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Featured Business Financial Advisor in Springfield, MO
Springfield Financial Advisors
First Financial Consultants
3816A S Greystone Ct
Springfield, MO 65804
(417) 881-0400
Advisor Profile
Alan Suiter
Name:  Alan Suiter
Phone Number:  (417) 881-0400
Website:  Visit Website

About First Financial Consultants

Alan Suiter has expertise in analyzing his clients' financial situation and helping them identify the financial options that will maximize their goal-reaching potential. With nearly 34 years of financial planning expertise and without the blinders forced on many other financial planners by the restrictions of the large corporations they work for, Alan has the know-how and the freedom to create diverse investment portfolios for his clients, whether their investment goals are for retirement, education trusts, or estate planning.

Because First Financial Consultants is an independent financial planning office, Alan is able to take the time to listen to his clients, identify their unique needs, educate them about their options, and then connect them with the investments that will help them reach their goals and objectives. If you are a retiree, semi-retired, or actively preparing for a more productive retirement yet to come, make an appointment with Alan today.

Alan put himself through college at Joplin's MSSU working as a journeyman mechanic for Freightliner. He attends Wesley United Methodist Church and serves by driving the church bus for various groups, like the youth and veterans. He enjoys his free time by riding his motorcycle and backpacking. He has been very involved in scouting, having served as a Scout Master and on the Ozark Trails Council of the BSA. He has attended both national jamborees and a world jamboree and has hiked Philmont Scout Ranch in New Mexico several times.

First Financial Consultants, Inc., Financial Planning Consultants, Springfield, MO.
 

General Information

CRD#:    1217290
Firm CRD#:    152974
Name of Broker/Dealer:    Client One Securities
Name of Custodial Firm:    Charles Schwabb
States Willing to do Business in:    Ash Grove,Billings,Bois D Arc,Brighton,Brookline,Bruner,Chadwick,Clever,Crane,Elkland,Everton,Fair Grove,Fordland,Halltown,Highlandville,Hurley,Marionville,Marshfield,Morrisville,Nixa,Oldfield,Ozark,Pleasant Hope,Ponce De Leon,Republic,Rogersville,Sparta,Spokane,Springfield,Strafford,Walnut Grove,Willard
Years of Experience in Financial Services:    34
Number of Years with Current Firm:    27
Work Experience:    Fully Licensed in Insurance and Securities since 1984. I have owened my own company since 1989 as an independent financial advisor.
I work with the following types of clients:    Businesses, Non-Profit Organizations, Individual Investors
Foreign Languages Serviced:    Thai, Chinese and Spanish
 

Services

Investment Types:    Mortgages & Real Estate, Mutual Funds, Bonds, Stocks, Annuities, Insurance, Exchange Traded Funds (ETFs), Alternative Investments
I can meet clients in the following ways:    Via phone, At your office, At your home, At my office, Video Conference, Via email
 

Firm Information

Firm's Number of Clients:    642
Advisor's Number of Clients:    640
Advisor's Number of Managed Clients:    115
Advisor's Number of Planning Clients:    425
 

Compensation and Fees

Minimum Portfolio Size for New Managed Accounts:    $10,000
 
 
 
Prepared By: Alan Suiter

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