TOP 30 Best Independent advisor in Kansas City, Missouri

National Advisors Trust Company is a finance institution located at 800 East 101st Terrace, Kansas City, Missouri, United States. Specializing in independent trust and custody solutions, our goal is to protect and preserve wealth for our clients. As one of the largest independent trust companies in the United States, we have extensive experience in trust and custodial services. We work closely with financial advisors, wealth managers, and estate planners across America to provide personalized trustee solutions that strengthen relationships with their clients. Our focus is on complementing your business and helping you build stronger, more meaningful connections with your clients.

Edward Jones - Financial Advisor: Nathan Rockholm, RICP®|AAMS™ is a reputable financial institution located at 333 South Kirkwood Road in Kirkwood, Missouri, United States. Specializing in finance, they offer a range of services to help clients achieve their financial goals. Nathan Rockholm, a Registered Investment Advisor Certified Professional and Accredited Asset Management Specialist, provides expert advice and personalized solutions to individuals and businesses. With a commitment to integrity and professionalism, Edward Jones is a trusted partner in financial planning and wealth management.

Edward Jones - Financial Advisor: Travis K Selner, AAMS™ is a reputable financial institution located at 11217 Manchester Road in Kirkwood, Missouri, United States. As a trusted advisor, Travis K Selner, AAMS™ provides personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships and providing exceptional customer service, Edward Jones is committed to helping individuals and families navigate the complexities of the financial world with confidence and peace of mind. Contact Travis K Selner, AAMS™ today to learn more about how he can help you secure your financial future.

Fractal Capital Advisors is a leading financial institution located at 420 Nichols Road in Kansas City, Missouri, United States. With a focus on delivering innovative investment strategies and personalized financial solutions, our team of experienced advisors is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the market, Fractal Capital Advisors is here to provide expert guidance and support every step of the way. Trust us to help you make informed decisions and secure your financial 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.

Todd Nitsche - COUNTRY Financial Representative is a trusted finance, health, and insurance agency located at 1528 Northeast 96th Street in Liberty, Missouri, United States. With a commitment to providing personalized financial solutions and top-notch insurance products, Todd Nitsche is dedicated to helping individuals and families achieve their financial goals and protect what matters most. Whether you're looking for retirement planning, health insurance options, or comprehensive coverage for your home and vehicle, Todd Nitsche is here to help you every step of the way. Contact us today to schedule a consultation and start building a secure financial future.

Above Distinction Mobile Services is a reputable finance institution located at 8450 Northwest Prairie View Road in Kansas City, Missouri. Known for their exceptional customer service and innovative mobile banking solutions, they strive to provide their clients with personalized financial services that go above and beyond the norm. With a team of experienced professionals, Above Distinction Mobile Services is dedicated to helping individuals and businesses achieve their financial goals with ease and convenience. Visit them today to experience finance services that truly stand out from the rest.

Richie Tax & Flores Insurance is a reputable institution located at 2600 Independence Avenue in Kansas City, Missouri, United States. Specializing in accounting, finance, and insurance services, this agency provides expert guidance and personalized solutions to meet the needs of individuals and businesses alike. With a team of experienced professionals, Richie Tax & Flores Insurance is dedicated to helping clients navigate the complexities of taxes, financial planning, and risk management. Whether you are seeking assistance with tax preparation, investment strategies, or insurance coverage, this institution is committed to delivering top-notch service and support.

CSD Credit Union, located at 8510 Bannister Road in Kansas City, Missouri, is a trusted financial institution offering ATM and finance services. As a member-owned not-for-profit cooperative, CSD Credit Union is dedicated to providing convenient and competitive financial independence to its members. With personalized services and sound financial counseling, CSD Credit Union strives to help individuals achieve their financial goals. In case of emergencies, members can contact the institution for assistance with lost or stolen VISA Credit or Debit cards after hours.

Capital Express is a reputable institution located at 1540 North Topping Avenue in Kansas City, Missouri. We specialize in providing a wide range of financial services to our clients, including investment management, wealth planning, and retirement solutions. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and tailored solutions, Capital Express is committed to excellence in all aspects of financial management. Contact us today to learn more about how we can help you reach your financial goals.

Located at 3720 Arrowhead Avenue in Independence, Missouri, Edelman & Thompson is a leading personal injury law firm dedicated to providing high-quality legal representation to injury victims and their families. With a track record of success in obtaining jury verdicts and workers' compensation awards, our skilled trial lawyers have the experience and resources to take on large insurance companies and fight for maximum compensation. Our team includes former workers' comp judge and legal advisor, ensuring that our clients receive the best representation possible. With five local offices throughout the Kansas City area, we are committed to serving our community and giving back through the Edelman & Thompson Charitable Foundation. Trust us to handle your personal injury case with professionalism and compassion.

Gates Westering, LLC is a renowned institution located at 701 East 63rd Street in Kansas City, Missouri, United States. Specializing in providing top-notch services in the field of business consulting, financial advising, and investment management, Gates Westering, LLC is committed to helping clients achieve their financial goals and secure their future. With a team of experienced professionals and a dedication to excellence, Gates Westering, LLC is the go-to choice for individuals and businesses seeking expert financial guidance.

Jacqueline Jones: Primerica - Financial Services is a finance and insurance agency located at 800 East 101st Terrace in Kansas City, Missouri, United States. With a focus on providing personalized financial services to individuals and families, Jacqueline Jones and her team are dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for investment advice, retirement planning, or insurance solutions, Primerica offers a wide range of services to meet your needs. Visit Jacqueline Jones: Primerica - Financial Services today to start building a solid financial foundation for tomorrow.

Larry Langford - State Farm Insurance Agent is located at 13012 Fuller Avenue in Grandview, Missouri, United States. As an insurance agency, we are dedicated to providing excellent service to our customers, tailored to meet their individual needs. Serving the Grandview community, as well as neighboring areas in Missouri and Kansas, we offer a wide range of insurance options including Auto, Home, Condo, Renters, Business, Life, and Health Insurance. Our team, led by second-generation State Farm agent Larry Langford, is committed to personalizing insurance coverage for each customer. We take pride in assisting our Good Neighbors in Jackson County, including Independence, Blue Springs, Oak Grove, and Ray Town. Whether you need assistance with drunk driving prevention, child identity theft protection, writing effective rental ads, or any other insurance-related need, we are here to help.

Matthew Arlon Hill: Primerica - Financial Services is a reputable insurance agency located at 1301 Oak Street in Kansas City, Missouri. With a focus on providing top-notch financial services, they offer a wide range of insurance products to meet the needs of individuals and families. Whether you're looking for life insurance, retirement planning, or investment solutions, the experienced team at Matthew Arlon Hill: Primerica - Financial Services is dedicated to helping you secure your financial future. Visit their office today to learn more about how they can assist you in achieving your financial goals.

Larry 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.

Willie Albert Norman III: Primerica - Financial Services is a finance and insurance agency located at 800 East 101st Terrace in Kansas City, Missouri, United States. As a trusted provider of financial services, they offer a range of products and solutions to help individuals and families achieve their financial goals. Whether you are looking for insurance coverage, investment advice, or retirement planning, their team of experienced professionals is dedicated to helping you make informed decisions and secure your financial future. Visit Willie Albert Norman III: Primerica - Financial Services today to learn more about their offerings and how they can assist you in reaching your financial objectives.

STG Financial is a leading finance institution located at 4800 Northwest 88th Street in Kansas City, Missouri, United States. We specialize in providing a wide range of financial services such as investment management, financial planning, and wealth management. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. At STG Financial, we pride ourselves on our commitment to excellence, integrity, and personalized service. Contact us today to learn more about how we can help you navigate the complexities of the financial world.

Open Road Wealth Management is a boutique finance institution located at 405 North Forest Avenue in Liberty, Missouri, United States. Specializing in retirement planning, investment management, tax planning, legacy planning, and maximizing Social Security benefits, our comprehensive services are designed to give you the confidence to retire comfortably. Our team of Kansas City financial advisors, led by Todd Minear, a CERTIFIED FINANCIAL PLANNER™, and Kelli Harpe, a former federal employee, bring years of expertise to help you achieve your retirement goals. As an independent, fee-only firm, we only recommend products and services that benefit you the most, with a fiduciary responsibility and zero cross-selling.

Edelman 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.

Snider Talbot Financial Planning is a finance institution located at 12 West Kansas Street in Liberty, Missouri, United States. Our firm is dedicated to providing personalized financial planning services that are helpful and suitable for people of all income and wealth levels. We believe that financial planning should be accessible to everyone, which is why we offer a casual and informal approach to our services. As a fee-only financial planning firm, we prioritize your best interests and do not receive compensation from commissions or sales loads. We are members of the Garrett Planning Network and only charge for the time we spend working with you. This eliminates any potential conflicts of interest and ensures transparency in our services.

Located 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.

Carnes CPA LLC is a reputable accounting and finance institution located at 9596 North McGee Street in Kansas City, Missouri, United States. Our team of experienced professionals provides top-notch accounting services to individuals and businesses. We offer a wide range of services including tax preparation, financial planning, bookkeeping, and more. Trust Carnes CPA LLC to handle all of your accounting and finance needs with precision and expertise.

B. Riley Advisory Services, located at 2405 Grand Boulevard in Kansas City, Missouri, is a finance institution that delivers unparalleled value for every financial need. With over 27 years of experience, B. Riley Financial, Inc. offers tailored financial solutions to meet the strategic, operational, financial advisory, and capital needs of its clients. The institution's diversified financial services platform sets it apart from competitors, allowing for full-service collaborative solutions at every stage of the business life cycle and in all market conditions. B. Riley Advisory Services has acquired various companies to enhance its offerings, including boutique forensic accounting and litigation consulting firms, independent business and financial advisory firms, and restructuring and business advisory firms. The institution also focuses on small cap equity securities, alternative capital managers, debt monetization solutions, and portfolio acquisition services. Additionally, B. Riley Advisory Services has established divisions for venture capital, real estate, brand investments, and specialty lending.

Hawkins Financial Service is a reputable finance institution located at 1601 East 18th Street in Kansas City, Missouri, United States. We offer a wide range of financial services to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized solutions tailored to meet the unique needs of each client. Whether you need assistance with financial planning, investment management, or retirement planning, Hawkins Financial Service is here to help you navigate the complexities of the financial world. Contact us today to schedule a consultation and take the first step towards a secure financial future.

Prosperity Planning, Inc. is a finance institution located at 1805 Northwest Platte Road in Kansas City, Missouri. Our team of CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals is dedicated to helping individuals achieve prosperity by optimizing their finances and providing peace of mind. Our customized Prosperity Planning Blueprint™ is designed to uncover financial obstacles and opportunities, ensuring that your vision of prosperity becomes a reality. In addition, our in-house Certified Public Accountant (CPA) offers tax planning services to help you use after-tax dollars more effectively. Whether you are preparing for retirement or seeking financial guidance during a divorce, we are here to help. Contact us for a complimentary 30-minute call to discuss how we can assist you on your path to prosperity.

Owens Financial Group, located at 2300 Main Street in Kansas City, Missouri, is a finance and insurance agency dedicated to helping individuals grow and preserve their wealth. With their proprietary Retire REGAL™ process, Owens Financial Group assists clients in managing all aspects of their finances to provide a comprehensive understanding of their financial picture. Investment advisory products and services are offered through AE Wealth Management, LLC, while insurance products are available through Owens Financial Group, LLC. Owens Financial Group is an Investment Advisory practice that works in conjunction with AE Wealth Management, LLC. The institution is not affiliated with AEWM, and NPN#19094788. Owens Financial Group is a member of the Better Business Bureau and the National Ethics Association, ensuring that clients receive high-quality service and ethical standards. Make financial decisions with confidence by partnering with Owens Financial Group for all your wealth management needs.

Craft & Sage Wealth is a leading finance institution located at 1535 Walnut Street in Kansas City, Missouri. Our team of experienced financial advisors are dedicated to helping our clients achieve their financial goals through personalized wealth management strategies. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are here to provide expert guidance and support. At Craft & Sage Wealth, we believe in the power of smart financial planning and are committed to helping our clients build a secure and prosperous future.

Buttonwood 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.

HDQ Wealth is a holistic financial services firm located at 1828 Walnut Street in Kansas City, Missouri. Specializing in finance and insurance, we work with owners, founders, high-net-worth families, and specialty professionals to create lasting financial strategies. Our mission is to empower our clients to achieve and protect their financial freedom through personalized services. From asset management to investment advisory, we are dedicated to helping individuals and businesses build and transfer generational wealth. Contact us at 1(913)283-4423 for more information.