Investing near Ballwin, MO

“The Chamberlin Group has been handling all of my tax issues for over a decade. As time passed and I moved from filing the long form to the short form I was thrilled that my tax preparer asked relevant questions. He was able to advise me on tax law I had no knowledge of which decreases the amount I pay and increases my refund. I really appreciate the thoroughness and care I receive from the entire staff.”

“I absolutely love this place as a frequent buyer and seller. I would have given this place a 5 star review but I have to warn people who you talk to. I was in there Saturday August 26 2023 and every time I’ve been there I have been greeted by friendly faces and had awesome customer service. Until Saturday, I was still greeted and when one of the ladies asked if I needed help I showed her what I was trading in and she wasn’t good with coins so I waited for another person to help me. There was a homeless guy behind me and one of the decided to help him first to get him out of the shop which I understood (lots of valuable stuff that could get stolen) and waited patiently. He then walked away back to his desk to talk to someone and didn’t even acknowledge me. Another kind lady saw I hadn’t been helped yet and asked him to help me out. This is where things went south. I’m younger than their average client and probably don’t spend as much as others but I still buy a hearty amount and in fact I hade just made a $2500 purchase in cash 2 days prior. So this short overweight and quite frankly rude salesman that had the homeless guy leave pretty much gave me the look like I was a waste of time. He proceeded to look through my coins and just said there’s nothing hear worth much just melt. Which is a lie because I had just purchased one of the pieces not long ago from them @$60 because it was graded. I also had a silver mint set I just bought from them a week prior and wanted credit towards a different year. So instead of opening up the cabinet where the sets are he just brings a 2003 from the back and says all I can do is trade. Well the set he “traded” I found out later was $35 cheaper then the one I traded in. Next I went to look at their bargain bin silver and he just kind of tosses it in front of me and walked a way for a minute. I picked out 4 5oz bars because they were at a good price just above melt. When I go to cash out he tried charging me full retail on the discount bin. When I questioned it (because I had just purchased on 2 days earlier) he tells me the price is $15 more then it should be. Thank god for the kind lady behind him that interrupted him to correct him on the price. I’ve dealt with just about every salesmen there and keep going back because of how polite and patient they are with me even though I’m not spending $10k like some of the other customers but this guy was rude and smug like he was above helping me. I will never deal with him again. I wish I could remember his name but if he is the only one available I will not make a purchase especially after being ripped off. Looked at the silver I did sell him and realized when I got home there was 1 more missing then I though he had given prices for. So one the silver he paid me 20% under melt value. Not sure I even want to go back simply for the fact he basically robbed me of $80 and could careless. He was more worried about going back to his desk to talk to co workers then helping me. He’s about 5’9-5’10 and overweight with a used car salesman hair cut. I will find his name out and fix this review but if you come across him just wait for the next person they are actually friendly and take care of you.”

“All good experiences with this office for past 5 years. Joseph at front desk has gone out of his way to help me on more than 1 occasion. My Rep (Dale) is knowledgeable, professional and always willing to answer my questions. I feel confident working with these individuals.”

“I initially chose Charles schwab, because of the consistency of satisfactory ratings on the mobile app. I've since been very pleased with the uniform excellence in customer service. There is a palpable sense of loyalty to customers.”

“Absolutely the best financial advisor I've ever found! Knows the business well and applies it to my personal situation. Keeps me up-to-date without overdoing it. Al Theiss is wonderful.”