Financial consultant near me in Mission, Kansas
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Mission Financial Planning
● ClosedMission Financial Planning is a leading finance institution located in Mission, Kansas, United States. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized planning and strategic investment management. Whether you are looking to save for retirement, grow your wealth, or plan for the future, Mission Financial Planning is here to provide expert guidance and support every step of the way. Visit us at 5410 West 61st Place to learn more about how we can help you secure your financial future.
5410 W 61st Pl Suite 100, Mission, KS 66205, United StatesAdvertisements -
Edward Jones - Financial Advisor: Julia Bartak, CFP®
● OpenEdward Jones - Financial Advisor: Julia Bartak, CFP® is a reputable finance institution located at 5820 Lamar Avenue in Mission, Kansas, United States. Julia Bartak, a Certified Financial Planner, provides personalized financial advice and services to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional customer service, Edward Jones - Financial Advisor: Julia Bartak, CFP® is dedicated to helping individuals and families make informed decisions about their finances.
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Teal Financial Services
● OpenTeal Financial Services is a leading finance institution located at 4330 Shawnee Mission Parkway in Fairway, Kansas, United States. With a focus on providing expert financial advice and personalized solutions, Teal Financial Services offers a wide range of services including wealth management, investment planning, retirement planning, and more. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Teal Financial Services is here to provide you with the guidance and support you need.
4330 Shawnee Mission Pkwy, Fairway, KS 66205, United States -
BG Wealth Management, LLC. & Safe Harbor Financial Planning Group, LLC
● ClosedBG Wealth Management, LLC. & Safe Harbor Financial Planning Group, LLC. is a renowned finance institution located at 5700 Broadmoor Street in Mission, Kansas, United States. With a team of expert financial advisors, they offer comprehensive wealth management services and personalized financial planning solutions to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, BG Wealth Management, LLC. & Safe Harbor Financial Planning Group, LLC. is dedicated to providing top-notch financial guidance and support. Contact them today to secure your financial future.
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Goodburn Financial
● OpenGoodburn Financial is a reputable finance institution located at 5800 Foxridge Drive in Mission, Kansas, United States. With a team of experienced financial experts, Goodburn Financial offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, Goodburn Financial is dedicated to providing personalized solutions tailored to your specific needs. Trust Goodburn Financial to help you secure your financial future and navigate the complexities of the financial world with confidence.
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Focal Point Financial Group
● ClosedFocal Point Financial Group is a leading finance institution located at 7301 Mission Road in Prairie Village, Kansas, United States. With a team of experienced financial professionals, Focal Point offers a wide range of financial services including investment management, retirement planning, estate planning, and insurance solutions. Clients can expect personalized and comprehensive financial guidance to help them achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or managing your investments, Focal Point Financial Group is dedicated to providing expert advice and top-notch service.
7301 Mission Rd Suite 244A, Prairie Village, KS 66208, United States -
Petrovic Financial Services
● ClosedPetrovic Financial Services is a reputable finance institution located at 4200 Somerset Drive in Prairie Village, Kansas, United States. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses, including investment management, retirement planning, and wealth management. Our mission is to help our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can assist you with your financial needs.
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LPL FINANCIAL Haddad Financial Services
● ClosedLPL Financial Haddad Financial Services is a reputable finance and insurance agency located at 8340 Mission Road in Prairie Village, Kansas, United States. With a strong focus on providing personalized financial solutions, they offer a wide range of services to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance coverage, their team of experienced professionals is dedicated to helping you navigate the complexities of the financial world. Trust LPL Financial Haddad Financial Services to provide you with expert guidance and support for all your financial needs.
8340 Mission Rd #205, Prairie Village, KS 66206, United States -
Weaver Financial
● ClosedWeaver Financial is a reputable finance institution located at 5410 West 61st Place in Mission, Kansas, United States. With a team of experienced professionals, Weaver Financial provides a wide range of financial services to individuals and businesses. Whether you are looking for investment advice, retirement planning, or assistance with loans and mortgages, Weaver Financial is dedicated to helping you achieve your financial goals. Trust Weaver Financial for expert guidance and personalized solutions to meet your financial needs.
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True Peace Financial Solutions
● ClosedTrue Peace Financial Solutions is a finance institution located at 7450 West 130th Street in Overland Park, Kansas. Our mission is to provide individuals and businesses with comprehensive financial solutions to help them achieve true peace of mind. Whether you need assistance with budgeting, investing, retirement planning, or any other financial matter, our team of experienced professionals is here to help. We prioritize transparency, integrity, and personalized service to ensure that our clients receive the best possible guidance and support. Contact True Peace Financial Solutions today to start your journey towards financial security and peace of mind.
7450 W 130th St #215, Overland Park, KS 66213, United StatesAdvertisements -
Merrill Lynch Financial Advisor Amber Griffis
● ClosedMerrill Lynch Financial Advisor Amber Griffis is a finance institution located at 3401 College Boulevard, Leawood, Kansas, United States. Managing your wealth begins with a deep understanding of your full financial picture, and Amber Griffis can help create a flexible strategy tailored to your needs. With access to the investment insights of Merrill and the banking solutions of Bank of America, she can help you pursue your goals through personalized wealth management strategies. Amber is dedicated to participating in the community and volunteering with local organizations. The Merrill Personal Wealth Analysis™ can help build a personalized plan centered on your goals. By getting to know you and your family, Amber can help you make investment decisions that align with your aspirations. With tools to track changes in your life and goals, she can ensure your financial approach stays relevant. Amber believes in a personalized approach that helps you pursue your goals, whether it's planning for retirement, buying a home, or passing wealth to future generations. By understanding your investment personality through an assessment, she can customize a financial approach to align with your priorities. Amber's mission is to understand your needs and help you design a plan to achieve your financial goals. Regular check-ins and adjustments to your financial approach can help you stay on track. With a focus on personalized investment strategies and comprehensive financial solutions, Amber Griffis is dedicated to helping you reach your goals and live your best financial life.
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Parker Financial Group, Inc.
● ClosedParker Financial Group, Inc. is a finance and insurance agency located at 9200 Indian Creek Parkway in Overland Park, Kansas, United States. As a family-owned and operated business, our mission is to provide financial peace of mind to you and your family. We take a personalized approach to financial planning, getting to know you and your goals so that we can work together to achieve them. Our team of educators turned financial planners believe in educating our clients about their financial plan, ensuring that they understand and feel confident in the decisions being made. We build long-term relationships with our clients, guiding them through life's milestones and continuously shaping their financial picture. With a focus on personalized financial planning and investment management, we work to construct the picture you envision for your future. At Parker Financial Group, your interests always come first.
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Edward Jones - Financial Advisor: Brad Zinn, AAMS™
● ClosedEdward Jones - Financial Advisor: Brad Zinn, AAMS™ is a finance institution located at 4400 Shawnee Mission Parkway in Fairway, Kansas, United States. Brad Zinn, a knowledgeable and experienced financial advisor, is dedicated to helping clients achieve their financial goals. With the Accredited Asset Management Specialist™ designation, Brad offers personalized financial planning and investment strategies tailored to each client's unique needs. Whether you are planning for retirement, saving for college, or building wealth, Brad Zinn and the team at Edward Jones are committed to providing exceptional service and guidance to help you secure a strong financial future.
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Edward Jones - Financial Advisor: Steve Anderson, AAMS™
● ClosedEdward Jones - Financial Advisor: Steve Anderson, AAMS™ is a reputable financial institution located at 5800 Foxridge Drive in Mission, Kansas, United States. Steve Anderson, an Accredited Asset Management Specialist, is dedicated to providing personalized financial advice and investment solutions to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones offers a wide range of financial services including retirement planning, wealth management, and investment strategies. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Steve Anderson and the team at Edward Jones are committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
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Edward Jones - Financial Advisor: Andrew Mitchell, CFP®|CEPA®|CRPC™
● ClosedEdward Jones - Financial Advisor: Andrew Mitchell, CFP®|CEPA®|CRPC™ is a reputable financial institution located at 10820 Shawnee Mission Parkway in Shawnee, Kansas, United States. With a team led by Andrew Mitchell, who holds certifications as a Certified Financial Planner (CFP®), Certified Exit Planning Advisor (CEPA®), and Chartered Retirement Planning Counselor (CRPC™), clients can expect expert advice and personalized financial planning services. Whether you are looking to build wealth, plan for retirement, or manage your investments, Edward Jones - Financial Advisor: Andrew Mitchell is dedicated to helping you achieve your financial goals.
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Edward Jones - Financial Advisor: Nickolas J Wilson, CFP®|AAMS™
● ClosedEdward Jones - Financial Advisor: Nickolas J Wilson, CFP®|AAMS™ is a reputable financial institution located at 6901 Shawnee Mission Parkway in Overland Park, Kansas. As a Certified Financial Planner and Accredited Asset Management Specialist, Nickolas J Wilson offers expert financial advice and personalized investment solutions to help clients achieve their financial goals. With a commitment to providing exceptional customer service and a comprehensive approach to financial planning, Edward Jones is a trusted partner for individuals and families seeking to secure their financial future. Visit us today to learn more about our services and how we can help you plan for a secure financial future.
6901 Shawnee Mission Pkwy Ste 115, Overland Park, KS 66202, United StatesAdvertisements -
Edward Jones - Financial Advisor: Matthew Heitmann, CFP®|CRPC™
● ClosedEdward Jones - Financial Advisor Matthew Heitmann, CFP®|CRPC™ is a reputable financial institution located at 6950 Squibb Road in Mission, Kansas, United States. With Matthew Heitmann at the helm, clients can expect personalized financial planning services tailored to their individual needs and goals. As a Certified Financial Planner and Chartered Retirement Planning Counselor, Matthew Heitmann brings a wealth of knowledge and expertise to help clients navigate their financial journey with confidence. Whether you are planning for retirement, saving for a major life event, or looking to grow your wealth, Edward Jones is committed to providing top-notch financial advice and guidance every step of the way.
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Edward Jones - Financial Advisor: Lance K Burnside
● ClosedEdward Jones - Financial Advisor: Lance K Burnside is a reputable financial institution located at 10820 Shawnee Mission Parkway in Shawnee, Kansas. As a trusted advisor, Lance K Burnside offers personalized financial services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and transparency, Edward Jones provides comprehensive financial planning, investment strategies, retirement planning, and more. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Lance K Burnside and his team are dedicated to providing expert guidance and support every step of the way. Visit their office today to start planning for a secure financial future.
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Edward Jones - Financial Advisor: Eric R Schmitt
● ClosedEdward Jones - Financial Advisor: Eric R Schmitt is a trusted financial institution located at 10820 Shawnee Mission Parkway in Shawnee, Kansas, United States. Specializing in providing personalized financial planning services, Eric R Schmitt is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Eric R Schmitt offers a wide range of financial services including investment planning, retirement planning, and wealth management. Contact Eric R Schmitt today to start planning for a secure financial future.
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Edward Jones - Financial Advisor: Brad J Richardson
● OpenEdward Jones - Financial Advisor: Brad J Richardson is a leading financial institution located at 4400 Shawnee Mission Parkway in Fairway, Kansas, United States. As a trusted financial advisor, Brad J Richardson offers personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored financial solutions, Edward Jones is committed to helping individuals and families secure their financial futures. Contact Brad J Richardson today to start planning for a secure financial future.
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Edward Jones - Financial Advisor: Shawn D Creger, AAMS™
● ClosedEdward Jones - Financial Advisor Shawn D Creger, AAMS™ is a trusted financial institution located at 7301 Mission Road in Prairie Village, Kansas. With a focus on personalized service and comprehensive financial planning, Shawn D Creger, AAMS™ helps clients achieve their financial goals and secure their financial future. Whether you are looking to invest, plan for retirement, or save for your children's education, Shawn D Creger, AAMS™ can provide expert guidance and tailored solutions to meet your needs. Contact us today to schedule a consultation and take the first step towards financial success.
7301 Mission Rd Bldg B Ste 250, Prairie Village, KS 66208, United States -
Edward Jones - Financial Advisor: Alessandra Graber, ChFC®
● ClosedEdward Jones - Financial Advisor: Alessandra Graber, ChFC® is a trusted financial institution located at 7301 Mission Road in Prairie Village, Kansas, United States. With Alessandra Graber's expertise and ChFC® designation, clients can expect personalized financial advice and solutions to help them achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, Alessandra Graber and Edward Jones are dedicated to providing exceptional service and guidance to help you secure your financial future.
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Edward Jones - Financial Advisor: Nolan O Lasiter
● OpenEdward Jones - Financial Advisor: Nolan O Lasiter is a reputable finance institution located at 10820 Shawnee Mission Parkway in Shawnee, Kansas, United States. As a trusted financial advisor, Nolan O Lasiter provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Nolan O Lasiter is dedicated to providing expert guidance and support to clients seeking to secure their financial future.
10820 Shawnee Mission Pkwy #201, Shawnee, KS 66203, United States -
American Express Financial
● OpenAmerican Express Financial is a renowned finance institution located at 11225 College Boulevard in Overland Park, Kansas, United States. With a strong reputation for providing top-notch financial services, American Express Financial offers a wide range of financial products to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or managing your wealth, the experts at American Express Financial are dedicated to providing you with personalized solutions tailored to your specific needs. Trust in American Express Financial for all your financial needs and experience the difference of working with a trusted and reliable institution.
Shawnee Mission, 11225 College Blvd, Overland Park, KS 66210, United States -
Mission Tax LLC
● ClosedMission Tax LLC is a reputable accounting and finance institution located in Mission, Kansas. Our team of experienced professionals is dedicated to providing top-notch tax services to individuals and businesses in the area. Whether you need help with tax preparation, planning, or filing, we are here to assist you every step of the way. Trust Mission Tax LLC to handle all of your financial needs with precision and expertise. Visit us at 6005 Johnson Drive to learn more about how we can help you achieve your financial goals.
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Dowell Tax Consulting LLC
● ClosedDowell Tax Consulting LLC is a reputable accounting and finance institution located at 4400 Shawnee Mission Parkway in Fairway, Kansas, United States. With a team of experienced professionals, we provide expert tax consulting services to individuals and businesses. Our services include tax planning, preparation, and compliance to ensure our clients maximize their financial efficiency and minimize their tax liabilities. Trust Dowell Tax Consulting LLC for all your accounting and finance needs.
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Isaac Financial Services Inc
● ClosedIsaac Financial Services Inc, located at 13111 East 21st Street North, Wichita, Kansas, United States, is a finance institution dedicated to helping clients achieve their dreams through comprehensive financial and wealth planning. With over 60 years of combined professional experience, the firm offers services such as asset management, retirement planning, risk management, and education planning. President and Founder Rick Isaac, a former CPA with a master's degree in Taxation and Accountancy, leads the team in providing personalized client service and acting in accordance with a fiduciary standard. The team also includes Craig and Becky, who bring years of experience and expertise in financial planning and client service.
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The Sabaugh Group - UBS Financial Services Inc.
● OpenThe Sabaugh Group - UBS Financial Services Inc. is a leading finance institution located at 11150 Overbrook Road in Leawood, Kansas, United States. With a team of experienced financial advisors, they provide a wide range of services including wealth management, investment planning, retirement planning, and more. Their mission is to help clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth or plan for retirement, The Sabaugh Group - UBS Financial Services Inc. is dedicated to providing personalized financial solutions tailored to your individual needs.
One Hallbrook Place, 11150 Overbrook Rd Suite 300, Leawood, KS 66211, United StatesAdvertisements -
Merrill Lynch Financial Advisor Gabriel Parham
● ClosedMerrill Lynch Financial Advisor Gabriel Parham is a prestigious finance institution located at 2959 North Rock Road, Wichita, Kansas, United States. Our team of talented and experienced individuals is dedicated to providing exemplary client service, supported by the global resources of Merrill. We prioritize building strong client relationships based on trust and personalized service. Our approach to investing is centered around understanding you as an individual, your family, goals, and priorities. We take the time to get to know you and customize a financial plan that reflects your unique needs. As an investor, you can benefit from the investment insights of Merrill, along with access to trust and fiduciary services from Bank of America Private Bank and credit and lending solutions from Bank of America. Our mission is to help you achieve your financial goals while managing investment risk. We offer personalized investment strategies tailored to your needs and priorities, ensuring that you stay on track regardless of market fluctuations. Let's work together to help you live your best financial life.
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Brian Tatum - State Farm Insurance Agent
● ClosedBrian Tatum - State Farm Insurance Agent is a trusted insurance agency located at 116 South Ozark Street in Girard, Kansas, United States. Born and raised in small town USA, Brian Tatum has a strong work ethic that he developed from a young age. With a background in managing a local family-owned business, Brian has now fulfilled his dream of becoming a State Farm agent. At Brian Tatum - State Farm Insurance Agent, the team's mission is to help people manage risks, recover from the unexpected, and realize their dreams. They offer a range of insurance and financial services to meet the needs of their customers, including life insurance, annuities, and more. Whether you're downsizing for retirement or looking to save money, their team is dedicated to providing excellent service and resources to help you make informed decisions.
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