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TOP 30 Financial planning for companies in Lee's Summit, MO
43 results found
Search for local businesses, places and services near you
Nationwide Insurance: Estal Insurance And Financial Services Inc.
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 - Lees Summit
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.
AAA Lee's Summit Insurance and Member Services
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.
Stephen Pirch - COUNTRY Financial Representative
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
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.
Karl Sullivan, Bankers Life Securities Financial Representative
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
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
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
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.
Epic Insurance, LLC
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
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
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 - State Farm Insurance Agent
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
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.
Morehead Agency
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
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
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.
Michael Oehrke - State Farm Insurance Agent
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.
Farmers Insurance - Clint Kirkpatrick
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.
Bankers Life
Bankers Life, located at 100 Northeast Tudor Road in Lee's Summit, Missouri, is a comprehensive finance, health, and insurance agency. Our agents offer a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company, as well as offerings from partner carriers such as Aetna, Anthem, Cigna, Humana, UnitedHealthcare®, and Wellcare. When it comes to Medicare, we can help you compare Advantage plans to find the coverage that best suits your needs. With the increasing need for long-term care as people live longer and healthcare costs rise, it's crucial to be prepared and have discussions with your loved ones about planning for the future.
Globe Life Liberty National Division: Tony DiFilippo Agency
The Globe Life Liberty National Division: Tony DiFilippo Agency is an insurance agency located at 684 Southeast Bayberry Lane in Lee's Summit, Missouri, United States. Our agency specializes in providing a range of insurance products to meet the needs of individuals and families. With a commitment to exceptional customer service and personalized attention, we strive to help our clients secure their financial future and protect their loved ones. Contact us today to learn more about our insurance offerings and how we can help you plan for the unexpected.
MIDWEST MEDICARE AND BENEFITS
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.
Colt Ruelle, Bankers Life Agent
Colt Ruelle, Bankers Life Agent is an insurance agency located at 100 Northeast Tudor Road in Lee's Summit, Missouri, United States. Specializing in Bankers Life insurance products, our dedicated team of professionals is committed to helping clients protect their financial futures. Whether you are looking for life insurance, retirement planning, or long-term care coverage, we are here to provide personalized solutions to meet your needs. Contact us today to schedule a consultation and secure your peace of mind.
Amanda Goodmon, Bankers Life Agent
Amanda Goodmon, Bankers Life Agent 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. As a Unit Field Trainer and Insurance Sales Representative, Amanda Goodmon can help you navigate the complexities of Medicare Advantage plans to find the right coverage for your needs. With options that include prescription drug coverage and low monthly premiums, Amanda Goodmon is dedicated to helping you plan for your future healthcare needs. Take the first step towards securing your long-term care and financial well-being by contacting Amanda Goodmon, Bankers Life Agent today.
Stephen Marshall Law
Stephen Marshall Law is a reputable institution located at 282 Northeast Tudor Road, Lee's Summit, Missouri, United States. Specializing in bankruptcy law, Attorney Stephen Marshall is dedicated to helping clients navigate through financial difficulties. With expertise in Chapter 7 and Chapter 13 bankruptcy, he prioritizes the needs of his clients and aims to provide them with a fresh start. Whether it's discharging unsecured debts like credit cards, payday loans, or medical debts in Chapter 7, or entering a repayment plan in Chapter 13 to stop foreclosure, Attorney Marshall offers personalized solutions to each individual's situation. Additionally, he educates clients on the differences between debt consolidation and bankruptcy, debunking myths about payday loans and providing valuable resources for understanding the bankruptcy process. With a commitment to accessibility and personalized attention, Stephen Marshall Law offers free financial consultations to help clients make informed decisions about their future. Serving various areas in Missouri and Kansas, including Kansas City, Independence, and Overland Park, the institution ensures convenient access to legal assistance. Contact Stephen Marshall Law for expert guidance and support in navigating your financial challenges.
Law Office of Kristen M. Buzzelli, LLC
The Law Office of Kristen M. Buzzelli, LLC is a dedicated legal institution located in Lee's Summit, Missouri, serving clients in the greater Kansas City area. Our mission is to provide top-notch representation to all individuals, regardless of their financial situation. With a focus on effective advocacy and a commitment to our clients' best interests, we strive to alleviate the stress that often accompanies legal proceedings. Specializing in divorce cases, we understand the complexities and emotional toll that such processes can bring. Our goal is to make the divorce process as smooth as possible, especially in cases where both parties are willing to cooperate and be reasonable. We offer practical advice on how to reduce attorney fees and save money during the divorce process, ensuring that our clients are financially protected.
Troy Litle, Bankers Life Agent
Troy Litle, Bankers Life Agent is an insurance agency located at 100 Northeast Tudor Road in Lee's Summit, Missouri, United States. As a trusted Bankers Life agent, Troy Litle offers a range of insurance products and services to help individuals and families protect their financial future. With a commitment to providing personalized and tailored solutions, Troy Litle is dedicated to helping clients navigate the complexities of insurance and find the coverage that best fits their needs. Whether you are looking for life insurance, long-term care insurance, or retirement planning, Troy Litle, Bankers Life Agent is here to help you secure peace of mind for the road ahead.
Weavers Law
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 [email protected]. 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.
JC Grason of Kansas City
JC Grason of Kansas City is a financial institution located at 306 Route 291, Lee's Summit, Missouri. Specializing in accounting, finance, and legal services, the institution offers guidance on retirement planning and inflation's impact on financial stability. With offices in both Chandler, Arizona and Lee's Summit, Missouri, the team at JC Grason is dedicated to helping clients assess their current financial plans and create customized strategies to achieve their retirement goals. Investment advisory services are made available through AE Wealth Management, LLC, and individuals can consult with professionals such as Teresa Bear and David Blickhan for guidance on investment decisions. Please note that neither the firm nor its agents provide tax or legal advice, and individuals should seek professional guidance before making any financial decisions. JC Grason is independently owned and operated, and is not affiliated with the US government or any governmental agency.
List of local businesses, places and services in Missouri
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