Springfield Family Financial Services

Clearview Insurance and Financial Services, located in Springfield, MO, is a dedicated team of professionals focused on providing personalized guidance in financial security, health, and estate planning. With decades of combined experience, their advisors are committed to helping clients navigate their unique financial journeys toward a prosperous future. The team includes Jody Patteson, a seasoned financial planner with prestigious designations, and Kerry McManus, an independent insurance agent with expertise in managing personal and business finances. Both are actively involved in community initiatives and bring a wealth of knowledge and passion to their roles, ensuring clients receive expert guidance tailored to their needs. Generated from the website

Trinity Insurance & Financial Services, located in Ozark, MO, is led by President Brad Pistole, a Retirement Income Certified Professional, Certified Financial Fiduciary, and Certified Annuity Specialist. With a focus on retirement income planning, 401(k) and IRA rollovers, and tax-efficient strategies, they aim to provide clients with secure, reliable financial solutions that ensure a lifetime of income. Recognized nationally as a Master Elite IRA Advisor since 2010, Brad Pistole emphasizes a client-first approach while sharing his expertise through best-selling books and speaking engagements. His notable achievements include accolades from the Missouri House of Representatives and being named one of Springfield Business Journal's Trusted Advisers in 2022. Generated from the website