TOP 10 Certified tax advisor in Independence, MO
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Edward Jones - Financial Advisor: Jared C Straton, AAMS™
● ClosedEdward 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: Matthew R McBride, CFP®
● ClosedEdward Jones - Financial Advisor: Matthew R McBride, CFP® is a reputable finance institution located at 300 1st Executive Avenue in St. Peters, Missouri, United States. With a focus on providing personalized financial planning services, Matthew R McBride, a Certified Financial Planner, offers expert advice and guidance to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or looking to build wealth, Edward Jones is dedicated to helping you make informed decisions and secure your financial future.
300 1st Executive Ave # B, St Peters, MO 63376, United States -
Thrivent - Financial Advisor: Cody F. Vaughn, CFP
● ClosedThrivent - Financial Advisor: Cody F. Vaughn, CFP is a finance and insurance agency located at 3131 Frederick Avenue in Saint Joseph, Missouri, United States. Cody F. Vaughn, a Certified Financial Planner, offers personalized guidance to help clients achieve their financial goals and support causes they care about. With a focus on financial planning, Vaughn works with clients to create customized plans tailored to their individual needs and desires for financial freedom and retirement. Thrivent, the marketing name for Thrivent Financial for Lutherans, offers insurance products and investment advisory services through licensed professionals. Clients can further their planning engagement with Thrivent through Dedicated Planning Services for a fee. Thrivent does not provide legal, accounting, or tax advice and encourages clients to consult with their own professionals in these areas. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent. Visit Thrivent.com for more information on their services and financial advisors.
3131 Frederick Ave #226, St Joseph, MO 64506, United States -
Edward Jones - Financial Advisor: Carson Burke, CEPA®
● ClosedEdward Jones - Financial Advisor: Carson Burke, CEPA® is a reputable finance institution located at 4200 Little Blue Parkway in Independence, Missouri, United States. Carson Burke is a Certified Exit Planning Advisor (CEPA®) who provides expert financial advice and guidance to clients looking to secure their financial future. With a focus on personalized service and tailored financial solutions, Carson Burke and the team at Edward Jones are dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or looking to create a comprehensive exit strategy, Edward Jones is committed to providing top-notch financial services to individuals and businesses alike.
4200 Little Blue Pkwy Ste 620, Independence, MO 64057, United States -
Kyle M Segelle - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedKyle M Segelle is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 825 Maryville Centre Drive in Chesterfield, Missouri, United States. Kyle 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®. Kyle specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and seniors. With expertise in asset management, estate planning, retirement planning, investment strategies, insurance products, and tax planning, Kyle is dedicated to helping clients achieve their financial goals. Contact Kyle M Segelle today for personalized wealth management services tailored to your unique needs.
825 Maryville Centre Dr Ste 210, Chesterfield, MO 63017, 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 -
NextGen Wealth
● ClosedAt NextGen Wealth, located in Lee's Summit, Missouri, we are a comprehensive financial planning institution specializing in helping individuals prepare for retirement. Our Certified Financial Planners® work with clients to create personalized retirement transition plans that cover not only finances but also mental, social, and physical aspects of retirement. We prioritize adding real value to our clients' financial lives, ensuring they are well-prepared for the next stage of their lives. Our services include retirement planning, investment management, Social Security scenario planning, Medicare planning, and more. As a Registered Investment Advisor, we are legally bound by the fiduciary standard to always act in our clients' best interests. Whether you are in Kansas City or anywhere in the nation, we are here to help you retire comfortably and confidently. Contact us today for a free Retirement Checkup™ and start planning for your future with peace of mind.
405 SW Waterfall Ct, Lee's Summit, MO 64081, United States -
Open Road Wealth Management
● ClosedOpen Road Wealth Management is a boutique finance institution located at 405 North Forest Avenue in Liberty, Missouri, United States. Specializing in retirement planning, investment management, tax planning, legacy planning, and maximizing Social Security benefits, our comprehensive services are designed to give you the confidence to retire comfortably. Our team of Kansas City financial advisors, led by Todd Minear, a CERTIFIED FINANCIAL PLANNER™, and Kelli Harpe, a former federal employee, bring years of expertise to help you achieve your retirement goals. As an independent, fee-only firm, we only recommend products and services that benefit you the most, with a fiduciary responsibility and zero cross-selling.
405 N Forest Ave, Liberty, MO 64068, United States -
Wallace Edward CPA
● OpenWallace Edward CPA is a reputable accounting and finance institution located at 3675 South Noland Road in Independence, Missouri, United States. With a team of experienced and knowledgeable Certified Public Accountants, Wallace Edward CPA offers a wide range of services to individuals and businesses, including tax preparation, financial planning, and consulting. Their commitment to providing personalized and professional service sets them apart from other accounting firms in the area. Whether you need assistance with tax filing or help with financial planning, Wallace Edward CPA is dedicated to helping you achieve your financial goals.
3675 S Noland Rd # 325, Independence, MO 64055, United States
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