Individual tax consulting in Lee's Summit, Missouri
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Buckingham Strategic Wealth
● OpenBuckingham Strategic Wealth, located at 400 Southwest Longview Boulevard in Lee's Summit, Missouri, is a finance institution dedicated to building advisor relationships based on trust and integrity. Their team focuses on resolving complex wealth issues, including enhancing, protecting, transferring, and donating wealth, with a personalized approach tailored to each individual's needs. The team at Lee's Summit has been providing advisory services to the Kansas City metropolitan area since 1999, previously as Madison Wealth Advisors, before joining Buckingham Strategic Wealth in 2023. By leveraging Buckingham's resources, they offer evidence-driven investment strategies and risk management tailored to each client's goals and circumstances. Clients can expect a seamless transition and multi-generational planning with the help of their experienced team. Interested individuals can download their "Experience Is Everything" brochure to learn more about becoming a Buckingham client. Additionally, they offer webinars and insights on current topics such as market performance and retirement planning strategies. As the election season approaches, Buckingham Strategic Wealth provides guidance on how to navigate potential changes in policies and industries.
400 SW Longview Blvd Suite 220, Lee's Summit, MO 64081, United StatesAdvertisements -
Steven Holdmeyer - BancWest Investment Services Financial Advisor
● OpenSteven Holdmeyer - BancWest Investment Services Financial Advisor is a reputable financial institution located at 740 Northwest Blue Parkway in Lee's Summit, Missouri. As a trusted advisor, Steven Holdmeyer provides personalized financial planning services to help clients achieve their investment goals and secure their financial future. With a focus on building long-term relationships and delivering exceptional customer service, Steven Holdmeyer is dedicated to helping individuals and families make informed decisions about their finances. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Steven Holdmeyer - BancWest Investment Services Financial Advisor is committed to providing expert guidance and support every step of the way.
740 NW Blue Pkwy, Lee's Summit, MO 64086, United StatesAdvertisements -
Edward Jones - Financial Advisor: Stacy Burtin Mills
● ClosedEdward Jones - Financial Advisor: Stacy Burtin Mills is a trusted financial institution located at 24 Northwest Chipman Road in Lee's Summit, Missouri. As a dedicated financial advisor, Stacy Burtin Mills provides 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 is committed to providing top-notch financial advice and guidance. Whether you are planning for retirement, saving for college, or investing for the future, Stacy Burtin Mills and Edward Jones are here to help you every step of the way.
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Edward Jones - Financial Advisor: Brian Ross, AAMS™|CRPC™
● ClosedEdward Jones - Financial Advisor: Brian Ross, AAMS™|CRPC™ is a trusted finance institution located at 3550 Northeast Ralph Powell Road in Lee's Summit, Missouri, United States. Brian Ross, a seasoned financial advisor with accreditation as an Accredited Asset Management Specialist (AAMS™) and Chartered Retirement Planning Counselor (CRPC™), provides expert financial guidance and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional service, Edward Jones - Financial Advisor: Brian Ross, AAMS™|CRPC™ is dedicated to helping individuals and families navigate the complexities of financial planning and investment management.
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Edward Jones - Financial Advisor: Joseph Hyde, CIMA®
● ClosedEdward Jones - Financial Advisor: Joseph Hyde, CIMA® is a reputable finance institution located at 200 Southeast Douglas Street in Lee's Summit, Missouri, United States. With a focus on providing personalized financial solutions, Joseph Hyde, a Certified Investment Management Analyst, offers expert advice and guidance to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Edward Jones is dedicated to helping you make informed decisions and secure your financial future.
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Sprouse Financial
● ClosedSprouse Financial is a reputable financial institution located at 306 Southeast 3rd Street in Lee's Summit, Missouri. Specializing in finance, Sprouse Financial offers a wide range of services including investment management, retirement planning, and wealth management. With a team of experienced financial advisors, Sprouse Financial is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments or plan for retirement, Sprouse Financial is committed to providing personalized and professional financial solutions to meet your needs. Contact Sprouse Financial today to schedule a consultation and take the first step towards financial success.
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Edward Jones - Financial Advisor: Drew Reynolds
● ClosedEdward Jones - Financial Advisor: Drew Reynolds is a trusted financial institution located at 206 Northeast Douglas Street in Lee's Summit, Missouri. As a dedicated financial advisor, Drew Reynolds provides personalized investment strategies and financial planning 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: Drew Reynolds is committed to helping individuals, families, and businesses navigate the complexities of the financial world. Whether you are planning for retirement, saving for college, or investing for the future, Drew Reynolds and his team are here to provide expert guidance and support every step of the way.
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Edward Jones - Financial Advisor: Heather L Bergen
● OpenEdward Jones - Financial Advisor: Heather L Bergen is a trusted financial institution located at 192 Northwest Oldham Parkway in Lee's Summit, Missouri, United States. As a dedicated finance professional, Heather L Bergen provides personalized and comprehensive financial planning services to help clients achieve their long-term financial goals. With a focus on building strong relationships and providing expert guidance, Edward Jones - Financial Advisor: Heather L Bergen is committed to helping clients secure their financial future.
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Raymond James Financial Services
● OpenRaymond 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.
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Edward Jones - Financial Advisor: Sarah Hudson
● OpenEdward 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.
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Edward Jones - Financial Advisor: Scott M Wall, CFP®
● OpenEdward Jones - Financial Advisor: Scott M Wall, CFP® is a trusted financial institution located at 3500 Northeast Ralph Powell Road in Lee's Summit, Missouri. Specializing in personalized financial planning and investment services, Scott M Wall, a Certified Financial Planner, helps clients achieve their financial goals and secure their financial future. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides comprehensive financial advice and solutions tailored to each individual's unique needs. Whether you are planning for retirement, saving for your children's education, or investing for the future, Scott M Wall and the team at Edward Jones are dedicated to helping you make sound financial decisions and achieve financial success.
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Edward Jones - Financial Advisor: Brandon A Yocum
● OpenEdward 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.
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Credit Guys
● OpenCredit Guys is a reputable finance institution located at 600 Southwest Jefferson Street in Lee's Summit, Missouri, United States. Specializing in providing financial solutions for individuals and businesses, Credit Guys offers a range of services including loans, credit analysis, and debt management. With a team of experienced professionals, Credit Guys strives to help clients achieve their financial goals and improve their credit scores. Visit us today to learn more about how we can assist you with your financial needs.
600 SW Jefferson St, Lee's Summit, MO 64063, United StatesAdvertisements -
Wells Fargo Advisors
● OpenWells Fargo Advisors is a financial institution located at 3171 Northeast Carnegie Drive in Lee's Summit, Missouri, United States. As part of the Wells Fargo family, they offer a wide range of financial services including investment planning, wealth management, retirement planning, and more. With a team of experienced advisors, they strive to help clients achieve their financial goals and secure their financial future. Visit Wells Fargo Advisors today to learn more about how they can help you navigate the complexities of the financial world.
3171 NE Carnegie Dr Suite B, Lee's Summit, MO 64064, United StatesAdvertisements -
Service One, LLC
● ClosedService One, LLC is a reputable institution located at 1250 Northwest Main Street in Lee's Summit, Missouri, United States. We pride ourselves on providing top-notch services to our clients, ranging from financial consulting to business management. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their goals and maximize their potential. With a commitment to excellence and customer satisfaction, Service One, LLC is the go-to institution for all your service needs.
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JC Grason of Kansas City
● OpenJC Grason of Kansas City is a financial institution specializing in accounting and finance located at 7211 Northwest 83 Street in Kansas City, Missouri, United States. Are you concerned about the impact of inflation on your retirement savings? Prices are rising across various sectors, and it's important to be prepared. Download our guide to learn more about inflation and how it may affect your retirement plans. Our team at JC Grason is here to help you navigate your financial future. Schedule a call with us to see how we can assist you in achieving your retirement goals. With our Retirement Report Card, we will assess your current financial plan and provide guidance across 12 key areas. Together, we will create a customized strategy to help you confidently pursue your retirement dreams.
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H&R Block
● OpenH&R Block is a renowned accounting and finance institution located at 987 Northeast Rice Road in Lee's Summit, Missouri, United States. With a reputation for providing top-notch tax preparation services and financial advice, H&R Block is the go-to destination for individuals and businesses looking to manage their finances effectively. Their team of expert accountants and financial advisors are dedicated to helping clients navigate the complex world of taxes and financial planning. Whether you need assistance with tax filing, financial planning, or investment strategies, H&R Block is here to provide you with the expert guidance and support you need to achieve your financial goals.
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H&R Block
● OpenH&R Block is a well-known accounting and finance institution located at 435 Southwest Ward Road in Lee's Summit, Missouri, United States. With a reputation for providing expert tax preparation services and financial guidance, H&R Block is a trusted resource for individuals and businesses seeking professional assistance with their accounting needs. Whether you're looking for help with tax filing, financial planning, or other accounting services, H&R Block's experienced team is dedicated to helping you achieve your financial goals.
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T. Williams & Associates
● OpenT. Williams & Associates is a reputable accounting and finance institution located at 200 Northeast Missouri Road in Lee's Summit, Missouri, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, and financial planning. Clients can trust T. Williams & Associates to deliver reliable and accurate financial solutions tailored to their specific needs.
200 NE Missouri Rd #200, Lee's Summit, MO 64086, United StatesAdvertisements -
Balanced to a T Bookkeeping
● ClosedBalanced to a T Bookkeeping is a reputable accounting and finance institution located at 312 Southwest Greenwich Drive in Lee's Summit, Missouri, United States. With a commitment to precision and accuracy, our team of skilled professionals ensures that your financial records are balanced to perfection. Whether you are a small business owner or an individual in need of financial guidance, Balanced to a T Bookkeeping is dedicated to providing top-notch services tailored to meet your specific needs. Trust us to handle your bookkeeping with expertise and efficiency.
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Julia E. Hampton, CPA, PC - Raymore
● OpenJulia E. Hampton, CPA, PC in Raymore, Missouri, is your local solution for all your accounting and finance needs. From income tax preparation to business consulting and valuation, LLC set-up, bookkeeping, payroll services, and senior financial services, we have you covered. Our team is dedicated to providing exceptional quality service, with a passion for helping people and a proactive approach to planning for the future. Whether you're a small business owner, an entrepreneur, or an individual, we understand the challenges of managing finances and taxes, and we are here to alleviate that stress for you. Our services include preparing and filing taxes for various entities such as S Corporations, C Corporations, Partnerships, Trusts, and Non-Profit organizations. We also offer full-service bookkeeping, payroll, and sales tax assistance, with QuickBooks Pro certification and training available. As a small business ourselves, we understand your needs and can help you choose the best business structure, set up your LLC or corporation, and handle all tax ID numbers and requirements. Let us take care of your payroll processing, direct deposit setup, and tax remittance, making your financial management much easier and more efficient. Visit our Lee's Summit location or contact us today to learn more about how we can help you achieve financial peace of mind.
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Visionary Growth Solutions
● OpenVisionary Growth Solutions is a leading accounting and finance institution located at 312 Southwest Greenwich Drive in Lee's Summit, Missouri, United States. Our focus is on helping individuals and businesses maximize their refund amount with our stress-free and hands-free tax preparation services. Our team of experienced tax professionals is dedicated to providing the highest level of service, ensuring that your taxes are filed accurately and on time. Whether you need assistance with filing or planning, we are here to help you maximize your returns and minimize your stress.
312 SW Greenwich Dr Suite 789, Lee's Summit, MO 64082, United StatesAdvertisements -
Rick G Hughey & Co
● OpenRick G Hughey & Co is a reputable accounting and finance institution located at 504 Northeast 291 Highway in Lee's Summit, Missouri, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, bookkeeping, financial planning, and more. Their dedication to excellence and commitment to client satisfaction make them a trusted partner for individuals and businesses seeking expert financial advice. Contact Rick G Hughey & Co today to see how they can help you achieve your financial goals.
504 NE 291 Hwy, Lee's Summit, MO 64063, United StatesAdvertisements -
Julia E. Hampton, CPA, PC
● OpenJulia E. Hampton, CPA, PC is a trusted institution located at 26 Southeast 3rd Street in Lee's Summit, Missouri, United States. Specializing in accounting and finance services, we offer a wide range of solutions including income tax preparation, business consulting, LLC set-up, bookkeeping, payroll, and senior financial services. Our team understands the complexities of taxes and accounting, and we are dedicated to providing you with peace of mind by handling all your financial needs. Whether you are a small business owner, an entrepreneur, or an individual in need of tax assistance, we are here to help. From preparing and filing your taxes to setting up your LLC or corporation, we will guide you through the process with expertise and care. Our services also include full-service bookkeeping, payroll processing, and sales tax management, all done efficiently and accurately.
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Mercer & Company
● OpenMercer & Company is a reputable accounting and finance institution located at 200 Southeast Douglas Street in Lee's Summit, Missouri, United States. With a team of experienced professionals, Mercer & Company provides a wide range of financial services including tax preparation, auditing, consulting, and financial planning. Clients can trust Mercer & Company to provide accurate and reliable financial guidance to help them achieve their financial goals. Whether you are an individual or a business, Mercer & Company is dedicated to providing top-notch financial services tailored to your specific needs.
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Nancy Casburn CPA PC
● ClosedNancy Casburn CPA PC is a reputable accounting and finance institution located at 705-B Southeast Melody Lane in Lee's Summit, Missouri, United States. With years of experience in the industry, Nancy Casburn and her team provide expert financial services to individuals and businesses alike. Whether you need assistance with tax preparation, financial planning, or bookkeeping, Nancy Casburn CPA PC is dedicated to helping you achieve your financial goals. Contact them today to schedule a consultation and see how they can assist you with your financial needs.
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NG Accounting, LLC
● OpenNG Accounting, LLC is a reputable accounting and finance institution located at 471 Southwest Ward Road in Lee's Summit, Missouri, United States. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses. Our services include tax preparation, bookkeeping, payroll processing, and financial consulting. At NG Accounting, LLC, we are committed to helping our clients achieve their financial goals with personalized solutions tailored to their specific needs. Contact us today to learn more about how we can assist you with your accounting and finance needs.
471 SW Ward Rd, Lee's Summit, MO 64081, United StatesAdvertisements -
SaveMore Bookkeeping
● OpenSaveMore Bookkeeping is a trusted accounting and finance institution located at 312 Southwest Greenwich Drive in Lee's Summit, Missouri. Our team of experienced professionals is dedicated to providing top-quality bookkeeping services to help individuals and businesses save more money and make informed financial decisions. Whether you need help with budgeting, payroll, or tax preparation, SaveMore Bookkeeping is here to assist you every step of the way. Contact us today to learn more about how we can help you achieve your financial goals.
312 SW Greenwich Dr #428, Lee's Summit, MO 64082, United StatesAdvertisements -
Parker Angela CPA
● OpenParker Angela CPA is an accounting and finance institution located at 215 Southeast Douglas Street in Lee's Summit, Missouri, United States. With a personalized approach, Angela sees her clients as friends and goes above and beyond to help them with their business and personal tax needs. She is a certified Federal Tax Court practitioner with a Bachelor of Science in Accounting from William Jewell and a law degree from UMKC. The institution offers online apps for easy business transactions and a new, safe method for sending tax returns called SafeSend. Get in touch with Parker Angela CPA for expert financial advice and planning.
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Calegari Jack R CPA
● OpenCalegari Jack R CPA is a reputable accounting and finance institution located in Lee's Summit, Missouri, United States. With years of experience and expertise in the field, they offer a wide range of services including tax preparation, financial planning, and consulting. Their team of certified public accountants is dedicated to providing top-notch services to individuals and businesses alike. Whether you need help with taxes, bookkeeping, or financial advice, Calegari Jack R CPA is the trusted partner you can rely on for all your accounting and finance needs.
Lee's Summit, MO 64063, United StatesAdvertisements
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