TOP 10 Financial goals in Lee's Summit, MO
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Summit Dental and Implant Clinic
Welcome to Summit Dental and Implant Clinic, located at 4045 Northeast Lakewood Way in Lee's Summit, Missouri, United States. Our warm and friendly office is designed to make you feel right at home during your dental appointment. Dr. Calloway, one of the best dentists in Lee's Summit, MO, and his team go above and beyond to ensure our patients feel safe and fully understand all aspects of their visit. We offer sedation dentistry for those with dental anxiety and provide all the preventive and restorative care your family needs. Dr. Calloway is a passionate lifelong learner and is highly trained in all fields of general dentistry, with a special emphasis on dental implants. He is Board Certified by the American Board of Oral Implantology/Implant Dentistry, making him one of the few dentists in Missouri with this distinction. Dr. Calloway specializes in dental implants, restorative procedures, and complex smiles. Our office is equipped with the latest advanced dental implant treatments and technology, and we offer exclusive second chance tooth replacement treatment for those who have been told they are not candidates for dental implants. We provide judgement-free care in a peaceful atmosphere with modern dental technology.
Strategic Moves Financial Solutions
Strategic Moves Financial Solutions is a premier accounting and finance institution located at 312 Southwest Greenwich Drive in Lee's Summit, Missouri, United States. With a team of experienced professionals, we provide expert financial solutions and strategic advice to help individuals and businesses achieve their financial goals. Whether you need assistance with tax planning, budgeting, investments, or other financial matters, our dedicated team is here to help you make the right strategic moves for your financial future.
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.
Raytown Lee's Summit Community Credit Union
Raytown Lee's Summit Community Credit Union is a financial institution located at 10021 East 66 Terrace in Raytown, Missouri, United States. Specializing in ATM and finance services, we offer a range of savings accounts to meet your specific needs, including Vacation, Christmas, and Second Savings accounts. We provide great rates on new and used vehicles, with special offers available when purchasing from Enterprise Car Sales and financing with us. Our mobile banking app allows for easy access to your accounts, with features such as balance checks and account transfers.
Summit Funding, Inc.
Summit Funding, Inc. is a finance institution located at 229 Northwest Blue Parkway in Lee's Summit, Missouri, United States. They offer a wide range of financial services, including mortgage lending, personal loans, and investment opportunities. With a team of experienced professionals, Summit Funding, Inc. is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to purchase a new home, start a business, or build your investment portfolio, Summit Funding, Inc. is committed to providing personalized solutions to meet your unique needs. Visit their office today to learn more about how they can help you secure your financial future.
Michaelynn Hopkins - COUNTRY Financial Agent
Michaelynn Hopkins - COUNTRY Financial Agent is a trusted institution located at 101 Doc Henry Road in Greenwood, Missouri, United States. Specializing in finance, health, and insurance services, our dedicated team is committed to helping individuals and families secure their financial future and protect their well-being. With personalized guidance and a wide range of products and services, we strive to provide our clients with peace of mind and financial stability. Contact us today to learn more about how we can assist you in achieving your financial goals and safeguarding your future.
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.
Stephen Pirch - COUNTRY Financial Representative
Stephen Pirch - COUNTRY Financial Representative is a trusted finance and insurance agency located at 229 Northwest Blue Parkway in Lee's Summit, Missouri, United States. With a commitment to providing personalized and comprehensive financial solutions, Stephen Pirch helps clients protect their assets and plan for the future. Whether you are looking for insurance coverage or investment strategies, Stephen Pirch is dedicated to helping you achieve your financial goals. Contact us today to schedule a consultation and learn more about our services.
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.
Beacon Financial Advisors
Beacon Financial Advisors is a reputable institution located at 200 Northeast Missouri Road in Lee's Summit, Missouri, United States. Specializing in accounting and finance, our team of experienced professionals provides expert advice and guidance to help individuals and businesses navigate the complexities of financial planning and management. With a commitment to excellence and personalized service, Beacon Financial Advisors is dedicated to helping clients achieve their financial goals and secure their financial future. Contact us today to learn more about our services and how we can assist you in reaching your financial objectives.
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.
Heritage Financial
Heritage Financial is a reputable finance and insurance agency located at 110 Southwest 3rd Street in Lee's Summit, Missouri, United States. With a commitment to providing top-notch financial services to individuals and businesses, Heritage Financial offers a range of insurance products and financial solutions tailored to meet the unique needs of their clients. Their team of experienced professionals is dedicated to helping customers achieve their financial goals and secure their future. Visit Heritage Financial today for expert advice and personalized service in Lee's Summit.
Darby & Associates Financial Group
Darby & Associates Financial Group is a reputable finance institution located at 3383 Northeast Ralph Powell Road in Lee's Summit, Missouri, United States. With a team of experienced professionals, we offer a wide range of financial services including investment planning, retirement planning, estate planning, and more. Our goal is to help our clients achieve their financial goals and secure their financial future. Contact us today to schedule a consultation and see how we can assist you in reaching your financial objectives.
Summit Pointe Financial Group
Summit Pointe Financial Group is a leading financial institution located at 2641 Northeast McBaine Drive in Lee's Summit, Missouri, United States. As a trusted name in the world of finance, Summit Pointe offers a wide range of services including wealth management, investment planning, retirement planning, and more. With a team of experienced professionals, Summit Pointe is dedicated to helping clients achieve their financial goals and secure their financial future. Visit us today to experience the difference that personalized financial guidance can make.
Martin Tax & Financial Services
Martin Tax & Financial Services is a reputable 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 services including tax preparation, financial planning, bookkeeping, and more. Whether you are an individual or a business owner, Martin Tax & Financial Services is committed to helping you achieve your financial goals and ensuring compliance with all tax regulations. Visit them today to experience personalized and reliable service.
Tom C. Wood, Jr, SVP, Financial Advisor, LPL
Tom C. Wood, Jr, SVP, Financial Advisor, LPL is a reputable finance institution located at 609 Route 291 in Lee's Summit, Missouri, United States. With a team of experienced professionals led by Tom C. Wood, Jr, the institution offers a wide range of financial advisory services to help clients achieve their financial goals. Specializing in personalized financial planning, investment management, and retirement planning, Tom C. Wood, Jr, SVP, Financial Advisor, LPL is dedicated to providing top-notch financial guidance and support to individuals and businesses in the Lee's Summit area.
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: Tom Wilson
Edward Jones - Financial Advisor: Tom Wilson is a reputable finance institution located at 400 Southwest Longview Boulevard in Lee's Summit, Missouri, United States. As a trusted financial advisor, Tom Wilson provides personalized investment advice and financial planning services to help individuals and families achieve their financial goals. With a focus on building long-term relationships and providing excellent customer service, Edward Jones - Financial Advisor: Tom Wilson is dedicated to helping clients navigate the complex world of finance and make informed decisions to secure their financial future.
Edward Jones - Financial Advisor: Brian Sandy, CFP®|ChFC®|AAMS™|CRPC™|CRPS™
Edward Jones - Financial Advisor: Brian Sandy, CFP®|ChFC®|AAMS™|CRPC™|CRPS™ is a reputable finance institution located at 200 Southeast Douglas Street in Lee's Summit, Missouri, United States. With a team led by Brian Sandy, who holds multiple prestigious certifications including Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), Accredited Asset Management Specialist (AAMS™), Chartered Retirement Planning Counselor (CRPC™), and Chartered Retirement Plans Specialist (CRPS™), clients can trust in receiving expert financial advice and planning services. Whether you are looking to invest, plan for retirement, or manage your assets, Edward Jones is dedicated to helping you achieve your financial goals.
Edward Jones - Financial Advisor: Joel Wilson, CFP®|CEPA®
Edward Jones - Financial Advisor: Joel Wilson, CFP®|CEPA® is a reputable finance institution located at 410A Southeast 3rd Street in Lee's Summit, Missouri, United States. With a team led by Certified Financial Planner Joel Wilson who also holds the Certified Exit Planning Advisor designation, this institution offers expert financial advice and planning services to help individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or strategically exit your business, Edward Jones - Financial Advisor: Joel Wilson, CFP®|CEPA® is dedicated to providing personalized and comprehensive financial solutions tailored to your specific needs.
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: Mark A Sandy
Edward Jones - Financial Advisor: Mark A Sandy is a reputable finance institution located at 200 Southeast Douglas Street in Lee's Summit, Missouri. Mark A Sandy is a skilled and experienced financial advisor who offers personalized financial planning services to help clients reach their financial goals. Whether you are looking to invest for the future, plan for retirement, or save for a major purchase, Mark A Sandy can provide expert guidance and tailored solutions to meet your needs. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Mark A Sandy is committed to helping clients achieve financial success.
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: Thom Schlosser
Edward Jones - Financial Advisor: Thom Schlosser is a reputable financial institution located at 192 Northwest Oldham Parkway in Lee's Summit, Missouri, United States. As a trusted financial advisor, Thom Schlosser provides personalized financial planning services to help clients reach their financial goals. With a focus on building long-term relationships and providing tailored investment strategies, Edward Jones - Financial Advisor: Thom Schlosser is dedicated to helping clients secure their financial future.
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.
Edward Jones - Financial Advisor: Stacy Burtin Mills
Edward Jones - Financial Advisor: Stacy Burtin Mills is a trusted financial institution located at 24 Northwest Chipman Road in Lee's Summit, Missouri. As a dedicated financial advisor, Stacy Burtin Mills provides personalized financial planning and investment services to help 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 advice and guidance. Whether you are planning for retirement, saving for college, or investing for the future, Stacy Burtin Mills and Edward Jones are here to help you every step of the way.
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