Waites Financial Services

Waites Financial Services Bringing a TEAM approach to help face your business and family needs. WFS serves many local residents.

Waites Financial Services specializes in investments, 401K plans, 401K rollover plans, life insurance, tax planning & college planning. Securities offered through Kingswood Capital Partners LLC, member FINRA/SIPC. Insurance offered through Waites Financial Services is not affiliated with Kingswood Capital Partners.

When stock prices drop, some investors start asking "shoulda, woulda, coulda” questions about whether to remain invested...
06/26/2026

When stock prices drop, some investors start asking "shoulda, woulda, coulda” questions about whether to remain invested. But as 2025 illustrates, market timing can be very expensive even if it means missing just a few days.

Ali Taylor, Waites Financial Services Shelby Block, Waites Financial Services

Markets don't take vacations. But your strategy is built for the bumps.Ali Taylor, Waites Financial Services Shelby Bloc...
06/23/2026

Markets don't take vacations. But your strategy is built for the bumps.

Ali Taylor, Waites Financial Services Shelby Block, Waites Financial Services

Every earnings season is different, but the influence of a handful of companies is undeniable.Ali Taylor, Waites Financi...
06/18/2026

Every earnings season is different, but the influence of a handful of companies is undeniable.

Ali Taylor, Waites Financial Services Shelby Block, Waites Financial Services

Celebrating Flag Day today! It's a day to honor the stars and stripes and everything they represent: unity, history, and...
06/14/2026

Celebrating Flag Day today! It's a day to honor the stars and stripes and everything they represent: unity, history, and national pride. Let's commemorate this day with respect and gratitude for our beautiful flag.


Shelby Block, Waites Financial Services Ali Taylor, Waites Financial Services

If you or someone in your family is still in school—or heading back in the fall—now is the time to make sure your FAFSA ...
06/11/2026

If you or someone in your family is still in school—or heading back in the fall—now is the time to make sure your FAFSA form is in.

A few things worth knowing:
⏰ The federal deadline is June 30. State and school deadlines are often earlier.
⏰ Many types of aid are first-come, first-served. Waiting could cost money.
⏰ You can make corrections after submission, but the form needs to be in first.

Don't let a deadline get in the way of money that's already available to you.



Ali Taylor, Waites Financial Services Shelby Block, Waites Financial Services

$8,000 raised this year at our annual Waites Financial Golf Tournament—what an incredible achievement!A special thank yo...
06/09/2026

$8,000 raised this year at our annual Waites Financial Golf Tournament—what an incredible achievement!

A special thank you to Kellen for joining us and bringing athletes to this year’s event. We are grateful for the opportunity to support such a meaningful cause and proud to continue raising funds each year to make a difference.

Thank you to everyone who participated, donated, and helped make this event a success!

Ali Taylor, Waites Financial Services Shelby Block, Waites Financial Services

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ong...
06/05/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Monthly Market Insights | June 2026 U.S. and Canadian Markets Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East. The Nasdaq Composite, which rose 15.29 percent in April, tacked on another 8.36 percent. The Standard & Poor...

🎗️ National Cancer Survivors Day: A Celebration of Life, Awareness, and Hope 🎗️Join us in honoring those who have battle...
06/04/2026

🎗️ National Cancer Survivors Day: A Celebration of Life, Awareness, and Hope 🎗️

Join us in honoring those who have battled cancer and raising awareness about the ongoing challenges survivors face. Let's come together to inspire hope for the future! 🌟

Organized by the National Cancer Survivors Day Foundation, this day is for everyone with a history of cancer to connect, celebrate milestones, and share their powerful stories. 💪❤️

📅 Save the Date: National Cancer Survivors Day® is celebrated on the first Sunday in June. In 2026, we’ll celebrate on June 7th. Let's make it a day to remember! 🎉

Tax reminder! Your second-quarter estimated income tax payment is due on June 16, 2026.If you're self-employed or earn i...
06/01/2026

Tax reminder! Your second-quarter estimated income tax payment is due on June 16, 2026.

If you're self-employed or earn income that isn't subject to withholding, now is the time to make sure your payment is on track. Don't wait until the last minute—a missed or underpaid estimated tax payment can mean penalties come filing season.

Not sure how much to pay? A good rule of thumb is to pay at least 90% of what you'll owe this year, or 100% of last year's tax liability—whichever is smaller. If you want more specific information, check with your tax, legal, or accounting professional.



Ali Taylor, Waites Financial Services Shelby Block, Waites Financial Services

Address

1552 Natchez Drive
Festus, MO
63028

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 6pm
Saturday 9am - 12am
Sunday 9am - 9pm

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