Wamhoff Financial Planning & Accounting Email Format

Financial ServicesMissouri, United States11-50 Employees

Wamhoff Financial Planning & Accounting provides a combined approach to financial planning and accounting, enabling clients to access asset management and tax services within a single firm. Founded in 1975 by Robert Wamhoff after leaving Emerson Electric, the practice started in a basement and has grown into a St. Charles, Missouri-based firm. Its Financial Planning Division directs asset management for a broad client base, while the Accounting Division handles tax returns for individuals and businesses. The firm operates from its St. Charles office within the financial services sector. The Financial Planning Division manages about $360 million of assets for approximately 800 active clients, while the Accounting Division prepares more than 1,100 tax returns. The organization is described as a mid-sized firm with full-time staff serving clients from its St. Charles location.

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