www.chamberlin-group.com to learn more about our firm. Financial planning and investment advisory services offered through Prosperity Capital Advisors (PCA) an SEC registered investment advisor. For more information, please visit www.adviserinfo.sec.gov.
- 网站
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https://www.chamberlin-group.com/
The Chamberlin Group的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- St Louis,Missouri
- 类型
- 私人持股
- 创立
- 2002
- 领域
- Tax Preparation & Planning、Financial Planning、Wealth Management、Estate Planning、Retirement Income Planning和Annuity & Insurance Planning
地点
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主要
12444 Powerscourt Dr
Suite 200
US,Missouri,St Louis,63131
The Chamberlin Group员工
动态
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??? Huge congratulations to Abi Herring for winning the prestigious Da Bomb award as our top quarterly performer! ?? Your outstanding dedication and marketing strategies are truly elevating our company to new heights. ?? Let’s give a big round of applause to our Marketing Director who is nothing short of Da Bomb! ????
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We are thrilled to receive our second Better Business Bureau’s 2024 Torch Award for Ethics! This prestigious accolade celebrates companies that excel in best practices, leadership, social responsibility, and uphold the highest standards of organizational ethics, positively impacting their customers, employees, suppliers, shareholders, and communities. Award Disclosure: The Better Business Bureau (BBB) St. Louis collected applications from their service area in 2024. The entries were evaluated by an independent, voluntary panel of judges comprised of business and community leaders, and past Torch Award winners. They were judged by their ability to demonstrate focus on character, culture, community and their customers. BBB accreditation was not required to be eligible for the award. Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor or by any client nor are they representative of any one client’s evaluation. Generally, ratings, rankings and recognition are based on information prepared and submitted by the advisor. Unless otherwise noted no fee was paid for consideration of any ranking or award. October 2024.
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When your financial firm detects potentially fraudulent or unusual activity, the first step is to confirm the transaction, typically by reaching out to you. But what happens if you're unavailable? By designating a trusted contact on your account, you enable your financial firm to act on urgent concerns and prevent issues from escalating.
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Chamberlin received the AFEA Lifetime Achievement Award, recognized for our long-standing contributions to the financial services industry and consistent support, and loyalty to the organization. In fact, we were celebrated for most classes taught in the United States! We are truly honored to receive this award. @fin.ed.grls Awards Disclosure: Any paying AFEA members were eligible to receive the Client Excellence Award. The winner was determined through an internal voting process by AFEA staff. This was based on their knowledge of which advisors have long-standing contributions and actions that have positively impacted AFEA's growth and the advisor's role as a true representative of AFEA’s mission and values. There was no cost to be eligible for the award, besides normal AFEA membership dues. Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor or by any client nor are they representative of any one client’s evaluation. Generally, ratings, rankings and recognition are based on information prepared and submitted by the advisor. Unless otherwise noted no fee was paid for consideration of any ranking or award. October 2024.