Certified financial planner cfp in Lee's Summit, Missouri

Edward Jones - Financial Advisor: Brian Sandy, CFP®|ChFC®|AAMS™|CRPC™|CRPS™ is a reputable finance institution located at 200 Southeast Douglas Street in Lee's Summit, Missouri, United States. With a team led by Brian Sandy, who holds multiple prestigious certifications including Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), Accredited Asset Management Specialist (AAMS™), Chartered Retirement Planning Counselor (CRPC™), and Chartered Retirement Plans Specialist (CRPS™), clients can trust in receiving expert financial advice and planning services. Whether you are looking to invest, plan for retirement, or manage your assets, Edward Jones is dedicated to helping you achieve your financial goals.

Edward Jones - Financial Advisor: Joel Wilson, CFP®|CEPA® is a reputable finance institution located at 410A Southeast 3rd Street in Lee's Summit, Missouri, United States. With a team led by Certified Financial Planner Joel Wilson who also holds the Certified Exit Planning Advisor designation, this institution offers expert financial advice and planning services to help individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or strategically exit your business, Edward Jones - Financial Advisor: Joel Wilson, CFP®|CEPA® is dedicated to providing personalized and comprehensive financial solutions tailored to your specific needs.

Edward Jones - Financial Advisor: Lauren Berry, CFP® is a trusted financial institution located at 24 Northwest Chipman Road in Lee's Summit, Missouri. As a Certified Financial Planner®, Lauren Berry provides expert financial advice and planning services to help clients achieve their financial goals. With a focus on personalized service and a commitment to excellence, Edward Jones is dedicated to helping individuals and families secure their financial future. Whether you are planning for retirement, saving for college, or investing for the future, Lauren Berry and the team at Edward Jones are here to help you navigate the complexities of the financial world with confidence and peace of mind.

Edward Jones - Financial Advisor: Scott M Wall, CFP® is a trusted financial institution located at 3500 Northeast Ralph Powell Road in Lee's Summit, Missouri. Specializing in personalized financial planning and investment services, Scott M Wall, a Certified Financial Planner, helps 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 provides comprehensive financial advice and solutions tailored to each individual's unique needs. Whether you are planning for retirement, saving for your children's education, or investing for the future, Scott M Wall and the team at Edward Jones are dedicated to helping you make sound financial decisions and achieve financial success.