The WEST MEALEY Team
As a Family CFO, building close relationships with clients is crucial to Dan West and his team. “We work so closely with our clients’ personal and financial affairs that we tend to develop very close relationships with them and their families,” he says.
Those personal relationships are vital to helping the West Mealey Team work with clients to set and achieve goals and respond to any financial situations that arise. “That closeness compels us to do the very best we can for them, to be extremely proactive and responsive to their needs and concerns and do only what is in their best interests,” says Dan. “We strive to be their advocate at all times.”
All in all, the West Mealey Team provides peace of mind by serving as a trusted partner and friend that will go the extra mile to help clients reach their goals.
News & UPDATES
Moneta’s retirement plan consulting services continue to be ranked among the industry’s best. For the second year in a row, the National Association...
Moneta wins five Top Workplaces Awards and is honored among nation’s Best Places to Work for Financial Advisors
As Moneta’s national footprint grows, so do the awards. After seven straight years of being recognized as a Top Workplace in St. Louis, Moneta was...
Individual taxpayers now have until May 17, 2021 to file their 2020 federal income tax returns and make payments without penalties and interest,...
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St. Louis, Missouri, 63105