TOP 30 Best Estate planning service in Leawood, Kansas

Estate Planning - Heritage Law LLP is a Kansas City based institution specializing in estate planning and mediation services. With over 30 years of combined experience, our attorneys, Bethany Shelton and Emily Sullivan, provide a range of services including drafting wills, trusts, medical directives, powers of attorney, and property deeds. We also offer mediation services to help families resolve estate-related disputes and civil lawsuits. Located at 8900 State Line Road in Leawood, Kansas, we offer a warm and respectful environment to address your unique estate planning needs. Our goal is to help you navigate the legal aspects of estate planning while keeping your family's best interests in mind.

The Retirement Planning Group is a leading institution located in Leawood, Kansas, specializing in accounting and finance services for individuals planning for retirement. Our team of experienced professionals is dedicated to helping clients navigate the complexities of retirement planning, including investment strategies, tax planning, and estate planning. With a focus on personalized service and expert advice, we strive to help our clients achieve their financial goals and enjoy a comfortable retirement. Visit us at 4811 West 136th Street to learn more about how we can assist you in planning for your future.

The Leawood Group - Morgan Stanley is a finance institution located at 11161 Overbrook Road in Leawood, Kansas, United States. As a part of the prestigious Morgan Stanley brand, they offer a wide range of financial services including wealth management, investment banking, and asset management. With a team of experienced professionals, they provide personalized financial solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or invest in the future, The Leawood Group - Morgan Stanley is dedicated to guiding you every step of the way.

Nathan Denham Real Estate is a versatile institution located at 5000 West 135th Street in Leawood, Kansas, United States. Specializing in finance, general contracting, and real estate services, Nathan Denham Real Estate offers a comprehensive range of services to meet the needs of clients looking to buy, sell, or invest in properties. With a team of experienced professionals, Nathan Denham Real Estate provides expert advice and guidance to ensure a smooth and successful real estate transaction. Whether you are a first-time homebuyer or an experienced investor, Nathan Denham Real Estate is dedicated to helping you achieve your real estate goals.

Joseph De Largy is a financial advisor at Ameriprise Financial Services, LLC, located at 4200 West 115th Street in Leawood, Kansas, United States. Joseph holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications reflect Joseph's expertise in asset management, estate planning, retirement planning, investment strategies, and more. As a financial advisor, Joseph is dedicated to providing comprehensive and personalized financial planning services to individuals, retirees, small business owners, and high net worth clients. Joseph's commitment to ethical practices and continuing education ensures that clients receive expert advice tailored to their specific financial goals and needs. Contact Joseph De Largy at Ameriprise Financial Services, LLC for professional and trustworthy financial guidance.

Kass Legal Services, LLC is a reputable law firm located at 4707 College Boulevard in Leawood, Kansas. Specializing in a wide range of legal services, our team of experienced lawyers is dedicated to providing top-notch representation and personalized solutions to our clients. With a commitment to excellence and a track record of success, Kass Legal Services, LLC is the go-to choice for individuals seeking reliable legal advice and support in the United States.

Total Asset Management - UBS Financial Services Inc. is a leading financial institution located at 11150 Overbrook Road in Leawood, Kansas, United States. As a finance institution, they specialize in providing comprehensive asset management services to help clients achieve their financial goals. With a team of experienced professionals, Total Asset Management - UBS Financial Services Inc. offers personalized investment strategies tailored to each client's unique needs and objectives. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Total Asset Management - UBS Financial Services Inc. is dedicated to helping you make informed financial decisions and secure your financial future.

Black, Davis & Associates - Ameriprise Financial Services, LLC is a finance institution located at 4200 West 115th Street, Leawood, Kansas, United States. They are the proud recipients of the Ameriprise Client Experience Award for 2023, showcasing their dedication to providing exceptional service to their clients. With personalized financial advice from Ameriprise Financial Advisors, clients can work towards their short and long-term financial goals with confidence. The team at Black, Davis & Associates is committed to building strong relationships with their clients and helping them achieve financial success. They offer one-to-one financial advice and exceptional client service, ensuring that each client receives the personalized attention they deserve. Clients can schedule a complimentary initial consultation to discuss their financial needs and goals. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, providing peace of mind to clients about the security of their investments. Visit their website for more information on their services and to learn about their team of qualified financial advisors.

Derick Oakley is a dedicated financial advisor at Ameriprise Financial Services, LLC, located at 4200 West 115th Street in Leawood, Kansas. With a commitment to helping clients achieve their financial goals, Derick provides personalized investment and wealth management services. With a focus on building long-term relationships, he offers comprehensive financial planning and guidance to individuals and families. Trust Derick Oakley to provide expert advice and support in navigating the complexities of the financial world.

Michael Zanders is a dedicated financial advisor at Ameriprise Financial Services, LLC, located at 4200 West 115th Street in Leawood, Kansas. With a focus on helping clients achieve their financial goals, Michael provides personalized advice and guidance on investments, retirement planning, and wealth management. With years of experience in the financial industry, Michael is committed to providing top-notch service and expertise to his clients. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Michael Zanders is here to help you every step of the way.

Doug Royle - Financial Advisor, Ameriprise Financial Services, LLC is a reputable financial institution located at 4200 West 115th Street in Leawood, Kansas, United States. With a focus on providing personalized financial planning and wealth management services, Doug Royle and his team at Ameriprise Financial Services, LLC work closely with clients to help them achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to build wealth for the future, Doug Royle and his team can provide expert guidance and tailored solutions to meet your needs. Trust in Doug Royle - Financial Advisor, Ameriprise Financial Services, LLC for all your financial planning needs.

Chad Davis - Private Wealth Advisor, Ameriprise Financial Services, LLC is a leading financial institution located at 4200 West 115th Street in Leawood, Kansas. As a trusted advisor, Chad Davis helps clients achieve their financial goals through personalized wealth management strategies. With a focus on providing comprehensive financial planning services, Chad Davis and his team at Ameriprise Financial Services, LLC offer tailored solutions to help clients build and protect their wealth. Whether you are planning for retirement, saving for education, or investing for the future, Chad Davis is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind. Contact Chad Davis today to start planning for a secure financial future.

Michele Giles, a financial advisor at Ameriprise Financial Services, LLC, offers personalized financial planning and investment services to clients in Leawood, Kansas. With a focus on helping individuals achieve their financial goals, Michele provides expert guidance on retirement planning, wealth management, and overall financial well-being. Located at 4200 West 115th Street, Michele Giles is dedicated to providing top-notch financial advice and solutions to clients in the United States.

David Mehrer - Financial Advisor, Ameriprise Financial Services, LLC, located at 4200 West 115th Street in Leawood, Kansas, offers expert financial advice and services to help individuals and businesses achieve their financial goals. With a focus on personalized financial planning and investment strategies, David Mehrer and his team provide comprehensive wealth management solutions tailored to each client's unique needs. Whether you are planning for retirement, saving for education, or growing your wealth, Ameriprise Financial Services, LLC is dedicated to helping you secure a stable financial future.

David Neihart - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 4200 West 115th Street in Leawood, Kansas, is a finance institution offering a wide range of services to meet the unique needs of individuals. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, the advisors at David Neihart are equipped to provide expert guidance on asset management, retirement planning, estate planning, investment strategies, and insurance products. Whether you are a retiree, small business owner, or high net worth client, the team at David Neihart is dedicated to helping you achieve your financial goals. With a focus on ethical practices and continued education, the advisors at David Neihart strive to provide the highest level of service to their clients.

Steven Pohle - Financial Advisor, Ameriprise Financial Services, LLC is a reputable finance institution located at 4200 West 115th Street in Leawood, Kansas, United States. With a focus on providing personalized financial advice and services, Steven Pohle helps clients navigate their financial goals and investments. Whether it's retirement planning, investment management, or wealth preservation, Steven Pohle is dedicated to helping clients achieve financial success. With a strong foundation in financial planning and a commitment to client satisfaction, Steven Pohle - Financial Advisor, Ameriprise Financial Services, LLC is a trusted partner in building a secure financial future.

Alyssa Engelman, a financial advisor at Ameriprise Financial Services, LLC, located at 4200 West 115th Street in Leawood, Kansas, offers expert financial planning and investment advice to help clients reach their financial goals. With a focus on personalized service and a commitment to helping clients secure their financial future, Alyssa Engelman is dedicated to providing comprehensive financial solutions tailored to each individual's needs. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Alyssa Engelman can help you navigate the complex world of finance with confidence and peace of mind. Contact Alyssa Engelman today to start on the path towards a secure financial future.

Brent Neihart - Financial Advisor at Ameriprise Financial Services, LLC is a trusted institution located at 4200 West 115th Street in Leawood, Kansas, United States. As a finance institution, Brent Neihart provides expert financial advice and services to help clients reach their financial goals and secure their financial future. With a focus on personalized financial planning and investment strategies, Brent Neihart is dedicated to helping clients make informed decisions and achieve financial success.

Scott Welch - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 4200 West 115th Street, Leawood, Kansas, United States. Scott Welch holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on meeting the needs of individuals, Scott Welch offers personalized financial advice and services to help clients achieve their financial goals. Whether you are a retiree, small business owner, or high net worth individual, Scott Welch can provide you with the guidance and expertise needed to navigate the complex world of finance. Contact Scott Welch - Financial Advisor, Ameriprise Financial Services, LLC today to start planning for your financial future.

Mitchell Black - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 4200 West 115th Street, Leawood, Kansas, United States. They offer a variety of certifications and designations such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. These certifications cover a wide range of financial planning topics and demonstrate the institution's commitment to providing expert advice to individuals and businesses.

Tim Wendt, a financial advisor at Ameriprise Financial Services, LLC, located at 4200 West 115th Street in Leawood, Kansas, offers personalized advice to help clients reach their financial goals. With over 125 years of experience, Ameriprise understands the importance of a trusting relationship between clients and their financial advisor. Tim Wendt is committed to setting clients up for financial success and offers complimentary initial consultations to discuss financial planning concepts. Investment products and services are available through Ameriprise Financial Services, LLC, a registered investment adviser and member of FINRA and SIPC. Tim Wendt can only conduct securities business with residents of states in which he is properly registered, as listed on FINRA's BrokerCheck website. Contact Tim Wendt today to start planning for a more confident financial future.

Park M Ulrich is a Financial Advisor at Ameriprise Financial Services, LLC located at 4200 West 115th Street, Leawood, Kansas, United States. Park M Ulrich holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate expertise in asset management, estate planning, retirement planning, investment strategies, and more. Park M Ulrich is dedicated to helping individuals with their financial needs and providing comprehensive financial planning services.

Russ Schneemeyer - UBS Financial Services Inc. is a leading financial institution located at 11150 Overbrook Road in Leawood, Kansas, United States. With a strong reputation for excellence in the finance industry, the institution offers a wide range of financial services to individuals and businesses. Whether you are looking for investment advice, retirement planning, or wealth management, the team at Russ Schneemeyer - UBS Financial Services Inc. is dedicated to helping you achieve your financial goals. Their experienced professionals provide personalized solutions tailored to your specific needs, ensuring that you receive the highest level of service and expertise. Trust Russ Schneemeyer - UBS Financial Services Inc. to help you navigate the complexities of the financial world and secure your financial future.

Tanis Sears - Financial Advisor at Ameriprise Financial Services, LLC, located at 4200 West 115th Street in Leawood, Kansas, is a recipient of the Ameriprise Ultimate Digital Excellence Award for 2023. Tanis Sears offers personalized financial services tailored to individual goals and risk tolerance. Services include investment recommendations, asset allocation, and portfolio management. Regular meetings are held to review progress, update strategies, and track goals. Clients have access to their investments and accounts from any device. To learn more and schedule a complimentary initial consultation, visit Tanis Sears at Ameriprise Financial Services, LLC. Securities are offered through Ameriprise Financial Services, LLC, Member FINRA and SIPC. Please refer to FINRA's BrokerCheck website for more information on registration in your state. Let Tanis Sears help you achieve your financial goals and secure a confident financial future.

Scott McMillen is a Financial Advisor at Ameriprise Financial Services, LLC located at 4200 West 115th Street in Leawood, Kansas, United States. Scott holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Scott is dedicated to providing expert financial advice to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. He specializes in asset management, estate planning, investment strategies, and risk management. With a strong focus on ethics and professionalism, Scott McMillen is committed to helping clients achieve their financial goals and secure their financial future.

Sky Capital Wealth Advisors - Ameriprise Financial Services, LLC is a finance institution located at 4200 West 115th Street, Leawood, Kansas, United States. They offer personalized investment and portfolio recommendations based on individual goals and risk tolerance. Regular meetings are held to review progress and update strategies as life changes. Clients can access their investments and accounts securely from any device. The institution provides a complimentary initial consultation to discuss financial goals and strategies. Ameriprise financial advisors are registered to do business in certain U.S. states. Risk tolerance is important in determining investment strategies, as all investments come with some level of risk. Ameriprise Financial Services, LLC cannot guarantee future financial results. They prioritize privacy and security, and clients agree to abide by their website rules and regulations. Clients can refer friends and family members to help them achieve their financial goals.

Vestana Ahlen - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 4200 West 115th Street, Leawood, Kansas, United States. The institution offers a wide range of certifications and designations such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These designations cover various aspects of financial planning, asset management, estate planning, and retirement planning. The institution also provides specialized training for advisors to serve military personnel and veterans. With a focus on ethics and real-world applications, Vestana Ahlen - Financial Advisor, Ameriprise Financial Services, LLC aims to provide comprehensive financial services to individuals and businesses.

Stephen Coburn is an Associate Advisor at Ameriprise Financial Services, LLC, located at 4200 West 115th Street in Leawood, Kansas, United States. He holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, retirement planning, estate planning, and investment strategies for individuals, retirees, small business owners, and high net worth clients. Stephen is committed to upholding a high standard of ethics and providing personalized financial advice to help clients achieve their financial goals.

The Neihart Financial Group - Ameriprise Financial Services, LLC is a leading financial institution located in Leawood, Kansas. Specializing in wealth management, retirement planning, investment strategies, and financial planning, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a focus on personalized service and tailored solutions, we strive to provide our clients with the guidance and support they need to secure their financial future. Visit us at 4200 West 115th Street to learn more about how we can help you navigate the complexities of the financial world.

Robert Long - UBS Financial Services Inc. is a reputable financial institution located at 11150 Overbrook Road in Leawood, Kansas, United States. Specializing in finance, they offer a wide range of services including investment management, wealth planning, retirement planning, and more. With a team of experienced professionals, they strive to provide personalized financial solutions tailored to meet the unique needs of their clients. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Robert Long - UBS Financial Services Inc. is dedicated to helping you achieve your goals.