Financial planning company in Lee's Summit, Missouri

Estal Insurance and Financial Services Inc. is a trusted insurance agency located at 656 Southeast Bayberry Lane in Lee's Summit, Missouri. Specializing in auto, commercial, farm, financial, home, powersports, and human services insurance, our dedicated team is committed to providing the best coverage options for our clients. Whether you need to protect your vehicle, home, business, or family, we have customizable policies to meet your specific needs. We offer exclusive programs such as Vanishing Deductible® and various discounts to help you save on your premiums. Our knowledgeable agents can help you understand the different types of life insurance available and assist you in selecting the right coverage for your family's future. Contact Estal Insurance and Financial Services Inc. at (816) 525-8866 to discuss your insurance needs or visit our office during business hours. Let us help you plan for life's uncertainties and secure your financial well-being.

Farmers Insurance in Lees Summit, Missouri, located at 204 Southeast 2nd Street, offers a range of insurance services. As an insurance agency, Farmers Insurance provides coverage underwritten by various insurers such as Farmers Insurance Exchange, Fire Insurance Exchange, and Mid-Century Insurance Company, among others. Whether you are looking for home, auto, life, or business insurance, the agents at Farmers Insurance in Lees Summit can help you find the right coverage for your needs. Securities are also offered through Farmers Financial Solutions, providing a comprehensive approach to financial planning. Contact Farmers Insurance in Lees Summit to learn more about the insurance options available to you.

Welcome to AAA Lee's Summit Insurance and Member Services! Located at 621 Northwest Murray Road in Lee's Summit, Missouri, our institution offers a wide range of financial services, insurance products, and travel assistance to our valued members. Whether you're looking for auto insurance, planning a vacation, or in need of roadside assistance, our knowledgeable staff is here to help. Join us today and experience the peace of mind that comes with being a member of AAA Lee's Summit Insurance and Member Services.

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.

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.

Stephen Pirch - COUNTRY Financial Representative is an insurance agency located at 620 U.S. 40 in Blue Springs, Missouri, United States. As a representative of COUNTRY Financial, Stephen Pirch offers a wide range of insurance products and services to help individuals and families protect their assets and plan for the future. With a commitment to personalized service and expert advice, Stephen Pirch strives to provide clients with the peace of mind that comes from knowing they are covered in case of any unexpected events. Whether you are looking for auto, home, life, or business insurance, Stephen Pirch is dedicated to helping you find the right coverage to meet your needs.

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 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 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.

Symphony Financial Group, LLC is a finance institution located at 708 Northeast Lake Point Drive, Lee's Summit, Missouri, United States. Symphony Financial Group offers consulting services for mergers and acquisitions, product development, strategic planning, project management, financial analysis, and litigation support. With over 25 years of experience, Symphony Financial Group has provided expertise in finance, project management, and strategic planning. They specialize in industries such as software, manufacturing, utilities, engineering, financial services, media, not for profit, government, and telecommunications. Symphony Financial Group prides itself on providing tailored solutions that incorporate best business practices and the latest technology developments. Their network of highly qualified consultants and flexible service arrangements ensure unmatched quality in their work, resulting in long-term client relationships and successful project implementations. Symphony Financial Group can help optimize your mix of products, services, operations, and finances to achieve and sustain superior overall performance and returns. Their multi-dimensional project management model can be tailored to any project type, ensuring successful outcomes. With a focus on discovering and implementing great ideas, Symphony Financial Group can help clarify corporate vision and measure and manage results effectively. With a track record of successful partnerships and projects, Symphony Financial Group is a trusted partner for all your finance and project management needs.

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.

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.

Karl Sullivan, Bankers Life Securities Financial Representative in Lee's Summit, Missouri offers a wide range of insurance options from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Specializing in Medicare Advantage, our agents can help you navigate the complexities of healthcare coverage. With the rising costs of long-term care, it's essential to start planning for the future. Visit us at 100 Northeast Tudor Road to start your financial planning journey today.

Theresa Chouteau, Bankers Life Securities Financial Representative in Lee's Summit, Missouri offers a wide range of insurance options from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Specializing in Medicare Advantage plans, Theresa can help you find the right coverage for your needs. With the rising cost of healthcare, planning for long-term care is essential. Start planning your future with Theresa Chouteau today at 100 Northeast Tudor Road, Lee's Summit, Missouri.

Lakisha Hasam, Bankers Life Securities Financial Representative in Lee's Summit, Missouri, offers a wide range of insurance options provided by Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Specializing in Medicare Advantage plans, our agents can help you find the right coverage to meet your needs. With options that include prescription drug coverage and low monthly premiums, we can help you navigate the complexities of Medicare. Additionally, we understand the importance of long-term care planning and can assist you in preparing for the future. Contact us today to start planning for your financial security.

James Chouteau, Bankers Life Securities Financial Representative in Lee's Summit, Missouri offers a wide range of insurance options from top providers like Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Specializing in Medicare Advantage plans, James Chouteau can help you find the right coverage for your needs. With the rising costs of healthcare and the increasing need for long-term care, it's important to be prepared and have these important discussions with your loved ones. Visit James Chouteau for expert financial advice and start planning for your future today.

Mercer & Company is a reputable accounting and finance institution located at 200 Southeast Douglas Street in Lee's Summit, Missouri, United States. With a team of experienced professionals, Mercer & Company provides a wide range of financial services including tax preparation, auditing, consulting, and financial planning. Clients can trust Mercer & Company to provide accurate and reliable financial guidance to help them achieve their financial goals. Whether you are an individual or a business, Mercer & Company is dedicated to providing top-notch financial services tailored to your specific needs.

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.

Julie Buell - State Farm Insurance Agent is an insurance agency located at 203 North Madison Street in Raymore, Missouri, United States. Our office is easily recognizable by the back of a 1957 Chevy coming out of the front of the building! As we enter the season of spring, we are here to help you protect what matters most and ensure you have the right coverage in place. Whether you need to refresh your insurance policies or review your coverage, we are here to assist you. We serve the communities of Raymore, Belton, Peculiar, Lee's Summit, and the surrounding areas. At Julie Buell - State Farm Insurance Agent, we are committed to helping people manage risks, recover from the unexpected, and achieve their dreams. Our services include life insurance, annuities, and pet insurance products underwritten by American Pet Insurance Company and ZPIC Insurance Company. We also offer deposit products through U.S. Bank National Association and credit card services through Visa U.S.A. Inc.

Epic Insurance, LLC is a reputable health insurance agency located at 4045 Northeast Lakewood Way in Lee's Summit, Missouri, United States. With a focus on providing top-notch insurance solutions for individuals and families, Epic Insurance, LLC strives to offer comprehensive coverage and personalized service to meet the unique needs of each client. Whether you are looking for health insurance for yourself or your loved ones, Epic Insurance, LLC is dedicated to helping you find the right plan to safeguard your health and financial well-being. Contact them today to learn more about their services and how they can assist you in securing the right insurance coverage.

Farmers Insurance - Bret Ballentine is an insurance agency located at 16 Southeast 3rd Street in Lee's Summit, Missouri, United States. As a local Farmers Insurance® Agent from Kansas City, Missouri, Bret Ballentine takes great pride in serving the vibrant community. The agency has achieved the prestigious Toppers Club status by ranking in the top 10% of the company for two consecutive years. With two convenient locations in the metropolitan area, the headquarters can be found in the charming Historic Downtown district of Lee's Summit. The agency offers insurance solutions for home, auto, life, business, health, and Medicare. What sets Ballentine Insurance Agency apart is their commitment to personalized service and building personal connections with clients. They ensure that clients are always protected by reviewing insurance policies as life evolves. The agency offers various insurance options including Car insurance, Home insurance, Life insurance, Renters insurance, Business insurance, Condo insurance, and Recreational insurance. Additionally, they provide financial planning services through Farmers Insurance and Financial Services. For added coverage, clients can opt for a Personal Umbrella insurance policy. Farmers Insurance Exchange, Fire Insurance Exchange, Truck Insurance Exchange, Mid-Century Insurance Company, and other affiliated insurers underwrite the policies offered by the agency. Life insurance is issued by Farmers New World Life Insurance Company, and securities are offered through Farmers Financial Solutions, LLC. Each insurer has sole financial responsibility for its own insurance products. Contact Farmers Insurance - Bret Ballentine for personalized insurance solutions to protect your assets and future earnings.

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.

Michael Blau is a State Farm Insurance Agent located at 613 Southwest 3rd Street in Lee's Summit, Missouri. The owner, Michael, is a lifelong Missouri resident who is dedicated to serving the community. With over 30 years of combined experience, the team at Michael Blau State Farm is committed to providing exemplary service to customers in Missouri and Kansas. At Michael Blau State Farm, we offer a range of insurance policies including Life Insurance, Homeowners Insurance, Renters Insurance, and Business Insurance. Each policy is carefully tailored to meet the specific needs of our customers. Our mission is to show each customer that we care about protecting what matters most to them.

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.

Apollo Health Insurance is a trusted insurance agency located in Lee's Summit, Missouri. We specialize in providing various health insurance options to meet the needs of individuals and families. Our knowledgeable agents are dedicated to helping our clients find the right coverage at the best possible rates. Whether you are looking for individual, family, or group health insurance, Apollo Health Insurance has you covered. Contact us today to learn more about our services and how we can help you protect your health and financial well-being.

Morehead Agency is a reputable insurance agency located at 415 Southwest Jefferson Street in Lee's Summit, Missouri, United States. With a focus on providing personalized and reliable insurance solutions, Morehead Agency offers a wide range of insurance products to meet the needs of individuals, families, and businesses. Their team of experienced agents is dedicated to helping clients find the right coverage at the best possible rates. Whether you are looking for auto, home, life, or business insurance, Morehead Agency is committed to offering exceptional service and expert advice to ensure peace of mind and financial protection. Contact them today to discuss your insurance needs and receive a tailored insurance plan that fits your budget and lifestyle.

Steve Croy - State Farm Insurance Agent is a trusted insurance agency located at 1606 North Commercial Street in Harrisonville, Missouri. With over three decades of experience in the insurance field, Steve Croy has been dedicated to helping individuals and families protect what matters most in their lives. As a State Farm Agent since 1998, Steve believes in delivering real value to customers by ensuring they have the right coverage tailored to their needs. Steve and his team serve communities across Missouri, including Peculiar, Raymore, Freeman, Cleveland, Archie, Adrian, Garden City, Urich, Creighton, Lee's Summit, Belton, and of course, Harrisonville. With a focus on auto insurance, home insurance, life insurance, property insurance, business insurance, renters insurance, health insurance, and financial services, Steve is committed to providing comprehensive coverage options to meet every individual's unique needs.

Farmers Insurance - Storm Martin is an insurance agency located at 821 Northeast Lakewood Boulevard in Lee's Summit, Missouri, United States. Our agency is dedicated to providing excellent customer service, with a focus on truly listening to our clients' needs and responding promptly. When you contact our agency, you can expect to speak to a real person who is ready to assist you with any questions you may have. We offer a range of insurance products, including car insurance, home insurance, life insurance, renters insurance, business insurance, condo insurance, and recreational insurance. Our goal is to help you find the right coverage for your needs and budget, and we also offer discounts to help you save money.

Advanced Risk Management is a leading insurance agency located at 912 Northeast Douglas Street in Lee's Summit, Missouri. Our expert team specializes in providing comprehensive risk management solutions to protect individuals and businesses from unforeseen events. With a focus on personalized service and tailored insurance plans, we strive to help our clients navigate the complexities of risk management with ease. Trust Advanced Risk Management to safeguard your assets and provide peace of mind in an unpredictable world.

Michael Oehrke - State Farm Insurance Agent is a reputable institution located at 900 Southwest Oldham Parkway in Lee's Summit, Missouri. Specializing in providing insurance and financial services to residents in the Jackson County area, Michael Oehrke has been serving the community since 2002. With a team of licensed insurance professionals, they offer a wide range of coverage options including auto insurance, homeowners insurance, life insurance, and financial services. The agency has received numerous awards over the years for their exceptional service, and they are dedicated to helping clients find the right insurance solutions for their specific needs. In addition to personal insurance, they also assist small business owners with commercial lines of insurance. The agency prides itself on creating a fun and energetic work environment for their team, and they are always looking for motivated individuals to join them. Whether you are looking for insurance coverage or considering a career in the insurance industry, Michael Oehrke - State Farm Insurance Agent is the place to be. Contact them today for a personalized price plan tailored to your needs.