Customized investment strategies in Kansas City, MO
30 results found
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JC Grason of Kansas City
● OpenJC Grason of Kansas City is a financial institution located at 306 Route 291, Lee's Summit, Missouri. Specializing in accounting, finance, and legal services, the institution offers guidance on retirement planning and inflation's impact on financial stability. With offices in both Chandler, Arizona and Lee's Summit, Missouri, the team at JC Grason is dedicated to helping clients assess their current financial plans and create customized strategies to achieve their retirement goals. Investment advisory services are made available through AE Wealth Management, LLC, and individuals can consult with professionals such as Teresa Bear and David Blickhan for guidance on investment decisions. Please note that neither the firm nor its agents provide tax or legal advice, and individuals should seek professional guidance before making any financial decisions. JC Grason is independently owned and operated, and is not affiliated with the US government or any governmental agency.
306 Rte 291, Lee's Summit, MO 64063, United States -
JC Grason of Kansas City
● OpenJC Grason of Kansas City is a financial institution specializing in accounting and finance located at 7211 Northwest 83 Street in Kansas City, Missouri, United States. Are you concerned about the impact of inflation on your retirement savings? Prices are rising across various sectors, and it's important to be prepared. Download our guide to learn more about inflation and how it may affect your retirement plans. Our team at JC Grason is here to help you navigate your financial future. Schedule a call with us to see how we can assist you in achieving your retirement goals. With our Retirement Report Card, we will assess your current financial plan and provide guidance across 12 key areas. Together, we will create a customized strategy to help you confidently pursue your retirement dreams.
7211 NW 83 St #115, Kansas City, MO 64152, United States -
NextGen Wealth
● OpenAt 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 -
The Sandbox
● OpenThe Sandbox is a lively bar and restaurant located at 509 Northwest Barry Road in Kansas City, Missouri. This popular establishment offers a casual and welcoming atmosphere, perfect for enjoying delicious food and drinks with friends and family. With a diverse menu featuring a variety of tasty dishes and a wide selection of beverages, The Sandbox is the ideal spot for a fun night out or a relaxing meal. Whether you're looking to unwind after work, catch up with friends, or grab a bite to eat, The Sandbox has something for everyone. Visit us today and experience the vibrant energy and delicious offerings that make The Sandbox a must-visit destination in Kansas City.
509 NW Barry Rd, Kansas City, MO 64155, United States -
Martin Financial Group
● OpenMartin Financial Group is a well-established finance institution located at 9800 Northwest Polo Drive in Kansas City, Missouri, United States. With a team of experienced financial professionals, we provide a wide range of services including investment management, retirement planning, estate planning, and more. Our goal is to help our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can help you with your financial needs.
9800 NW Polo Dr #100, Kansas City, MO 64153, United States -
Divvi Wealth Management
● OpenDivvi Wealth Management is a leading financial institution located at 1520 Clay Street in North Kansas City, Missouri, United States. Specializing in wealth management services, our team of experienced professionals is dedicated to helping 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, we provide personalized solutions tailored to your unique needs. Trust Divvi Wealth Management to guide you towards financial success and peace of mind.
1520 Clay St Suite D5, North Kansas City, MO 64116, United States -
SageView Advisory Group
● OpenSageView Advisory Group is a finance institution located at 9201 Ward Parkway in Kansas City, Missouri. As a leading advisory group, they specialize in providing financial planning and investment management services to individuals, families, and businesses. With a team of experienced financial advisors, SageView Advisory Group offers personalized solutions to help clients achieve their financial goals and secure their financial future. Their commitment to excellence and client satisfaction sets them apart as a trusted partner in financial planning.
9201 Ward Pkwy Suite 205, Kansas City, MO 64114, United States -
Williams Financial Group
● OpenWilliams 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 -
Merrill Lynch Financial Advisor Scott Fitzgerald
● OpenMerrill Lynch Financial Advisor Scott Fitzgerald, located at 4801 Main Street in Kansas City, Missouri, is a dedicated finance institution focused on helping clients achieve their financial goals. Scott Fitzgerald and his team are deeply experienced and passionate advocates for financial wellness, offering personalized service to help clients prepare for retirement and secure their financial futures. Scott has received recognition for his exemplary client service, including being named one of Forbes' "Best-in-State Wealth Advisors" in 2019. With advanced designations and certifications, including the CERTIFIED FINANCIAL PLANNER™ professional designation, Scott is committed to providing comprehensive financial strategies tailored to each client's needs. The team at Merrill Lynch Wealth Management is dedicated to understanding each client's priorities and designing customized financial plans to help them achieve their goals. Through the Investment Personality Assessment and Merrill Personal Wealth Analysis™, clients can receive personalized guidance and support to navigate market changes and life events. With a focus on building strong client relationships based on trust and understanding, Merrill Lynch Financial Advisor Scott Fitzgerald is committed to helping clients succeed financially.
4801 Main St #600, Kansas City, MO 64112, United States -
Merrill Lynch Financial Advisor David E Voysey
● OpenMerrill Lynch Financial Advisor David E Voysey is a finance institution located at 4801 Main Street, Kansas City, Missouri, United States. Our team is deeply experienced and passionate about advocating for financial wellness, prioritizing helping participants prepare for retirement and feel more secure about their financial futures. Our advisors have received recognition from financial industry publications and Bank of America Corporation, setting the standard for exemplary client service. Our team, supported by the global resources of Merrill, is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. Scott, one of our advisors, has been with Merrill Lynch Wealth Management since 1997 and is dedicated to helping clients achieve their financial goals. He holds several advanced designations and certifications and is passionate about giving back through volunteering for Angel Flight Central.
4801 Main St #600, Kansas City, MO 64112, United States -
Merrill Lynch Financial Advisor Lisa Shaw
● OpenMerrill Lynch Financial Advisor Lisa Shaw, located at 4801 Main Street, Kansas City, Missouri, is a trusted First Vice President and Wealth Management Advisor with over 32 years of experience in investment and financial services. Lisa holds certifications as a Certified Private Wealth Advisor, Chartered Retirement Planning Counselor, and more. She specializes in serving high-net-worth clients with advanced wealth management topics such as portfolio management, retirement planning, risk management, tax minimization, estate planning, and more. Lisa takes a consultative and customized approach to wealth management, understanding each client's unique financial needs and priorities to create a personalized strategy for financial success. With a focus on building strong client relationships based on trust and personalized service, Lisa and her team at Merrill Lynch Wealth Management offer a range of services including personalized financial planning, investment strategies, wealth transfer strategies, and more. By listening to clients' goals, priorities, and concerns, Lisa helps them achieve their financial objectives and secure their financial future. With a commitment to proactive and responsive service, Lisa ensures that clients' financial strategies are regularly reviewed and updated as needed. Whether planning for retirement, saving for a major purchase, or transferring wealth to future generations, Lisa provides expert guidance and support every step of the way. With access to the global resources of Merrill Lynch and a team of talented professionals, clients can trust in a personalized and comprehensive approach to wealth management that is centered on their individual needs and goals.
4801 Main St, Kansas City, MO 64112, United States -
Merrill Lynch Financial Advisor Donald Porterfield
● OpenMerrill Lynch Financial Advisor Donald Porterfield is a finance institution located at 4801 Main Street, Kansas City, Missouri, United States. Specializing in personalized wealth management strategies, Donald Porterfield helps clients create flexible financial plans tailored to their individual goals and market conditions. With access to the investment insights of Merrill and the banking solutions of Bank of America, clients can benefit from a comprehensive approach to managing their wealth. Donald Porterfield follows the Merrill tradition of community involvement, volunteering with local organizations to give back to the communities they serve. Through the Merrill Personal Wealth Analysis™, clients can work with Donald Porterfield to develop a personalized plan focused on their unique goals and aspirations.
4801 Main St #600, Kansas City, MO 64112, United States -
Merrill Lynch Wealth Management
● OpenMerrill Lynch Wealth Management, located at 4801 Main Street in Kansas City, Missouri, is a finance institution that offers tailored financial strategies and advice to individuals, families, business owners, executives, and institutions. The experienced advisors at this branch go beyond traditional wealth planning, providing guidance on retirement income planning, concentrated stock positions, and estate planning services through Bank of America. The advisors are dedicated to client service and satisfaction, working closely with clients to understand their goals and create personalized financial strategies. The branch is actively involved in charitable outreach and fundraising activities to support local communities. With access to Merrill's investing insights and resources, advisors help clients pursue their financial and life goals, preparing them for future challenges. Merrill Lynch Wealth Management has been training financial advisors since 1946, offering professional development opportunities and mentoring for both new and experienced advisors. Clients can expect individually customized investment approaches and wealth management advice, supported by a wide range of technology and resources. It is important to consult legal and tax advisors before making any financial decisions, as investing involves risk. Merrill Lynch offers a broad range of brokerage, investment advisory, and other services, tailored to meet the unique needs of each client.
4801 Main St, Kansas City, MO 64112, United States -
Archer Financial LLC
● OpenArcher Financial LLC, located at 2200 East Sunshine Street in Springfield, Missouri, is a finance institution that offers personalized guidance for your financial goals based on your unique situation. Whether you are a business owner, a parent of a special needs child, or simply looking to start building assets, Archer Financial can help you create a custom plan that gives you peace of mind about your future. With over 30 years of experience, Mark Archer and his team work with families and individuals to create resilient financial road maps that help them reach their goals, whether that involves protecting assets, eliminating debt, or starting to save for financial freedom. Archer Financial takes a holistic approach to financial planning, aligning your business goals with your personal goals to create a sound financial strategy. By analyzing your current situation and goals, they develop a customized plan to help you achieve your desired legacy. Mark Archer, a small business owner affected by special needs and mental health in his family, understands the challenges of balancing business growth with family responsibilities. This unique perspective allows him to help individuals in difficult circumstances plan for their future.
2200 E Sunshine St Ste. 316, Springfield, MO 65804, United States -
Edward Jones - Financial Advisor: Pam Hendrickson, AAMS™
● OpenEdward Jones - Financial Advisor: Pam Hendrickson, AAMS™ is a reputable finance institution located at 29 Northwest Barry Road in Kansas City, Missouri, United States. Pam Hendrickson, an Accredited Asset Management Specialist, offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships and providing exceptional customer service, Pam Hendrickson and the team at Edward Jones are dedicated to helping individuals and families secure their financial future.
29 NW Barry Rd, Kansas City, MO 64155, United States -
Edward Jones - Financial Advisor: Michael Hundt
● OpenEdward Jones - Financial Advisor: Michael Hundt is a reputable finance institution located at 4150 North Mulberry Drive in Kansas City, Missouri, United States. As a trusted financial advisor, Michael Hundt provides personalized investment and wealth management services to help clients reach their financial goals. With a focus on building long-term relationships and providing tailored solutions, Edward Jones - Financial Advisor: Michael Hundt is dedicated to helping individuals and families secure their financial future.
4150 N Mulberry Dr Suite 170, Kansas City, MO 64116, United States -
Mader & Shannon Wealth Management
● OpenMader & Shannon Wealth Management is a leading financial institution located at 4717 Grand Avenue in Kansas City, Missouri, United States. Specializing in wealth management, our team of experienced professionals provides customized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on personalized service and a commitment to excellence, Mader & Shannon Wealth Management is dedicated to helping individuals and families build and preserve their wealth for the long term. Contact us today to learn more about how we can help you secure your financial future.
4717 Grand Ave #800, Kansas City, MO 64112, United States -
Plaza Wealth Management - UBS Financial Services Inc.
● OpenPlaza Wealth Management - UBS Financial Services Inc. is a leading finance institution located at 4622 Pennsylvania Avenue in Kansas City, Missouri. With a strong presence in the financial services industry, Plaza Wealth Management offers comprehensive wealth management solutions to help individuals and businesses achieve their financial goals. Their team of experienced professionals provides personalized investment strategies, retirement planning, and wealth preservation services to clients in the United States and beyond. Visit Plaza Wealth Management - UBS Financial Services Inc. to experience top-notch financial expertise and exceptional customer service.
4622 Pennsylvania Ave 8th Floor, Kansas City, MO 64112, United States -
The Hughes & Wolbach Group - UBS Financial Services Inc.
● OpenThe Hughes & Wolbach Group - UBS Financial Services Inc. is a reputable finance institution located at 4622 Pennsylvania Avenue in Kansas City, Missouri, United States. With a strong focus on providing top-notch financial services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, wealth management, retirement planning, or any other financial services, we are here to provide personalized solutions tailored to your individual needs. Trust The Hughes & Wolbach Group - UBS Financial Services Inc. for all your financial needs.
4622 Pennsylvania Ave 8th Floor, Kansas City, MO 64112, United States -
Bank of America Private Client Advisor Lewis D Gregory
● OpenBank of America Private Client Advisor Lewis D. Gregory is a Senior Vice President and Private Client Advisor located at 1200 Main Street in Kansas City, Missouri. With 35 years of experience in trust and investment services, Lewis is dedicated to providing individuals and nonprofit organizations with personalized investment, trust, estate, retirement, and philanthropic services. He believes in offering a boutique experience marked by customization, diligence, and attentiveness. As a trustee and chair of various organizations in the Greater Kansas City community, Lewis is actively involved in giving back. Bank of America Private Bank, with over 200 years of experience, helps clients manage significant wealth by offering personalized strategies and resources to achieve financial goals. The institution values innovation and aims to help clients navigate evolving markets and financial landscapes. Please note that Bank of America Private Bank does not provide legal, tax, or accounting advice, and clients should consult their own advisors before making financial decisions.
1200 Main St, Kansas City, MO 64105, United States -
Bank of America Private Client Advisor Andrew Janish
● OpenBank of America Private Client Advisor Andrew Janish is a Senior Vice President at the Bank of America Private Bank in Kansas City, Missouri. With a focus on providing tailored advice and guidance to individuals and families, he helps clients effectively grow, preserve, and transfer their wealth. By understanding each client's unique goals and priorities, Andrew works diligently to create personalized strategies that align with their financial objectives. Andrew collaborates with a team of specialists in areas such as investment management, wealth strategy, trust and estate planning, banking, specialty asset management, and philanthropy. Together, they design and implement customized approaches to ensure the well-being of each client. With a background in senior retirement consulting and a Chartered Retirement Planning Counselor™ designation, Andrew brings a wealth of experience to his role.
1200 Main St, Kansas City, MO 64105, United States -
Bank of America Private Client Advisor Tiffany L Owens
● OpenBank of America Private Client Advisor Tiffany L Owens, located at 1200 Main Street, Kansas City, Missouri, is led by Market Executive Tiffany Owens. Tiffany and her team are dedicated to understanding the unique needs of each client and providing personalized wealth management solutions. With a focus on investment management, trust and estate planning, and philanthropy, Tiffany ensures that all resources of the Private Bank are utilized to offer tailored financial strategies. Drawing on the expertise of Bank of America, customized credit and banking solutions are seamlessly integrated into the overall financial plan for clients, which include multi-generational families, business owners, and nonprofit organizations. Tiffany, a CERTIFIED FINANCIAL PLANNER™ professional, is passionate about philanthropy and serves on various boards in her community. With a commitment to listening and learning about each client's goals, Bank of America Private Bank aims to create strategies that meet their best interests now and in the future. With a history of over 200 years, Bank of America Private Bank combines personalized service with innovative solutions to help clients achieve their financial objectives. Please note that Tiffany does not provide tax or accounting advice in her current role.
1200 Main St, Kansas City, MO 64105, United States -
Northwestern Mutual - Matt Melton
● OpenNorthwestern Mutual - Matt Melton is a reputable finance and insurance agency located at 2600 Grand Boulevard in Kansas City, Missouri, United States. With a focus on providing personalized financial planning and insurance solutions, Northwestern Mutual - Matt Melton offers a wide range of services to help clients achieve their financial goals and protect their assets. The agency is known for its experienced team of professionals who are dedicated to delivering top-notch customer service and tailored financial strategies. Whether you are looking for retirement planning, investment advice, or insurance coverage, Northwestern Mutual - Matt Melton is committed to helping you secure a stable financial future.
2600 Grand Blvd #600, Kansas City, MO 64108, United States -
Edward Jones - Financial Advisor: Brian Stone
● OpenEdward Jones - Financial Advisor: Brian Stone is a reputable finance institution located at 800 East 101st Terrace in Kansas City, Missouri, United States. Brian Stone is a trusted and experienced financial advisor who provides personalized investment and financial planning services to help individuals and families achieve their financial goals. Whether you are looking to save for retirement, plan for your children's education, or build wealth for the future, Brian Stone can help guide you on the right path to financial success. With a focus on building long-term relationships and providing exceptional customer service, Edward Jones - Financial Advisor: Brian Stone is a reliable partner in helping you secure a stable financial future.
800 E 101st Terrace Suite 250, Kansas City, MO 64131, United States -
Taylor'd Financial Services
● OpenTaylor'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.
200 NE Missouri Rd, Lee's Summit, MO 64086, United States -
Merrill Lynch: Holmes Ryan
● OpenMerrill Lynch: Holmes Ryan is a finance institution located at 444 West 47th Street, Kansas City, Missouri, United States. The branch offers personalized wealth planning services for individuals, families, business owners, executives, and institutions in both rising and turbulent markets. The experienced advisors at this branch provide financial strategies based on years of combined wealth management knowledge and expertise, going beyond wealth planning to offer retirement income planning, guidance on concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. Committed to client service and satisfaction, the financial advisors at Merrill Lynch: Holmes Ryan work closely with clients to identify their personal and professional goals, creating financial strategies tailored to meet their long-term objectives. The branch is actively involved in charitable outreach and community support, contributing to the economic, social, and cultural life of the neighborhoods they serve.
444 W 47th St #500, Kansas City, MO 64112, United States -
Northwestern Mutual - Scott Penning
● OpenNorthwestern Mutual - Scott Penning is a reputable finance and insurance agency located at 2600 Grand Boulevard in Kansas City, Missouri, United States. With a focus on providing comprehensive financial planning and insurance solutions, the institution is dedicated to helping clients achieve their financial goals and secure their futures. With a team of experienced professionals, Northwestern Mutual - Scott Penning offers personalized services tailored to meet the unique needs of each individual or business. Whether you are looking to protect your assets, plan for retirement, or invest for the future, Northwestern Mutual - Scott Penning is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
2600 Grand Blvd #600, Kansas City, MO 64108, United States -
HFI Advisors
● OpenHFI Advisors is a finance institution located at 2443 Fairlawn Avenue in Carthage, Missouri, United States. We specialize in helping individuals create retirement strategies tailored to their unique needs and objectives. Our team of professionals is dedicated to guiding you on your financial journey and helping you feel confident in your financial future. By examining your current financial situation, we can determine your retirement needs and provide you with a custom strategy to help you reach your retirement goals. At HFI Advisors, we believe that everyone should be able to live the retirement they've always wanted. Our services include a variety of investment and insurance products to address your financial needs and concerns. Please note that all investments are subject to risk, and no investment strategy can guarantee a profit or protect against loss in periods of declining values.
2443 Fairlawn Ave, Carthage, MO 64836, United States -
Merrill Lynch Financial Advisor R. Steve Renz
● OpenMerrill Lynch Financial Advisor R. Steve Renz, located at 4801 Main Street, Kansas City, Missouri, United States, is a finance institution that focuses on understanding your life priorities to create a personalized financial plan tailored to you, your family, and your goals. The institution believes in helping you make investment decisions that align with your values and aspirations. Through the Investment Personality Assessment, they aim to gain a deeper understanding of your investing preferences to customize a financial approach that suits you best. The team, supported by the global resources of Merrill, is dedicated to building strong client relationships based on trust and personalized service. With a focus on helping you achieve your financial goals and managing investment risk, Merrill Lynch Wealth Management Advisors work to create a customized investment approach that addresses your needs. The institution offers a range of services, from investment strategies to comprehensive financial solutions, to help you live your best financial life.
4801 Main St #600, Kansas City, MO 64112, United States -
The Commerce Trust Company
● OpenThe Commerce Trust Company, located at 118 West 47th Street in Kansas City, Missouri, is a trusted institution specializing in banking, finance, and legal services. With a team of experienced wealth management professionals, Commerce Trust offers personalized solutions tailored to meet the unique needs of individuals and organizations. For over 100 years, Commerce Trust has helped clients navigate complex financial landscapes and achieve their long-term goals. Whether making decisions for the present or planning for the future, the institution provides objective advice, financial planning, and customized portfolio management services to create and grow wealth.
118 W 47th St 2nd Floor, Kansas City, MO 64112, United States
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