Waites Financial Services is a financial services firm serving individuals, families, and businesses in Jefferson County, Missouri, and the surrounding area. With more than 30 years of experience, the firm provides guidance on investments, insurance, retirement planning, and broader financial needs. Its client-centered approach begins with understanding each client’s situation, goals, and priorities, then developing tailored strategies and solutions. The firm emphasizes education, attentive service, and a caring relationship with clients, while also expressing a commitment to charity and the local community.

Waites Financial Services is led by Bryan Waites and Ali Waites, a father-daughter team focused on helping clients build plans suited to their needs. Its services include personalized retirement and financial planning, investment strategies, and life insurance. The firm also shares educational resources on topics such as retirement income and fixed index annuities, including potential features like lifetime income, protection from market volatility, tax deferral, spousal benefits, and legacy planning.