TOP 10 Best financial services for families in Independence, Missouri
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Edward Jones - Financial Advisor: Jared C Straton, AAMS™
● OpenEdward Jones - Financial Advisor: Jared C Straton, AAMS™ is a reputable institution located at 605 South Main Street in Sikeston, Missouri, United States. Specializing in finance, Jared C Straton, AAMS™ offers expert financial advice and guidance to help individuals reach their financial goals. With a focus on personalized service and a commitment to excellence, clients can trust in the expertise and professionalism of this institution. Whether you are planning for retirement, investing for the future, or seeking financial planning services, Edward Jones - Financial Advisor: Jared C Straton, AAMS™ is dedicated to providing top-notch financial solutions tailored to your specific needs.
605 S Main St, Sikeston, MO 63801, United States -
Edward Jones - Financial Advisor: Terry G Godwin
● ClosedEdward Jones - Financial Advisor: Terry G Godwin is a trusted financial institution located at 1749 Independence Street in Cape Girardeau, Missouri. Specializing in financial planning and investment services, Terry G Godwin and his team provide personalized advice and guidance to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones is committed to helping individuals and families secure their financial future. Contact Terry G Godwin today to start planning for a more secure tomorrow.
Independence Square, 1749 Independence St Suite I, Cape Girardeau, MO 63703, United States -
AAA Independence Insurance and Member Services
● ClosedAAA Independence Insurance and Member Services is a reputable institution located at 19210 East 39th Street South in Independence, Missouri, United States. As a finance, insurance, and travel agency, we provide comprehensive insurance coverage and exceptional member services to our clients. Our team of experienced professionals is dedicated to helping individuals and families protect their assets and plan for their financial future. Whether you need auto, home, life, or travel insurance, AAA Independence Insurance and Member Services is here to provide you with personalized solutions and excellent customer service. Visit us today to learn more about how we can assist you with all of your insurance and financial needs.
19210 East 39th St S Suite B, Independence, MO 64057, United States -
Brent Lilly Agency Inc American Family Insurance
● ClosedBrent Lilly Agency Inc American Family Insurance is a reputable insurance agency located at 19049 East Valley View Parkway in Independence, Missouri, United States. With a dedicated team of professionals, they offer a wide range of insurance products and services to protect you and your family's financial well-being. Whether you are looking for auto, home, life, or business insurance, they are committed to providing personalized solutions to meet your specific needs. Trust Brent Lilly Agency Inc American Family Insurance to provide you with peace of mind and security for the future.
19049 E Valley View Pkwy ste f, Independence, MO 64055, United States -
Wise Choices Financial, LLC
● ClosedWise Choices Financial, LLC is an insurance agency located at 4731 South Cochise Drive in Independence, Missouri, United States. Our mission is to empower individuals and families to make wise financial decisions through education and personalized guidance. We specialize in providing financial peace of mind and protection for your most valuable assets. Our team is dedicated to putting you at the center of everything we do to ensure you and your loved ones are protected. We offer a range of services including life insurance, estate planning, and retirement planning. Our President, Mark Squires, has been appointed to a leadership position with The National Association of Insurance and Financial Advisors Missouri Chapter, showcasing our commitment to excellence in the industry.
4731 S Cochise Dr Ste 202, Independence, MO 64055, United States -
At Home Independence
● ClosedAt Home Independence Quality Home Care LLC, located at 216 West Cherry Street in Nevada, Missouri, is a trusted health institution that provides reliable and affordable home care services to clients in many counties. We understand the challenges of trusting the care of your loved one to someone else, which is why we offer personalized attention for all your health-related needs. Our dedicated team of primary care attendants and case managers will work with you and your doctor to create a personalized home health plan that is convenient and beneficial for you. Whether you require daily health-related attention or consumer-directed care, we have you covered. Additionally, we offer the opportunity for family members to get paid to provide valuable care to their loved ones, easing the financial burden of caregiving. At At Home Independence, we believe in providing quality care that allows you to have peace of mind knowing your loved ones are in good hands.
216 W Cherry St, Nevada, MO 64772, United States -
Joplin Area Habitat For Humanity
● ClosedJoplin Area Habitat for Humanity is a non-profit organization dedicated to providing safe and affordable housing for families in need in the Joplin, Missouri area. Located at 5201 North Main Street Road, the institution works to build and repair homes, as well as provide financial education and support services to help families achieve stability and independence. With the help of volunteers and community partners, Joplin Area Habitat for Humanity is making a positive impact on the lives of families in the region.
5201 N Main St Rd, Joplin, MO 64801, United States -
Michael M. Quarles Owner: Financial Longevity Advisory LLC
● ClosedLocated at 6300 North Revere Drive in Kansas City, Missouri, Financial Longevity Advisory LLC is owned by Michael M. Quarles. Specializing in finance and insurance services, our institution is dedicated to helping clients plan for a secure financial future that encompasses health, family, and social aspects of aging. Women face unique challenges when it comes to retirement planning, and we aim to empower them for financial success. Our team helps clients understand their Social Security benefits and develop personalized strategies for maximizing their retirement income.
6300 N Revere Dr #225, Kansas City, MO 64151, United States -
Williams Financial Group
● ClosedWilliams Financial Group is a finance institution located at 800 East 101st Terrace in Kansas City, Missouri, United States. Our team can help you create informed financial strategies that give you confidence as you pursue your goals, especially when it comes to planning for retirement. By using our Financial Blueprint process, we will examine your current financial situation and determine your retirement needs, providing you with a custom strategy to help you reach your unique retirement goals. In our founders George and Stacia's new book, "Faith, Family, Finance: Your Blueprint to a Successful Retirement," you will find valuable insights and wisdom on financial planning for retirement. We also offer free downloads of a chapter from the book on our website.
800 E 101st Terrace #210, Kansas City, MO 64131, United States -
Edward Jones - Financial Advisor: Chris Thiele
● ClosedEdward Jones - Financial Advisor: Chris Thiele is a trusted financial institution located at 3151 Route 291 in Independence, Missouri. As a dedicated financial advisor, Chris Thiele provides personalized investment advice and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing exceptional customer service, Edward Jones - Financial Advisor: Chris Thiele is committed to helping individuals and families secure their financial future. Whether you are planning for retirement, saving for college, or investing for the future, Chris Thiele is here to help you navigate the complex world of finance and make informed decisions. Contact Edward Jones - Financial Advisor: Chris Thiele today to schedule a consultation and take the first step towards a brighter financial future.
3151 Rte 291 Suite C, Independence, MO 64057, United States -
Edward Jones - Financial Advisor: Andrea N McMillin
● ClosedEdward Jones - Financial Advisor: Andrea N McMillin is a reputable finance institution located at 4911 South Arrowhead Drive in Independence, Missouri, United States. Andrea N McMillin is a dedicated and experienced financial advisor who provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Andrea N McMillin offers comprehensive financial guidance to individuals, families, and businesses. Whether you are planning for retirement, saving for education, or looking to grow your wealth, Edward Jones - Financial Advisor: Andrea N McMillin is committed to helping you secure a stable financial future.
4911 S Arrowhead Dr Ste 350, Independence, MO 64055, United States -
Edward Jones - Financial Advisor: Michael R Rowe, AAMS™
● ClosedEdward Jones - Financial Advisor: Michael R Rowe, AAMS™ is a reputable finance institution located at 4721 South Cliff Avenue in Independence, Missouri, United States. Michael R Rowe, a certified Accredited Asset Management Specialist (AAMS™), provides expert financial advice and services to help clients achieve their financial goals. With a focus on personalized and tailored solutions, Edward Jones - Financial Advisor: Michael R Rowe, AAMS™ is dedicated to helping individuals and families navigate the complexities of financial planning and investment management. Visit their office today to start planning for a secure financial future.
4721 S Cliff Ave Ste 204, Independence, MO 64055, United States -
LTC Financial Partners
● ClosedLTC Financial Partners is a leading finance, health, and insurance agency located in Independence, Missouri. Our team of experts is dedicated to helping individuals and families plan for their long-term care needs. With a focus on providing personalized solutions, we strive to ensure our clients have the financial security and peace of mind they deserve. Visit us at 19401 East US Highway 40 to learn more about our services and how we can help you prepare for the future.
19401 E US Hwy 40 #145, Independence, MO 64055, United States -
Edward Jones - Financial Advisor: Drew Hammer
● ClosedEdward Jones - Financial Advisor: Drew Hammer is a reputable financial institution located at 4731 South Cochise Drive in Independence, Missouri, United States. Specializing in providing personalized financial advice and services, Drew Hammer and his team are dedicated to helping clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones is committed to providing top-notch financial guidance and support to individuals and families. Whether you are planning for retirement, saving for your child's education, or looking to invest for the future, Drew Hammer and his team are here to help you navigate the complex world of finance with confidence and peace of mind.
4731 S Cochise Dr Ste 210, Independence, MO 64055, United States -
CoxHealth Branson-Taney County Therapy Services
● OpenCoxHealth Branson-Taney County Therapy Services, located at 121 Cahill Road in Branson, Missouri, is a health institution offering a variety of therapy services. From physical therapy to occupational therapy and speech therapy, our team is dedicated to helping you regain your strength and independence. Our outpatient therapy services cater to individuals of all ages, including specialized services for hand injuries, children, and driving skills. We also provide therapy sessions tailored to children with physical, social, or daily living challenges. Our therapists are trained to assist patients with communication, hearing, cognitive, and swallowing disorders, helping them achieve their maximum potential. Additionally, our warm water therapy sessions offer low impact exercise to improve strength, flexibility, and coordination.
121 Cahill Rd Suite 101, Branson, MO 65616, United States -
Leonard Bowers - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedLeonard Bowers, a Financial Advisor at Ameriprise Financial Services, LLC, located at 14755 North Outer 40 Road in Chesterfield, Missouri, is dedicated to helping clients achieve their financial goals. With a focus on individualized investment strategies and portfolio recommendations, Leonard works closely with clients to understand their goals and risk tolerance. Regular meetings are held to review progress, update strategies as needed, and track overall financial growth. Clients have the ability to access their investments and accounts from any device, securely and conveniently. Leonard offers complimentary initial consultations to new clients, providing an overview of financial planning concepts and discussing how he can help them build a more confident financial future.
14755 N Outer 40 Rd #500, Chesterfield, MO 63017, United States -
Edward Jones - Financial Advisor: Jeff Anderson, CFP®|AAMS™
● ClosedEdward Jones - Financial Advisor: Jeff Anderson, CFP®|AAMS™ is a reputable financial institution located at 10017 Watson Road in St. Louis, Missouri, United States. Jeff Anderson, a Certified Financial Planner and Accredited Asset Management Specialist, provides expert financial advice and services to help clients achieve their financial goals. With a focus on personalized financial planning and investment strategies, Edward Jones is dedicated to helping individuals and families secure their financial future. Visit us today to learn more about our comprehensive financial services.
10017 Watson Rd, St. Louis, MO 63126, United States -
Duncan Financial Management, Inc
● ClosedDuncan Financial Management, Inc. is a finance institution located at 10820 Sunset Office Drive in St. Louis, Missouri, United States. With 36 years of experience in the financial services industry, Jeff Duncan provides clients with a weekly update on how changes in the world of finance may impact their financial future. The DFM Path™ offers real answers to retirement questions and helps individuals take control of their financial future. The institution offers resources such as eBooks and guides on topics like fixed index annuities. Duncan Financial Management is an independent firm that helps individuals create retirement strategies tailored to their needs and objectives. It is important to note that investing involves risk and guarantees provided by insurance products are backed by the financial strength of the issuing insurance carrier. The information provided on the website is for informational purposes only and should not be used as the sole basis for financial decisions. Contact Duncan Financial Management for personalized financial guidance and stay informed on recent financial topics that could impact your situation.
10820 Sunset Office Dr #210, St. Louis, MO 63127, United States -
Edward Jones - Financial Advisor: Bryan M O'Dell
● OpenEdward Jones - Financial Advisor: Bryan M O'Dell is a reputable finance institution located at 20 Allen Avenue in Webster Groves, Missouri, United States. Bryan M O'Dell is a skilled and experienced financial advisor who is dedicated to helping clients achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, Bryan M O'Dell can provide personalized financial advice and guidance to help you make informed decisions. With a commitment to excellence and a focus on building long-term relationships, Edward Jones - Financial Advisor: Bryan M O'Dell is a trusted partner in helping individuals and families secure their financial futures.
20 Allen Ave Suite 320, Webster Groves, MO 63119, United States -
Merrill Lynch Financial Advisor Vicky Vogel-Iturri
● ClosedMerrill Lynch Financial Advisor Vicky Vogel-Iturri is a second-generation wealth management practice located at 7676 Forsyth Boulevard in Clayton, Missouri. Vicky is a CERTIFIED FINANCIAL PLANNER™ professional with nearly two decades of experience, specializing in creating customized retirement income strategies for multigenerational families. She is dedicated to serving as a trusted family advisor, helping clients navigate complex life transitions and pass on wealth to heirs seamlessly through estate planning. Vicky is passionate about empowering women in finance and has been running women-only seminars since 2011. Vicky's team includes talented individuals committed to building strong client relationships based on trust and personalized service. Debbie Lato, a Registered Senior Wealth Management Client Associate with over 35 years of industry experience, assists Vicky with account administration and client services. Together, they provide personalized financial planning centered on clients' goals and priorities.
7676 Forsyth Blvd, Clayton, MO 63105, United States -
Alex Ottinger - Financial Advisor, Ameriprise Financial Services, LLC
● OpenAlex Ottinger - Financial Advisor, Ameriprise Financial Services, LLC Welcome to Alex Ottinger - Financial Advisor, your trusted partner in achieving financial success. Located at 5377 State Route N, Cottleville, Missouri 63304, we are committed to providing comprehensive financial planning services tailored to meet the unique needs of our clients.
5377 State Route N, Cottleville, Missouri 63304, United States -
Cape Mortuary Service, LLC
● OpenWelcome to Cape Mortuary Service, LLC, a compassionate and professional funeral home dedicated to serving the Cape Girardeau community and its surrounding areas. Located at 1537 Independence Street, Cape Girardeau, Missouri, our family-owned and operated business is committed to providing dignified and respectful services to honor your loved ones. At Cape Mortuary Service, we understand that saying goodbye is a deeply personal and emotional experience. Our caring and experienced staff are here to support you every step of the way, offering a range of customized services to meet your specific needs and wishes. Whether you are planning a traditional funeral, a memorial service, or a celebration of life, we are here to guide you through the process with empathy and professionalism.
1537 Independence Street, Cape Girardeau, Missouri 63703, United States -
On-Line Taxes Inc
● ClosedOn-Line Taxes Inc is a reputable accounting and finance institution located at 724 Jules Street in Saint Joseph, Missouri, United States. With a team of experienced professionals, they offer a wide range of tax services to individuals and businesses. Whether you need help with tax preparation, filing, or planning, On-Line Taxes Inc is dedicated to providing expert guidance and support to help you navigate the complex world of taxes. Their commitment to excellence and customer satisfaction sets them apart as a trusted partner in managing your financial needs.
724 Jules St, St Joseph, MO 64501, United States -
Insurance Advisors of St. Louis
● ClosedInsurance Advisors of St. Louis is a top independent insurance agency located at 8050 Watson Road in St. Louis, Missouri. Our dedicated team of insurance agents is committed to providing you with personalized insurance quotes that cater to your specific needs. We strive to make you feel like a part of our extended family and ensure that you receive the best rates possible for auto, home, renters, business, and other insurance policies. When you contact Insurance Advisors of St. Louis, you can expect to speak directly to a real person who will assist you with any questions or concerns you may have. We offer quick turnaround times for online quotes and always aim to provide the highest level of customer service. Our experienced agents are here to guide you through the process of selecting the right insurance products for your individual requirements.
8050 Watson Rd #190, St. Louis, MO 63119, United States -
Insurance Source Inc
● ClosedInsurance Source Inc is an independently owned and locally operated insurance agency located at 4111 Telegraph Road in St. Louis, Missouri. We prioritize our customers and offer affordable and reliable insurance options. Our agency specializes in providing quality personal insurance choices for families and individuals across the state of Missouri. We work with a variety of insurance companies to offer a wide range of options to give you peace of mind while you focus on growing your business. Our team of life and health experts can offer recommendations to help you navigate through uncertainties. With years of experience in finding coverage for special cases and niche markets, we are constantly expanding our knowledge to better serve our clients. You can easily request changes to your insurance policy online, whether it's adding or changing drivers, vehicles, and more. Our services also include ordering auto ID cards, requesting certificates of insurance, updating policy information, and more. Contact Insurance Source Inc today for a quote and find out how much we can save you on your insurance needs.
4111 Telegraph Rd Apt 200, St. Louis, MO 63129, United States -
Mary Siebert Insurance Agency
● ClosedMary Siebert Insurance Agency, located at 520 Gravois Road in Fenton, Missouri, is a trusted insurance agency serving the St. Louis community for over 50 years. Specializing in home insurance, auto insurance, commercial insurance, life insurance, and health insurance, our team of experienced professionals is dedicated to finding the best coverage options for your individual needs. As an independent agency, we work with a variety of reputable insurance companies to provide you with the most valuable and tailored coverage at a price that fits your budget. Whether you need to protect your home, vehicle, business, or loved ones, Mary Siebert Insurance Agency is here to help. We understand that accidents can happen when you least expect them, which is why we offer personalized service and support to ensure you are prepared for any situation. Our agents are local members of the St. Louis community, ready to assist you with all of your insurance needs.
520 Gravois Rd, Fenton, MO 63026, United States -
Wayne Hilzinger Agency
● ClosedWayne Hilzinger Agency, located at 5520 Telegraph Road in St. Louis, Missouri, is an independent insurance agency that represents a variety of top-tier companies for both personal and commercial insurance needs. With the ability to customize insurance plans at the best prices on the market, we take the hassle out of shopping around by comparing multiple companies for you. Our agency offers quality personal insurance options for families and individuals across Missouri, providing peace of mind so you can focus on growing your business. Our team of experts can offer recommendations for life and health insurance to help offset any uncertainties.
5520 Telegraph Rd STE 103, St. Louis, MO 63129, United States -
Regional Finance
● ClosedRegional Finance is a leading financial institution located at 18920 East Valley View Parkway in Independence, Missouri, United States. Specializing in personal loans, tax services, and other financial solutions, Regional Finance is committed to helping individuals and families achieve their financial goals. With a dedicated team of professionals, competitive rates, and flexible payment options, Regional Finance is a trusted partner for those in need of financial assistance. Visit us today to learn more about how we can help you secure your financial future.
18920 E Valley View Pkwy G, Independence, MO 64055, United States -
Wheelhouse Advisory Group LLC
● ClosedWheelhouse Advisory Group LLC is a finance institution located at 1520 South 5th Street in Saint Charles, Missouri, United States. We specialize in helping families protect their retirement savings through comprehensive planning, focusing on the distribution stage of life. Our team of qualified financial professionals is dedicated to helping individuals and families achieve their ideal retirements by providing services such as tax strategies, investment planning, and estate planning. We offer a Checklist Challenge to help you get your retirement right, ensuring that your financial concerns and goals are addressed. Our process includes three visits to review your current plan, stress test your portfolio with our retirement analyzer, and finalize a Blueprint of your retirement plan. We also offer informational workshops on retirement income strategies, tax planning, and estate planning.
1520 S 5th St #310, St Charles, MO 63303, United States -
Saleeby & Associates
● ClosedSaleeby & Associates is a finance institution located at 11301 Olive Boulevard, Creve Coeur, Missouri, United States. We understand the importance of financial well-being and strive to help our clients build wealth through good financial habits and expert advice. Our president, Ray Saleeby, has over 40 years of investment experience and offers personalized services to meet your financial goals. We believe in setting goals, developing a diversified portfolio, and actively managing investments to achieve success. Ray's proprietary investment approach focuses on patience, independent research, and a buy-and-hold strategy. We prioritize honesty, integrity, and first-class service to ensure our clients' trust and confidence.
11301 Olive Blvd # 2, Creve Coeur, MO 63141, United States
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