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About

About This Business

Piatchek & Associates provides financial services, including investment management, retirement planning, and insurance solutions. The company assists clients with asset allocation strategies, financial goal setting, and plan implementation. Piatchek & Associates is family-owned.

BBB Accredited Since: 2/24/2012

Years in Business: 54

Products and Services

Piatchek & Associates offers the following products and services:
Investment Management: Includes asset allocation strategies and portfolio planning tailored to individual financial goals.
Retirement Planning: Offers services for retirement income strategies, succession planning, and long-term financial preparedness.
Insurance Services: Provides life, disability, and long-term care insurance options.
Business Planning: Includes exit strategies, group retirement plans, and financial services for business owners.
Educational Resources: Offers financial planning books, webinars, and public events focused on financial literacy.

Business Details

BBB File Opened:
2/11/2000
Business Started:
1/1/1972
Business Incorporated:
11/16/1999
Type of Entity:
Limited Liability Company (LLC)

Additional Contact Information

Customer Contacts
Mr. Shawn Gallagher, Owner
Fax numbers
Primary Fax: (417) 882-4209
Additional Email Addresses
Primary: Email this Business
Additional Websites
piatchekandassociates.com...
Social Media
Facebook
Twitter

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