Strauss Steven

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Attorneys, Accountants-Certified Public, Bankruptcy Law Attorneys

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Map & DirectionsDirections7733 Forsyth BlvdSaint Louis, MO 63105 Write a ReviewWrite Review

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Phone: (314) 862-6600

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Pierre Laclede Center II

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Clayton

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Strauss, Jeffery

Jeffery Strauss Attorney

Steven Strauss CPA

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Attorneys, Accountants-Certified Public, Bankruptcy Law Attorneys, Bankruptcy Services, Estate Planning, Probate, & Living Trusts, Tax Attorneys, Wills, Trusts & Estate Planning Attorneys

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Phone: (314) 726-6868

Address: 7733 Forsyth Blvd, Saint Louis, MO 63105

Strauss Steven

Trusts and Estates

Estate Planning
® ). The designation comes with extensive training in financial planning, estate planning, insurance, investments, taxes, employee benefits and retirement planning. Anthony became a shareholder in June 2016 and serves on the firm's management committee.

Finance Law

Bankruptcy
The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 2,683 St. Louis-area wealth managers were considered for the award; 164 (6% of candidates) were named 2021 Five Star Wealth Managers. 2020: 2,431 considered, 170 winners; 2019: 2,481 considered
Tax Law
With nearly a century of combined experience, we have the expertise to help with cash flow, financial transaction analysis, income tax planning, estate planning, education planning and retirement planning.

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