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Means Financial Group

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About this business

About us Means Financial Group We are a full-service financial firm committed to helping people pursue their goals. We offer a wide range of financial and insurance products to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions by allowing us to provide you with solid financial information. 

Location details

1425 Triad Center Dr, St Peters, MO, 63376, United States

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Mon9:00 a.m. to 5:00 p.m.
Tue9:00 a.m. to 5:00 p.m.
Wed9:00 a.m. to 5:00 p.m.
Thu9:00 a.m. to 5:00 p.m.
Fri9:00 a.m. to 5:00 p.m.
5.020 reviews
1 review has no rating
Jeanette K.'s profile image
Jeanette K. 
on Birdeye

a month ago

Jerry no doubt recalls when he was doing many seminars he had a small flushing toilet that he used to show folks how their funds could be handled. I consider Means Financial among my friends especially since the passing of my sweet husband, Jim. Jerry was so kind in coming to my home to assist me and brought much comfort and expertise. I am assured the company is there for me! His TV presentations are top notch and indicate his diversity in assisting us with our investments. Jeanette K 

Business response:

Hi, Jeanette. We are thrilled to learn that you had a positive experience with us! 

Shannon E.'s profile image
Shannon E. 
on Birdeye

a month ago

So far we are very pleased with the help and information that we have received from Means Financial. Jerry has been very informative with our options. He explains everything well and ensures you understand what he is presenting. We look forward to many years of working with Jerry and his expertise managing our financial growth. Jim and Shannon Ebeling 

Business response:

Hi, Shannon. Thank you so much for leaving us a stellar review! 

Tyronica P.'s profile image
Tyronica P. 
on Birdeye

a month ago

I am very happy with Means Financial Services. Jerry provides very clear explanations for any recommendations he offers and always consults with me before making changes. He is never pushy, but provides the information I need to make informed decisions about my portfolio. I love that he proactively schedules check ups with me to ensure we are on track to achieve my financial goals. His staff is also very warm, friendly and helpful.  

Business response:

Hi, Tyronica. Your feedback is highly appreciated. Thank you for the review! 

Eric W.'s profile image
Eric W. 
on Birdeye

a month ago

Jerry is simply first class. Takes time to explain things to you and listens to you. He has a multitude investment strategies to achieve your goals.  

Business response:

Hi, Eric. We appreciate the kind words and are glad we could provide you with a positive experience! 

Julie A.'s profile image
Julie A. 
on Birdeye

a month ago

My husband and I met with Jerry in late 2021 and we knew right away we wanted to work with him. He's very straightforward and always takes the time to make sure we understand everything we're discussing. He and his staff are always extremely responsive and helpful, and most importantly we trust that he has our best interests in mind for our retirement funds. We've recommended him to friends and will continue to do so. 

Business response:

Hi, Julie. Thanks for taking the time to share your positive experience. We truly appreciate it! 

Judy A.'s profile image
Judy A. 
on Birdeye

2 months ago

I have been a client of Means Financial for 20 years! I was considering retirement and wanted to invest the money from my savings plan. I went to one of Jerry's dinner presentations and when he said he wanted to help me "preserve my savings" and/or grow it at a rate I was comfortable with, I made an appointment that evening to meet. He asked then and continues to do so when we meet, what my financial goals are, and follows my wishes with suggestions of products that will meet my needs. He listens and never forces products o... read more

Business response:

Hi, Judy. We are blessed to have such a great client! It has been a pleasure working with you all of these years. Thank You! 

Elizabeth D's profile image
Elizabeth D 
3 months ago

Means Financial Group has been so helpful to find solutions and answers to all my questions. I cannot recommend then highly enough!! 10 stars... 

Joseph C's profile image
Joseph C 
a year ago

If you are looking for a financial advisor that puts you and your financial needs first, I would highly recommend ***** *****. ***** has guided me in the direction that was right for my current and future financial needs. If your looking to get rich quick, he is not your guy. But If you are looking for sound advice and want to create a solid plan for the future, ***** is your man. Thanks ***** for helping me secure a plan for continued income, as I retire. *** ***** 

Linda Smullin Henson's profile image
Linda Smullin Henson 
recommend  Recommended
10 years ago

Frequently asked questions about Means Financial Group

How is Means Financial Group rated?

Means Financial Group has a 5 star rating with 20 reviews. 

When is Means Financial Group open?

Means Financial Group is open now. It will close at 5:00 p.m.