TOP 10 Financial decision making in Independence, MO
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Grant Financial Management
Grant Financial Management is a reputable finance institution located at 124 East Center Street in Sikeston, Missouri, United States. We specialize in providing expert financial management services to individuals and businesses alike. Our team of experienced professionals is dedicated to helping clients navigate the complexities of financial planning, budgeting, and investment strategies. Whether you are looking to grow your wealth, plan for retirement, or simply need assistance with managing your finances, Grant Financial Management is here to help. Contact us today to schedule a consultation and take the first step towards securing your financial future.
Merrill Lynch Financial Advisor Heather P Akred
financial approach regularly, we can help ensure that your plan evolves with you and continues to align with your goals. Overall, Merrill Lynch Financial Advisor Heather P Akred is a team of talented and experienced individuals dedicated to providing personalized financial advice and guidance to help clients achieve their goals. With a focus on building strong client relationships based on trust, the team offers a range of services including investment advice, financial analysis, tax planning, estate planning, and values-based planning. By working closely with clients and involving their families in the investment process, the team aims to empower clients to make informed financial decisions and pursue financial independence. Through a personalized approach and a commitment to exceptional service, Merrill Lynch Financial Advisor Heather P Akred strives to help clients navigate the complexities of wealth management and achieve their financial goals."
Edward Jones - Financial Advisor: Matthew R McBride, CFP®
Edward Jones - Financial Advisor: Matthew R McBride, CFP® is a reputable finance institution located at 300 1st Executive Avenue in St. Peters, Missouri, United States. With a focus on providing personalized financial planning services, Matthew R McBride, a Certified Financial Planner, offers expert advice and guidance to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or looking to build wealth, Edward Jones is dedicated to helping you make informed decisions and secure your financial future.
Wise Choices Financial, LLC
Wise Choices Financial, LLC is an insurance agency located at 4731 South Cochise Drive in Independence, Missouri, United States. Our mission is to empower individuals and families to make wise financial decisions through education and personalized guidance. We specialize in providing financial peace of mind and protection for your most valuable assets. Our team is dedicated to putting you at the center of everything we do to ensure you and your loved ones are protected. We offer a range of services including life insurance, estate planning, and retirement planning. Our President, Mark Squires, has been appointed to a leadership position with The National Association of Insurance and Financial Advisors Missouri Chapter, showcasing our commitment to excellence in the industry.
Market Advisory Group - Independence, MO
Market Advisory Group in Independence, Missouri, offers a comprehensive range of financial, health, insurance, and legal services to help secure your future. From financial advising to taxes, estate planning, and Medicare services, our team is dedicated to providing personalized solutions tailored to your unique needs. As fiduciaries, we prioritize your best interests and work diligently to create a retirement plan that aligns with your goals. With a focus on transparency and education, we strive to empower our clients with the knowledge and tools needed to make informed decisions about their financial future. Whether you're concerned about market loss, running out of money, or simply need guidance on investing, our team is here to help. Visit us at our office on East Valley View Parkway to learn more about how we can support you on your journey towards financial security.
Michael M. Quarles Owner: Financial Longevity Advisory LLC
Located at 6300 North Revere Drive in Kansas City, Missouri, Financial Longevity Advisory LLC is owned by Michael M. Quarles. Specializing in finance and insurance services, our institution is dedicated to helping clients plan for a secure financial future that encompasses health, family, and social aspects of aging. Women face unique challenges when it comes to retirement planning, and we aim to empower them for financial success. Our team helps clients understand their Social Security benefits and develop personalized strategies for maximizing their retirement income.
Ameriprise Financial: Tucker David
Ameriprise Financial: Tucker David is a finance institution located at 4200 South Little Blue Parkway in Independence, Missouri, United States. As a trusted financial advisor, Tucker David provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing expert guidance, Ameriprise Financial: Tucker David is dedicated to helping clients make informed decisions about their financial future.
Edward Jones - Financial Advisor: Chris Thiele
Edward Jones - Financial Advisor: Chris Thiele is a trusted financial institution located at 3151 Route 291 in Independence, Missouri. As a dedicated financial advisor, Chris Thiele provides personalized investment advice and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing exceptional customer service, Edward Jones - Financial Advisor: Chris Thiele is committed to helping individuals and families secure their financial future. Whether you are planning for retirement, saving for college, or investing for the future, Chris Thiele is here to help you navigate the complex world of finance and make informed decisions. Contact Edward Jones - Financial Advisor: Chris Thiele today to schedule a consultation and take the first step towards a brighter financial future.
Edward Jones - Financial Advisor: Shannon M Sundberg, CAP®
Edward 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.
Edward Jones - Financial Advisor: Susan L Butler
Edward Jones - Financial Advisor: Susan L Butler is a finance institution located at 4721 South Cliff Avenue in Independence, Missouri, United States. As a trusted financial advisor, Susan L Butler provides personalized investment strategies and expert guidance to help clients achieve their financial goals. With a focus on building long-term relationships and providing top-notch customer service, Edward Jones - Financial Advisor: Susan L Butler is dedicated to helping individuals and families make informed decisions about their finances.
Charles W. Ladd - Financial Advisor, Ameriprise Financial Services, LLC
Charles 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.
Leonard Bowers - Financial Advisor, Ameriprise Financial Services, LLC
Leonard 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.
Raymond James Financial Services
Raymond 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.
Edward Jones - Financial Advisor: Bryan M O'Dell
Edward 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.
Merrill Lynch Financial Advisor Vicky Vogel-Iturri
Merrill 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.
Alex Ottinger - Financial Advisor, Ameriprise Financial Services, LLC
Alex 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.
Houston Richards - State Farm Insurance Agent
Houston Richards - State Farm Insurance Agent is located at 17000 East US Highway 24 in Independence, Missouri, United States. As an insurance agency, we understand that life is full of unexpected events, and it is our job to protect you from them. With over 30 years of experience in the insurance industry, we take pride in offering personalized insurance plans tailored to fit your needs and provide you with the protection you deserve. Our dedicated team, including licensed professionals in Missouri, Kansas, Iowa, Illinois, and Arkansas, is committed to helping you make smarter insurance decisions. We offer a range of insurance options including auto, motorcycle, home, renters, condo, life, and health insurance policies. Our personalized approach ensures that you receive the discounts you deserve and the coverage that fits your unique situation.
SBInsure Agency
SBInsure Agency, located at 2 Williams Drive in Union, Missouri, is a top-notch insurance agency offering personalized insurance solutions tailored to fit your lifestyle. Our dedicated team of insurance advisors is committed to providing residents and businesses in Franklin and surrounding counties with comprehensive and quality insurance options. With a focus on home, car, life, and business coverages, we strive to ensure that our clients are protected from the unexpected and prepared for the predictable. As an independent insurance agency, we go above and beyond simply selling insurance. We work closely with our clients to help them make informed decisions that will safeguard their financial security and quality of life. Our clients trust us to provide expert advice, personal attention, and the best rates and coverage options available.
Lifescape Law & Development, LLC
Lifescape Law & Development, LLC, located at 6 Westowne Drive in Liberty, Missouri, offers compassionate and quality legal services specializing in Estate Planning. Their services cater to aging adults, individuals with disabilities, and families at all stages of life. The institution helps clients create tailored estate plans that go beyond just having a Will, taking into consideration specific needs and eligibility for governmental programs like Medicaid and Veteran’s Benefits. With a focus on Life Care Planning, Elder Law, and protecting loved ones with special needs, Lifescape Law & Development aims to assist clients in securing their financial freedom and creating effective plans for the future. The institution also offers mediation services to resolve family disputes and ensures flexibility in consultations through video conferencing and drive-thru signings during the quarantine.
Central Bank
The Central Bank located at 18192 Business 13 in Branson West, Missouri, United States, is a financial institution offering a range of banking services. Our Video Teller Machines (VTMs) provide extended hours for basic banking transactions with the assistance of a live teller. Services such as checking, savings, credit cards, mobile banking, and more are available at our Branson West branch, conveniently located near the Walmart Supercenter. Our lobby and drive-thru hours ensure that you can access our services at your convenience. Visit our Learning Center to explore valuable financial topics, and take advantage of our credit cards with rewarding benefits. If you have any questions or feedback, our friendly staff is here to assist you. Make your loan payments conveniently with a debit card or electronic check, with additional service fees applying. Contact us for any inquiries or to provide feedback - we are here to help!
Stephen Marshall Law
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.
JC Grason of Kansas City
JC 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.
P. Glen Smith
P. Glen Smith is a law institution located at 6 Westowne Drive in Liberty, Missouri, United States. Specializing in providing compassionate and quality legal services, Lifescape Law & Development offers Estate Planning Services to aging adults, individuals with disabilities, and families at every stage of life. Their team helps tailor estate plans to specific needs, offers guidance on governmental programs like Medicaid and Veteran's Benefits, and assists in creating Life Care Plans for families facing chronic illness or disability. With a focus on Elder Law, the institution helps secure financial freedom through the long-term care process and provides special estate planning tools for loved ones with specific needs. Utilizing mediation to resolve disputes and offering video conferencing, phone consultations, and drive-thru signings during the quarantine, P. Glen Smith prioritizes the needs of its clients and aims to provide a comprehensive, well-designed plan for their future. By listening carefully to each person's unique story and offering tailored solutions, the institution helps clients protect their assets, health, independence, dignity, and family through every season of life. With a commitment to empowering clients and minimizing fears, P. Glen Smith strives to assist individuals in making lasting decisions for themselves and their loved ones. Additionally, the institution hosts regular events to prepare individuals of all ages for their futures. To schedule an appointment, individuals can call (816) 291-4143 or submit an online inquiry.
Justine PETERSEN
Justine PETERSEN is a finance institution located at 1023 North Grand Boulevard in St. Louis, Missouri, United States. This institution offers a range of financial services and resources to help individuals and families achieve economic stability and financial independence. Justine PETERSEN provides affordable loans, financial education, credit building tools, and other resources to empower clients to make informed financial decisions and improve their financial well-being. With a commitment to serving the community and promoting financial literacy, Justine PETERSEN is a trusted partner for those seeking to improve their financial health.
Dailey Insurance Agency
Dailey Insurance Agency, located at 10996 Historic Highway 165 in Hollister, Missouri, is a trusted insurance agency specializing in Missouri policies only. Whether you need coverage for your property, auto, or business, Dailey Insurance Agency is here to protect your future. Our team of dream enablers is dedicated to helping you make informed decisions that will secure your financial freedom and peace of mind. As an independent agency, we work for you and your best interests, providing great coverage at competitive premiums. Our goal is to be the most trusted and service-oriented agency in the Hollister area, building strong connections and long-lasting relationships with our clients. We offer a variety of personal and business insurance solutions to help you protect what matters most. From homeowners insurance to liability coverage, Dailey Insurance Agency is here to support you every step of the way. Contact us today to take the first step towards a secure future with our insurance solutions.
KPN Enterprises, LLC
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.
Market Tax Services
Market Tax Services, located at 18920 East Valley View Parkway in Independence, Missouri, is your go-to institution for all your accounting and finance needs. Specializing in tax services, Market Tax Services is dedicated to helping you with everything from annual tax returns to long-term tax planning. Navigating the world of taxes can be overwhelming, but with the help of the experts at Market Tax Services, you can feel confident in your decisions and prepared for the future. Their team of experienced professionals understands the complexities of tax planning and will work with you to create a comprehensive tax plan that aligns with your financial goals.
HFI Advisors
HFI Advisors is a finance institution located at 30 South Main Street in Webb City, Missouri, United States. At HFI Advisors, we believe in guiding our clients on their journey to financial confidence, ensuring they don't have to walk their retirement path alone. Our team of professionals is dedicated to helping you feel secure in your financial future by creating a custom strategy tailored to your unique retirement goals. We offer a variety of investments and insurance products and services to address your financial needs and concerns. As an independent financial services firm, we assist individuals in creating retirement strategies that suit their objectives. Securities are offered through Registered Representatives of Cambridge Investment Research, Inc., and advisory services are provided through Cambridge Investment Research Advisors, Inc. HFI Advisors is not affiliated with Cambridge. Our registered representatives and investment adviser representatives are licensed and registered in multiple states. Please note that investing involves risk, and none of the information on our website constitutes an offer to sell securities or insurance products. We recommend consulting with a qualified professional before making any financial decisions.
Jennifer McLaughlin - Thrivent
Jennifer McLaughlin - Thrivent is a finance institution located at 6 Victory Lane, Liberty, Missouri, United States. Licensing for insurance products is available through the State Insurance Department's website, which can be found through the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so clients are encouraged to consult with their attorney or tax professional. Thrivent offers financial advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can choose to further their planning engagement with Thrivent through its Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
HFI Advisors
HFI 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.
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