Financial insight in Kansas City, Missouri

Williams Financial Group is a finance institution located at 800 East 101st Terrace in Kansas City, Missouri, United States. Our team can help you create informed financial strategies that give you confidence as you pursue your goals, especially when it comes to planning for retirement. By using our Financial Blueprint process, we will examine your current financial situation and determine your retirement needs, providing you with a custom strategy to help you reach your unique retirement goals. In our founders George and Stacia's new book, "Faith, Family, Finance: Your Blueprint to a Successful Retirement," you will find valuable insights and wisdom on financial planning for retirement. We also offer free downloads of a chapter from the book on our website.

Merrill Lynch Financial Advisor Donald Porterfield is a finance institution located at 4801 Main Street, Kansas City, Missouri, United States. Specializing in personalized wealth management strategies, Donald Porterfield helps clients create flexible financial plans tailored to their individual goals and market conditions. With access to the investment insights of Merrill and the banking solutions of Bank of America, clients can benefit from a comprehensive approach to managing their wealth. Donald Porterfield follows the Merrill tradition of community involvement, volunteering with local organizations to give back to the communities they serve. Through the Merrill Personal Wealth Analysis™, clients can work with Donald Porterfield to develop a personalized plan focused on their unique goals and aspirations.

Merrill Lynch Financial Advisor Steven W Loyd, located at 4801 Main Street, Kansas City, Missouri, United States, is a finance institution dedicated to managing your wealth with a personalized approach. Steven Loyd follows the deep-seated Merrill tradition of community involvement and volunteering. By conducting a Merrill Personal Wealth Analysis™, a personalized plan can be created based on your goals and financial aspirations. With access to investment insights from Merrill and banking solutions from Bank of America, Steven works to develop strategies to help you pursue your financial goals. By understanding your investment personality and goals, Steven can offer tailored solutions to help you achieve financial success. Regular check-ins and adjustments to your financial approach ensure that your plan reflects changes in your life and the market. The institution prioritizes getting to know you personally to create a financial approach that aligns with your priorities and lifestyle. Steven Loyd is registered in multiple states and offers personalized investment strategies and comprehensive financial solutions. Investing with Merrill involves risk, and it's important to consult legal and tax advisors before making financial decisions. The institution offers a range of services, including brokerage and investment advisory, tailored to meet your individual needs.

Edward Jones - Financial Advisor: Michael Hundt is a reputable finance institution located at 4150 North Mulberry Drive in Kansas City, Missouri, United States. As a trusted financial advisor, Michael Hundt provides personalized investment and wealth management services to help clients reach their financial goals. With a focus on building long-term relationships and providing tailored solutions, Edward Jones - Financial Advisor: Michael Hundt is dedicated to helping individuals and families secure their financial future.

Merrill Lynch Financial Advisor Zach Frisch, located at 4801 Main Street, Kansas City, Missouri, offers insights, observations, and ideas to help clients pursue their financial goals. The team, supported by the global resources of Merrill, is dedicated to building strong client relationships based on trust and personalized service. Services include trust, fiduciary, and investment management, as well as assets managed by the Specialty Asset Management Team. The team focuses on helping clients prepare for retirement and offers a customized approach to wealth management tailored to individual needs and aspirations. With access to the investment insights of Merrill and the banking convenience of Bank of America, clients can expect thoughtful advice and guidance to help them reach their financial goals. The team at Merrill Lynch Wealth Management works closely with high net-worth individuals and families to build a solid financial foundation for the present and future. By offering investment and estate planning services, the team helps clients plan for a continuous income stream in retirement while minimizing taxes. The Merrill Personal Wealth Analysis™ helps build and document a personalized plan centered on goals and aspirations. Clients can rely on the team to review their progress and make adjustments to their financial approach as needed. The team believes in putting clients first and providing a dedicated one-on-one relationship with a Merrill Lynch Wealth Management Advisor.

Merrill Lynch Financial Advisor Fabio de Andrade is a Senior Vice President, Senior Financial Advisor, and Portfolio Manager located at 4801 Main Street, Kansas City, Missouri, United States. With a focus on providing high-level corporate executives, successful entrepreneurs, and wealthy families with confidential and discreet financial services, Fabio aims to ensure the complete satisfaction of his clients by offering superior advice and efficient financial solutions. His expertise lies in asset allocation, investment decisions, risk hedging strategies, retirement planning, estate planning, and succession plans. By coordinating efforts with clients' outside advisors, attorneys, and CPAs, Fabio seamlessly integrates Merrill's services with the expertise of external professionals. With a commitment to community involvement and a personalized approach to financial planning, Fabio strives to help clients achieve their goals and navigate the ever-changing financial landscape. Fabio is registered to do business in multiple states and believes in providing clients with the latest investment insights and strategies to help them live their best financial life.

SCORE is a finance institution located at 4747 Troost Avenue in Kansas City, Missouri, United States. Our services extend to Johnson and Wyandotte Counties in Kansas, as well as Columbia and the Lake of the Ozarks region in Missouri. Over the past year, our dedicated volunteers have assisted over 7000 clients with free and confidential mentoring and education services to help them achieve their business goals. Join us for our free webinar series to uncover the secrets to success in selling on Amazon, with insights from Amazon experts on setting up your seller account and implementing advanced growth strategies. Whether you're a new or existing seller looking to enhance your business on Amazon, this webinar series is perfect for you.

MetLife is an insurance agency located at 4150 North Mulberry Drive, Kansas City, Missouri, United States. At MetLife, protecting your information is a top priority, and they offer everything you need to know to protect you and your family in one place. They offer a variety of dental network options, including preferred dental programs and Dental Health Maintenance Organizations. MetLife also emphasizes the importance of Health Savings Accounts (HSAs) in employee retention and financial well-being. Employees can access and manage their benefits through the MyBenefits portal. Additionally, MetLife provides insights on disability insurance, paid leave, and retirement savings to help employers support their workers. Join the global community of individuals at MetLife who are dedicated to building a more confident future.

Dan Waisner - State Farm Insurance Agent is a trusted insurance agency located at 717 West Battlefield Road in Springfield, Missouri. With over 16 years of experience, Dan and his team are dedicated to providing real value to their customers by offering personalized insurance plans tailored to individual needs. They believe in ensuring that every customer feels confident and properly covered with the right policies. Dan Waisner and his team specialize in car insurance, home insurance, life insurance, liability insurance, small business insurance, renters insurance, and financial services. They take the time to get to know each customer, assess their unique situation, and craft a customized insurance package to prepare them for the future. Regular check-ins are encouraged to ensure that the insurance coverage remains relevant and beneficial.

Market Medicare Advisors is an insurance agency located at 6300 North Revere Avenue in Kansas City, Missouri, United States. Our team of healthcare advisors is dedicated to helping you find the best coverage at the best price. We understand the importance of making informed decisions about your healthcare and retirement planning. With connections to Market Advisory Group, we offer comprehensive services that include retirement planning in conjunction with Medicare/healthcare needs. Our goal is to provide you with the information and assistance you need to navigate the complex world of healthcare options.

Dynamic Consultants Group, located in Kansas City, Missouri, is a leading Microsoft Partner specializing in creating integrated mobile applications for organizations of all sizes. Our team of Power Apps consultants offers design, consulting, support, and development services to help bring mobility to your staff without costly development and lengthy timelines. We are experienced in integrating these applications into various platforms within and outside of the Microsoft stack. In addition to mobile app development, Dynamic Consultants Group also offers robust consulting services for Microsoft Azure products. Our team of specialized Azure architects and engineers can help businesses re-engineer their infrastructure and migrate their on-premise operations to Azure. From cloud data storage to complex machine learning and AI modeling, we are here to support your project every step of the way.

StoneX Group Inc. is a finance institution located at 1251 Northwest Briarcliff Parkway in Kansas City, Missouri, United States. We offer tailored financial solutions and act as a trusted partner for our clients. With our comprehensive suite of services, we provide the competitive edge needed in today's financial markets. At StoneX, we have a deep understanding of the markets we serve and use our firsthand market knowledge to connect our clients to the solutions they need for success. Our Market Intelligence service provides clients with access to data, analysis, and commentary from our award-winning traders and analysts worldwide. Stay ahead of the markets with insights on securities, currencies, interest rates, and publicly traded commodities.

Peek Valuations, located at 1656 Washington Street in Kansas City, Missouri, is a finance institution that specializes in providing business valuations that are both practical and insightful. With a focus on data analysis and financial expertise, Peek Valuations offers services such as financial due diligence, quality of earnings assessments, and proof of cash testing. Led by financial expert Jennifer Peek, Peek Valuations provides fractional CFO services for construction, manufacturing, and distribution companies with annual revenues ranging from $3 million to $25 million. Their approach is straightforward and transparent, offering clients the confidence and trust they need in financial consulting.

M R Capital Advisors LLC is a leading real estate agency located at 200 East 43rd Street in the vibrant city of Kansas City, Missouri, United States. With a team of experienced professionals, we specialize in providing expert advice and guidance to clients looking to buy, sell, or invest in real estate properties. Our personalized approach and commitment to excellence set us apart, ensuring that our clients receive top-notch service every step of the way. Whether you are a first-time homebuyer or a seasoned investor, M R Capital Advisors LLC is here to help you achieve your real estate goals. Contact us today to learn more about how we can assist you in navigating the complex world of real estate transactions.

FORVIS, LLP is a leading national CPA and advisory firm located at 1201 Walnut Street in Kansas City, Missouri. Specializing in accounting and finance, our experienced advisors provide tailored solutions to clients across all 50 states and internationally. Our team of professionals offers national insight and resources to help you achieve your financial goals. Trust our dedicated Kansas City advisors to provide you with the personalized attention and expertise you need to succeed.

RubinBrown is a leading accounting and finance institution located at 1200 Main Street in Kansas City, Missouri, United States. Specializing in a comprehensive range of services for both business and personal needs, RubinBrown offers expert tax, strategic business consulting, audit services, and more. With a team of experienced professionals, RubinBrown caters to a variety of industries, providing tailored solutions to navigate industry-specific challenges. The institution also hosts events to keep clients informed on emerging trends and industry-specific information. Recently, Megan Knoblauch, CPA was named Managing Partner of the Kansas City office, succeeding Todd Pleimann, CPA, CGMA. RubinBrown is known for its commitment to delivering totally satisfied clients, as evidenced by its recognition as a top 40 U.S.-based accounting firm. Offering financial statement audits, public company services, mergers and acquisitions, and more, RubinBrown is dedicated to building personal relationships and providing valuable insights to its clients.

Raftelis is an institution located at 3013 Main Street in Kansas City, Missouri, United States. They specialize in providing training and strategic planning implementation for local government and utility professionals. With a focus on data-driven insights and monitoring, Raftelis helps organizations set and achieve their goals while maintaining financial sustainability. They offer services such as financial and strategic planning, performance measurement, executive search and recruitment, rate studies, communications, and stakeholder engagement. Raftelis works to strengthen organizations for the communities they serve, ensuring that leaders in finance, management, communication, and technology have the support they need to succeed. They offer recommendations based on real-world case studies, such as the Sewerage and Water Board of New Orleans' journey with strategic plan development and implementation.

Located at 420 West 98th Street in Kansas City, Missouri, Buckingham Strategic Wealth is a finance institution that offers comprehensive wealth management services to a variety of clients. Their team in Kansas City specializes in assisting business owners, equity law partners, professionals transitioning careers or into retirement, divorcees, widows, and professionals with high, specialized compensation. The team at Buckingham Strategic Wealth partners with clients for life conversations that encompass all aspects of their financial future, from health to wealth, parents to children, careers to passions, and beyond. They work collaboratively to understand individual needs, identify opportunities, and create holistic strategies and solutions to help clients achieve their goals.

Bank of America Private Client Advisor Donald (Don) O Wratchford, located at 1200 Main Street in Kansas City, Missouri, is a trusted institution in the field of finance. With a rich history spanning over 200 years, the institution has been helping clients manage significant wealth and achieve their financial objectives. Their personalized approach, combined with the resources of Bank of America, allows them to create tailored strategies that aim to meet the needs, goals, and best interests of their clients and their families. Tune in at 2:00 PM EST on Monday and Friday for the latest insights from Bank of America Private Client Advisor Donald (Don) O Wratchford. The institution takes pride in serving their clients' best interests while also valuing innovation in a constantly evolving world. They strive to help clients anticipate and respond to changing markets and financial landscapes, providing disciplined financial strategies and a bridge across generations.

Merrill Lynch Wealth Management, located at 4801 Main Street in Kansas City, Missouri, is a finance institution that offers tailored financial strategies and advice to individuals, families, business owners, executives, and institutions. The experienced advisors at this branch go beyond traditional wealth planning, providing guidance on retirement income planning, concentrated stock positions, and estate planning services through Bank of America. The advisors are dedicated to client service and satisfaction, working closely with clients to understand their goals and create personalized financial strategies. The branch is actively involved in charitable outreach and fundraising activities to support local communities. With access to Merrill's investing insights and resources, advisors help clients pursue their financial and life goals, preparing them for future challenges. Merrill Lynch Wealth Management has been training financial advisors since 1946, offering professional development opportunities and mentoring for both new and experienced advisors. Clients can expect individually customized investment approaches and wealth management advice, supported by a wide range of technology and resources. It is important to consult legal and tax advisors before making any financial decisions, as investing involves risk. Merrill Lynch offers a broad range of brokerage, investment advisory, and other services, tailored to meet the unique needs of each client.

Korn Ferry, located at 1100 Walnut Street in Kansas City, Missouri, is a leading organizational consulting firm that specializes in aligning strategy, structure, and people to drive sustainable growth for global businesses. With a focus on attracting, developing, motivating, and retaining talent, Korn Ferry helps companies create the right structures to support their workforce. Their services cover the entire talent function, offering comprehensive strategies to improve organizational structures, develop assessment and succession programs, and cultivate current and future leaders. By closing the Potential Gap between where businesses are now and where they need to be, Korn Ferry helps companies unleash the power of their people.

Located at 1100 Walnut Street in Kansas City, Missouri, CLA (CliftonLarsonAllen) is a leading institution in the fields of accounting and finance. With a focus on providing personalized service with the resources of a large firm, CLA's professionals offer expertise in navigating regulatory changes, business growth, and accounting and consulting support. The professionals at CLA are dedicated to understanding the unique goals and challenges of each client, immersing themselves in the industry to provide tailored solutions. From tax planning to wealth advisory services, CLA offers comprehensive financial guidance to help clients achieve their objectives.

David Jackson is a reputable finance institution located at 920 Main Street in Kansas City, Missouri, United States. With a strong commitment to providing top-notch financial services, David Jackson offers a wide range of investment options, financial planning services, and wealth management solutions to help clients achieve their financial goals. The institution's team of experienced professionals are dedicated to providing personalized and expert advice to assist clients in making informed financial decisions. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, David Jackson is the trusted partner you can rely on.

Brandon Williams is a renowned finance institution located at 9300 Blue Ridge Boulevard in Kansas City, Missouri, United States. With a strong reputation for providing top-notch financial services, Brandon Williams offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, wealth management services, or assistance with financial planning, the expert team at Brandon Williams is dedicated to helping you achieve your financial goals. Trust in Brandon Williams for all your financial needs.

Buckingham Strategic Wealth, located at 400 Southwest Longview Boulevard in Lee's Summit, Missouri, is a finance institution dedicated to building advisor relationships based on trust and integrity. Their team focuses on resolving complex wealth issues, including enhancing, protecting, transferring, and donating wealth, with a personalized approach tailored to each individual's needs. The team at Lee's Summit has been providing advisory services to the Kansas City metropolitan area since 1999, previously as Madison Wealth Advisors, before joining Buckingham Strategic Wealth in 2023. By leveraging Buckingham's resources, they offer evidence-driven investment strategies and risk management tailored to each client's goals and circumstances. Clients can expect a seamless transition and multi-generational planning with the help of their experienced team. Interested individuals can download their "Experience Is Everything" brochure to learn more about becoming a Buckingham client. Additionally, they offer webinars and insights on current topics such as market performance and retirement planning strategies. As the election season approaches, Buckingham Strategic Wealth provides guidance on how to navigate potential changes in policies and industries.

Merrill Lynch: Holmes Ryan is a finance institution located at 444 West 47th Street, Kansas City, Missouri, United States. The branch offers personalized wealth planning services for individuals, families, business owners, executives, and institutions in both rising and turbulent markets. The experienced advisors at this branch provide financial strategies based on years of combined wealth management knowledge and expertise, going beyond wealth planning to offer retirement income planning, guidance on concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. Committed to client service and satisfaction, the financial advisors at Merrill Lynch: Holmes Ryan work closely with clients to identify their personal and professional goals, creating financial strategies tailored to meet their long-term objectives. The branch is actively involved in charitable outreach and community support, contributing to the economic, social, and cultural life of the neighborhoods they serve.

Childers Counseling Service, located at 330 West 47th Street in Kansas City, Missouri, is a trusted health institution offering professional counseling services. Martha Childers, a dedicated counselor, specializes in addressing the psychology of women and money, providing valuable insights and support during challenging times. With a focus on facilitating discussions and promoting understanding, Martha helps individuals and couples work through difficult issues and navigate the grieving process. Clients have praised Martha for her compassionate and supportive approach, noting her ability to provide guidance, patience, and thought-provoking exercises. Whether dealing with grief, relationship challenges, or personal growth, Martha Childers is committed to helping clients discover their own abilities to heal and transform their lives. If you are in need of counseling services, Martha Childers at Childers Counseling Service comes highly recommended for her expertise and compassionate care.

RSM US LLP is a leading accounting and finance institution located at 4622 Pennsylvania Avenue in Kansas City, Missouri, United States. Specializing in assurance, tax, and consulting services for middle market leaders, RSM is dedicated to helping clients navigate change and align with global industry trends. With a team of dedicated economic experts and a strong research program, RSM provides valuable perspectives to support confident decision-making. Our advisors have insight into a wide range of business issues and offer a broad range of services and global technical resources to help drive your business forward. Whether you are looking to design solutions, focus on your specific industry, or embrace digital tools for progress, RSM is here to help.

RubinBrown is a leading accounting and finance institution located at 7676 Forsyth Boulevard in St. Louis, Missouri, United States. Specializing in a wide range of services to meet business and personal needs, RubinBrown offers expert tax, strategic business consulting, audit services, and more. Their team of experienced professionals is dedicated to providing tailored solutions for clients in various industries, offering valuable insights on emerging trends and industry-specific information through virtual and in-person events. With Megan Knoblauch recently appointed as Managing Partner of the Kansas City office, RubinBrown continues to deliver top-notch services and maintain a strong presence in the industry. Ranked as one of the top accounting firms in the U.S., RubinBrown is committed to building personal relationships and ensuring client satisfaction. From financial statement audits to mergers and acquisitions services, RubinBrown offers a comprehensive suite of services to help businesses improve processes, comply with regulations, and achieve their financial goals. Whether you're looking for tax services, business advisory, or corporate finance solutions, RubinBrown is dedicated to helping clients succeed and be their best. Join RubinBrown today to experience their culture of excellence and explore career opportunities in the accounting and finance industry.

Reller & Company, CPA, PC is a reputable accounting and finance institution located at 6247 Brookside Boulevard in Kansas City, Missouri, United States. Our team of experienced certified public accountants provides a wide range of financial services to individuals and businesses, including tax preparation, auditing, bookkeeping, and financial planning. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals and maximize their financial success. Contact us today to learn more about how we can assist you with your accounting and financial needs.