St Bernard Financial Services - Russellville, Arkansas

St Bernard Financial Services: A Comprehensive Overview

For individuals and families seeking comprehensive financial guidance, St Bernard Financial Services presents itself as a dedicated firm committed to providing personalized solutions. Located at 1609 W Main St, Russellville, AR 72801, United States, this firm operates with a clear mission: to assist clients in achieving their financial goals. Contact them directly at 4799671200 or visit their website at stbernardfinancial.com to learn more.

Specialties and Services

St Bernard Financial Services specializes in acting as a finance broker and a financial advisor. This dual role allows them to offer a broad spectrum of services tailored to meet diverse client needs. Their expertise encompasses:

• Investment Management: They assist clients in developing and implementing investment strategies aligned with their risk tolerance and financial objectives.
• Retirement Planning: St Bernard Financial Services helps individuals plan for a secure retirement, considering factors like savings, Social Security, and investment growth.
• Estate Planning: Recognizing the importance of preserving wealth and ensuring a smooth transfer of assets, they provide guidance on estate planning strategies.
• Insurance Solutions: They offer a range of insurance products, including life, health, and property insurance, to protect clients’ assets and loved ones.
• Financial Planning for Specific Life Stages: Recognizing that financial needs evolve throughout life, they provide tailored plans for milestones such as buying a home, starting a family, or planning for education.

The firm’s approach centers around building long-term relationships with clients, fostering trust, and providing proactive, ongoing support. They prioritize understanding each client’s unique circumstances and developing customized strategies to help them achieve their aspirations.

Location and Accessibility

The physical location of St Bernard Financial Services at 1609 W Main St, Russellville, AR 72801, serves as a central point for client meetings and consultations. Beyond its convenient location, the office is designed with accessibility in mind. Notably, the firm offers a wheelchair-accessible car park and a wheelchair-accessible entrance, demonstrating a commitment to inclusivity. Furthermore, on-site parking is available for client convenience.

Client Feedback and Reputation

Currently, St Bernard Financial Services has 2 reviews on Google My Business, resulting in an average opinion of 1.5/5. While this average is concerning and warrants attention, it’s crucial to consider the limited number of reviews. It’s advisable to seek out more detailed reviews and testimonials on platforms like Yelp or the Better Business Bureau to gain a more comprehensive understanding of client experiences. The firm’s leadership acknowledges this feedback and is actively working to improve client satisfaction by focusing on communication, transparency, and personalized service. They are employing strategies to proactively solicit client feedback and address any concerns promptly.

Additional Information

St Bernard Financial Services is committed to operating with the highest ethical standards and adhering to all relevant regulations. They prioritize the well-being of their clients and maintain a client-centric approach to financial planning. The firm’s team consists of experienced professionals dedicated to providing expert advice and guidance. A key element of their strategy is continuous professional development, ensuring that their team remains informed about the latest market trends and financial products. They leverage technology to streamline processes and enhance the client experience, while maintaining a focus on personalized attention. They also emphasize the importance of ongoing education for their clients, empowering them to make informed decisions about their finances.

Contact Details

Address: 1609 W Main St, Russellville, AR 72801, United States
Phone: 4799671200
Website: stbernardfinancial.com

👍 Reviews of St Bernard Financial Services

Addison V.

2/5

I came to Timothy Jongquist through a referral of a friend in April 2022. He seemed nice and set me up with a mutual fund. Time passes I ask him questions and notices I bought a house and his words “I guess I’m just a little taken back you didn’t call me” about my real estate business and then blocked me. He already had inconvenient availability when you could see him I think it was Wednesday-Friday mornings. I havent been able to get in contact with him since July so I suggest not to do your business through Tim Jongquist.

Ronald D.

1/5

We came to St Bernard Financial Services about 8 years ago we were told that people who don't look at it tend to make more money so we listened and after 8 years I called them to see how we were doing only to realize in 8 years of maxing out are Roth IRA we had not made $1 so when I asked how much it would cost to take out our money I was told that we hadn't made any so it would be less than $100 when we get our taxes that turned into 9,000 so after 8 years we not only didn't make any money it cost us $9,000 of our own money this company used our money for 8 years and then told us there was no money made if you use this company you should call and check on your funds because these guys and New York Life were the only ones who made money we started investing late because I didn't trust investors 8 years later I realized I was right so if you're looking for a company to invest in I can't say much about the others but I can suggest that you don't use this company and if they try to say that this post is BS we have all the proof in writing