Expertise in financial planning in Lee's Summit, Missouri

Symphony Financial Group, LLC is a finance institution located at 708 Northeast Lake Point Drive, Lee's Summit, Missouri, United States. Symphony Financial Group offers consulting services for mergers and acquisitions, product development, strategic planning, project management, financial analysis, and litigation support. With over 25 years of experience, Symphony Financial Group has provided expertise in finance, project management, and strategic planning. They specialize in industries such as software, manufacturing, utilities, engineering, financial services, media, not for profit, government, and telecommunications. Symphony Financial Group prides itself on providing tailored solutions that incorporate best business practices and the latest technology developments. Their network of highly qualified consultants and flexible service arrangements ensure unmatched quality in their work, resulting in long-term client relationships and successful project implementations. Symphony Financial Group can help optimize your mix of products, services, operations, and finances to achieve and sustain superior overall performance and returns. Their multi-dimensional project management model can be tailored to any project type, ensuring successful outcomes. With a focus on discovering and implementing great ideas, Symphony Financial Group can help clarify corporate vision and measure and manage results effectively. With a track record of successful partnerships and projects, Symphony Financial Group is a trusted partner for all your finance and project management needs.

Edward Jones - Financial Advisor: Whitney T Poettgen, CEPA® is a trusted financial institution located at 24 Northwest Chipman Road in Lee's Summit, Missouri, United States. Specializing in finance, the institution provides expert advice and personalized solutions to help clients achieve their financial goals. With CEPA® certification, Whitney T Poettgen offers a high level of expertise and professionalism to assist clients in managing their wealth and planning for the future. Whether you are looking to invest, save for retirement, or plan for your family's financial security, Edward Jones is committed to providing top-notch service and guidance every step of the way.

Hawthorn Bank is a trusted financial institution located at 300 Southwest Longview Boulevard in Lee's Summit, Missouri, United States. As a full-service bank, Hawthorn Bank provides a wide range of financial services to individuals and businesses, including checking and savings accounts, loans, mortgages, and investment options. With a commitment to excellent customer service and financial expertise, Hawthorn Bank is dedicated to helping customers achieve their financial goals and secure their futures.

Equity Bank is a trusted financial institution located at 1251 Oldham Parkway in Lee's Summit, Missouri, United States. As a full-service bank, Equity Bank offers a wide range of banking and financial services, including ATM access for convenient cash withdrawals and deposits. With a commitment to providing personalized and reliable financial solutions, Equity Bank is dedicated to helping individuals and businesses achieve their financial goals. Visit us today to experience the exceptional service and expertise that sets Equity Bank apart from the rest.

Commerce Bank is a reputable financial institution located at 301 Route 291 in Lee's Summit, Missouri, United States. As a full-service bank, Commerce Bank offers a wide range of financial products and services to meet the needs of individuals, businesses, and organizations. With a commitment to providing excellent customer service and innovative banking solutions, Commerce Bank is a trusted partner for all your banking and finance needs. Whether you are looking for personal banking services, business loans, or investment opportunities, Commerce Bank has the expertise and resources to help you achieve your financial goals. Visit us today to experience the difference that Commerce Bank can make in your financial future.

Executive Lending Group LLC is a finance institution located at 120 Southwest 2nd Street in Lee's Summit, Missouri, United States. As a trusted lending partner, we specialize in providing personalized loan solutions for executives and professionals. With a focus on exceptional service and tailored financial products, our team is dedicated to helping clients achieve their financial goals. Whether you are looking to purchase a new home, refinance an existing mortgage, or secure a business loan, Executive Lending Group LLC is here to guide you through the lending process with expertise and care. Contact us today to learn more about our services and how we can assist you in reaching your financial objectives.

Adetomiwa Aromona, Bankers Life Agent is an insurance agency located at 100 Northeast Tudor Road in Lee's Summit, Missouri, United States. As a dedicated Bankers Life agent, Adetomiwa Aromona provides personalized insurance solutions to help individuals and families protect their financial future. With a focus on customer service and expertise in insurance products, clients can trust Adetomiwa Aromona to guide them towards the right insurance coverage for their needs. Contact Adetomiwa Aromona, Bankers Life Agent today to secure your peace of mind.

The Law Office of Camron Hoorfar, PC is a reputable institution located at 202 Southwest Market Street in Lee's Summit, Missouri, United States. Specializing in accounting, finance, and legal services, this firm offers expert guidance and representation in a variety of legal matters. With a focus on delivering personalized and professional service, clients can trust in the expertise and dedication of the team at the Law Office of Camron Hoorfar, PC. Whether you are in need of financial advice, legal representation, or assistance with accounting matters, this institution is committed to providing top-notch services to meet your needs.

Stephen Marshall Law is a reputable institution located at 282 Northeast Tudor Road, Lee's Summit, Missouri, United States. Specializing in bankruptcy law, Attorney Stephen Marshall is dedicated to helping clients navigate through financial difficulties. With expertise in Chapter 7 and Chapter 13 bankruptcy, he prioritizes the needs of his clients and aims to provide them with a fresh start. Whether it's discharging unsecured debts like credit cards, payday loans, or medical debts in Chapter 7, or entering a repayment plan in Chapter 13 to stop foreclosure, Attorney Marshall offers personalized solutions to each individual's situation. Additionally, he educates clients on the differences between debt consolidation and bankruptcy, debunking myths about payday loans and providing valuable resources for understanding the bankruptcy process. With a commitment to accessibility and personalized attention, Stephen Marshall Law offers free financial consultations to help clients make informed decisions about their future. Serving various areas in Missouri and Kansas, including Kansas City, Independence, and Overland Park, the institution ensures convenient access to legal assistance. Contact Stephen Marshall Law for expert guidance and support in navigating your financial challenges.

The Love Law Group, LLC is a law firm located at 3435 Northeast Ralph Powell Road in Lee's Summit, Missouri. Specializing in Elder Law, Estate Planning, Uncontested Probate, and Trust Administration, we understand the importance of planning for the unexpected. Whether you are facing a health crisis, a family tragedy, or simply want to ensure your wishes are carried out, our experienced team is here to help. We listen to your story, educate you on the planning process, and empower you to make decisions that provide peace of mind for you and your loved ones. Trust The Love Law Group to guide you through life's challenges and complexities with compassion and expertise. Please note that the choice of a lawyer is an important decision and should not be based solely on advertisements.

Paths Law Firm is a reputable institution located at 5008 Northeast Lakewood Way in Lee's Summit, Missouri. Specializing in estate and elder care planning, the firm is led by Rusty Fracassa, Kathleen Overton, and their dedicated staff. Known for their compassion, attentiveness, and expertise, Paths Law Firm serves the Kansas City area in both Missouri and Kansas. The firm offers appointments Monday through Friday from 8:00am to 5:00pm, with Saturday appointments available upon request. They provide personalized services, including meetings at residences, hospitals, or nursing homes for clients with limited mobility.

Arvest Bank is a trusted financial institution located at Missouri 150 in the bustling city of Lee's Summit, Missouri, United States. Offering a wide range of banking services including checking and savings accounts, loans, mortgages, and investment options, Arvest Bank is dedicated to helping individuals and businesses achieve their financial goals. With convenient ATM locations and knowledgeable staff ready to assist with all your banking needs, Arvest Bank is committed to providing excellent customer service and financial expertise to the community.

Sooner Consulting LLC is a professional consulting firm located at 1358 Northeast Windsor Drive in Lee's Summit, Missouri. Our team of experienced consultants provides a wide range of services to help businesses improve their operations, increase efficiency, and achieve their goals. Whether you need assistance with strategic planning, project management, or process improvement, Sooner Consulting LLC has the expertise to guide you every step of the way. Contact us today to learn more about how we can help your business succeed.

Mike Martin & Associates is a leading accounting and finance institution located at 3640 Northeast Ralph Powell Road in Lee's Summit, Missouri, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. Their expertise in accounting, tax preparation, and financial planning makes them a trusted partner for all your financial needs. Whether you need help with tax filing, bookkeeping, or investment advice, Mike Martin & Associates is dedicated to helping you achieve your financial goals.

Credit Protection USA is a leading finance institution located at 4041 Northeast Lakewood Way in Lee's Summit, Missouri, United States. We specialize in providing comprehensive credit protection services to individuals and businesses, helping them safeguard their financial well-being and prevent identity theft. Our team of experts is dedicated to helping our clients navigate the complexities of the credit system and achieve their financial goals. With a commitment to excellence and customer satisfaction, Credit Protection USA is the trusted partner you need to secure your financial future.

Bales & Associates, Inc. is a renowned accounting and finance institution located at 4115 Northeast Pembroke Lane in Lee's Summit, Missouri, United States. With a team of highly skilled professionals, they offer a wide range of services including auditing, tax preparation, financial planning, and consulting. Known for their expertise and commitment to excellence, Bales & Associates, Inc. is a trusted partner for individuals and businesses seeking top-notch financial services.

Abacus CPAs, LLC is a top-notch accounting and finance institution located at 280 Northeast Tudor Road in Lee's Summit, Missouri, United States. The dedicated professionals at Abacus CPAs™ prioritize their clients, providing a nurturing environment that promotes growth, trust, and confidence. Specializing in tax planning, their expert team empowers clients to make informed decisions and gain a competitive edge. Beyond tax returns, they understand the importance of financial statements in how businesses are perceived by stakeholders. With a passion for numbers and a commitment to business success, Abacus CPAs™ is a trusted partner for individuals and businesses alike. Clients rave about the personalized attention, expert guidance, and proactive approach to financial planning provided by Abacus CPAs™. Whether you're a healthcare practitioner, small business owner, or looking to navigate the Next Gen approval process, Abacus CPAs™ is the partner you can trust for all your accounting and finance needs.

Capital Tax & Consulting is a trusted institution located at 608 Southwest 3rd Street in Lee's Summit, Missouri, United States. Specializing in accounting and finance services, we offer a range of services from tax preparation to planning and accounting for both individuals and small businesses. Our team of highly qualified Certified Professional Accountants ensures the highest quality of work with impeccable attention to detail. We are dedicated to meeting the needs of our clients and providing exceptional service. If you are looking for a reliable partner for all your tax and financial needs, look no further than Capital Tax & Consulting. Downloadable information regarding the American Rescue Plan Act of 2021 is also available for your convenience. Trust us to handle your financial matters with care and expertise.

KPN Enterprises, LLC is an accounting and finance institution located at 206 Southeast 2nd Street in Lee's Summit, Missouri, United States. Specializing in tax compliance, the licensed CPAs at KPN take the worry out of taxes and deliver results that ensure confidence and compliance. With a focus on individual tax preparation, general ledger accounting, payroll, and small business consulting, KPN offers a worry-free strategy for personal finances and small businesses. Their simple process involves sharing tax concerns and goals, completing an intake form, designing a tailored financial plan, processing taxes in about two weeks, and adjusting as needed to ensure confidence in taxes. To help individuals make educated decisions about their finances, KPN offers a checklist of six key tax considerations to assess whether to handle taxes independently or trust a CPA for flawless results. Don't let tax compliance be a source of stress - turn to KPN Enterprises, LLC for expert financial management and peace of mind.

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.

Steven P Mc Clune & Co is a reputable accounting and finance institution located at 3551 Northeast Ralph Powell Road in Lee's Summit, Missouri, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and business consulting. Clients can trust Steven P Mc Clune & Co for expert advice and personalized solutions to meet their financial needs.

Wendleton Accounting Inc is a family-owned institution located at 1209 Southeast 2nd Terrace in Lee's Summit, Missouri, United States. With over 40 years of experience, our team of Enrolled Agents and dedicated support staff offer personal and professional financial services to our community. Enrolled Agents are IRS-credentialed professionals who have passed a comprehensive exam or have extensive IRS experience. They have unlimited practice rights to represent taxpayers before the IRS and must adhere to strict ethical standards. Our goal is to provide quality accounting and finance services to meet the needs of our clients.

Waymaker is a prominent finance institution located at 701 Northeast De La Mar Drive in Lee's Summit, Missouri, United States. With a strong commitment to helping individuals and businesses achieve their financial goals, Waymaker offers a wide range of financial services including investment management, retirement planning, and wealth preservation. Their team of experienced professionals provides personalized guidance and expertise to help clients navigate the complexities of the financial world and make informed decisions. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Waymaker is dedicated to being your trusted partner every step of the way.

Osborne Global Investors is a prestigious finance institution located at 210 Southwest Market Street in Lee's Summit, Missouri, United States. With a reputation for excellence and expertise in global investment strategies, Osborne Global Investors provides tailored financial solutions for clients seeking to grow and protect their wealth. Our team of experienced professionals offers personalized services and innovative investment opportunities to help clients achieve their financial goals. Trust Osborne Global Investors for all your investment needs and experience the difference of working with a leading financial institution.

H&R Block is a well-known accounting and finance institution located at 435 Southwest Ward Road in Lee's Summit, Missouri, United States. With a reputation for providing expert tax preparation services and financial guidance, H&R Block is a trusted resource for individuals and businesses seeking professional assistance with their accounting needs. Whether you're looking for help with tax filing, financial planning, or other accounting services, H&R Block's experienced team is dedicated to helping you achieve your financial goals.

Balanced to a T Bookkeeping is a reputable accounting and finance institution located at 312 Southwest Greenwich Drive in Lee's Summit, Missouri, United States. With a commitment to precision and accuracy, our team of skilled professionals ensures that your financial records are balanced to perfection. Whether you are a small business owner or an individual in need of financial guidance, Balanced to a T Bookkeeping is dedicated to providing top-notch services tailored to meet your specific needs. Trust us to handle your bookkeeping with expertise and efficiency.

Rick G Hughey & Co is a reputable accounting and finance institution located at 504 Northeast 291 Highway 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, financial planning, and more. Their dedication to excellence and commitment to client satisfaction make them a trusted partner for individuals and businesses seeking expert financial advice. Contact Rick G Hughey & Co today to see how they can help you achieve your financial goals.

Julia E. Hampton, CPA, PC is a trusted institution located at 26 Southeast 3rd Street in Lee's Summit, Missouri, United States. Specializing in accounting and finance services, we offer a wide range of solutions including income tax preparation, business consulting, LLC set-up, bookkeeping, payroll, and senior financial services. Our team understands the complexities of taxes and accounting, and we are dedicated to providing you with peace of mind by handling all your financial needs. Whether you are a small business owner, an entrepreneur, or an individual in need of tax assistance, we are here to help. From preparing and filing your taxes to setting up your LLC or corporation, we will guide you through the process with expertise and care. Our services also include full-service bookkeeping, payroll processing, and sales tax management, all done efficiently and accurately.

Rusty's Tax Services is a reputable accounting and finance institution located at 501 Southeast Douglas Street in Lee's Summit, Missouri, United States. With years of experience in the industry, our team of professionals is dedicated to providing top-notch tax services to individuals and businesses alike. From tax preparation to financial planning, we offer a wide range of services to meet our clients' needs. Trust Rusty's Tax Services to handle all of your accounting and finance needs with expertise and efficiency.

Calegari Jack R CPA is a reputable accounting and finance institution located 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 consulting. Their team of certified public accountants is dedicated to providing top-notch services to individuals and businesses alike. Whether you need help with taxes, bookkeeping, or financial advice, Calegari Jack R CPA is the trusted partner you can rely on for all your accounting and finance needs.