Independent advisor in Kansas City, Missouri
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Johnson Insurance Advisors
● ClosedJohnson Insurance Advisors is a leading insurance agency located in Kansas City, Missouri. Our team understands the challenges of finding time to visit an insurance office during traditional business hours, which is why we offer a unique service - we come to you. We are dedicated to working around your busy schedule to make the insurance process as convenient as possible. With 15 top-rated insurance companies to choose from, we are committed to finding the best options to suit your lifestyle and needs. Our goal is to make insuring your property a seamless and hassle-free experience. Visit us at 6320 Brookside Plaza and let us help you protect what matters most.
6320 Brookside Plaza #123, Kansas City, MO 64113, United StatesAdvertisements -
First Federal Bank of Kansas City
● ClosedFirst Federal Bank of Kansas City is a trusted financial institution located at 3500 South Noland Road in Independence, Missouri. As a full-service bank, we offer a range of financial services including savings accounts, checking accounts, loans, and investment options. Our convenient ATM services make accessing your funds quick and easy. With a commitment to excellent customer service and a long history of serving the community, First Federal Bank of Kansas City is the perfect choice for all your banking needs.
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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.
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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.
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Merrill Lynch Financial Advisor Natalie Kirk Welch
● ClosedMerrill Lynch Financial Advisor Natalie Kirk Welch is a trusted finance institution located at 4801 Main Street in Kansas City, Missouri, United States. With a focus on providing personalized financial advice and guidance, Natalie Kirk Welch and her team work closely with clients to help them achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, Merrill Lynch Financial Advisor Natalie Kirk Welch is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
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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.
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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.
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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.
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Edward Jones - Financial Advisor: Michael A Keeton, CFP®|ChFC®|RICP®
● OpenEdward Jones - Financial Advisor: Michael A Keeton, CFP®|ChFC®|RICP® is a reputable financial institution located at 7705 Northwest Prairie View Road in Kansas City, Missouri, United States. With a focus on providing personalized financial planning services, Michael A Keeton, a Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), and Retirement Income Certified Professional (RICP®), offers expert advice and guidance to help clients achieve their financial goals. Whether you are looking to invest for the future, plan for retirement, or manage your wealth, Edward Jones - Financial Advisor: Michael A Keeton is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
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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.
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David Sims - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedDavid Sims - Financial Advisor at Ameriprise Financial Services, LLC is a trusted financial institution located in Kansas City, Missouri. With a focus on personalized financial planning and investment management, David Sims helps clients achieve their financial goals and secure their financial future. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, David Sims provides expert advice and guidance every step of the way. Visit us at 5901 Northwest 63rd Terrace to learn more about how we can help you achieve financial success.
5901 NW 63rd Terrace Ste 130, Kansas City, MO 64151, United StatesAdvertisements -
Jerry K Fuller - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedJerry K Fuller is a highly experienced financial advisor at Ameriprise Financial Services, LLC, located in Kansas City, Missouri. With a focus on providing personalized financial planning and investment strategies, Jerry K Fuller helps clients navigate the complexities of managing their finances and achieving their long-term goals. Whether you are planning for retirement, saving for education, or building wealth, Jerry K Fuller offers expert guidance and support to help you make informed decisions. Visit the office at 5901 Northwest 63rd Terrace to start planning for your financial future today.
5901 NW 63rd Terrace Ste 130, Kansas City, MO 64151, United StatesAdvertisements -
Edward Jones - Financial Advisor: Philip S Roth
● ClosedEdward Jones - Financial Advisor: Philip S Roth is a reputable finance institution located at 6300 North Revere Drive in Kansas City, Missouri, United States. As a trusted financial advisor, Philip S Roth provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a commitment to excellence and a focus on building long-term relationships, Edward Jones - Financial Advisor: Philip S Roth is dedicated to helping individuals and families secure their financial future.
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James Thomas - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedJames Thomas - Financial Advisor, Ameriprise Financial Services, LLC is a reputable finance institution located at 5901 Northwest 63rd Terrace in Kansas City, Missouri, United States. With years of experience in the financial industry, James Thomas provides professional and personalized financial advice to help individuals and families achieve their financial goals. Whether you are planning for retirement, saving for college, or investing for the future, James Thomas is dedicated to guiding you through the complexities of financial planning and wealth management. Trust Ameriprise Financial Services, LLC for expert financial advice and superior customer service.
5901 NW 63rd Terrace Ste 130, Kansas City, MO 64151, United StatesAdvertisements -
Leslie Kay Lowry | Fairway Independent Mortgage Corporation Senior Mortgage Advisor
● ClosedLeslie Kay Lowry, a Senior Mortgage Advisor at Fairway Independent Mortgage Corporation, is dedicated to providing exceptional financial services to clients in Kansas City, Missouri. With a focus on personalized and reliable mortgage solutions, Leslie Kay Lowry helps clients navigate the complexities of the home loan process with ease. Whether you are a first-time homebuyer or looking to refinance, Leslie Kay Lowry is committed to finding the right mortgage options for your needs. Visit Leslie Kay Lowry at 202 Northeast 91 Street for expert advice and guidance on your home financing journey.
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Edward Jones - Financial Advisor: Michelle Jarvis, CFP®|ChFC®
● ClosedEdward Jones - Financial Advisor: Michelle Jarvis, CFP®|ChFC® is a reputable finance institution located at 9051 Northeast 81st Terrace in Kansas City, Missouri, United States. Michelle Jarvis, a Certified Financial Planner and Chartered Financial Consultant, offers personalized financial advice and services to clients seeking to achieve their financial goals. With a focus on building long-term relationships and providing tailored solutions, Michelle is dedicated to helping individuals and families navigate the complexities of financial planning. Whether you are looking to invest, save for retirement, or plan for the future, Edward Jones - Financial Advisor: Michelle Jarvis, CFP®|ChFC® is committed to guiding you towards financial success.
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Keith Cash, VP, Financial Advisor, LPL
● ClosedKeith Cash, VP, Financial Advisor at LPL, is a reputable institution located at 9200 Northeast Barry Road in Kansas City, Missouri. Specializing in finance, Keith Cash provides expert financial advice and guidance to help clients achieve their financial goals. With a strong focus on customer service and personalized financial solutions, Keith Cash, VP, Financial Advisor, LPL is dedicated to helping clients secure their financial future.
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Edward Jones - Financial Advisor: Shawn M Etzenhouser, CRPC™
● OpenEdward Jones - Financial Advisor Shawn M Etzenhouser, CRPC™ is a reputable finance institution located at 8012 North Brighton Avenue in Kansas City, Missouri, United States. With a focus on providing expert financial advice and services, Shawn M Etzenhouser, a Certified Retirement Planning Counselor, is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking to plan for retirement, invest wisely, or manage your finances effectively, Edward Jones - Financial Advisor Shawn M Etzenhouser, CRPC™ is committed to providing personalized solutions tailored to your individual needs. Trust in their expertise and experience to guide you towards financial success.
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Edward Jones - Financial Advisor: Melinda J Byrd
● OpenEdward Jones - Financial Advisor: Melinda J Byrd is a reputable financial institution located at 1170 West Kansas Street in Liberty, Missouri, United States. Specializing in providing personalized financial advice and services, Melinda J Byrd helps clients achieve their financial goals and secure their financial future. With a focus on building long-term relationships and tailored solutions, this institution offers a range of financial services including investment planning, retirement planning, and wealth management. Trustworthy and experienced, Melinda J Byrd is dedicated to helping clients make informed decisions and navigate the complexities of the financial world. Visit Edward Jones - Financial Advisor: Melinda J Byrd today to start your journey towards financial success.
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Eli Ward - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedEli Ward is a dedicated financial advisor at Ameriprise Financial Services, LLC, located at 5901 Northwest 63rd Terrace in Kansas City, Missouri. With a focus on providing personalized financial planning and investment strategies, Eli Ward helps clients achieve their financial goals and secure their future. Whether you are looking to build wealth, save for retirement, or plan for your children's education, Eli Ward is committed to providing expert guidance and support every step of the way. Contact Eli Ward at Ameriprise Financial Services, LLC for comprehensive financial advice and services tailored to your individual needs.
5901 NW 63rd Terrace Ste 130, Kansas City, MO 64151, United StatesAdvertisements -
Edward Jones - Financial Advisor: Steven T Sullivan, AAMS™
● ClosedEdward Jones - Financial Advisor: Steven T Sullivan, AAMS™ is a reputable finance institution located at 4510 Belleview Avenue in Kansas City, Missouri, United States. With a focus on providing personalized financial planning and investment services, Steven T Sullivan, AAMS™ is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, Steven T Sullivan, AAMS™ offers expert advice and guidance to help you make informed financial decisions. With a commitment to integrity and professionalism, this institution is a trusted partner in helping clients navigate the complex world of finance.
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Edward Jones - Financial Advisor: Mark D Zastrow, CEPA®|AAMS
● ClosedEdward Jones - Financial Advisor: Mark D Zastrow, CEPA®|AAMS is a reputable finance institution located at 4900 Main Street in Kansas City, Missouri, United States. Mark D Zastrow, a certified financial advisor with expertise in Certified Exit Planning Advisor (CEPA) and Accredited Asset Management Specialist (AAMS), provides personalized financial planning services to help clients achieve their financial goals. With a focus on comprehensive wealth management, Mark D Zastrow offers tailored solutions to individuals and businesses looking to secure their financial future. Trust Edward Jones - Financial Advisor: Mark D Zastrow, CEPA®|AAMS for expert financial advice and guidance in Kansas City.
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Edward Jones - Financial Advisor: Cole J Hart, CFP®|AAMS™
● ClosedEdward Jones - Financial Advisor: Cole J Hart, CFP®|AAMS™ is a reputable financial institution located at 9229 Ward Parkway in Kansas City, Missouri, United States. As a Certified Financial Planner and Accredited Asset Management Specialist, Cole J Hart offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides comprehensive financial planning services to individuals, families, and businesses. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Cole J Hart and his team are dedicated to helping you navigate the complexities of the financial world and secure your financial future.
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Edward Jones - Financial Advisor: Kim Long
● ClosedEdward Jones - Financial Advisor: Kim Long is a reputable financial institution located at 9237 Ward Parkway in Kansas City, Missouri. As a dedicated financial advisor, Kim Long offers personalized and comprehensive financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Kim Long provides expert guidance on investments, retirement planning, estate planning, and more. Whether you are looking to grow your wealth or secure your financial future, Edward Jones - Financial Advisor: Kim Long is here to help you every step of the way.
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Edward Jones - Financial Advisor: Greta A O'Very, AAMS™
● OpenEdward Jones - Financial Advisor: Greta A O'Very, AAMS™ is a reputable finance institution located at 800 West 47th Street in Kansas City, Missouri, United States. Greta A O'Very, a dedicated and knowledgeable financial advisor, offers personalized financial planning and investment services to help clients achieve their financial goals. With her Accredited Asset Management Specialist (AAMS™) certification, Greta provides expert advice and guidance to help clients make informed decisions about their finances. Whether you are planning for retirement, saving for college, or investing for the future, Greta A O'Very and Edward Jones are here to help you every step of the way.
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Edward Jones - Financial Advisor: Danny Dolan
● OpenEdward Jones - Financial Advisor: Danny Dolan is a reputable finance institution located at 1903 Swift Street in North Kansas City, Missouri, United States. As a trusted financial advisor, Danny Dolan offers personalized financial planning services to help individuals and families achieve their financial goals. With a focus on providing expert advice and guidance, clients can feel confident in their financial decisions with Edward Jones - Financial Advisor: Danny Dolan.
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FTJ Retirement Advisors
● ClosedFTJ Retirement Advisors is a leading finance institution located at 3130 Broadway Boulevard in Kansas City, Missouri. Our team of experienced advisors specialize in helping individuals plan for their retirement goals and create personalized financial strategies. With a focus on long-term financial success, we offer comprehensive retirement planning services to help our clients secure their financial future. Contact us today to schedule a consultation and start planning for a comfortable retirement.
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Edward Jones - Financial Advisor: Tim Dolan
● OpenEdward Jones - Financial Advisor: Tim Dolan is a reputable finance institution located at 1903 Swift Street in North Kansas City, Missouri, United States. With Tim Dolan at the helm, clients can expect personalized financial advice and guidance to help them achieve their financial goals. Whether you are looking to invest for the future, plan for retirement, or save for a major purchase, Tim Dolan and his team are dedicated to providing top-notch service and expertise. Trust Edward Jones - Financial Advisor: Tim Dolan to help you navigate the complexities of the financial world and secure your financial future.
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HFI Advisors
● ClosedHFI Advisors is a finance institution located at 2443 Fairlawn Avenue in Carthage, Missouri, United States. We specialize in helping individuals create retirement strategies tailored to their unique needs and objectives. Our team of professionals is dedicated to guiding you on your financial journey and helping you feel confident in your financial future. By examining your current financial situation, we can determine your retirement needs and provide you with a custom strategy to help you reach your retirement goals. At HFI Advisors, we believe that everyone should be able to live the retirement they've always wanted. Our services include a variety of investment and insurance products to address your financial needs and concerns. Please note that all investments are subject to risk, and no investment strategy can guarantee a profit or protect against loss in periods of declining values.
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Sarver Vrooman Wealth Advisors
● OpenSarver Vrooman Wealth Advisors is a finance institution located at 9237 Ward Parkway in Kansas City, Missouri, United States. The experienced and independent advisors at Sarver Vrooman Wealth Advisors primarily work with accredited engineers, executives, and entrepreneurs. They offer investment products and services through Wells Fargo Advisors Financial Network, LLC (WFAFN) and insurance products through nonbank insurance agency affiliates of Wells Fargo & Company. Please note that securities-related services may not be provided to individuals residing in certain states, and the institution's services may have restrictions depending on client country of residence. Additionally, opinions, comments, and actions taken on social media platforms are those of third parties and do not necessarily reflect the views of Sarver Vrooman Wealth Advisors. Please review the terms and conditions before engaging with the institution's social media accounts.
9237 Ward Pkwy Suite 320, 3rd Fl, Kansas City, MO 64114, United StatesAdvertisements
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