Financial services near me in Lee's Summit, Missouri

Michelle Hutton, AVP, Financial Advisor, LPL is a reputable financial institution located at 609 Route 291 in Lee's Summit, Missouri, United States. With a focus on providing expert financial advice and personalized solutions, Michelle Hutton and her team at LPL are dedicated to helping clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your assets, Michelle Hutton, AVP, Financial Advisor, LPL is committed to providing top-notch service and guidance to ensure your financial success.

Raymond James Financial Services is a finance institution located at 600 Southwest Jefferson Street in Lee's Summit, Missouri, United States. With a focus on providing personalized financial services and investment advice, Raymond James is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to plan for retirement, invest in the stock market, or manage your wealth, Raymond James Financial Services offers a wide range of services to meet your needs. Their team of experienced financial advisors are committed to providing expert guidance and support to help you make informed financial decisions.

Edward Jones - Financial Advisor: Sarah Hudson is a reputable finance institution located at 500 Southwest Market Street in Lee's Summit, Missouri, United States. Sarah Hudson is a dedicated and experienced financial advisor who is committed to helping clients achieve their financial goals. With a focus on personalized service and tailored financial solutions, Edward Jones - Financial Advisor: Sarah Hudson is a trusted partner in building and preserving wealth for individuals and families. Whether you are planning for retirement, saving for education, or investing for the future, Sarah Hudson and her team are here to provide expert guidance and support every step of the way.

Edward Jones - Financial Advisor: Whitney T Poettgen, CEPA® is a trusted financial institution located at 24 Northwest Chipman Road in Lee's Summit, Missouri, United States. Specializing in finance, the institution provides expert advice and personalized solutions to help clients achieve their financial goals. With CEPA® certification, Whitney T Poettgen offers a high level of expertise and professionalism to assist clients in managing their wealth and planning for the future. Whether you are looking to invest, save for retirement, or plan for your family's financial security, Edward Jones is committed to providing top-notch service and guidance every step of the way.

Edward Jones - Financial Advisor: Matt Sibbing is a trusted financial institution located at 3500 Northeast Ralph Powell Road in Lee's Summit, Missouri. As a dedicated financial advisor, Matt Sibbing offers personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Matt Sibbing provides expert guidance and support to individuals and families seeking to secure their financial future. Whether you are planning for retirement, saving for college, or investing for the future, Matt Sibbing is committed to helping you make informed decisions and navigate the complexities of the financial world. Visit us today to learn more about our comprehensive financial services and how we can help you achieve financial success.

Edward Jones - Financial Advisor: Brandon A Yocum is a trusted financial institution located at 506 Route 291 in Lee's Summit, Missouri, United States. As a dedicated finance professional, Brandon A Yocum provides personalized financial advice and services to help clients achieve their financial goals. With a focus on building long-term relationships and providing top-notch customer service, Edward Jones - Financial Advisor: Brandon A Yocum is committed to helping individuals and families secure their financial future. Contact them today to schedule a consultation and take the first step towards financial success.

Sashia Caw - COUNTRY Financial Agent is a reputable finance, health, and insurance agency located at 304 Southeast 3rd Street in Lee's Summit, Missouri, United States. With a focus on providing top-notch financial planning, health coverage, and insurance options, this institution is dedicated to helping individuals and families secure their futures. Whether you are looking for retirement planning, health insurance, life insurance, or other financial services, Sashia Caw - COUNTRY Financial Agent is committed to providing personalized solutions to meet your needs. Visit their office today to learn more about how they can help you achieve your financial goals.

Summit Tax Consulting Inc is a leading accounting and finance institution located at 200 Southeast Eastridge Street in Lee's Summit, Missouri, United States. Our team of experienced professionals specializes in providing expert tax consulting services to individuals and businesses. With a commitment to excellence and personalized attention, we strive to help our clients navigate the complexities of financial regulations and maximize their tax savings. Trust Summit Tax Consulting Inc for all your accounting and finance needs.

Rusty's Tax Services is a reputable accounting and finance institution located at 501 Southeast Douglas Street in Lee's Summit, Missouri, United States. With years of experience in the industry, our team of professionals is dedicated to providing top-notch tax services to individuals and businesses alike. From tax preparation to financial planning, we offer a wide range of services to meet our clients' needs. Trust Rusty's Tax Services to handle all of your accounting and finance needs with expertise and efficiency.

Summit Small Business Bookkeeping & Accounting is a professional accounting and finance institution located at 4525 Northeast Kingston Drive in Lee's Summit, Missouri, United States. Our team of experienced professionals is dedicated to providing top-notch bookkeeping and accounting services to small businesses in the area. From managing finances to preparing tax documents, we are committed to helping our clients achieve financial success. Contact us today to learn more about how we can assist with your small business accounting needs.

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.

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.

Jim Hallam - State Farm Insurance Agent is an insurance agency located at 1225 Northeast Douglas Street in Lee's Summit, Missouri. With over 100 years of combined experience, our team of 7 licensed professionals is dedicated to helping you protect what matters most. We are passionate about what we do and go above and beyond to ensure our customers are well taken care of. As we enter the season of new beginnings, we are here to help you refresh your insurance coverage and make sure you have the right protection in place. Whether you need home, auto, supplemental health insurance, or financial services, we are here to assist you. We believe in being active in the community and providing quality services that our policyholders want and need.

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.

Academy Mortgage is a leading financial institution located at 821 Northeast Columbus Street in Lee's Summit, Missouri, United States. Specializing in mortgage services, Academy Mortgage offers a wide range of financial products and services to help individuals and families achieve their homeownership goals. With a team of experienced professionals and a commitment to exceptional customer service, Academy Mortgage is dedicated to providing personalized solutions and expert guidance throughout the mortgage process. Whether you are a first-time homebuyer or looking to refinance your current home, Academy Mortgage is here to help you secure the financing you need.

The Central Bank located at 639 Northeast Woods Chapel Road in Lee's Summit, Missouri, United States, is a leading financial institution that plays a crucial role in the country's economy. As a bank, it provides a wide range of financial services to individuals, businesses, and government entities. The Central Bank is responsible for regulating the country's monetary policy, issuing currency, and maintaining financial stability. With a team of experienced professionals, the Central Bank is committed to providing excellent customer service and helping clients achieve their financial goals. Whether you need a loan, investment advice, or simply want to open a savings account, the Central Bank is here to help.

Farmers Insurance - Douglas Shrout is a local insurance agency located at 1312 U.S. 40, Blue Springs, Missouri, United States. With over 32 years of experience in the industry, Douglas Shrout is dedicated to providing personalized insurance solutions to the residents of Blue Springs and surrounding areas. Whether you need home insurance, auto insurance, recreational coverage, commercial insurance, or life and financial services, Douglas and his team are committed to finding the best policy to suit your needs. Conveniently located off 40 Highway and 14th Street, the agency welcomes clients from Grain Valley, Oak Grove, Independence, Lee Summit, Odessa, Lone Jack, Kansas, and beyond. With a focus on building relationships with clients, Douglas Shrout ensures that you are well taken care of and informed about your coverage options. Contact Douglas Shrout today to discuss your insurance needs and receive a personalized quote.

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.

Patton & Dean, LLC is a finance and lawyer institution located at 304 Southeast 3rd Street in Lee's Summit, Missouri, United States. Specializing in consumer bankruptcy cases, our experienced attorneys have helped thousands of individuals and families in Kansas City and surrounding areas. With our Complete Bankruptcy approach, we guide you through the filing process and assist in repairing and rebuilding your credit afterward. When you choose Patton & Dean, LLC, you will work directly with one attorney who provides personalized service throughout your case. We listen to your story, provide attentive representation, and offer credit protection, repair, and rebuilding at no additional cost. Let us help you eliminate financial stress and set you up for financial success. Choose Patton & Dean, LLC for expert guidance and personalized service in navigating your bankruptcy case.

Paths Law Firm is a reputable institution located at 5008 Northeast Lakewood Way in Lee's Summit, Missouri. Specializing in estate and elder care planning, the firm is led by Rusty Fracassa, Kathleen Overton, and their dedicated staff. Known for their compassion, attentiveness, and expertise, Paths Law Firm serves the Kansas City area in both Missouri and Kansas. The firm offers appointments Monday through Friday from 8:00am to 5:00pm, with Saturday appointments available upon request. They provide personalized services, including meetings at residences, hospitals, or nursing homes for clients with limited mobility.

Cap One Lending is a finance institution located at 4041 Northeast Lakewood Way in Lee's Summit, Missouri, United States. Specializing in mortgages including FHA, VA, USDA, and Conventional loans, as well as Bridge Loans for real estate investors and Rental Loans with Debt Service Coverage Ratio (DSCR), Cap One Lending is your trusted partner for all your mortgage needs. With licenses in Missouri, Kansas, Texas, and Florida, we offer comprehensive mortgage solutions and exclusive access to off-market properties through our network of top-tier real estate professionals. As a Veteran-owned company with decades of experience in the mortgage industry, we are dedicated to providing exceptional service, transparent communication, and the best loan options at the lowest rates. Our mission is to ensure your satisfaction throughout your mortgage journey, with a streamlined process that can have you pre-approved within an hour and clear to close in just 10 days. Trust Cap One Lending for a personalized and efficient lending experience.

A.L. Johnson Life Insurance Agency, located at 312 Southwest Greenwich Drive in Lee's Summit, Missouri, is a trusted insurance agency specializing in providing affordable and comprehensive life insurance coverage. Our agency offers both temporary and permanent coverage options to ensure that your family is financially protected in the event of your passing. As representatives of several A-rated life insurance companies, we have the ability to save you both time and money by finding the best plan for your specific needs. Our knowledgeable and efficient life insurance experts will work with you to find a plan that fits your budget and provides the coverage you need. With just one call to A.L. Johnson Life Insurance Agency, we can do all the sorting and shopping for you, bringing you back the top options available.

Paul Dodds Jewelry is a renowned jewelry store and financial institution located at 809 Northeast Woods Chapel Road in Lee's Summit, Missouri. Specializing in exquisite and high-quality jewelry pieces, Paul Dodds Jewelry offers a wide range of options including engagement rings, wedding bands, necklaces, bracelets, and more. With a reputation for exceptional customer service and expert craftsmanship, this establishment is a go-to destination for those seeking timeless and elegant jewelry pieces. In addition to their stunning jewelry collection, Paul Dodds Jewelry also offers financing options to help customers bring their dream pieces to life. Visit Paul Dodds Jewelry today to experience the perfect blend of luxury and affordability.

Abacus Accounting Solutions LLC, located at 1308 Northeast Windsor Drive in Lee's Summit, Missouri, is a professional accounting and finance institution dedicated to providing expert services efficiently. Specializing in accounting services for independent professionals, executives, and business owners in Lee's Summit and the surrounding areas, Abacus Accounting Solutions offers a wide range of services to meet all client needs. With a focus on exceptional customer service and a commitment to understanding and addressing client needs, Abacus Accounting Solutions aims to be a trusted partner in helping businesses grow. The institution takes pride in the quality and timeliness of its services and values client satisfaction above all else. With a strong emphasis on integrity, honesty, and ethical principles, Abacus Accounting Solutions strives to make a meaningful impact for its clients by taking care of their accounting needs and allowing them to focus on business growth. By providing expert advice and assistance, Abacus Accounting Solutions aims to help clients achieve remarkable goals and make progress towards their desired future.

At NextGen Wealth, located in Lee's Summit, Missouri, we are a comprehensive financial planning institution specializing in helping individuals prepare for retirement. Our Certified Financial Planners® work with clients to create personalized retirement transition plans that cover not only finances but also mental, social, and physical aspects of retirement. We prioritize adding real value to our clients' financial lives, ensuring they are well-prepared for the next stage of their lives. Our services include retirement planning, investment management, Social Security scenario planning, Medicare planning, and more. As a Registered Investment Advisor, we are legally bound by the fiduciary standard to always act in our clients' best interests. Whether you are in Kansas City or anywhere in the nation, we are here to help you retire comfortably and confidently. Contact us today for a free Retirement Checkup™ and start planning for your future with peace of mind.

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.

TitleMax Title Secured Loans in Lee's Summit, Missouri, offers fast and easy cash loans using your car title as collateral. With a focus on getting you the cash you need quickly, most credit types are accepted. Whether you need a motorcycle title secured loan or a personal loan, TitleMax provides flexible options to meet your financial needs. With in-store and online services available, TitleMax strives to provide the best possible loan experience for customers. Additional information about loan amounts and eligibility requirements can be found on their website. TitleMax is dedicated to helping customers in Missouri and beyond with their financial needs.

Advance America is a leading financial institution located at 284 Southwest Blue Parkway in Lee's Summit, Missouri. We specialize in providing a variety of financial services such as payday loans, installment loans, and title loans to help our customers meet their short-term financial needs. Our experienced staff is dedicated to providing fast and convenient service, making it easy for customers to access the funds they need when they need them. Visit us today to learn more about how Advance America can help you with your financial needs.

The Molly Dean Team at Flat Branch Home Loans is a finance institution located at 400 Southeast 3rd Street in Lee's Summit, Missouri, United States. Our team of experienced professionals is dedicated to helping our clients secure the best home loan options to fit their individual needs. With a focus on personalized service and attention to detail, we strive to make the home buying process as smooth and stress-free as possible. Contact us today to learn more about how we can help you achieve your homeownership goals.