The 30 Best Personal financial planning in Leawood, Kansas

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Michael J. Mimick, CIMA® - UBS Financial Services Inc. is a reputable financial institution located at 11150 Overbrook Road in Leawood, Kansas, United States. Specializing in providing comprehensive investment management services, the institution is led by Michael J. Mimick, a Certified Investment Management Analyst (CIMA®). With a focus on personalized financial planning and wealth management, clients can expect expert guidance and tailored solutions to help them achieve their financial goals. Trustworthy and professional, Michael J. Mimick, CIMA® - UBS Financial Services Inc. is dedicated to providing top-notch financial services to clients in the Leawood area and beyond.

MC CAW & ASSOCIATES - Ameriprise Financial Services, LLC is a finance institution located at 4200 West 115th Street, Leawood, Kansas, United States. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Clients can track their progress towards their financial goals securely from any device. The institution provides a complimentary initial consultation to discuss financial planning concepts. Ameriprise financial advisors are registered to do business in certain U.S. states. They cannot guarantee future financial results. The institution values privacy and security, with users agreeing to abide by their website rules and regulations. Clients can refer friends and family members to help them achieve their financial goals. The institution is a member of FINRA and SIPC.

Jason Carter - RBC Wealth Management Financial Advisor is a leading financial institution located at 4001 West 114th Street in Leawood, Kansas, United States. With a focus on providing top-notch financial advice and services, Jason Carter and his team specialize in helping clients achieve their financial goals and secure their financial futures. Whether you are looking to invest, plan for retirement, or protect your assets, Jason Carter - RBC Wealth Management Financial Advisor is dedicated to providing personalized solutions tailored to your unique needs. Trust in their expertise and experience to guide you towards financial success.

Chris Kulesa - RBC Wealth Management Financial Advisor is a trusted financial institution located at 4001 West 114th Street in Leawood, Kansas. As a dedicated financial advisor, Chris Kulesa provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Chris Kulesa offers comprehensive financial planning, investment strategies, and retirement planning services. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Chris Kulesa - RBC Wealth Management Financial Advisor is committed to providing expert guidance and support every step of the way.

Merrill Lynch Financial Advisor Wes Brock, located at 3401 College Boulevard, Leawood, Kansas, is part of the BG Wealth Management Group, a team of financial advisors dedicated to helping individuals and families across the United States navigate their complex financial circumstances. The team aims to simplify their clients' financial lives, instill confidence, and provide trusted advice so clients can focus on what matters most to them. The advisors at Merrill Lynch take the time to listen to their clients' unique concerns and goals, using sophisticated tools to project how their wealth may change over time under different market conditions. They work with clients to identify risks and opportunities, develop personalized wealth management strategies, and create detailed action plans to help clients achieve their financial goals.

Bob Goodwin - RBC Wealth Management Financial Advisor is a premier financial institution located at 4001 West 114th Street in Leawood, Kansas, United States. As a trusted financial advisor, Bob Goodwin provides expert guidance and personalized wealth management solutions to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Bob Goodwin offers a wide range of financial services including investment planning, retirement planning, estate planning, and more. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Bob Goodwin is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Merrill Lynch Financial Advisor Michael Mancuso, located at 3401 College Boulevard in Leawood, Kansas, offers personalized wealth management strategies tailored to your specific financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Michael can help you navigate today's changing market conditions. Committed to building strong client relationships based on trust and personalized service, Michael and his team utilize the Merrill Personal Wealth Analysis™ to create a customized plan centered around your aspirations and priorities. By understanding your unique investment personality and financial situation, they can develop a strategy to help you pursue what matters most to you. Whether you're planning for retirement, saving for a home, or passing wealth to future generations, Michael will work with you to create an approach designed to address your financial needs. With regular check-ins and adjustments as needed, the goal is to help you achieve your financial goals while managing investment risk. Let Michael Mancuso and his team at Merrill Lynch Wealth Management help you reach your financial aspirations and live your best financial life.

Midwest Market - UBS Financial Services Inc. is a leading financial institution located at 11150 Overbrook Road in Leawood, Kansas, United States. Specializing in finance, Midwest Market offers a wide range of services including investment management, wealth planning, and retirement planning. With a team of experienced financial advisors, Midwest Market is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or invest for the future, Midwest Market - UBS Financial Services Inc. is committed to providing personalized solutions tailored to your individual needs.

Merrill Lynch Financial Advisor Steve Dumsky is a reputable financial institution located at 3401 College Boulevard in Leawood, Kansas, United States. Specializing in finance, our team of experts led by Steve Dumsky provides personalized and comprehensive financial advice to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or managing your wealth, our institution is dedicated to providing top-notch financial services and guidance. Trust Merrill Lynch Financial Advisor Steve Dumsky to help you navigate the complex world of finance with confidence and success.

Valley View Financial Group Trust is a trusted institution located at 5901 College Boulevard in Leawood, Kansas. As a financial group, we offer a variety of services including ATM access and financial assistance. Our dedicated team is committed to providing top-notch financial solutions to our clients, ensuring their financial needs are met with professionalism and expertise. Visit us at Valley View Financial Group Trust for all 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.

Integrity Financial Partners is a trusted finance institution located at 4370 West 109th Street in Leawood, Kansas. Our team of experienced professionals are dedicated to providing personalized financial solutions with integrity and transparency. Whether you are looking for investment advice, retirement planning, or wealth management services, we are here to help you achieve your financial goals. Contact us today to schedule a consultation and see how Integrity Financial Partners can help secure your financial future.

The 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.

Thomas Michael Higgins, CFP - UBS Financial Services Inc. is a finance institution located at 11150 Overbrook Road in Leawood, Kansas, United States. With a focus on providing comprehensive financial planning services, Thomas Michael Higgins, CFP offers personalized investment strategies tailored to meet the individual needs and goals of their clients. With a commitment to excellence and a dedication to helping clients achieve financial success, this institution is a trusted partner in wealth management.

Hamilton Wealth Management Group - UBS Financial Services Inc. is a premier financial institution located in Leawood, Kansas. Specializing in wealth management, they offer a wide range of services to help individuals and families achieve their financial goals. With a team of experienced professionals, they provide personalized investment strategies and financial planning tailored to each client's unique needs. Located at 11150 Overbrook Road, Hamilton Wealth Management Group is dedicated to providing top-notch financial services to clients in the United States and beyond.

Amy Beery is a Registered Practice Associate at Ameriprise Financial Services, LLC, located at 4200 West 115th Street, Leawood, Kansas, United States. She offers personalized financial services tailored to your individual goals and risk tolerance. From retirement planning to major purchases, Amy provides investment recommendations and portfolio analysis to help you achieve your financial objectives. Regular meetings and progress reviews ensure that your financial strategy adapts to life changes. With secure online access, you can track your investments and goals from any device. Schedule a complimentary initial consultation to learn more about how Amy can help you reach your financial goals. Please note that securities business is conducted only with residents of states where the advisor is properly registered. Ameriprise Financial cannot guarantee future financial results. Member FINRA and SIPC.

Welcome to Alec Bartz - State Farm Insurance Agent located at 8010 State Line Road in Prairie Village, Kansas, United States. As the weather warms up in Kansas City, we are here to assist you on your insurance journey. I am Alec Bartz, your dedicated State Farm Insurance Agent, committed to protecting your dreams and aspirations. Our experienced team is ready to help customers in Prairie Village, Overland Park, Shawnee, Mission, Leawood, and Kansas City find the right policies for auto insurance, homeowners insurance, renters insurance, life insurance, and more. Visit our office today and let us guide you towards a secure and prosperous future. Our agency understands the importance of reliable auto insurance coverage and is dedicated to helping customers find the right policy for their vehicles. We also provide comprehensive home insurance coverage to protect your most valuable asset. Additionally, we are here to guide you through choosing the right life insurance policy to secure your family's financial future.

Bukaty Companies is a leading institution specializing in accounting, finance, health, and insurance services. Located at 4601 College Boulevard in Leawood, Kansas, United States, Bukaty Companies offers a wide range of financial and insurance solutions to individuals and businesses. With a team of experienced professionals, Bukaty Companies is dedicated to providing high-quality services and personalized advice to help clients achieve their financial goals and protect their assets. Whether you need help with tax preparation, retirement planning, health insurance, or risk management, Bukaty Companies is committed to delivering excellent service and expertise.

Tanner Garver is a dedicated Loan Officer at Fairway Independent Mortgage Corporation, located at 11460 Tomahawk Creek Parkway in Leawood, Kansas. With a strong background in finance and a commitment to helping clients achieve their homeownership goals, Tanner provides personalized service and expertise in mortgage lending. Whether you are a first-time homebuyer or looking to refinance, Tanner Garver is here to guide you through the loan process and find the best solution for your financial needs. Contact Tanner Garver at Fairway Independent Mortgage Corporation for a seamless and stress-free mortgage experience.

The Business Law Group is a leading business law firm located at 4901 West 136th Street, Leawood, Kansas, United States. Our institution specializes in accounting, finance, and legal services, with a team of experienced attorneys ready to assist you with all your business needs. Give us a call at (913) 225-8215 to schedule an appointment with one of our Business attorneys. We are a Kansas City-based firm dedicated to providing top-notch legal counsel to companies, entrepreneurs, and executives. Our focus is on your business goals, ensuring that we create tailored plans to help you achieve success. Whether you are a small startup or a large corporation, we are here to guide you through every stage of your business journey.

Arvest Asset Management is a renowned finance institution located at 10685 Mission Road in Leawood, Kansas, United States. With a strong reputation for providing top-notch financial services, Arvest Asset Management offers expert guidance and personalized strategies to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, the experienced team at Arvest Asset Management is dedicated to helping you navigate the complexities of the financial world with confidence and ease. Trust Arvest Asset Management to be your partner in building a secure financial future.

The First Federal Bank of Kansas City Corporate Office is a prominent financial institution located at 11550 Ash Street in Leawood, Kansas, United States. As a leading bank in the region, it offers a wide range of banking and financial services to individuals, businesses, and organizations. The corporate office serves as the central hub for strategic decision-making, financial planning, and operational management for the bank. With a commitment to excellence and customer satisfaction, the First Federal Bank of Kansas City Corporate Office is dedicated to providing high-quality financial solutions and personalized service to meet the diverse needs of its clients.

Pappas Gregory J is a reputable institution located at 4601 College Boulevard in Leawood, Kansas, United States. Specializing in providing high-quality financial services, Pappas Gregory J is known for their expertise in investment management, retirement planning, and wealth preservation. With a team of experienced professionals, they offer personalized financial solutions tailored to meet the individual needs and goals of their clients. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Pappas Gregory J is dedicated to helping you achieve financial success and security.

Farmers Insurance - Bill Pikus is a local insurance agency located at 13208 Craig Street in Overland Park, Kansas, United States. As a Farmers® agent, Bill Pikus helps customers identify the insurance coverage that best fits their needs. Whether it's auto, home, renters, business insurance, or more, Bill has the knowledge and experience to help clients in Overland Park, Leawood, Olathe, and the Kansas City Metro area. With personalized service, Bill aims to make his clients smarter about insurance and ensure they understand their coverage options. At Farmers Insurance - Bill Pikus, clients can get comprehensive coverage, collision coverage, medical payments, and more for their auto insurance needs. Homeowners can also protect their most valuable possession with home insurance from a company that has been providing insurance products for over 80 years.

Farmers Insurance - Lisa Hoskins is a local insurance agency located at 4901 West 136th Street, Leawood, Kansas, United States. As a Farmers® agent in Kansas City, Lisa Hoskins helps customers identify the insurance coverage that best fits their needs. The agency offers a range of insurance options including auto, home, renters, pet, business/commercial insurance, and more. With over 80 years of experience, Farmers Insurance provides reliable coverage for your most valuable possessions, such as your home and personal belongings. Whether you need car insurance, life insurance, renters insurance, business insurance, or recreational insurance, Lisa Hoskins can help tailor a policy to suit your unique needs and budget. Contact Farmers Insurance - Lisa Hoskins today to discuss your insurance options and secure a solid financial plan for the future.

Farmers Insurance - Matthew Meyer is an insurance agency located at 3731 West 95th Street, Overland Park, Kansas, United States. As a local Farmers® agent in Leawood, KS, Matthew Meyer has expertise in insurance coverage and holds the LUTCF and FSCP designations. He can help customers identify the best insurance coverage for their needs. Whether you need car insurance, home insurance, life insurance, renters insurance, business insurance, condo insurance, or recreational insurance, Matthew Meyer can help customize a plan for you. With over 80 years of experience, Farmers® provides reliable insurance products to protect your assets. Additionally, Matthew Meyer offers Personal Umbrella insurance policies for added coverage. Contact Matthew Meyer today to create a personalized insurance plan and secure your financial future.

Tim Thompson - State Farm Insurance Agent is an insurance agency located at 13401 Mission Road, Leawood, Kansas, United States. Tim Thompson offers customized coverage plans to help protect your family, belongings, and finances. With options for safe driving rewards, bundling discounts, and more, Tim Thompson can create a solution tailored to your needs. Whether you need auto insurance, recreational vehicle insurance, homeowners insurance, renters insurance, or life insurance, Tim Thompson can help you find the right policy. State Farm is the largest auto insurance provider in the U.S., offering a range of coverage options to fit your needs.

Mel Hawk - State Farm Insurance Agent is a local insurance agency located at 15201 West 87th Street Parkway in Lenexa, Kansas. With over 40 years of experience, Mel is dedicated to helping individuals and businesses protect their financial future through insurance products and exceptional customer service. Mel, along with his team including Alice, Brian, and Lara, are actively involved in the Lenexa and Leawood Chamber of Commerce, as well as volunteer work with the local Historical Society. At Mel Hawk - State Farm Insurance Agent, we offer a range of insurance products including life insurance, annuities, and pet insurance. We also provide information on topics such as the dangers of drunk driving, smart home monitoring, and commercial sprinkler systems for fire protection. Our goal is to empower our clients to make informed decisions to safeguard their assets and loved ones.

Northwestern Mutual is a finance and insurance agency located at 5251 West 116th Place in Leawood, Kansas, United States. With a strong reputation for providing financial planning services and insurance solutions, Northwestern Mutual is dedicated to helping individuals and families achieve their financial goals and secure their futures. Their team of experienced professionals offers personalized guidance and tailored strategies to meet the unique needs of each client. Whether you are looking for retirement planning, investment advice, or insurance coverage, Northwestern Mutual is committed to providing top-notch service and support.

ViaWealth is a premier finance institution located at 8700 State Line Road in Leawood, Kansas, United States. We specialize in providing personalized wealth management services to help our clients achieve their financial goals. Our team of experienced professionals offers a wide range of financial solutions tailored to meet the unique needs of each individual or business. Whether you are looking to grow your investments, plan for retirement, or protect your assets, ViaWealth is dedicated to helping you secure a prosperous future. Contact us today to learn more about how we can help you build and preserve your wealth.