TOP 30 Best Financial planning company in Lee's Summit, Missouri

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.

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.

Attorney Mike Reneau is a reputable institution located at 3720 Northeast Troon Drive in Lee's Summit, Missouri, United States. Specializing in accounting, finance, and legal services, Attorney Mike Reneau offers expert advice and representation to individuals and businesses in need of professional assistance. With a focus on delivering personalized and effective solutions, this institution is dedicated to helping clients navigate complex financial and legal matters with confidence and peace of mind. Contact Attorney Mike Reneau today for trusted guidance and support.

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.

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.

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.

Aspire Insurance Solutions is a reputable health insurance agency located at 301 Southeast Douglas Street in Lee's Summit, Missouri, United States. Our dedicated team of professionals is committed to helping individuals and families find the best insurance coverage to meet their healthcare needs. With a focus on personalized service and tailored solutions, we strive to provide peace of mind and financial security to our clients. Contact us today to learn more about our services and how we can assist you in finding the right health insurance plan.

Midwest Medicare and Benefits is an insurance agency located at 2641 Northeast McBaine Drive in Lee's Summit, Missouri. We specialize in providing comprehensive Medicare and other benefit plans to our clients. Our experienced team is dedicated to helping individuals and families navigate the complex world of insurance, ensuring they have the coverage they need for their health and financial security. Contact us today to learn more about how we can help you find the right insurance plan for your needs.

The Law Office of Camron Hoorfar, PC is a reputable institution located at 202 Southwest Market Street in Lee's Summit, Missouri, United States. Specializing in accounting, finance, and legal services, this firm offers expert guidance and representation in a variety of legal matters. With a focus on delivering personalized and professional service, clients can trust in the expertise and dedication of the team at the Law Office of Camron Hoorfar, PC. Whether you are in need of financial advice, legal representation, or assistance with accounting matters, this institution is committed to providing top-notch services to meet your needs.

Jeffrey Carey - BKTP Law Firm is a reputable law firm located at 229 Southeast Douglas Street in Lee's Summit, Missouri. Specializing in various legal matters, their team of experienced lawyers provides expert counsel and representation to clients in need of legal assistance. Whether you are facing a personal injury case, need help with estate planning, or require guidance in business law matters, Jeffrey Carey - BKTP Law Firm is dedicated to helping you navigate the complexities of the legal system. With a commitment to excellence and personalized service, they strive to achieve the best possible outcome for their clients. Trust Jeffrey Carey - BKTP Law Firm to provide you with the legal support you need.

Weavers Law is a legal institution located at 282 Northeast Tudor Road in Lee's Summit, Missouri, United States. You can contact them via call or text at 816-200-2215 or email at samantha@weavers-law.com. The institution specializes in providing estate planning services to help individuals ensure their assets are passed on to their loved ones. They offer cost-effective solutions tailored to individual and business needs, whether you are a young family, planning for retirement, or seeking to get your affairs in order. Weavers Law can help you determine whether a Revocable or Irrevocable Trust is more appropriate for your situation. They also provide guidance on powers of attorney for health care and property/financial decisions to ensure your wishes are carried out if you are unable to speak or act for yourself. Additionally, they offer family law counsel on matters such as divorce, child custody, prenuptial agreements, and more. Whether you are facing traffic violations, need assistance with estate planning, or require legal counsel for family law matters, Weavers Law is here to provide high-quality, down-to-earth, and reasonably priced services. Lead by Samantha, a dedicated lawyer with a personal approach and professional experience, the institution is committed to helping individuals navigate the legal world with compassion and efficiency. Contact Weavers Law today for a consultation to address your legal needs.

Vansandt & Associates is a reputable accounting and finance institution located at 3170 Northeast Carnegie Drive in Lee's Summit, Missouri, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, auditing, financial planning, and consulting. Clients can expect personalized attention and expert advice to help them achieve their financial goals. Whether you are an individual or a business, Vansandt & Associates is dedicated to providing top-notch services to meet your accounting and finance needs.

Dan Ripley - State Farm Insurance Agent is an insurance agency located at 818 Northwest Park Lane in Lee's Summit, Missouri. Situated behind the SIKI Restaurant next to Bob Sight Ford on Blue Parkway, this institution is dedicated to helping individuals with their insurance needs. With 35 years of experience in the industry, Dan Ripley is passionate about meeting new people and building relationships. From high school graduation to retirement planning, Dan has navigated various life experiences and is committed to providing honest and reliable service to his clients. At Dan Ripley - State Farm Insurance Agent, the focus is on treating clients like family and upholding principles of honesty and integrity. Whether you need assistance with life insurance, annuities, credit scores, or business planning, the team is ready to help. Additionally, they offer guidance on avoiding the dangers of drunk driving and understanding the importance of financial planning.

Travis Talcott at Comparion Insurance Agency is a trusted insurance agency located at 200 Northeast Missouri Road in Lee's Summit, Missouri. With a commitment to providing personalized and comprehensive insurance solutions, Travis Talcott and his team strive to protect their clients' assets and financial well-being. Whether you are looking for auto, home, life, or business insurance, Travis Talcott at Comparion Insurance Agency is dedicated to finding the right coverage to meet your individual needs. Contact them today for expert advice and exceptional customer service.

Prudential | Dynasty Group Inc is a leading finance and insurance agency specializing in life insurance and annuities. Located at 202 Southwest Market Street in Lee's Summit, Missouri, United States, our institution is dedicated to providing comprehensive financial solutions to help individuals and families secure their future. With a team of experienced professionals, we offer personalized services and tailored insurance products to meet the unique needs of our clients. Trust Prudential | Dynasty Group Inc to protect your assets and plan for a secure financial future.

Jordan Lewis, Bankers Life Agent is an insurance agency located at 100 Northeast Tudor Road in Lee's Summit, Missouri. Our dedicated agents, led by Unit Sales Manager Jordan Lewis, offer a wide range of insurance options from reputable companies such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Specializing in Medicare Advantage plans, our team can help you navigate the complexities of healthcare coverage and find the right plan for your needs. Medicare Advantage offers comprehensive coverage, including prescription drug benefits, with some plans even offering $0 monthly premiums.

Farmers Insurance - John Neuhauser is an insurance agency located at 816 Northwest Park Lane in Lee's Summit, Missouri, United States. As a local Farmers agent, John Neuhauser helps customers identify the insurance coverage that best fits their needs. Whether you need auto, home, renters, business insurance, or more, John Neuhauser has the knowledge and experience to help you understand your coverage options. From comprehensive coverage to collision coverage, deductibles, and medical payments, John Neuhauser can help you select the right insurance coverage for your needs and budget. With over 80 years of experience, Farmers has been providing insurance products to protect your most valuable possessions, including your home.

Farmers Insurance - Chris Cooper is an insurance agency located at 816 Northwest Park Lane in Lee's Summit, Missouri, United States. As a local Farmers® agent, Chris Cooper helps customers identify the insurance coverage that best fits their needs. Whether it's auto, home, renters, business insurance, and more, Chris has the knowledge and experience to help clients understand their coverage options. With over 80 years of experience, Farmers® is a reliable choice for insurance products to protect your assets in case of disaster. Chris can also help with life insurance, renters insurance, condo insurance, and recreational insurance. For those looking to secure their financial future, Chris offers financial planning services through Farmers Insurance and Financial Services. Contact Chris Cooper today for a personalized insurance plan tailored to your needs and budget.

Located at 3730 Northeast Troon Drive in Lee's Summit, Missouri, Farmers Insurance - Christopher McNair is your go-to insurance agency for all your insurance needs. Christopher McNair, a UK native and Missouri resident since 2018, is proud to serve the communities of Lee's Summit, Blue Springs, Raytown, Raymore, Independence, and the surrounding areas. With over 13 years of experience in the auto industry, Christopher is dedicated to helping you understand your coverage options for life, auto, home, specialty, renters insurance, and more. The Chris McNair Agency focuses on building relationships with customers through trust and understanding. They offer personalized service focused on education, ensuring quality over quantity. Whether you're looking for comprehensive coverage, collision coverage, deductibles, or medical payments, Christopher and his team are here to help.

Northwestern Mutual is a leading finance and insurance agency located at 3600 Northeast Ralph Powell Road in Lee's Summit, Missouri, United States. With a strong reputation for providing personalized financial planning services and comprehensive insurance coverage, Northwestern Mutual helps clients achieve their financial goals and protect their assets. The institution's team of experienced financial advisors and insurance agents are dedicated to providing top-notch customer service and customized solutions to meet the unique needs of each individual or business. Whether you are looking to secure your financial future or protect your loved ones with quality insurance products, Northwestern Mutual is here to help you every step of the way.

Capital Investment Management is a leading finance institution located at 608 Southwest 3rd Street in Lee's Summit, Missouri, United States. Our team of experienced professionals specializes in managing and growing investments for individuals and businesses. With a focus on strategic planning and personalized solutions, we help our clients achieve their financial goals and secure their future. Whether you are looking to build wealth, save for retirement, or navigate the complexities of the market, Capital Investment Management is here to provide expert guidance and support every step of the way. Visit us today to learn more about how we can help you make the most of your investments.

Strategic Value Solutions, Inc. is located at 1650 Northeast Grand Avenue in Lee's Summit, Missouri. This institution specializes in providing strategic solutions to help businesses maximize their value and achieve their goals. With a team of experienced professionals, Strategic Value Solutions, Inc. offers a range of services including financial analysis, business valuation, and strategic planning. Whether you are looking to grow your business, prepare for a merger or acquisition, or enhance your competitive position in the market, Strategic Value Solutions, Inc. can help you develop a customized strategy to meet your specific needs. Contact them today to learn more about how they can help your business succeed.

Bales & Associates, Inc. is a renowned accounting and finance institution located at 4115 Northeast Pembroke Lane in Lee's Summit, Missouri, United States. With a team of highly skilled professionals, they offer a wide range of services including auditing, tax preparation, financial planning, and consulting. Known for their expertise and commitment to excellence, Bales & Associates, Inc. is a trusted partner for individuals and businesses seeking top-notch financial services.

Farmers Insurance - Kenneth Raby is a trusted insurance agency located at 707 Northeast Woods Chapel Road in Lee's Summit, Missouri, United States. Our experienced team is dedicated to helping customers like you find the best insurance coverage and financial services to meet your needs, all while saving you money with multiple discounts available through Farmers. With over 35 years of experience, we have the knowledge to guide you through options such as auto, home, renters, life, or business insurance, as well as financial services like mutual funds. Contact us today for a no-obligation consultation and let us help you secure your future. Whether you need comprehensive coverage, collision coverage, or are unsure where to begin, our team is here to provide the guidance you need. Protect your most valuable possessions with our home insurance options, get competitive rates with our multi-line insurance discounts, and ensure financial security for your loved ones with our life insurance policies. We also offer renters insurance, business insurance, condo insurance, and specialized recreational insurance for your outdoor adventures. For added protection, consider a personal umbrella insurance policy to safeguard your assets and future earnings. Our commitment to providing quality service and tailored solutions sets us apart as your local Farmers agent in the greater Kansas City metro area. Contact us today to start building a solid financial plan and securing a secure future for you and your loved ones.

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.

MCC-Longview | Campus Center is a prestigious university located at 500 Southwest Longview Road in Lee's Summit, Missouri, United States. The institution offers a wide range of academic programs and resources to help students succeed in their educational pursuits. With state-of-the-art facilities and a dedicated faculty, MCC-Longview | Campus Center provides a vibrant and dynamic learning environment for students to thrive. Whether you are looking to further your education or explore new career opportunities, MCC-Longview | Campus Center is the perfect place to achieve your academic goals.

Farmers Insurance - Clint Kirkpatrick is an insurance agency located at 3350 Northeast Ralph Powell Road in Lee's Summit, Missouri, United States. If you are looking for a Farmers Insurance Agent in Blue Springs, Missouri, this is the place to go. The agency represents various insurers including Farmers Insurance Exchange, Fire Insurance Exchange, Truck Insurance Exchange, Mid-Century Insurance Company, and more. They offer a range of insurance products including home, auto, life, and business insurance. Securities are also offered through Farmers Financial Solutions, LLC. Each insurer has sole financial responsibility for its own insurance products. Contact the agency for more information on available products and coverage options.

Shelter Insurance - Wesley Veasman is a trusted insurance agency located at 694 Southeast 3rd Street in Lee's Summit, Missouri, United States. With a focus on providing personalized service and comprehensive coverage options, Wesley Veasman and his team are dedicated to helping clients protect what matters most. Whether you're in need of auto, home, life, or business insurance, Shelter Insurance - Wesley Veasman is committed to finding the right policy to fit your unique needs. Visit their office today to learn more about their services and how they can help you secure your future.

Farmers Insurance - Kris Hanke is a local insurance agency located at 706 Southeast 3rd Street in Lee's Summit, Missouri, United States. Over the past few years, Kris Hanke has been dedicated to serving and protecting the assets of the Lee's Summit community. With a focus on making insurance easier to understand, Kris and the team at Farmers Insurance are committed to helping you navigate your coverage options, whether it's for auto, home, renters, business insurance, and more. As a Farmers agent, Kris Hanke can assist you in selecting the right car insurance coverage for your needs and budget, as well as provide competitive rates and discounts. For homeowners, Farmers Insurance has a long-standing reputation of over 80 years in providing insurance products and reliable coverage in the event of unforeseen disasters. Additionally, Kris can help you review and update your life insurance policy to ensure financial support for your loved ones.