With more than 70 years of combined experience at SB Financial Services, there isn’t much we haven’t seen. While we’ve seen financial markets fluctuate and client risk tolerances change, our integrity and commitment to our clients has remained constant. Our top priorities boil down to earning the trust of our clients and doing what it takes to ensure they’re satisfied with their plans. This means paying close attention to details throughout the process and building a long-lasting personal relationship with them, in which we discover their values, interests and goals. After building these relationships and earning our clients’ confidence and respect, we seek to get a clearer picture of their current financial strategies and what their ideal financial situation would look like in the future. From there, we address any shortfalls they may have and inform them on how we can help them overcome these shortfalls.
With our small-town roots, we pride ourselves on working hard and diligently for our clients in order to earn their trust and assist them in their financial endeavors. Rather than just “talking” about a plan, we work with you, hand-in-hand, to get the proper strategies in place and implemented. We customize plans to accommodate your specific needs and risk tolerances, with the ultimate goal being to maximize returns. We understand there will be market movements that can deter people from their financial plans, which is why we act as a coach and source of moral support during the sometimes emotionally trying part of investing. By doing so, we can help you stay rational and focused on your long-term goals that are in congruence with your financial plan. Because at SB Financial Services, your plans are our plans, and the best way to accomplish them are through earned trust and dedication.
With our small-town roots, we pride ourselves on working hard and diligently for our clients in order to earn their trust and assist them in their financial endeavors. Rather than just “talking” about a plan, we work with you, hand-in-hand, to get the proper strategies in place and implemented. We customize plans to accommodate your specific needs and risk tolerances, with the ultimate goal being to maximize returns. We understand there will be market movements that can deter people from their financial plans, which is why we act as a coach and source of moral support during the sometimes emotionally trying part of investing. By doing so, we can help you stay rational and focused on your long-term goals that are in congruence with your financial plan. Because at SB Financial Services, your plans are our plans, and the best way to accomplish them are through earned trust and dedication.
Get to know us
Click one of the links below to learn more about the corresponding team member.
Clay StollClay has been happily serving the investment and financial needs of his small hometown, Ste. Genevieve, MO, for more than 35 years. He began his career as a life insurance agent for Prudential Insurance Company, a business he inherited from ...
|
Junie BaslerWith more than 31 years of experience, Junie has seen it all when it comes to finances. He has built many long-term client relationships over the course of his career, and feels they’re one of the defining features that sets him apart from his competitors. He cares ...
|
|
|