Independent financial advisor near me in Leawood, Kansas

Goostree Financial Group is a reputable finance institution located at 11414 Granada Court in Leawood, Kansas. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses in the United States. We offer a wide range of financial solutions including investment advice, retirement planning, insurance services, and more. At Goostree Financial Group, we prioritize our clients' financial goals and work diligently to help them achieve financial success. Contact us today to learn more about how we can assist you with your financial needs.

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.

Erin Heckard: Primerica - Financial Services is a reputable finance and insurance agency located at 4901 West 136th Street in Leawood, Kansas. With a focus on providing top-notch financial services to clients, Erin Heckard and her team at Primerica are dedicated to helping individuals and families achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance coverage, Erin Heckard: Primerica - Financial Services is committed to providing personalized solutions tailored to your specific needs. Visit their office today to start securing your financial future.

Terrance Wood - RBC Wealth Management Financial Advisor is a reputable financial institution located at 4001 West 114th Street in Leawood, Kansas. As a trusted financial advisor, Terrance Wood provides personalized wealth management services to clients seeking expert guidance in managing their finances and investments. With a focus on building long-term relationships and delivering tailored financial solutions, Terrance Wood helps clients achieve their financial goals and secure their financial future. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Terrance Wood - RBC Wealth Management Financial Advisor is dedicated to providing you with comprehensive financial planning and investment strategies to help you succeed.

Normandy Investment Advisors is a leading finance institution located at 12728 State Line Road in Leawood, Kansas, United States. Specializing in providing expert investment advice and financial planning services, Normandy Investment Advisors is dedicated to helping clients achieve their financial goals and secure their financial future. With a team of experienced professionals and a commitment to personalized service, Normandy Investment Advisors is a trusted partner for individuals and businesses looking to grow and protect their wealth.

Merrill Lynch Financial Advisor Brian Blick is a finance institution located at 3401 College Boulevard, Leawood, Kansas, United States. We provide exceptional service and comprehensive solutions tailored to our clients' financial needs, taking into account factors such as risk tolerance, time horizon, and overall investment goals. Our team utilizes a cross-functional approach to wealth management, bringing together a multi-generational team with diverse skills and experiences to benefit clients of all ages. We believe in building strong client relationships based on trust and personalized service. Our process begins with a detailed assessment of your financial situation and discussions about your goals and priorities. We then design and implement a wealth management strategy to help you pursue your financial objectives while navigating the complexities that may arise.

Merrill 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.

Financial Avenues LLC is a finance institution located at 4701 College Boulevard in Leawood, Kansas, United States. Specializing in providing a wide range of financial services, including investment management, retirement planning, and wealth management, Financial Avenues LLC is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to personalized service, clients can trust Financial Avenues LLC to provide expert guidance and support in navigating the complex world of finance.

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.

Edward Jones - Financial Advisor: Mark Barone, CFP®|AAMS™|CRPC™ is a trusted financial institution located at 11111 Nall Avenue in Leawood, Kansas, United States. Mark Barone, a certified financial planner, offers personalized financial advice and investment services to help clients achieve their financial goals. With expertise in areas such as retirement planning, asset management, and wealth preservation, Mark Barone is dedicated to providing clients with comprehensive financial solutions tailored to their individual needs. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Edward Jones - Financial Advisor: Mark Barone is committed to helping you navigate the complexities of the financial world and secure your financial future.

Edward Jones - Financial Advisor: Taylor Coker, AAMS™ is a reputable financial institution located at 8700 State Line Road in Leawood, Kansas. As a trusted financial advisor, Taylor Coker, AAMS™ provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored investment strategies, Edward Jones is committed to helping clients navigate the complexities of the financial market. Whether you are planning for retirement, saving for college, or investing for the future, Taylor Coker, AAMS™ and the team at Edward Jones are dedicated to helping you secure your financial future.

Edward Jones - Financial Advisor: Shane Clarke is a renowned finance institution located at 8900 State Line Road in Leawood, Kansas, United States. With a focus on providing personalized financial advice and services, Shane Clarke and his team at Edward Jones are dedicated to helping clients achieve their financial goals. Whether you are looking to plan for retirement, save for your children's education, or grow your investments, Edward Jones - Financial Advisor: Shane Clarke is committed to providing expert guidance and support every step of the way. Visit their office today to start building a secure financial future.

Lynch Financial Advisor Mark G Munsen is a prestigious finance institution located at 3401 College Boulevard, Leawood, Kansas, United States. Recognized for excellence in client service, Merrill Lynch is proud of their advisors who have received accolades from financial industry publications and Bank of America Corporation. With a team of talented and experienced individuals, Merrill Lynch provides personalized wealth management strategies supported by the global resources of Merrill and the banking solutions of Bank of America. The institution focuses on building strong client relationships based on trust and personalized service, helping clients pursue their financial goals through a deep understanding of their full financial picture. Through the Investment Personality Assessment and Merrill Personal Wealth Analysis™, Merrill Lynch works to create customized financial approaches that align with the client's goals and priorities. With a commitment to understanding each client's unique needs and providing comprehensive financial solutions, Merrill Lynch aims to help clients achieve their financial goals and navigate the complexities of their financial lives.

Robert Burks - RBC Wealth Management Financial Advisor is a prestigious financial institution located at 4001 West 114th Street in Leawood, Kansas, United States. As a trusted advisor, Robert Burks provides expert financial planning and investment services to help clients achieve their financial goals. With a focus on personalized service and a commitment to excellence, Robert Burks - RBC Wealth Management Financial Advisor is dedicated to helping individuals and families build and protect their wealth for the future.

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.

Todd Haynes - RBC Wealth Management Financial Advisor is a reputable financial institution located at 4001 West 114th Street in Leawood, Kansas. As a trusted financial advisor, Todd Haynes provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and providing expert financial advice, Todd Haynes - RBC Wealth Management is dedicated to helping clients navigate the complexities of the financial world and secure their 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.

Merrill Lynch Financial Advisor David Klinginsmith is a leading financial institution located at 3401 College Boulevard in Leawood, Kansas, United States. Specializing in finance, this institution offers expert guidance and personalized financial planning services to help clients achieve their financial goals. With a focus on integrity and professionalism, Merrill Lynch Financial Advisor David Klinginsmith is dedicated to providing top-notch financial advice and investment strategies to individuals and businesses alike. Visit this institution for trusted financial solutions and unparalleled customer service.

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.

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.

Merrill Lynch Financial Advisor Richard J Homuth is a trusted financial institution located at 3401 College Boulevard in Leawood, Kansas, United States. Specializing in finance, they offer expert advice and personalized solutions to help clients achieve their financial goals. With a focus on integrity and professionalism, Merrill Lynch Financial Advisor Richard J Homuth is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you are looking to invest, save for the future, or plan for retirement, their team of experienced advisors is ready to assist you every step of the way.

Merrill Lynch Financial Advisor Jerod Bray is a reputable finance institution located at 3401 College Boulevard in Leawood, Kansas, United States. With a focus on providing expert financial advice and services, Jerod Bray and his team are dedicated to helping clients achieve their financial goals and secure their financial future. With a strong track record of success and a commitment to personalized service, Merrill Lynch Financial Advisor Jerod Bray is a trusted partner for individuals and businesses looking to navigate the complexities of the financial world.

Merrill Lynch Financial Advisor Michael Homuth is a leading financial institution located at 3401 College Boulevard in Leawood, Kansas, United States. Specializing in finance, they offer expert advice and services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, they provide personalized financial planning, investment strategies, and wealth management solutions tailored to each client's unique needs. Trust Merrill Lynch Financial Advisor Michael Homuth to guide you towards a secure and prosperous financial future.

Brynn Morris - RBC Wealth Management Financial Advisor is a finance institution located at 4001 West 114th Street in Leawood, Kansas, United States. As a trusted financial advisor, Brynn Morris provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and providing comprehensive financial planning, Brynn Morris offers expertise in investment management, retirement planning, estate planning, and more. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Brynn Morris is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Brian Zimmerman - RBC Wealth Management Financial Advisor is a premier financial institution located in Leawood, Kansas. As a trusted advisor, Brian Zimmerman provides comprehensive wealth management services to help clients achieve their financial goals. With a focus on personalized service and expert advice, clients can trust in Brian Zimmerman to provide tailored solutions to meet their unique needs. Whether clients are planning for retirement, saving for a major purchase, or investing for the future, Brian Zimmerman is dedicated to helping clients make informed decisions and build a secure financial future. Visit Brian Zimmerman - RBC Wealth Management Financial Advisor at 4001 West 114th Street to start planning for a brighter financial future today.