Jim Caruso, Financial Advisor

FINANCIAL ADVISOR
Jim Caruso

CFP®, ChFC®
3668 S Geyer Rd Suite 200, Saint Louis, MO 63127opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Portfolio Reviews

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • ChFC®

    Chartered Financial Consultant®

Personal Interests

  • Spending Time with Family
  • Coaching Sports
  • Golfing

Team Members

  • Kelsey Rule
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(314) 966-9815

Fax

(855) 761-7016

Office Address

3668 S Geyer Rd Suite 200
Saint Louis, MO 63127opens in a new window

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