St. Charles Financial Services

St. Charles Financial Services Let Us Be Your Guide - Proudly serving our clients for the last 16 years.
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Investment Advisory ser We are St.Charles Financial Services.

Our sister company is Webb Insurance. We believe relationships are the most important thing we can have with our clients. We deliver a unique approach to each interaction and would be happy to assist you with any of your financial needs. Contact us to get started today! Licensed: MO, IL, KY, MA, VA, & CA ( )

Services Offered:
- Retirement Income Products
- Tax Plans
- Estate Plans
- Di

sability Income Insurance
- Life Insurance
- Long Term Care Insurance
- Business Start-up Planning

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Insurance and annuity products are issued by The Ohio National Life Insurance Company and Ohio National Assurance Corporation. Securities offered through O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way, Cincinnati, OH 45242 (p) 513.794.6794

The above links to articles, other websites and interactive resources are provided for your information and strictly as a courtesy. Our providing access to these resources does not constitute an endorsement, approval or certification of the information, services, strategies, recommendations, or opinions presented, published or made available at or through these websites and resources. We specifically make no representation as to, and disclaim any responsibility for, their completeness, accuracy or applicability to your personal circumstances. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites to which you are linking. The listed companies are not affiliated with O.N. Equity Sales Company or O.N. Investment Management Company. Contact your registered representative to obtain current prospectuses. Please read the prospectus carefully before you invest or send money. Investors should consider the investment objectives, strategies, risk factors, & charges, and expenses of the underlying variable portfolios carefully before investing. Guarantees are based upon the claim-paying ability of the issuing insurance company. As with any investment, investing in variable portfolios involves risk, including possible loss of principal. Past performance is no guarantee of future results. My opinions expressed here are personal opinions and do not represent the views of Ohio National. Any third parties postings on the page do not reflect the views of O.N. and have not been reviewed for completeness or accuracy.

01/02/2025

Find out in a breakdown of the costs by ingredient.

12/26/2024

There's more to it than meets the eye. See why.

12/19/2024

Rice & tuna don't cost what they used to. Here's why.

12/12/2024

See what sushi ingredients can reveal about inflation.

12/03/2024

Greed & fear can trip you up. Here's how to avoid them.

11/26/2024

Learn how to mute greed & fear to make better choices.

11/19/2024

Greed & fear can mean poor choices & loss. Here's how.

11/12/2024

See how trillions have been lost to fear & greed.

๐Ÿš€ Meet Chris Lints โ€“ Our Newest Financial Services Professional! ๐Ÿš€Chris recently made the leap from banking to financial...
10/28/2024

๐Ÿš€ Meet Chris Lints โ€“ Our Newest Financial Services Professional! ๐Ÿš€

Chris recently made the leap from banking to financial services, bringing his passion for helping clients achieve financial peace of mind. Originally from Fenton, now calling O'Fallon home, Chris has already made a positive impact by assisting clients with trusts and ensuring their financial legacies are secure. ๐Ÿฆโœจ

His top tip? ๐Ÿค” Find an advisor you trust and build a strong relationship โ€“ itโ€™s the foundation for smart financial planning. When he's not helping clients, youโ€™ll find Chris playing baseball or diving into the latest video games. ๐ŸŽฎโšพ๏ธ

Join us in welcoming Chris to the team and wishing him great success in his new role! ๐Ÿ™Œ

๐Ÿšจ Employee Spotlight: Meet Julia Durbin! ๐ŸšจWe're excited to shine a light on Julia, one of our passionate Financial Advis...
10/24/2024

๐Ÿšจ Employee Spotlight: Meet Julia Durbin! ๐Ÿšจ

We're excited to shine a light on Julia, one of our passionate Financial Advisors here at St. Charles Financial Services! ๐ŸŒŸ Originally from Carterville, IL, Julia relocated to the St. Louis area and has been with us for 7 months. In that short time, she's already made a big impact, earning the Employee of the Month award and helping clients achieve their financial dreams. ๐Ÿ†๐Ÿ’ธ

Her #1 financial tip? "Don't waitโ€”start planning NOW for your future!" โณโœ…

When she's not busy helping clients, you'll find her outdoors, spending time with her grandbabies, or enjoying game nights with loved ones. ๐Ÿ•๏ธ๐Ÿ‘ถ๐ŸŽฒ

Join us in celebrating Julia and her commitment to making financial planning personal and rewarding! ๐Ÿ™Œ

10/24/2024

Here's how markets fare in presidential election years.

10/17/2024

Discover what could happen in 2024.

Address

571 Jefferson Street
St. Charles, MO
63301

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

Telephone

+16369460001

Alerts

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