Stack Enterprises - Virtual Financial Advisor & Insurance Agency: Corey M Stackhouse, CFP® - Sedalia, Missouri

Stack Enterprises: Your Partner in Financial Wellness and Insurance Planning

Stack Enterprises stands out as a premier financial advisory and insurance agency, offering comprehensive financial solutions tailored to individual client needs. Located at 516 S Ohio Ave, Sedalia, MO 65301, this enterprise provides both virtual and in-person financial guidance, making it accessible to clients throughout Missouri and beyond. The agency is helmed by Corey M Stackhouse, CFP®, a certified financial planner known for his expertise in creating personalized financial strategies that address clients' unique circumstances and goals.

Corey M Stackhouse: Expert Financial Guidance

Corey Stackhouse, the founder and lead advisor, brings a wealth of knowledge and experience to Stack Enterprises. With his CFP® certification, he offers comprehensive financial planning services that encompass investment management, retirement planning, and risk mitigation. His approach emphasizes education and empowerment, ensuring clients feel confident in their financial decisions. The testimonials highlight his exceptional communication skills and ability to build rapport, making complex financial topics accessible to everyone.

Services Offered

Stack Enterprises provides a wide array of financial and insurance services designed to protect and grow clients' assets. Their expertise spans:

• Financial Consulting: One-on-one guidance from industry professionals
• Financial Advisor Services: Personalized investment strategies
• Financial Planning: Comprehensive retirement and long-term financial solutions
• Insurance Agency Services: Life insurance placement and risk management
• Virtual Financial Assistance: Remote consultations for tech-savvy clients

The firm's approach combines traditional financial principles with modern digital tools, ensuring clients receive both personalized advice and convenient access to their financial information. This dual approach has been praised in client feedback, emphasizing the firm's commitment to both expertise and accessibility.

Accessibility and Convenience Features

Recognizing the importance of inclusivity, Stack Enterprises has implemented numerous accessibility features across their physical location and digital platforms:

• Wheelchair-accessible facilities throughout the premises
• Gender-neutral restroom options
• Online appointment scheduling for those preferring digital interactions
• Remote services for clients with mobility challenges

These thoughtful provisions demonstrate the company's commitment to serving diverse client needs, from elderly individuals to young professionals with specific accessibility requirements.

Client Experience

With a commendable track record reflected in their 45 Google reviews, Stack Enterprises maintains an outstanding average rating of 5/5 stars. The overwhelmingly positive feedback speaks volumes about the quality of service provided. Clients consistently praise the personalized attention received from Corey Stackhouse and his team, noting that their financial concerns are taken seriously and that they feel genuinely supported throughout the planning process.

Many testimonials highlight how the advisors take the time to understand clients' specific goals, whether it's retirement planning or life insurance protection. The emphasis on building long-term relationships rather than quick fixes has made Stack Enterprises a trusted name in financial services within the Sedalia community and beyond.

Why Choose Stack Enterprises

When considering financial planning and insurance services, Stack Enterprises offers several compelling advantages:

• Proven expertise from certified financial professionals
• A commitment to personalization that respects individual circumstances
• Comprehensive accessibility features for all clients
• Both virtual and in-person service options for maximum convenience
• A strong reputation supported by hundreds of positive client reviews

The combination of professional qualifications, client-centric approach, and technological adaptability positions Stack Enterprises as an excellent choice for anyone seeking reliable financial guidance or insurance solutions.

Contact Information

For those interested in learning more or scheduling a consultation, Stack Enterprises makes it easy to connect:

• Visit their website at stackenterprises.com
• Call (660) 570-4114 to speak directly with the team
• Schedule appointments online for added convenience

Whether you're just beginning your financial journey or looking to refine existing strategies, Stack Enterprises offers the expertise and support needed to navigate today's complex financial landscape.

👍 Reviews of Stack Enterprises - Virtual Financial Advisor & Insurance Agency: Corey M Stackhouse, CFP®

Melanie D.

5/5

Cory is very competent and friendly. Made me feel very comfortable with discussing my finances with him. I am excited to continue my financial planning with him!

Cody I.

5/5

Such a nice person! Corey and his team know exactly what they are doing, and they personalize a plan for everyone. I would highly recommend Corey and his team to anyone thinking about their future financial situation!

Robin B.

5/5

Corey has been instrumental in assisting me with my retirement plans. He provides my options, explaining them in ways I can understand, then allows me to decide. That's the difference between a financial advisor and someone selling financial services.

Davue's V.

5/5

I've been working with my financial advisor for a while now, and I truly feel like he's more than just an advisor—he's become a friend. He takes the time to understand my life, interests, and goals, making me feel genuinely cared for. His expertise and dedication give me the reassurance that my money is in the right hands, and I can see the positive impact on my financial growth!

Amanda H.

5/5

Corey has always been there to answer any of my questions and is obviously dedicated to helping his clients succeed with their financial goals. 100% would recommend!

Daniel S.

5/5

The Stackhouse team is amazing. I love that they can take care of all my financial needs. My investments, retirement plans, insurance, taxes, etc. are all with this single team allowing them to see my entire financial picture and advise me at a higher level. Although some would consider their youth a disadvantage, I chose them because of it. I want to continue this relationship through retirement and they will be around long enough to advise me from beginning to end.

Gia K.

5/5

I never really learned about finances and retirement savings until I met Corey Stackhouse. He has helped me plan and prepare for my future and my retirement. He also found me a car and home insurance plan that saved me money that I could then invest. I send all my family and friends to Corey for financial advise and planning. He is the BEST at his job and I'm blessed to have met him. Thank you very much Corey!

Ryan W.

5/5

Being a young man myself, it is very refreshing to work with a young financial advisor like Corey who has a great understanding of the latest investment trends but also has a feel for my current situation. In a short amount of time Corey has enlightened me with numerous amounts of investment knowledge that I’ve already started to apply in my portfolio (and he aims to do this for all of his clients). Corey is very relatable and works diligently to understand my life style in order to make recommendations to optimize my long-term financial stability. And it doesn’t end with investment advice… Corey offers numerous resources to help optimize several areas of finance such as insurance and taxes as well. If you’ve been looking for a top-notch finance advisor then search no further, my friends!