St. Louis Financial & Investment Planning | Retirement Investment Planner Advisor MO - JBL Financial Services, Inc.

Welcome to JBL Financial Services


At JBL Financial Services, our firm deals with many forms of financial planning for our clients in St. Louis, MO and in Illinois. Our services include tax planning, retirement planning, investment planning, and more. We pride ourselves on our team of skilled and educated professionals that continue to develop our corporate brand.

Our founder is Jeff Lapidus, a financial specialist. He has certifications that give him the knowledge to create competitive benefit plans that will support his corporate clients and their employees. Jeff is the ideal advisor for retired and senior customers, as he shares his experiences and recommendations about the changing healthcare, social, and financial needs of people as they eventually move into their retirement.

Smart Choices about Your Financial Future

As a retirement advisor, we work diligently to assist customers in developing and preserving their wealth. Our work will help clients from St. Louis, MO and Illinois make the best decision for their retirement investments so they will reap the rewards when they retire.

JBL Financial Services encourages you to continue browsing our website to learn more about us and the services we offer. There are financial calculators and external links to other information databases for further study. If you have questions or you would like to have an appointment scheduled, please fill out the contact form that we have provided, call us at (314) 863-0008, or visit us at 7710 Carondelet Ave. Suite 333, St. Louis, MO.

Join our weekly radio show

"Straight Talk on Retirement"

Saturdays 10-11am on 550 - KTRS AM or streaming live at KTRS.com

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

More Calculators →