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TOP 30 Certified tax advisor in Lee's Summit, MO
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NextGen Wealth
At 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.
Brent A. Thompson CPA, PC
Brent A. Thompson CPA, PC is a reputable accounting and finance institution located at 229 Southeast Douglas Street in Lee's Summit, Missouri, United States. With years of experience and expertise in the field, they offer a wide range of services including tax preparation, financial planning, and bookkeeping. Their team of certified public accountants are dedicated to providing personalized and professional services to help individuals and businesses manage their finances effectively. Contact them today to schedule a consultation and see how they can help you achieve your financial goals.
Parker Angela CPA
Parker Angela CPA is a reputable accounting and finance institution located at 200 Northeast Missouri Road in Lee's Summit, Missouri, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, bookkeeping, and consulting. Whether you are an individual or a business owner, Parker Angela CPA is dedicated to helping you achieve your financial goals and ensure compliance with tax regulations. Contact them today to schedule a consultation and see how they can assist you with your financial needs.
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