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James Jones, Financial Advisor - Proficient Wealth StrategiesFinancial advisor in Creve Coeur, MO

James Jones, Financial Advisor - Proficient Wealth Strategies is a financial advisor at 3 Cityplace Dr #690, Creve Coeur, MO 63141, ranked #49 of 207 financial planners in Creve Coeur and rated 5.0 from 7 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Creve Coeur, MOUpdated 0 paid placements in any rankingHow we rank

Call (314) 266-2136Website ↗

Key facts

Key facts about James Jones, Financial Advisor - Proficient Wealth Strategies
Address3 Cityplace Dr #690, Creve Coeur, MO 63141Get directions
Phone(314) 266-2136
Websiteprowealthstrategy.com
HoursMonday to Friday: 9 AM – 5 PM
Google rating5.0 from 7 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Creve Coeur and 11 towns within 25 miles: Maryland Heights, Town and Country, Overland, Saint Ann, Manchester, Kirkwood, Clayton, Bridgeton, Webster Groves, University City and Chesterfield.

Based in Creve Coeur, MOView on map

Opening hours

Opening hours for James Jones, Financial Advisor - Proficient Wealth Strategies
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about James Jones, Financial Advisor - Proficient Wealth Strategies

How is James Jones, Financial Advisor - Proficient Wealth Strategies ranked in Creve Coeur?

James Jones, Financial Advisor - Proficient Wealth Strategies is ranked #49 of 207 financial planners in Creve Coeur by RFA Score, with 66 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are James Jones, Financial Advisor - Proficient Wealth Strategies’ hours?

James Jones, Financial Advisor - Proficient Wealth Strategies is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does James Jones, Financial Advisor - Proficient Wealth Strategies serve?

Serves Creve Coeur and 11 towns within 25 miles: Maryland Heights, Town and Country, Overland, Saint Ann, Manchester, Kirkwood, Clayton, Bridgeton, Webster Groves, University City and Chesterfield. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about James Jones, Financial Advisor - Proficient Wealth Strategies?

James Jones, Financial Advisor - Proficient Wealth Strategies has a rating of 5.0 from 7 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact James Jones, Financial Advisor - Proficient Wealth Strategies?

Call James Jones, Financial Advisor - Proficient Wealth Strategies on (314) 266-2136. The business is at 3 Cityplace Dr #690, Creve Coeur, MO 63141. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

James Jones, Financial Advisor - Proficient Wealth Strategies compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
James Jones, Financial Advisor - Proficient Wealth Strategies (this business)—665.0 (7)NoNo
Correct Capital Wealth Management#14665.0 (9)NoNo5.9 mi
Summit Tax and Wealth Advisory#16664.2 (25)NoNo9.7 mi

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