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TOP 30 Comprehensive financial planning services in Lee's Summit, MO
28 results found
Search for local businesses, places and services near you
Farmers Insurance - Lees Summit
Farmers Insurance in Lees Summit, Missouri, located at 204 Southeast 2nd Street, offers a range of insurance services. As an insurance agency, Farmers Insurance provides coverage underwritten by various insurers such as Farmers Insurance Exchange, Fire Insurance Exchange, and Mid-Century Insurance Company, among others. Whether you are looking for home, auto, life, or business insurance, the agents at Farmers Insurance in Lees Summit can help you find the right coverage for your needs. Securities are also offered through Farmers Financial Solutions, providing a comprehensive approach to financial planning. Contact Farmers Insurance in Lees Summit to learn more about the insurance options available to you.
Haley Accounting Services LLC
Haley Accounting Services LLC is a professional accounting and finance institution located at 29804 East Alley Road in Lee's Summit, Missouri, United States. Our team of experienced accountants and financial experts provide a wide range of services including tax preparation, bookkeeping, payroll services, and financial consulting. Whether you are a small business owner or an individual in need of financial guidance, Haley Accounting Services LLC is here to help you achieve your financial goals. Contact us today to schedule a consultation.
Stephen Pirch - COUNTRY Financial Representative
Stephen Pirch - COUNTRY Financial Representative is a trusted finance and insurance agency located at 229 Northwest Blue Parkway in Lee's Summit, Missouri, United States. With a commitment to providing personalized and comprehensive financial solutions, Stephen Pirch helps clients protect their assets and plan for the future. Whether you are looking for insurance coverage or investment strategies, Stephen Pirch is dedicated to helping you achieve your financial goals. Contact us today to schedule a consultation and learn more about our services.
Java Wealth Planning
Java Wealth Planning is a premier financial institution located at 2116 Southwest Cedar Hill Lane in Lee's Summit, Missouri. Specializing in comprehensive wealth planning services, our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Java Wealth Planning is committed to providing personalized and strategic solutions tailored to your unique needs. Contact us today to schedule a consultation and start planning for a brighter tomorrow.
Thrivent Financial-Lutherans
Thrivent Financial-Lutherans is a finance institution located at 436 Southeast Youngston Lane in Lee's Summit, Missouri, United States. We believe that everyone deserves a financial plan they can trust, starting with the right financial advisor. Our team can help match you with resources based on your top financial concerns and create a personalized plan to help you achieve your goals. Money Canvas™ is a free virtual coaching service that empowers you to build healthier money habits at your own pace. Whether you are just starting out, building a foundation, or nearing retirement, our financial advisors are here to help you navigate life's challenges and opportunities. We also offer charitable planning options and generosity programs to help you give back to your community. With $162 billion in assets under management/advisement, Thrivent is a Fortune 500 organization providing advice, investments, insurance, banking, and generosity programs. Schedule a free intro appointment with one of our financial advisors to learn more about how we can help you live a more meaningful and generous life. Thrivent is committed to helping people make the most of all they've been given and guiding them towards a more secure financial future.
Compensation Benefit Planning, Inc.
Compensation Benefit Planning, Inc. is a finance institution located at 3552 Northeast Ralph Powell Road in Lee's Summit, Missouri, United States. They specialize in providing comprehensive compensation and benefit planning services to individuals and businesses. Their team of financial experts work closely with clients to develop personalized strategies to maximize their financial well-being and achieve their long-term goals. Whether you are looking to optimize your employee benefits package or plan for retirement, Compensation Benefit Planning, Inc. is dedicated to helping you secure a stable financial future.
Edward Jones - Financial Advisor: Joel Wilson, CFP®|CEPA®
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: Heather L Bergen
Edward Jones - Financial Advisor: Heather L Bergen is a trusted financial institution located at 192 Northwest Oldham Parkway in Lee's Summit, Missouri, United States. As a dedicated finance professional, Heather L Bergen provides personalized and comprehensive financial planning services to help clients achieve their long-term financial goals. With a focus on building strong relationships and providing expert guidance, Edward Jones - Financial Advisor: Heather L Bergen is committed to helping clients secure their financial future.
Edward Jones - Financial Advisor: Matt Sibbing
Edward Jones - Financial Advisor: Matt Sibbing is a trusted financial institution located at 3500 Northeast Ralph Powell Road in Lee's Summit, Missouri. As a dedicated financial advisor, Matt Sibbing offers personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Matt Sibbing provides expert guidance and support to individuals and families seeking to secure their financial future. Whether you are planning for retirement, saving for college, or investing for the future, Matt Sibbing is committed to helping you make informed decisions and navigate the complexities of the financial world. Visit us today to learn more about our comprehensive financial services and how we can help you achieve financial success.
Edward Jones - Financial Advisor: Scott M Wall, CFP®
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.
Taylor'd Financial Services
Taylor'd Financial Services is a reputable institution located at 200 Northeast Missouri Road in Lee's Summit, Missouri. As part of the Taylor'd Financial Group, they have office locations throughout the Kansas City metro area for the convenience of their clients. Whether you are just starting the financial planning process or looking to enhance your current financial strategies, Taylor'd Financial Services is here to help. By appointment only, they also have a location at 28 Westwoods Dr in Liberty, MO. Contact them today to schedule a meeting and see how they can assist you in achieving your financial goals.
Sashia Caw - COUNTRY Financial Agent
Sashia Caw - COUNTRY Financial Agent is a reputable finance, health, and insurance agency located at 304 Southeast 3rd Street in Lee's Summit, Missouri, United States. With a focus on providing top-notch financial planning, health coverage, and insurance options, this institution is dedicated to helping individuals and families secure their futures. Whether you are looking for retirement planning, health insurance, life insurance, or other financial services, Sashia Caw - COUNTRY Financial Agent is committed to providing personalized solutions to meet your needs. Visit their office today to learn more about how they can help you achieve your financial goals.
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.
Epic Insurance, LLC
Epic Insurance, LLC is a reputable health insurance agency located at 4045 Northeast Lakewood Way in Lee's Summit, Missouri, United States. With a focus on providing top-notch insurance solutions for individuals and families, Epic Insurance, LLC strives to offer comprehensive coverage and personalized service to meet the unique needs of each client. Whether you are looking for health insurance for yourself or your loved ones, Epic Insurance, LLC is dedicated to helping you find the right plan to safeguard your health and financial well-being. Contact them today to learn more about their services and how they can assist you in securing the right insurance coverage.
Farmers Insurance - Jason Langston
Farmers Insurance - Jason Langston is a local insurance agency located at 200 Northeast Missouri Road, Lee's Summit, Missouri, United States. With 12 years of residency in the area, Jason Langston is proud to serve the community of Lee's Summit, Blue Springs, Green Valley, Independence, and the entire state of Missouri. The agency offers a variety of insurance options including Life, Auto, Home insurance, as well as coverage for small business owners. The agency focuses on building relationships with customers through honesty, education, and personalized service. With a combined total of over 60 years of experience in the insurance business, the knowledgeable staff at the Jason Langston Agency is dedicated to providing customers with coverage they are informed about and confident in.
Michael Blau - State Farm Insurance Agent
Michael Blau is a State Farm Insurance Agent located at 613 Southwest 3rd Street in Lee's Summit, Missouri. The owner, Michael, is a lifelong Missouri resident who is dedicated to serving the community. With over 30 years of combined experience, the team at Michael Blau State Farm is committed to providing exemplary service to customers in Missouri and Kansas. At Michael Blau State Farm, we offer a range of insurance policies including Life Insurance, Homeowners Insurance, Renters Insurance, and Business Insurance. Each policy is carefully tailored to meet the specific needs of our customers. Our mission is to show each customer that we care about protecting what matters most to them.
Don Clements - State Farm Insurance
Don Clements - State Farm Insurance is a trusted insurance agency located at 900 Southwest Oldham Parkway in Lee's Summit, Missouri. Our team of skilled insurance professionals is dedicated to helping our community understand and secure the insurance coverage they need. With over 28 years of experience, we are committed to providing excellent customer service and ensuring that our customers are properly protected. Not only do we offer a wide range of insurance products and services, including Auto, Home, Disability, and Pet insurance, but we also strive to educate our customers on the importance of having the right coverage. Our agency follows the motto "listening is not waiting to talk," as we believe that understanding our customers' needs is essential to providing the best assistance.
Steve Croy - State Farm Insurance Agent
Steve Croy - State Farm Insurance Agent is a trusted insurance agency located at 1606 North Commercial Street in Harrisonville, Missouri. With over three decades of experience in the insurance field, Steve Croy has been dedicated to helping individuals and families protect what matters most in their lives. As a State Farm Agent since 1998, Steve believes in delivering real value to customers by ensuring they have the right coverage tailored to their needs. Steve and his team serve communities across Missouri, including Peculiar, Raymore, Freeman, Cleveland, Archie, Adrian, Garden City, Urich, Creighton, Lee's Summit, Belton, and of course, Harrisonville. With a focus on auto insurance, home insurance, life insurance, property insurance, business insurance, renters insurance, health insurance, and financial services, Steve is committed to providing comprehensive coverage options to meet every individual's unique needs.
Farmers Insurance - Clint Kirkpatrick
Farmers Insurance - Clint Kirkpatrick is an insurance agency located at 3350 Northeast Ralph Powell Road in Lee's Summit, Missouri, United States. If you are looking for a Farmers Insurance Agent in Blue Springs, Missouri, this is the place to go. The agency represents various insurers including Farmers Insurance Exchange, Fire Insurance Exchange, Truck Insurance Exchange, Mid-Century Insurance Company, and more. They offer a range of insurance products including home, auto, life, and business insurance. Securities are also offered through Farmers Financial Solutions, LLC. Each insurer has sole financial responsibility for its own insurance products. Contact the agency for more information on available products and coverage options.
A.L. Johnson Life Insurance Agency
A.L. Johnson Life Insurance Agency, located at 312 Southwest Greenwich Drive in Lee's Summit, Missouri, is a trusted insurance agency specializing in providing affordable and comprehensive life insurance coverage. Our agency offers both temporary and permanent coverage options to ensure that your family is financially protected in the event of your passing. As representatives of several A-rated life insurance companies, we have the ability to save you both time and money by finding the best plan for your specific needs. Our knowledgeable and efficient life insurance experts will work with you to find a plan that fits your budget and provides the coverage you need. With just one call to A.L. Johnson Life Insurance Agency, we can do all the sorting and shopping for you, bringing you back the top options available.
Prudential | Dynasty GroupInc | Life Insurance & Annuities
Prudential | Dynasty Group Inc is a leading finance and insurance agency specializing in life insurance and annuities. Located at 202 Southwest Market Street in Lee's Summit, Missouri, United States, our institution is dedicated to providing comprehensive financial solutions to help individuals and families secure their future. With a team of experienced professionals, we offer personalized services and tailored insurance products to meet the unique needs of our clients. Trust Prudential | Dynasty Group Inc to protect your assets and plan for a secure financial future.
Farmers Insurance - Kenneth Raby
Farmers Insurance - Kenneth Raby is a trusted insurance agency located at 707 Northeast Woods Chapel Road in Lee's Summit, Missouri, United States. Our experienced team is dedicated to helping customers like you find the best insurance coverage and financial services to meet your needs, all while saving you money with multiple discounts available through Farmers. With over 35 years of experience, we have the knowledge to guide you through options such as auto, home, renters, life, or business insurance, as well as financial services like mutual funds. Contact us today for a no-obligation consultation and let us help you secure your future. Whether you need comprehensive coverage, collision coverage, or are unsure where to begin, our team is here to provide the guidance you need. Protect your most valuable possessions with our home insurance options, get competitive rates with our multi-line insurance discounts, and ensure financial security for your loved ones with our life insurance policies. We also offer renters insurance, business insurance, condo insurance, and specialized recreational insurance for your outdoor adventures. For added protection, consider a personal umbrella insurance policy to safeguard your assets and future earnings. Our commitment to providing quality service and tailored solutions sets us apart as your local Farmers agent in the greater Kansas City metro area. Contact us today to start building a solid financial plan and securing a secure future for you and your loved ones.
Farmers Insurance - Christopher Mcnair
Located at 3730 Northeast Troon Drive in Lee's Summit, Missouri, Farmers Insurance - Christopher McNair is your go-to insurance agency for all your insurance needs. Christopher McNair, a UK native and Missouri resident since 2018, is proud to serve the communities of Lee's Summit, Blue Springs, Raytown, Raymore, Independence, and the surrounding areas. With over 13 years of experience in the auto industry, Christopher is dedicated to helping you understand your coverage options for life, auto, home, specialty, renters insurance, and more. The Chris McNair Agency focuses on building relationships with customers through trust and understanding. They offer personalized service focused on education, ensuring quality over quantity. Whether you're looking for comprehensive coverage, collision coverage, deductibles, or medical payments, Christopher and his team are here to help.
Northwestern Mutual
Northwestern Mutual is a leading finance and insurance agency located at 3600 Northeast Ralph Powell Road in Lee's Summit, Missouri, United States. With a strong reputation for providing personalized financial planning services and comprehensive insurance coverage, Northwestern Mutual helps clients achieve their financial goals and protect their assets. The institution's team of experienced financial advisors and insurance agents are dedicated to providing top-notch customer service and customized solutions to meet the unique needs of each individual or business. Whether you are looking to secure your financial future or protect your loved ones with quality insurance products, Northwestern Mutual is here to help you every step of the way.
Paul Alexander, Bankers Life Agent
Paul Alexander, Bankers Life Agent is an insurance agency located at 100 Northeast Tudor Road in Lee's Summit, Missouri, United States. As a trusted agent for Bankers Life, we specialize in providing a range of insurance products and services to meet the needs of our clients. With a commitment to personalized service and comprehensive coverage, we strive to help individuals and families protect their financial future. Contact us today to learn more about our insurance offerings and how we can assist you in planning for tomorrow.
Modern Wealth Management
Modern Wealth Management is a comprehensive financial institution located at 211A Northwest Executive Way in Lee's Summit, Missouri, United States. Our team of experienced professionals specialize in finance, insurance, and legal services to help our clients achieve their wealth management goals. Whether you are looking to invest, protect your assets, or plan for the future, our experts are here to provide personalized solutions tailored to your individual needs. Trust Modern Wealth Management to guide you towards a secure and prosperous financial future.
Kasper Steck Wealth Management
Kasper Steck Wealth Management is a leading finance institution located at 211 Northwest Executive Way in Lee's Summit, Missouri, United States. Specializing in wealth management services, our experienced team provides personalized financial solutions to help clients achieve their financial goals. With a focus on integrity and excellence, we strive to create long-term relationships built on trust and transparency. Contact us today to learn how we can help you secure your financial future.
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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