Financial education in Lee's Summit, Missouri
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Summit Ridge Credit Union
Summit Ridge Credit Union is a trusted financial institution located at 3485 Northeast Ralph Powell Road in Lee's Summit, Missouri. As a full-service credit union, we offer a wide range of financial services including ATM access, banking services, and personalized finance solutions. Our dedicated team is committed to providing members with exceptional customer service and helping them achieve their financial goals. Join us at Summit Ridge Credit Union and experience the difference of banking with a community-focused institution.
Mazuma Credit Union - Lee's Summit East
Mazuma Credit Union - Lee's Summit East is a financial institution located at 1155 Northeast Douglas Street in Lee's Summit, Missouri, United States. As a credit union, Mazuma offers a variety of financial services including savings accounts, loans, and investment options. Additionally, Mazuma Credit Union - Lee's Summit East features an ATM for convenient access to cash withdrawals and deposits. With a focus on serving the local community, Mazuma Credit Union is committed to providing personalized and reliable financial solutions to its members.
Family Solutions Financial
Family Solutions Financial is an insurance agency located at 110 Southwest 2nd Street in Lee's Summit, Missouri, United States. Our dedicated team is committed to providing personalized financial solutions for families to protect their assets and plan for the future. We offer a wide range of insurance products including life, health, home, auto, and more to ensure that our clients have the coverage they need. With a focus on customer service and integrity, Family Solutions Financial strives to build long-lasting relationships with our clients and help them achieve their financial goals.
Kanik Financial
Kanik Financial is a reputable finance and insurance agency located at 1320 Northeast Windsor Drive in Lee's Summit, Missouri, United States. With a focus on providing top-notch financial services and insurance solutions, Kanik Financial is committed to helping individuals and businesses achieve their financial goals and protect their assets. Our team of experienced professionals offers personalized guidance and tailored solutions to meet the unique needs of each client. Trust Kanik Financial for all your finance and insurance needs.
Edelman Financial Engines
Edelman Financial Engines is a leading financial institution located at 210 Southwest Market Street in Lee's Summit, Missouri, United States. Specializing in finance, they offer a wide range of services to help individuals and businesses manage their wealth and investments effectively. With a team of experienced financial advisors, Edelman Financial Engines is dedicated to providing expert guidance and personalized solutions to help clients achieve their financial goals. Whether you are looking to plan for retirement, save for education, or grow your assets, Edelman Financial Engines is committed to helping you secure a stable financial future.
Friedline Financial
Friedline Financial is a reputable finance institution located at 107 Southwest Market Street in Lee's Summit, Missouri. As a trusted financial services provider, Friedline Financial offers a wide range of financial solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Friedline Financial is dedicated to providing personalized service and expert advice to help clients navigate the complexities of the financial world. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, Friedline Financial is here to help. Visit us today to learn more about how we can help you secure your financial future.
Thrivent Financial-Lutherans
Thrivent Financial-Lutherans is a finance institution located at 436 Southeast Youngston Lane in Lee's Summit, Missouri, United States. We believe that everyone deserves a financial plan they can trust, starting with the right financial advisor. Our team can help match you with resources based on your top financial concerns and create a personalized plan to help you achieve your goals. Money Canvas™ is a free virtual coaching service that empowers you to build healthier money habits at your own pace. Whether you are just starting out, building a foundation, or nearing retirement, our financial advisors are here to help you navigate life's challenges and opportunities. We also offer charitable planning options and generosity programs to help you give back to your community. With $162 billion in assets under management/advisement, Thrivent is a Fortune 500 organization providing advice, investments, insurance, banking, and generosity programs. Schedule a free intro appointment with one of our financial advisors to learn more about how we can help you live a more meaningful and generous life. Thrivent is committed to helping people make the most of all they've been given and guiding them towards a more secure financial future.
Edward Jones - Financial Advisor: Matt Knehans, AAMS™
Edward Jones - Financial Advisor: Matt Knehans, AAMS™ is a reputable finance institution located at 120 Southwest 2nd Street in Lee's Summit, Missouri, United States. Specializing in providing personalized financial advice and services, Matt Knehans, AAMS™, is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Matt Knehans, AAMS™ is committed to providing top-notch financial planning and investment solutions tailored to each client's unique needs.
Edward Jones - Financial Advisor: Laura A Hudson, AAMS™
Edward Jones - Financial Advisor: Laura A Hudson, AAMS™ is a trusted financial institution located at 500 Southwest Market Street in Lee's Summit, Missouri, United States. As a knowledgeable and experienced advisor, Laura A Hudson, AAMS™ offers personalized financial planning and investment services to help clients achieve their financial goals. Whether you are looking to save for retirement, plan for your child's education, or grow your wealth, Laura A Hudson, AAMS™ is dedicated to providing expert guidance and support every step of the way. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Laura A Hudson, AAMS™ is committed to helping clients secure their financial future.
Edward Jones - Financial Advisor: Lauren Berry, CFP®
Edward Jones - Financial Advisor: Lauren Berry, CFP® is a trusted financial institution located at 24 Northwest Chipman Road in Lee's Summit, Missouri. As a Certified Financial Planner®, Lauren Berry provides expert financial advice and planning services to help clients achieve their financial goals. With a focus on personalized service and a commitment to excellence, Edward Jones is dedicated to helping individuals and families secure their financial future. Whether you are planning for retirement, saving for college, or investing for the future, Lauren Berry and the team at Edward Jones are here to help you navigate the complexities of the financial world with confidence and peace of mind.
Edward Jones - Financial Advisor: Kevin T Carpenter
Edward Jones - Financial Advisor: Kevin T Carpenter is a reputable finance institution located at 500 Southwest Market Street in Lee's Summit, Missouri, United States. With a focus on providing personalized financial planning and investment services, Kevin T Carpenter and his team are dedicated to helping clients achieve their financial goals. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, Edward Jones - Financial Advisor: Kevin T Carpenter offers tailored solutions to meet your individual needs. Trustworthy, experienced, and committed to client success, Kevin T Carpenter is a trusted partner in navigating the complex world of finance.
Edward Jones - Financial Advisor: Anne L Pedersen, ChFC®
Edward Jones - Financial Advisor: Anne L Pedersen, ChFC® is a reputable financial institution located at 24 Northwest Chipman Road in Lee's Summit, Missouri, United States. Anne L Pedersen, a Chartered Financial Consultant (ChFC®), provides expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Anne L Pedersen is dedicated to helping individuals and families navigate the complexities of financial planning. Whether you are looking to save for retirement, invest for the future, or plan for your children's education, Edward Jones - Financial Advisor: Anne L Pedersen, ChFC® is committed to providing top-notch financial services tailored to your unique needs.
Steven Holdmeyer - BancWest Investment Services Financial Advisor
Steven Holdmeyer - BancWest Investment Services Financial Advisor is a reputable financial institution located at 740 Northwest Blue Parkway in Lee's Summit, Missouri. As a trusted advisor, Steven Holdmeyer provides personalized financial planning services to help clients achieve their investment goals and secure their financial future. With a focus on building long-term relationships and delivering exceptional customer service, Steven Holdmeyer is dedicated to helping individuals and families make informed decisions about their finances. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Steven Holdmeyer - BancWest Investment Services Financial Advisor is committed to providing expert guidance and support every step of the way.
Scott A. Wilson - BancWest Investment Services Financial Advisor
Scott A. Wilson - BancWest Investment Services Financial Advisor is a reputable finance institution located at 700 Route 291 in Lee's Summit, Missouri, United States. As a dedicated financial advisor, Scott A. Wilson offers expert guidance and personalized investment strategies to help clients achieve their financial goals. With a strong focus on customer satisfaction and wealth management, this institution provides top-notch financial services to individuals and businesses alike. Trust Scott A. Wilson - BancWest Investment Services Financial Advisor for all your financial planning needs.
Edward Jones - Financial Advisor: Brian Ross, AAMS™|CRPC™
Edward Jones - Financial Advisor: Brian Ross, AAMS™|CRPC™ is a trusted finance institution located at 3550 Northeast Ralph Powell Road in Lee's Summit, Missouri, United States. Brian Ross, a seasoned financial advisor with accreditation as an Accredited Asset Management Specialist (AAMS™) and Chartered Retirement Planning Counselor (CRPC™), provides expert financial guidance and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional service, Edward Jones - Financial Advisor: Brian Ross, AAMS™|CRPC™ is dedicated to helping individuals and families navigate the complexities of financial planning and investment management.
Edward Jones - Financial Advisor: Joseph Hyde, CIMA®
Edward Jones - Financial Advisor: Joseph Hyde, CIMA® is a reputable finance institution located at 200 Southeast Douglas Street in Lee's Summit, Missouri, United States. With a focus on providing personalized financial solutions, Joseph Hyde, a Certified Investment Management Analyst, offers expert advice and guidance to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Edward Jones is dedicated to helping you make informed decisions and secure your financial future.
Sprouse Financial
Sprouse Financial is a reputable financial institution located at 306 Southeast 3rd Street in Lee's Summit, Missouri. Specializing in finance, Sprouse Financial offers a wide range of services including investment management, retirement planning, and wealth management. With a team of experienced financial advisors, Sprouse Financial is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments or plan for retirement, Sprouse Financial is committed to providing personalized and professional financial solutions to meet your needs. Contact Sprouse Financial today to schedule a consultation and take the first step towards financial success.
Michelle Hutton, AVP, Financial Advisor, LPL
Michelle Hutton, AVP, Financial Advisor, LPL is a reputable financial institution located at 609 Route 291 in Lee's Summit, Missouri, United States. With a focus on providing expert financial advice and personalized solutions, Michelle Hutton and her team at LPL are dedicated to helping clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your assets, Michelle Hutton, AVP, Financial Advisor, LPL is committed to providing top-notch service and guidance to ensure your financial success.
Edward Jones - Financial Advisor: Sarah Hudson
Edward Jones - Financial Advisor: Sarah Hudson is a reputable finance institution located at 500 Southwest Market Street in Lee's Summit, Missouri, United States. Sarah Hudson is a dedicated and experienced financial advisor who is committed to helping clients achieve their financial goals. With a focus on personalized service and tailored financial solutions, Edward Jones - Financial Advisor: Sarah Hudson is a trusted partner in building and preserving wealth for individuals and families. Whether you are planning for retirement, saving for education, or investing for the future, Sarah Hudson and her team are here to provide expert guidance and support every step of the way.
Edward Jones - Financial Advisor: Scott M Wall, CFP®
Edward Jones - Financial Advisor: Scott M Wall, CFP® is a trusted financial institution located at 3500 Northeast Ralph Powell Road in Lee's Summit, Missouri. Specializing in personalized financial planning and investment services, Scott M Wall, a Certified Financial Planner, helps clients achieve their financial goals and secure their financial future. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides comprehensive financial advice and solutions tailored to each individual's unique needs. Whether you are planning for retirement, saving for your children's education, or investing for the future, Scott M Wall and the team at Edward Jones are dedicated to helping you make sound financial decisions and achieve financial success.
Edward Jones - Financial Advisor: Brandon A Yocum
Edward Jones - Financial Advisor: Brandon A Yocum is a trusted financial institution located at 506 Route 291 in Lee's Summit, Missouri, United States. As a dedicated finance professional, Brandon A Yocum provides personalized financial advice and services 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: Brandon A Yocum is committed to helping individuals and families secure their financial future. Contact them today to schedule a consultation and take the first step towards financial success.
Taylor'd Financial Services
Taylor'd Financial Services is a reputable institution located at 200 Northeast Missouri Road in Lee's Summit, Missouri. As part of the Taylor'd Financial Group, they have office locations throughout the Kansas City metro area for the convenience of their clients. Whether you are just starting the financial planning process or looking to enhance your current financial strategies, Taylor'd Financial Services is here to help. By appointment only, they also have a location at 28 Westwoods Dr in Liberty, MO. Contact them today to schedule a meeting and see how they can assist you in achieving your financial goals.
Hy-Vee Grocery Store
Hy-Vee Grocery Store at 310 Southwest Ward Road in Lee's Summit, Missouri is a one-stop shop for all your grocery and health needs. With a wide selection of fresh produce, bakery items, and everyday essentials, this supermarket is the perfect place to stock up on everything you need. From organic options to convenient ready-to-eat meals, Hy-Vee Grocery Store has something for everyone. Visit us today and experience the convenience and quality that sets us apart from other grocery stores.
Lesley Siegfried - State Farm Insurance Agent
Lesley Siegfried - State Farm Insurance Agent is a well-established insurance agency located at 1214 South Noland Road in Independence, Missouri, United States. The office is conveniently situated on the corner of 23rd and Noland Rd., across from QT and McDonald's. Serving customers in the greater Kansas City area, including Independence, Lee’s Summit, Blue Springs, and more, the team at Lesley Siegfried State Farm is dedicated to providing personalized insurance and financial services. With a focus on education and empowerment, the office offers a range of services including auto insurance, home insurance, life insurance, and more. The team is committed to helping customers manage risks, recover from the unexpected, and achieve their financial goals. Stop by the office to meet the friendly team and learn more about how they can assist you with your insurance needs.
Farmers Insurance - Jason Langston
Farmers Insurance - Jason Langston is a local insurance agency located at 200 Northeast Missouri Road, Lee's Summit, Missouri, United States. With 12 years of residency in the area, Jason Langston is proud to serve the community of Lee's Summit, Blue Springs, Green Valley, Independence, and the entire state of Missouri. The agency offers a variety of insurance options including Life, Auto, Home insurance, as well as coverage for small business owners. The agency focuses on building relationships with customers through honesty, education, and personalized service. With a combined total of over 60 years of experience in the insurance business, the knowledgeable staff at the Jason Langston Agency is dedicated to providing customers with coverage they are informed about and confident in.
Don Clements - State Farm Insurance
Don Clements - State Farm Insurance is a trusted insurance agency located at 900 Southwest Oldham Parkway in Lee's Summit, Missouri. Our team of skilled insurance professionals is dedicated to helping our community understand and secure the insurance coverage they need. With over 28 years of experience, we are committed to providing excellent customer service and ensuring that our customers are properly protected. Not only do we offer a wide range of insurance products and services, including Auto, Home, Disability, and Pet insurance, but we also strive to educate our customers on the importance of having the right coverage. Our agency follows the motto "listening is not waiting to talk," as we believe that understanding our customers' needs is essential to providing the best assistance.
CommunityAmerica Credit Union
CommunityAmerica Credit Union is a trusted financial institution located at 825 Northeast Rice Road in Lee's Summit, Missouri. As a member-owned credit union, we prioritize the needs and financial well-being of our community. With a wide range of banking services including savings accounts, loans, and insurance options, we are committed to helping our members achieve their financial goals. Visit us today to experience the personalized service and competitive rates that set us apart from traditional banks.
Academy Mortgage
Academy Mortgage is a leading financial institution located at 821 Northeast Columbus Street in Lee's Summit, Missouri, United States. Specializing in mortgage services, Academy Mortgage offers a wide range of financial products and services to help individuals and families achieve their homeownership goals. With a team of experienced professionals and a commitment to exceptional customer service, Academy Mortgage is dedicated to providing personalized solutions and expert guidance throughout the mortgage process. Whether you are a first-time homebuyer or looking to refinance your current home, Academy Mortgage is here to help you secure the financing you need.
Equity Bank
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.
Missouri Central Credit Union
Missouri Central Credit Union is a trusted financial institution located at 825 Northeast Deerbrook Street in Lee's Summit, Missouri. As a full-service credit union, we offer a wide range of banking and financial services to meet the needs of our members. Whether you're looking to open a checking or savings account, apply for a loan, or access our convenient ATM services, we are here to help you achieve your financial goals. Visit us today to experience the personalized service and competitive rates that set us apart from traditional banks.
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