wiseradvisor

Alan Suiter
First Financial Consultants

Tel: (417) 881-0400
3816A S Greystone Ct
Springfield, MO 65804
First Financial Consultants | Financial Advisor in Springfield ,MO

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

Firm Start Year:   1989
No.of Employees:   2-4
Name of Broker/Dealer:   Client One Securities
Name of Custodial Firm:   Charles Schwabb
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:   Individual Investors, Non-Profit Organizations, Businesses
Foreign Languages Serviced:   Thai, Chinese and Spanish


Services

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


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



Faqs

  • What are your qualifications? What is your education background? Fully licensed in insurance and securities for 37 years.
  • What is your approach to financial planning? Finding out what each persons goals and objectives are and helping them understand what is available in the market place to accomplish those goals and objectives.
  • What services do you offer? Investments and Financial Planning
  • How many clients do you currently manage? 640
  • Will you be the only person working with me? Yes
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Alan Suiter

Alan Suiter

My Team

Bailey Russell
Bailey Russell Administrative Assistant
Bailey S. Russell is the Administrative Assistant to Alan Suiter

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

Communities Served

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