About Us

Blattel & Associates is a financial planning firm, who's business is predominantly fee-based, located in Saint Peters, MO, serving clients throughout St. Charles County and the St. Louis Metro area. Dedicated to serving the needs of our fellow hard-working families, our advice is rooted in the old adage that “a dollar saved is a dollar earned.” Following that same conservative thinking, we provide highly customized financial planning services, including holistic financial planning, retirement planning, and investment planning. Our approach, our process, and our commitment to delivering individual attention has helped us build long-term, trusted relationships with our clients.

 

Family owned and operated, our firm has been fully independent since its inception in 1977. This independence gives us the freedom to provide completely unbiased and objective advice in all areas of your finances. While many advisors receive incentives for recommending certain solutions or products, every recommendation we make is based on your individual needs and goals. As members of the Financial Planning Association (FPA), we are committed to always act in the best interest of our clients.

 

We provide families with objective independent advice and a highly personalized road map for their retirement success. Our goal is to forge a lifelong relationship with our clients based on trust, knowledge and personalized service. Our value is built on our decades of experience. We empower our clients with the knowledge they need to make smart financial decisions. Our passion is to help our clients live the life they want today and leave the legacy they want for future generations.
 
The articles and opinions on this site are for general information only and are not intended to provide specific advice or recommendations for any individual. We suggest that you consult your advisor with regard to your individual situation.
All summaries/prices/quotes/statistics presented here have been obtained from sources we believe to be reliable, but we cannot guarantee its accuracy or completeness. Past performance is no guarantee of future results.
When you access certain links on the Blattel & Associates website you may leave this website. We do not endorse the content of such websites nor the products, services or other items offered through such websites. Any links to other sites are not intended as referrals or endorsements, but are merely provided to the users of the Blattel & Associates website for convenience and informational purposes.
Robert Blattel is a CERTIFIED FINANCIAL PLANNERTM practitioner. The partners of Blattel & Associates are not registered in all states. Please contact us to verify availability in your state. This is not an offer to buy or sell any security.
CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
Securities and Investment Advisory Services offered through Cutter & Company Brokerage, Inc., 15415 Clayton Road, Ballwin, Missouri 63011 * (636) 537-8770. Member FINRA/SIPC.
Privacy Policy can be read at http://www.cutterco.com/privacypolicy.htm.