Financial consultant for retirement in Independence, Missouri
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Edward Jones - Financial Advisor: Matt Flax, CFP®
● ClosedEdward Jones - Financial Advisor: Matt Flax, CFP® is a reputable finance institution located at 3720 Arrowhead Avenue in Independence, Missouri, United States. As a Certified Financial Planner, Matt Flax offers expert financial advice and planning services to help clients achieve their long-term financial goals. With a focus on personalized service and a commitment to client satisfaction, Edward Jones - Financial Advisor: Matt Flax, CFP® is a trusted partner in navigating the complex world of finance. Whether you are planning for retirement, saving for your children's education, or investing for the future, Matt Flax and his team are dedicated to providing sound financial guidance tailored to your individual needs.
3720 Arrowhead Ave #100, Independence, MO 64057, United States -
Edward Jones - Financial Advisor: Adam J Kliethermes, CFP®
● ClosedEdward Jones - Financial Advisor: Adam J Kliethermes, CFP® is a reputable finance institution located at 19045 East Valley View Parkway in Independence, Missouri, United States. Adam J Kliethermes, a Certified Financial Planner, provides expert financial advice and services to help clients achieve their financial goals. With a focus on personalized and comprehensive financial planning, clients can trust Edward Jones to provide tailored solutions to meet their individual needs. Whether you are planning for retirement, saving for education, or investing for the future, Adam J Kliethermes and his team are dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
19045 E Valley View Pkwy Suite C, Independence, MO 64055, United States -
Edward Jones - Financial Advisor: Shannon M Sundberg, CAP®
● ClosedEdward Jones - Financial Advisor: Shannon M Sundberg, CAP® is a reputable finance institution located at 4200 Little Blue Parkway in Independence, Missouri, United States. Shannon M Sundberg, a Certified Asset Protection Professional, provides expert financial advice and services to help clients achieve their financial goals. With a focus on personalized and comprehensive financial planning, clients can trust in Shannon's expertise to guide them towards a secure financial future. Whether you are looking to plan for retirement, invest for the future, or protect your assets, Shannon M Sundberg at Edward Jones is dedicated to helping you make informed financial decisions.
4200 Little Blue Pkwy Suite 510, Independence, MO 64057, United States -
David Whalen - Ameriprise Financial Services, LLC
● OpenDavid Whalen - Ameriprise Financial Services, LLC is a finance institution located at 4700 South Cedar Crest Court in Independence, Missouri, United States. Each Ameriprise advisor has their own "Top areas of focus" which you can review based on your location search to find the best approach for your financial goals. You can also check out their backgrounds, credentials, and experience to ensure they are the right fit for you. By filling out the "Request consultation" form, you can connect with your desired advisor who will reach out to schedule a complimentary initial consultation. Connect with David Whalen - Ameriprise Financial Services, LLC to help secure your financial future.
4700 S Cedar Crest Ct, Independence, MO 64055, United States -
Wes Vogt - COUNTRY Financial Representative
● ClosedWes Vogt - COUNTRY Financial Representative is a trusted finance and insurance agency located at 4710 South Cedar Crest Court in Independence, Missouri, United States. With a focus on providing personalized financial planning and insurance solutions, Wes Vogt and his team are dedicated to helping clients protect their assets and plan for a secure financial future. Whether you are in need of insurance coverage for your home, auto, or business, or looking for guidance on retirement planning and investment strategies, Wes Vogt - COUNTRY Financial Representative is here to help. Contact them today to schedule a consultation and start building a strong financial foundation.
4710 S Cedar Crest Ct Suite 500, Independence, MO 64055, United States -
Edward Jones - Financial Advisor: Megan Hammer, AAMS™
● OpenEdward Jones - Financial Advisor: Megan Hammer, AAMS™ is a trusted finance institution located at 4731 South Cochise Drive in Independence, Missouri, United States. Megan Hammer, a certified Accredited Asset Management Specialist, is dedicated to providing personalized financial advice and guidance to help clients achieve their financial goals. With a focus on integrity and professionalism, Megan Hammer offers a range of services including investment planning, retirement planning, and wealth management. Whether you are planning for the future or looking to grow your wealth, Edward Jones - Financial Advisor: Megan Hammer, AAMS™ is committed to helping you navigate the complexities of the financial world.
4731 S Cochise Dr # 204, Independence, MO 64055, United States -
Edward Jones - Financial Advisor: Ryan M Kliethermes
● OpenEdward Jones - Financial Advisor: Ryan M Kliethermes is a trusted financial institution located at 19045 East Valley View Parkway in Independence, Missouri, United States. As a reputable finance firm, they offer personalized financial planning and investment services to help clients achieve their financial goals. With Ryan M Kliethermes at the helm, clients can expect expert advice and guidance tailored to their individual needs. Whether you are planning for retirement, saving for education, or investing for the future, Edward Jones - Financial Advisor: Ryan M Kliethermes is dedicated to helping you secure a stable financial future.
19045 E Valley View Pkwy Suite C, Independence, MO 64055, United States -
Edward Jones - Financial Advisor: Drew Hammer
● ClosedEdward Jones - Financial Advisor: Drew Hammer is a reputable financial institution located at 4731 South Cochise Drive in Independence, Missouri, United States. Specializing in providing personalized financial advice and services, Drew Hammer and his team are dedicated to helping clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones is committed to providing top-notch financial guidance and support to individuals and families. Whether you are planning for retirement, saving for your child's education, or looking to invest for the future, Drew Hammer and his team are here to help you navigate the complex world of finance with confidence and peace of mind.
4731 S Cochise Dr Ste 210, Independence, MO 64055, 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 -
Edward Jones - Financial Advisor: Mack Valentine
● ClosedEdward Jones - Financial Advisor: Mack Valentine is a reputable finance institution located at 621 Burkarth Road in Warrensburg, Missouri, United States. As a dedicated financial advisor, Mack Valentine provides personalized financial planning and investment services to help clients achieve their long-term financial goals. With a commitment to transparency, integrity, and client satisfaction, Edward Jones - Financial Advisor: Mack Valentine is a trusted partner in navigating the complex world of finance. Contact them today to start planning for a secure financial future.
621 Burkarth Rd Ste B, Warrensburg, MO 64093, United States -
Edward Jones - Financial Advisor: Kyle J Newbold
● ClosedEdward Jones - Financial Advisor: Kyle J Newbold is a reputable financial institution located at 766 U.S. 60 in Republic, Missouri, United States. As a dedicated financial advisor, Kyle J Newbold offers personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides comprehensive investment strategies and retirement planning solutions. Whether you are looking to grow your wealth, plan for retirement, or save for the future, Kyle J Newbold is committed to providing expert guidance and support every step of the way. Visit Edward Jones - Financial Advisor: Kyle J Newbold today to start planning for a secure financial future.
766 US-60, Republic, MO 65738, United States -
Charles W. Ladd - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedCharles W. Ladd is a financial advisor at Ameriprise Financial Services, LLC, located at 1342 East Kingsley Street in Springfield, Missouri. With a focus on providing personalized financial guidance, Charles helps clients navigate their financial goals and create a plan for their future. Whether you are looking to invest for retirement, save for education expenses, or build wealth, Charles W. Ladd can help you achieve your financial aspirations. With a commitment to integrity and professionalism, Charles W. Ladd is dedicated to helping clients make informed decisions about their finances.
Great Southern Financial Svcs, 1342 E Kingsley St E, Springfield, MO 65804, United States -
Edward Jones - Financial Advisor: John H Neuenswander
● ClosedEdward Jones - Financial Advisor: John H Neuenswander is a reputable financial institution located at 958 Kehrs Mill Road in Ballwin, Missouri, United States. With a focus on providing personalized financial advice and guidance, John H Neuenswander and his team are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are planning for retirement, saving for education, or investing for the future, Edward Jones is committed to providing expert financial services tailored to meet your individual needs. Visit us today to start planning for a brighter financial tomorrow.
958 Kehrs Mill Rd, Ballwin, MO 63011, United States -
Leonard Bowers - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedLeonard Bowers, a Financial Advisor at Ameriprise Financial Services, LLC, located at 14755 North Outer 40 Road in Chesterfield, Missouri, is dedicated to helping clients achieve their financial goals. With a focus on individualized investment strategies and portfolio recommendations, Leonard works closely with clients to understand their goals and risk tolerance. Regular meetings are held to review progress, update strategies as needed, and track overall financial growth. Clients have the ability to access their investments and accounts from any device, securely and conveniently. Leonard offers complimentary initial consultations to new clients, providing an overview of financial planning concepts and discussing how he can help them build a more confident financial future.
14755 N Outer 40 Rd #500, Chesterfield, MO 63017, United States -
Edward Jones - Financial Advisor: Jeff Anderson, CFP®|AAMS™
● ClosedEdward Jones - Financial Advisor: Jeff Anderson, CFP®|AAMS™ is a reputable financial institution located at 10017 Watson Road in St. Louis, Missouri, United States. Jeff Anderson, a Certified Financial Planner and Accredited Asset Management Specialist, provides expert financial advice and services to help clients achieve their financial goals. With a focus on personalized financial planning and investment strategies, Edward Jones is dedicated to helping individuals and families secure their financial future. Visit us today to learn more about our comprehensive financial services.
10017 Watson Rd, St. Louis, MO 63126, United States -
Raymond James Financial Services
● OpenRaymond James Financial Services is a prominent finance institution located at The Pines Court in St. Louis, Missouri, United States. With a strong reputation for providing quality financial services, Raymond James offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. The institution is known for its personalized approach to financial planning and its commitment to delivering exceptional customer service. Whether you are looking to grow your portfolio, plan for retirement, or secure your financial future, Raymond James Financial Services is dedicated to helping you make informed decisions and navigate the complexities of the financial world.
Eleven, The Pines Ct STE C, St. Louis, MO 63141, United States -
Stegmann and Associates - Ameriprise Financial Services, LLC
● OpenStegmann and Associates - Ameriprise Financial Services, LLC is a finance institution located at 14755 North Outer 40 Road, Chesterfield, Missouri, United States. They offer personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Regular meetings are held to review progress and adjust strategies as needed. Clients can easily access their investments and track progress towards their goals securely from any device. The institution provides a complimentary initial consultation to discuss financial planning concepts. Ameriprise financial advisors are registered to do business in certain U.S. states and cannot guarantee future financial results. They prioritize client relationships and encourage referrals to help others achieve their financial goals. The institution is a member of FINRA and SIPC, ensuring privacy and security for clients.
14755 N Outer 40 Rd #500, Chesterfield, MO 63017, 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 -
Edward Jones - Financial Advisor: Jon Seibel
● ClosedEdward Jones - Financial Advisor: Jon Seibel is a reputable finance institution located at 8000 Maryland Avenue in St. Louis, Missouri, United States. With a focus on personalized financial planning and investment strategies, Jon Seibel and his team provide expert guidance and support to clients looking to achieve their financial goals. Whether you are planning for retirement, saving for college, or building wealth for the future, Edward Jones - Financial Advisor: Jon Seibel offers tailored solutions to help you navigate the complexities of the financial world with confidence. Trustworthy, experienced, and dedicated, Jon Seibel is committed to helping you secure your financial future.
8000 Maryland Ave Suite 850, St. Louis, MO 63105, United States -
Duncan Financial Management, Inc
● ClosedDuncan Financial Management, Inc. is a finance institution located at 10820 Sunset Office Drive in St. Louis, Missouri, United States. With 36 years of experience in the financial services industry, Jeff Duncan provides clients with a weekly update on how changes in the world of finance may impact their financial future. The DFM Path™ offers real answers to retirement questions and helps individuals take control of their financial future. The institution offers resources such as eBooks and guides on topics like fixed index annuities. Duncan Financial Management is an independent firm that helps individuals create retirement strategies tailored to their needs and objectives. It is important to note that investing involves risk and guarantees provided by insurance products are backed by the financial strength of the issuing insurance carrier. The information provided on the website is for informational purposes only and should not be used as the sole basis for financial decisions. Contact Duncan Financial Management for personalized financial guidance and stay informed on recent financial topics that could impact your situation.
10820 Sunset Office Dr #210, St. Louis, MO 63127, United States -
Edward Jones - Financial Advisor: Bryan M O'Dell
● OpenEdward Jones - Financial Advisor: Bryan M O'Dell is a reputable finance institution located at 20 Allen Avenue in Webster Groves, Missouri, United States. Bryan M O'Dell is a skilled and experienced financial advisor who is dedicated to helping clients achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, Bryan M O'Dell can provide personalized financial advice and guidance to help you make informed decisions. With a commitment to excellence and a focus on building long-term relationships, Edward Jones - Financial Advisor: Bryan M O'Dell is a trusted partner in helping individuals and families secure their financial futures.
20 Allen Ave Suite 320, Webster Groves, MO 63119, United States -
Merrill Lynch Financial Advisor Vicky Vogel-Iturri
● ClosedMerrill Lynch Financial Advisor Vicky Vogel-Iturri is a second-generation wealth management practice located at 7676 Forsyth Boulevard in Clayton, Missouri. Vicky is a CERTIFIED FINANCIAL PLANNER™ professional with nearly two decades of experience, specializing in creating customized retirement income strategies for multigenerational families. She is dedicated to serving as a trusted family advisor, helping clients navigate complex life transitions and pass on wealth to heirs seamlessly through estate planning. Vicky is passionate about empowering women in finance and has been running women-only seminars since 2011. Vicky's team includes talented individuals committed to building strong client relationships based on trust and personalized service. Debbie Lato, a Registered Senior Wealth Management Client Associate with over 35 years of industry experience, assists Vicky with account administration and client services. Together, they provide personalized financial planning centered on clients' goals and priorities.
7676 Forsyth Blvd, Clayton, MO 63105, 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 -
Wheelhouse Advisory Group LLC
● ClosedWheelhouse Advisory Group LLC is a finance institution located at 1520 South 5th Street in Saint Charles, Missouri, United States. We specialize in helping families protect their retirement savings through comprehensive planning, focusing on the distribution stage of life. Our team of qualified financial professionals is dedicated to helping individuals and families achieve their ideal retirements by providing services such as tax strategies, investment planning, and estate planning. We offer a Checklist Challenge to help you get your retirement right, ensuring that your financial concerns and goals are addressed. Our process includes three visits to review your current plan, stress test your portfolio with our retirement analyzer, and finalize a Blueprint of your retirement plan. We also offer informational workshops on retirement income strategies, tax planning, and estate planning.
1520 S 5th St #310, St Charles, MO 63303, United States -
Claris Advisors LLC
● OpenClaris Advisors LLC, located at 800 Market Street in St. Louis, Missouri, is a finance institution that is redefining the wealth management and investment experience. They help individuals, institutions, and retirement plan sponsors understand market forces to create solid, long-term investment plans based on academic research rather than Wall Street hype. Their goal is to bring clarity and calm back to their clients' financial lives. Claris Advisors' approach aims to give clients greater control over risk, cost, and taxes. They believe in a better way of investing that avoids the common pitfalls of fear-based selling during market declines and overeager buying during market increases.
800 Market St Suite 500, St. Louis, MO 63101, United States -
Northwestern Mutual - Kathleen Qualy
● OpenNorthwestern Mutual - Kathleen Qualy is a finance institution located at 701 Market Street in St. Louis, Missouri. As a part of Northwestern Mutual, this branch offers a wide range of financial services and products to help individuals and businesses achieve their financial goals. With a focus on personalized financial planning and investment strategies, Kathleen Qualy and her team are dedicated to providing top-notch financial advice and solutions to their clients. Whether you are looking to plan for retirement, protect your assets, or grow your wealth, Northwestern Mutual - Kathleen Qualy is here to help you every step of the way.
701 Market St # 1070, St. Louis, MO 63101, United States -
Wheelhouse Advisory Group LLC
● ClosedWheelhouse Advisory Group LLC, located at 12250 Weber Hill Road in St. Louis, Missouri, is a finance institution dedicated to helping families protect their retirement savings through comprehensive planning. Unlike many financial advisors who focus solely on asset accumulation, Wheelhouse specializes in the distribution stage of life, offering discussions on tax strategies, investment planning, and estate planning. The team at Wheelhouse is comprised of qualified professionals passionate about helping individuals and families achieve their ideal retirements. Through a three-step process, Wheelhouse helps clients create a custom retirement plan tailored to their specific financial situation and goals. The institution also offers informational workshops on retirement income strategies, tax planning, and estate planning. As an independent financial services firm, Wheelhouse uses a variety of investment and insurance products to create personalized retirement strategies for clients.
12250 Weber Hill Rd # 305, St. Louis, MO 63127, United States -
Gateway Wealth Management, LLC
● ClosedGateway Wealth Management, LLC is a trusted financial institution located at 1034 South Brentwood Boulevard in Richmond Heights, Missouri. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized wealth management solutions. Whether you are planning for retirement, saving for your child's education, or looking to grow your investments, we are here to provide expert guidance and support every step of the way. Visit us today to learn more about how Gateway Wealth Management, LLC can help you secure a brighter financial future.
1034 S Brentwood Blvd Suite 1603, Richmond Heights, MO 63117, United States -
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
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