Financial strategy in Kansas City, MO
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JC Grason of Kansas City
● OpenJC 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.
306 Rte 291, Lee's Summit, MO 64063, United States -
June A Ramer: Primerica - Financial Services
● OpenJune A Ramer: Primerica - Financial Services is a reputable finance and insurance agency located in Kansas City, Missouri, United States. With a focus on providing quality financial services to individuals and families, this institution offers a wide range of products and solutions to help clients achieve their financial goals. Whether it's retirement planning, investment strategies, or insurance coverage, June A Ramer and her team are dedicated to providing personalized and professional service to meet the unique needs of each client. Trustworthy and reliable, June A Ramer: Primerica - Financial Services is committed to helping clients secure their financial future.
1201 N.W. BRIARCLIFF PKWY 2ND FLR, Kansas City, MO 64116, United States -
Larry James Bankston: Primerica - Financial Services
● OpenLarry James Bankston: Primerica - Financial Services is a reputable finance and insurance agency located at 7530 Troost Avenue in Kansas City, Missouri, United States. With a focus on providing top-notch financial services to individuals and families, the institution offers a wide range of products and solutions to help clients achieve their financial goals. Whether it's retirement planning, investment strategies, or insurance coverage, Larry James Bankston: Primerica is committed to providing personalized and professional services to meet the unique needs of each client. With a team of experienced and knowledgeable financial advisors, clients can trust in the expertise and guidance offered by this esteemed institution.
7530 Troost Ave #300, Kansas City, MO 64131, United States -
Martin Financial Group
● ClosedMartin Financial Group is a well-established finance institution located at 9800 Northwest Polo Drive in Kansas City, Missouri, United States. With a team of experienced financial professionals, we provide a wide range of services including investment management, retirement planning, estate planning, and more. Our goal is to help our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can help you with your financial needs.
9800 NW Polo Dr #100, Kansas City, MO 64153, United States -
Clear Compass Financial Group
● ClosedClear Compass Financial Group, located at 7509 Northwest Tiffany Springs Parkway in Kansas City, Missouri, is a finance institution dedicated to providing clients with a clear, confident financial road map based on their individual needs, values, and goals. Licensed through the State Insurance Department, Clear Compass offers strategies and tactics to help clients reach their financial objectives. Thrivent Financial for Lutherans is the marketing name for the institution, which offers insurance products, securities, and investment advisory services through licensed professionals. Clients can further their planning engagement with Clear Compass through Dedicated Planning Services for a fee, resulting in written recommendations. Financial advisors at Clear Compass are credentialed to provide investment advisory services, and clients can visit the institution's website for more information on professional designations and requirements.
7509 NW Tiffany Springs Pkwy Suite 100, Kansas City, MO 64153, United States -
Edelman Financial Engines
● ClosedEdelman Financial Engines is a renowned finance institution located at 9203 Missouri 152 in Kansas City, Missouri, United States. With a strong reputation for providing expert financial advice and services, Edelman Financial Engines is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for retirement planning, investment management, or wealth preservation strategies, the experienced team at Edelman Financial Engines is committed to providing personalized solutions tailored to your specific needs. Trustworthy, reliable, and client-focused, Edelman Financial Engines is the go-to institution for all your financial needs.
9203 MO-152, Kansas City, MO 64158, United States -
U.S. Bancorp Investments - Financial Advisors: Darin K Bahm
● ClosedU.S. Bancorp Investments - Financial Advisors: Darin K Bahm is a finance institution located at 6405 North Cosby Avenue in Kansas City, Missouri. Our team of experienced financial advisors, led by Darin K Bahm, is dedicated to providing personalized investment strategies and financial planning services to help our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or save for a major life event, our advisors are here to help you every step of the way. Contact us today to schedule a consultation and start building a brighter financial future.
6405 N Cosby Ave, Kansas City, MO 64151, United States -
Michael M. Quarles Owner: Financial Longevity Advisory LLC
● ClosedLocated at 6300 North Revere Drive in Kansas City, Missouri, Financial Longevity Advisory LLC is owned by Michael M. Quarles. Specializing in finance and insurance services, our institution is dedicated to helping clients plan for a secure financial future that encompasses health, family, and social aspects of aging. Women face unique challenges when it comes to retirement planning, and we aim to empower them for financial success. Our team helps clients understand their Social Security benefits and develop personalized strategies for maximizing their retirement income.
6300 N Revere Dr #225, Kansas City, MO 64151, United States -
Austin Wealth Strategies
● ClosedAustin Wealth Strategies is a finance institution located at 1804 Swift Street, North Kansas City, Missouri, United States. Our customized strategies are specifically designed for physicians, business owners, and executives, focusing on financial wellness and carefully tailored planning solutions. With years of experience in leadership, tax, business, and financial strategies, we provide trusted guidance and financial strategies to individuals and business owners. Our mission is to protect, preserve, and accumulate assets for our clients through guidance, education, and maximizing team coordination. We strive to keep your money where it belongs and help you achieve financial freedom in an ever-changing environment. Trust Austin Wealth Strategies for adaptive strategies that grow with you and provide peace of mind for your financial future. Be sure to check the background of your financial professional on FINRA's BrokerCheck.
1804 Swift St Ste 100, North Kansas City, MO 64116, United States -
Executive Financial Consultant
● OpenExecutive Financial Consultant is a premier financial institution located at 310 Armour Road in North Kansas City, Missouri, United States. Our team of experienced financial experts provide personalized consulting services to help clients achieve their financial goals. Whether you are looking to invest for the future, plan for retirement, or manage your wealth, our consultants are here to guide you every step of the way. With a focus on professionalism, integrity, and client satisfaction, Executive Financial Consultant is committed to delivering top-notch financial services to individuals and businesses alike. Contact us today to schedule a consultation and take control of your financial future.
310 Armour Rd, North Kansas City, MO 64116, United States -
WEALTH | KC - Financial Advisors + Wealth Management
● ClosedWEALTH | KC is a premier financial advisory and wealth management institution located in Kansas City, Missouri. Our team of experienced advisors is dedicated to helping clients achieve their financial goals through personalized strategies and expert guidance. From investment planning to retirement savings, we offer a comprehensive range of services to meet the unique needs of each individual. Visit us at 1420 Northwest Vivion Road to start building your wealth today.
1420 NW Vivion Rd Suite 109, Kansas City, MO 64118, United States -
U.S. Bancorp Investments - Financial Advisors: William Wiley
● ClosedU.S. Bancorp Investments - Financial Advisors: William Wiley is a reputable finance institution located at 200 Northeast Vivion Road in Kansas City, Missouri, United States. As a trusted financial advisor, William Wiley provides expert guidance and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional service, U.S. Bancorp Investments is committed to helping clients navigate the complexities of the financial market and make informed decisions that align with their individual needs and objectives.
200 NE Vivion Rd, Kansas City, MO 64118, United States -
Buttonwood Financial Group, LLC
● ClosedButtonwood Financial Group, LLC is a finance institution located at 3013 Main Street in Kansas City, Missouri, United States. With a focus on providing comprehensive financial services, Buttonwood Financial Group, LLC offers personalized investment strategies, retirement planning, and wealth management solutions to help clients achieve their financial goals. Their team of experienced professionals are dedicated to delivering top-notch financial advice and guidance to individuals and businesses alike. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Buttonwood Financial Group, LLC is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
3013 Main St, Kansas City, MO 64108, United States -
Williams Financial Group
● ClosedWilliams Financial Group is a finance institution located at 800 East 101st Terrace in Kansas City, Missouri, United States. Our team can help you create informed financial strategies that give you confidence as you pursue your goals, especially when it comes to planning for retirement. By using our Financial Blueprint process, we will examine your current financial situation and determine your retirement needs, providing you with a custom strategy to help you reach your unique retirement goals. In our founders George and Stacia's new book, "Faith, Family, Finance: Your Blueprint to a Successful Retirement," you will find valuable insights and wisdom on financial planning for retirement. We also offer free downloads of a chapter from the book on our website.
800 E 101st Terrace #210, Kansas City, MO 64131, United States -
Merrill Lynch Financial Advisor Richard J Goede
● ClosedMerrill Lynch Financial Advisor Richard J Goede is a leading finance institution located at 4801 Main Street in Kansas City, Missouri, United States. With a strong reputation for providing expert financial advice and personalized investment strategies, Richard J Goede and his team are dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Merrill Lynch Financial Advisor Richard J Goede offers comprehensive financial services tailored to meet your individual needs. Trust in their expertise and experience to guide you towards a secure financial future.
4801 Main St, Kansas City, MO 64112, United States -
Kansas City Private Wealth Management
● ClosedKansas City Private Wealth Management is a premier financial institution located at 3 West 63rd Street in Kansas City, Missouri. Our team of experienced professionals is dedicated to providing personalized wealth management services to high-net-worth individuals, families, and businesses. We offer a comprehensive range of financial services, including investment management, retirement planning, estate planning, and tax strategies. With a focus on building long-term relationships and delivering exceptional results, Kansas City Private Wealth Management is committed to helping our clients achieve their financial goals and secure their financial future.
3 W 63rd St #120, Kansas City, MO 64113, United States -
Merrill Lynch Financial Advisor Jared Gudenkauf
● ClosedMerrill Lynch Financial Advisor Jared Gudenkauf is a reputable finance institution located at 4801 Main Street in Kansas City, Missouri, United States. With a strong focus on providing personalized financial advice and guidance, Jared Gudenkauf and his team offer a wide range of services to help clients achieve their financial goals. From investment planning to retirement strategies, they are dedicated to helping individuals and businesses make informed decisions to secure their financial future. Contact Merrill Lynch Financial Advisor Jared Gudenkauf today to schedule a consultation and take the first step towards financial success.
4801 Main St, Kansas City, MO 64112, United States -
U.S. Bancorp Investments - Financial Advisors: Kansas City
● ClosedU.S. Bancorp Investments - Financial Advisors in Kansas City is a leading finance institution located at 11204 Holmes Road in Kansas City, Missouri. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and expert guidance. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, our advisors are here to provide tailored solutions to meet your needs. With a strong reputation for excellence and a commitment to client satisfaction, U.S. Bancorp Investments is the trusted choice for individuals seeking professional financial advice in the Kansas City area.
11204 Holmes Rd, Kansas City, MO 64131, United States -
Morgan Stanley Financial Advisors
● OpenMorgan Stanley Financial Advisors is a leading finance institution located at 4520 Main Street in Kansas City, Missouri, United States. Our team of experienced financial advisors is dedicated to providing personalized financial planning and investment strategies to help our clients achieve their financial goals. With a focus on integrity and excellence, Morgan Stanley Financial Advisors is committed to helping individuals and businesses navigate the complexities of the financial world with confidence and peace of mind. Contact us today to learn more about how we can help you secure your financial future.
4520 Main St 8th Fl, Kansas City, MO 64111, United States -
Merrill Lynch Financial Advisor Scott Fitzgerald
● ClosedMerrill Lynch Financial Advisor Scott Fitzgerald, located at 4801 Main Street in Kansas City, Missouri, is a dedicated finance institution focused on helping clients achieve their financial goals. Scott Fitzgerald and his team are deeply experienced and passionate advocates for financial wellness, offering personalized service to help clients prepare for retirement and secure their financial futures. Scott has received recognition for his exemplary client service, including being named one of Forbes' "Best-in-State Wealth Advisors" in 2019. With advanced designations and certifications, including the CERTIFIED FINANCIAL PLANNER™ professional designation, Scott is committed to providing comprehensive financial strategies tailored to each client's needs. The team at Merrill Lynch Wealth Management is dedicated to understanding each client's priorities and designing customized financial plans to help them achieve their goals. Through the Investment Personality Assessment and Merrill Personal Wealth Analysis™, clients can receive personalized guidance and support to navigate market changes and life events. With a focus on building strong client relationships based on trust and understanding, Merrill Lynch Financial Advisor Scott Fitzgerald is committed to helping clients succeed financially.
4801 Main St #600, Kansas City, MO 64112, United States -
Merrill Lynch Financial Advisor David E Voysey
● ClosedMerrill Lynch Financial Advisor David E Voysey is a finance institution located at 4801 Main Street, Kansas City, Missouri, United States. Our team is deeply experienced and passionate about advocating for financial wellness, prioritizing helping participants prepare for retirement and feel more secure about their financial futures. Our advisors have received recognition from financial industry publications and Bank of America Corporation, setting the standard for exemplary client service. Our team, supported by the global resources of Merrill, is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. Scott, one of our advisors, has been with Merrill Lynch Wealth Management since 1997 and is dedicated to helping clients achieve their financial goals. He holds several advanced designations and certifications and is passionate about giving back through volunteering for Angel Flight Central.
4801 Main St #600, Kansas City, MO 64112, United States -
Merrill Lynch Financial Advisor Lisa Shaw
● ClosedMerrill Lynch Financial Advisor Lisa Shaw, located at 4801 Main Street, Kansas City, Missouri, is a trusted First Vice President and Wealth Management Advisor with over 32 years of experience in investment and financial services. Lisa holds certifications as a Certified Private Wealth Advisor, Chartered Retirement Planning Counselor, and more. She specializes in serving high-net-worth clients with advanced wealth management topics such as portfolio management, retirement planning, risk management, tax minimization, estate planning, and more. Lisa takes a consultative and customized approach to wealth management, understanding each client's unique financial needs and priorities to create a personalized strategy for financial success. With a focus on building strong client relationships based on trust and personalized service, Lisa and her team at Merrill Lynch Wealth Management offer a range of services including personalized financial planning, investment strategies, wealth transfer strategies, and more. By listening to clients' goals, priorities, and concerns, Lisa helps them achieve their financial objectives and secure their financial future. With a commitment to proactive and responsive service, Lisa ensures that clients' financial strategies are regularly reviewed and updated as needed. Whether planning for retirement, saving for a major purchase, or transferring wealth to future generations, Lisa provides expert guidance and support every step of the way. With access to the global resources of Merrill Lynch and a team of talented professionals, clients can trust in a personalized and comprehensive approach to wealth management that is centered on their individual needs and goals.
4801 Main St, Kansas City, MO 64112, United States -
Merrill Lynch Financial Advisor Donald Porterfield
● ClosedMerrill Lynch Financial Advisor Donald Porterfield is a finance institution located at 4801 Main Street, Kansas City, Missouri, United States. Specializing in personalized wealth management strategies, Donald Porterfield helps clients create flexible financial plans tailored to their individual goals and market conditions. With access to the investment insights of Merrill and the banking solutions of Bank of America, clients can benefit from a comprehensive approach to managing their wealth. Donald Porterfield follows the Merrill tradition of community involvement, volunteering with local organizations to give back to the communities they serve. Through the Merrill Personal Wealth Analysis™, clients can work with Donald Porterfield to develop a personalized plan focused on their unique goals and aspirations.
4801 Main St #600, Kansas City, MO 64112, United States -
Merrill Lynch Financial Advisor Chris Longly
● ClosedMerrill Lynch Financial Advisor Chris Longly, located at 4801 Main Street in Kansas City, Missouri, offers personalized financial strategies tailored to each client's unique objectives. With a background in public relations and government affairs, Chris brings a diverse perspective to wealth management, drawing on his experiences in Congress and Fortune 500 boardrooms. Specializing in tax minimization, investments, wealth transfer, and long-term planning, Chris works with a wide range of clients, including physician families. As a graduate of the University of Nebraska and the University of Missouri-Kansas City, Chris values education and serves on the UMKC Alumni Governing Board. With Merrill Personal Wealth Analysis™, clients can build a personalized financial plan focused on their goals and aspirations. Whether planning for retirement, purchasing a home, or funding education, Chris helps clients navigate their financial decisions to achieve meaningful success. Partnering with Merrill Lynch Wealth Management and Bank of America, Chris offers comprehensive financial solutions to address clients' needs and pursue their goals. With a commitment to understanding each client's individual priorities, Chris aims to help clients achieve their financial objectives and navigate life's changes with confidence.
4801 Main St, Kansas City, MO 64112, United States -
Archer Financial LLC
● ClosedArcher Financial LLC, located at 2200 East Sunshine Street in Springfield, Missouri, is a finance institution that offers personalized guidance for your financial goals based on your unique situation. Whether you are a business owner, a parent of a special needs child, or simply looking to start building assets, Archer Financial can help you create a custom plan that gives you peace of mind about your future. With over 30 years of experience, Mark Archer and his team work with families and individuals to create resilient financial road maps that help them reach their goals, whether that involves protecting assets, eliminating debt, or starting to save for financial freedom. Archer Financial takes a holistic approach to financial planning, aligning your business goals with your personal goals to create a sound financial strategy. By analyzing your current situation and goals, they develop a customized plan to help you achieve your desired legacy. Mark Archer, a small business owner affected by special needs and mental health in his family, understands the challenges of balancing business growth with family responsibilities. This unique perspective allows him to help individuals in difficult circumstances plan for their future.
2200 E Sunshine St Ste. 316, Springfield, MO 65804, United States -
Merrill Lynch Financial Advisor Steven W Loyd
● ClosedMerrill Lynch Financial Advisor Steven W Loyd, located at 4801 Main Street, Kansas City, Missouri, United States, is a finance institution dedicated to managing your wealth with a personalized approach. Steven Loyd follows the deep-seated Merrill tradition of community involvement and volunteering. By conducting a Merrill Personal Wealth Analysis™, a personalized plan can be created based on your goals and financial aspirations. With access to investment insights from Merrill and banking solutions from Bank of America, Steven works to develop strategies to help you pursue your financial goals. By understanding your investment personality and goals, Steven can offer tailored solutions to help you achieve financial success. Regular check-ins and adjustments to your financial approach ensure that your plan reflects changes in your life and the market. The institution prioritizes getting to know you personally to create a financial approach that aligns with your priorities and lifestyle. Steven Loyd is registered in multiple states and offers personalized investment strategies and comprehensive financial solutions. Investing with Merrill involves risk, and it's important to consult legal and tax advisors before making financial decisions. The institution offers a range of services, including brokerage and investment advisory, tailored to meet your individual needs.
4801 Main St, Kansas City, MO 64112, United States -
Edward Jones - Financial Advisor: Jimmy Mancuso
● ClosedEdward Jones - Financial Advisor: Jimmy Mancuso is a reputable finance institution located at 8532 North Ambassador Drive in Kansas City, Missouri, United States. With a focus on providing personalized financial advice and investment strategies, Jimmy Mancuso and his team are dedicated to helping clients achieve their financial goals. Whether you are looking to plan for retirement, save for your child's education, or build wealth for the future, Edward Jones - Financial Advisor: Jimmy Mancuso offers tailored solutions to meet your needs. Trust in their expertise and experience in the finance industry to guide you towards a secure financial future.
8532 N Ambassador Dr, Kansas City, MO 64154, United States -
Edward Jones - Financial Advisor: Fred Prewitt
● ClosedEdward Jones - Financial Advisor: Fred Prewitt is a reputable finance institution located at 8560 North Green Hills Road in Kansas City, Missouri, United States. Fred Prewitt is a knowledgeable and experienced financial advisor who is dedicated to helping clients achieve their financial goals. With a personalized approach, Fred Prewitt provides tailored financial advice and investment strategies to individuals and businesses. Whether you are planning for retirement, saving for your children's education, or growing your wealth, Edward Jones - Financial Advisor: Fred Prewitt is committed to guiding you every step of the way.
8560 N Green Hills Rd #124, Kansas City, MO 64154, United States -
Edward Jones - Financial Advisor: Pam Hendrickson, AAMS™
● ClosedEdward Jones - Financial Advisor: Pam Hendrickson, AAMS™ is a reputable finance institution located at 29 Northwest Barry Road in Kansas City, Missouri, United States. Pam Hendrickson, an Accredited Asset Management Specialist, offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships and providing exceptional customer service, Pam Hendrickson and the team at Edward Jones are dedicated to helping individuals and families secure their financial future.
29 NW Barry Rd, Kansas City, MO 64155, United States -
Edward Jones - Financial Advisor: Ric Brockmeier
● OpenEdward Jones - Financial Advisor: Ric Brockmeier is a reputable finance institution located at 7200 Northwest 86th Street in Kansas City, Missouri, United States. With a focus on providing personalized financial advice and investment solutions, Ric Brockmeier and his team strive to help clients achieve their financial goals and secure their future. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Edward Jones - Financial Advisor: Ric Brockmeier offers tailored financial strategies and expert guidance to help you make informed decisions. Contact them today to schedule a consultation and take the first step towards a more secure financial future.
7200 NW 86th St Suite S, Kansas City, MO 64153, United States
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