Individualized financial planning in Lee's Summit, Missouri

Equity Bank is a reputable financial institution located at 301 Southeast Main Street in Lee's Summit, Missouri. As a full-service bank, Equity Bank offers a range of banking and financial services to meet the needs of individuals and businesses in the area. Whether you need to withdraw cash from an ATM, open a savings account, or apply for a loan, Equity Bank is dedicated to providing excellent customer service and expert financial advice. Visit us today to experience the convenience and reliability of banking with Equity Bank.

H&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.

Steve Croy - State Farm Insurance Agent is a trusted insurance agency located at 1606 North Commercial Street in Harrisonville, Missouri. With over three decades of experience in the insurance field, Steve Croy has been dedicated to helping individuals and families protect what matters most in their lives. As a State Farm Agent since 1998, Steve believes in delivering real value to customers by ensuring they have the right coverage tailored to their needs. Steve and his team serve communities across Missouri, including Peculiar, Raymore, Freeman, Cleveland, Archie, Adrian, Garden City, Urich, Creighton, Lee's Summit, Belton, and of course, Harrisonville. With a focus on auto insurance, home insurance, life insurance, property insurance, business insurance, renters insurance, health insurance, and financial services, Steve is committed to providing comprehensive coverage options to meet every individual's unique needs.

Julia 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.

Morehead Agency is a reputable insurance agency located at 415 Southwest Jefferson Street in Lee's Summit, Missouri, United States. With a focus on providing personalized and reliable insurance solutions, Morehead Agency offers a wide range of insurance products to meet the needs of individuals, families, and businesses. Their team of experienced agents is dedicated to helping clients find the right coverage at the best possible rates. Whether you are looking for auto, home, life, or business insurance, Morehead Agency is committed to offering exceptional service and expert advice to ensure peace of mind and financial protection. Contact them today to discuss your insurance needs and receive a tailored insurance plan that fits your budget and lifestyle.

CommunityAmerica Credit Union is a trusted financial institution located at 1720 Southeast Blue Parkway in Lee's Summit, Missouri. As a credit union, we are dedicated to providing excellent banking services, personalized financial solutions, and competitive insurance options to our members. With a focus on community involvement and member satisfaction, we strive to help individuals and families achieve their financial goals. Join us today and experience the difference of banking with a credit union that puts its members first.

Executive Lending Group LLC is a finance institution located at 120 Southwest 2nd Street in Lee's Summit, Missouri, United States. As a trusted lending partner, we specialize in providing personalized loan solutions for executives and professionals. With a focus on exceptional service and tailored financial products, our team is dedicated to helping clients achieve their financial goals. Whether you are looking to purchase a new home, refinance an existing mortgage, or secure a business loan, Executive Lending Group LLC is here to guide you through the lending process with expertise and care. Contact us today to learn more about our services and how we can assist you in reaching your financial objectives.

Asset Advantage, LLC is a leading finance institution located at 210 Southwest Market Street in Lee's Summit, Missouri, United States. We specialize in providing expert financial advice and services to help individuals and businesses maximize their assets and investments. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, Asset Advantage, LLC is here to provide you with the guidance and support you need. Contact us today to learn more about how we can help you achieve financial success.

Aspire Insurance Solutions is a reputable health insurance agency located at 301 Southeast Douglas Street in Lee's Summit, Missouri, United States. Our dedicated team of professionals is committed to helping individuals and families find the best insurance coverage to meet their healthcare needs. With a focus on personalized service and tailored solutions, we strive to provide peace of mind and financial security to our clients. Contact us today to learn more about our services and how we can assist you in finding the right health insurance plan.

Midwest Medicare and Benefits is an insurance agency located at 2641 Northeast McBaine Drive in Lee's Summit, Missouri. We specialize in providing comprehensive Medicare and other benefit plans to our clients. Our experienced team is dedicated to helping individuals and families navigate the complex world of insurance, ensuring they have the coverage they need for their health and financial security. Contact us today to learn more about how we can help you find the right insurance plan for your needs.

Weavers Law is a legal institution located at 282 Northeast Tudor Road in Lee's Summit, Missouri, United States. You can contact them via call or text at 816-200-2215 or email at samantha@weavers-law.com. The institution specializes in providing estate planning services to help individuals ensure their assets are passed on to their loved ones. They offer cost-effective solutions tailored to individual and business needs, whether you are a young family, planning for retirement, or seeking to get your affairs in order. Weavers Law can help you determine whether a Revocable or Irrevocable Trust is more appropriate for your situation. They also provide guidance on powers of attorney for health care and property/financial decisions to ensure your wishes are carried out if you are unable to speak or act for yourself. Additionally, they offer family law counsel on matters such as divorce, child custody, prenuptial agreements, and more. Whether you are facing traffic violations, need assistance with estate planning, or require legal counsel for family law matters, Weavers Law is here to provide high-quality, down-to-earth, and reasonably priced services. Lead by Samantha, a dedicated lawyer with a personal approach and professional experience, the institution is committed to helping individuals navigate the legal world with compassion and efficiency. Contact Weavers Law today for a consultation to address your legal needs.

Vansandt & Associates is a reputable accounting and finance institution located at 3170 Northeast Carnegie Drive in Lee's Summit, Missouri, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, auditing, financial planning, and consulting. Clients can expect personalized attention and expert advice to help them achieve their financial goals. Whether you are an individual or a business, Vansandt & Associates is dedicated to providing top-notch services to meet your accounting and finance needs.

Dan Ripley - State Farm Insurance Agent is an insurance agency located at 818 Northwest Park Lane in Lee's Summit, Missouri. Situated behind the SIKI Restaurant next to Bob Sight Ford on Blue Parkway, this institution is dedicated to helping individuals with their insurance needs. With 35 years of experience in the industry, Dan Ripley is passionate about meeting new people and building relationships. From high school graduation to retirement planning, Dan has navigated various life experiences and is committed to providing honest and reliable service to his clients. At Dan Ripley - State Farm Insurance Agent, the focus is on treating clients like family and upholding principles of honesty and integrity. Whether you need assistance with life insurance, annuities, credit scores, or business planning, the team is ready to help. Additionally, they offer guidance on avoiding the dangers of drunk driving and understanding the importance of financial planning.

Travis Talcott at Comparion Insurance Agency is a trusted insurance agency located at 200 Northeast Missouri Road in Lee's Summit, Missouri. With a commitment to providing personalized and comprehensive insurance solutions, Travis Talcott and his team strive to protect their clients' assets and financial well-being. Whether you are looking for auto, home, life, or business insurance, Travis Talcott at Comparion Insurance Agency is dedicated to finding the right coverage to meet your individual needs. Contact them today for expert advice and exceptional customer service.

Prudential | Dynasty Group Inc is a leading finance and insurance agency specializing in life insurance and annuities. Located at 202 Southwest Market Street in Lee's Summit, Missouri, United States, our institution is dedicated to providing comprehensive financial solutions to help individuals and families secure their future. With a team of experienced professionals, we offer personalized services and tailored insurance products to meet the unique needs of our clients. Trust Prudential | Dynasty Group Inc to protect your assets and plan for a secure financial future.

Northwestern Mutual is a leading finance and insurance agency located at 3600 Northeast Ralph Powell Road in Lee's Summit, Missouri, United States. With a strong reputation for providing personalized financial planning services and comprehensive insurance coverage, Northwestern Mutual helps clients achieve their financial goals and protect their assets. The institution's team of experienced financial advisors and insurance agents are dedicated to providing top-notch customer service and customized solutions to meet the unique needs of each individual or business. Whether you are looking to secure your financial future or protect your loved ones with quality insurance products, Northwestern Mutual is here to help you every step of the way.

Freedom Wealth Advisors is a premier financial institution located at 110 Southwest 3rd Street in Lee's Summit, Missouri. As a trusted name in the finance industry, we specialize in providing expert wealth management and financial planning services to help our clients achieve their financial goals. Our team of experienced advisors is dedicated to helping individuals and families build and preserve their wealth for a secure and prosperous future. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, Freedom Wealth Advisors is committed to providing personalized solutions tailored to your unique financial needs. Visit us today to learn how we can help you secure your financial freedom.

Oak Road Wealth Management is a finance institution located at 210 Southwest Market Street in Lee's Summit, Missouri, United States. We specialize in helping individuals who may be unsure about their retirement preparedness, are fearful of investment decisions, or are feeling overwhelmed by managing their finances on their own. Our team of fiduciary financial advisors are dedicated to providing objective guidance and support to help you achieve your financial goals. We understand that managing investments can be emotional, especially during times of market volatility. That's why we offer transparent fee structures and unbiased advice to ensure our interests are aligned with yours. Our annual fee structure is based on the investments under our care, with rates starting at 1% for the first $1 million.

Capital Investment Management is a leading finance institution located at 608 Southwest 3rd Street in Lee's Summit, Missouri, United States. Our team of experienced professionals specializes in managing and growing investments for individuals and businesses. With a focus on strategic planning and personalized solutions, we help our clients achieve their financial goals and secure their future. Whether you are looking to build wealth, save for retirement, or navigate the complexities of the market, Capital Investment Management is here to provide expert guidance and support every step of the way. Visit us today to learn more about how we can help you make the most of your investments.

Bales & Associates, Inc. is a renowned accounting and finance institution located at 4115 Northeast Pembroke Lane in Lee's Summit, Missouri, United States. With a team of highly skilled professionals, they offer a wide range of services including auditing, tax preparation, financial planning, and consulting. Known for their expertise and commitment to excellence, Bales & Associates, Inc. is a trusted partner for individuals and businesses seeking top-notch financial services.

Abacus CPAs, LLC is a top-notch accounting and finance institution located at 280 Northeast Tudor Road in Lee's Summit, Missouri, United States. The dedicated professionals at Abacus CPAs™ prioritize their clients, providing a nurturing environment that promotes growth, trust, and confidence. Specializing in tax planning, their expert team empowers clients to make informed decisions and gain a competitive edge. Beyond tax returns, they understand the importance of financial statements in how businesses are perceived by stakeholders. With a passion for numbers and a commitment to business success, Abacus CPAs™ is a trusted partner for individuals and businesses alike. Clients rave about the personalized attention, expert guidance, and proactive approach to financial planning provided by Abacus CPAs™. Whether you're a healthcare practitioner, small business owner, or looking to navigate the Next Gen approval process, Abacus CPAs™ is the partner you can trust for all your accounting and finance needs.

Spilker McKeone & Nelson Pc is a reputable accounting and finance institution located at 408 Southeast 3rd Street 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, bookkeeping, and financial planning. Their commitment to excellence and personalized service sets them apart from other firms, making them a trusted partner for individuals and businesses alike. Whether you need help with managing your finances or navigating complex tax laws, Spilker McKeone & Nelson Pc is dedicated to helping you achieve your financial goals.

Thomas M B Brooks Tax & Accounting Corp is a reputable accounting and finance institution located at 4959 Northeast Goodview Circle in Lee's Summit, Missouri, United States. With a team of experienced professionals, they offer a wide range of tax and accounting services to individuals and businesses. Whether you need assistance with tax preparation, bookkeeping, or financial planning, you can trust Thomas M B Brooks Tax & Accounting Corp to provide reliable and efficient solutions tailored to your specific needs. Contact them today to schedule a consultation and take control of your financial future.

Wendleton Accounting Inc is a family-owned institution located at 1209 Southeast 2nd Terrace in Lee's Summit, Missouri, United States. With over 40 years of experience, our team of Enrolled Agents and dedicated support staff offer personal and professional financial services to our community. Enrolled Agents are IRS-credentialed professionals who have passed a comprehensive exam or have extensive IRS experience. They have unlimited practice rights to represent taxpayers before the IRS and must adhere to strict ethical standards. Our goal is to provide quality accounting and finance services to meet the needs of our clients.

Credit 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.

BreakDown BackUp is a leading institution located at 1147 Southwest Santa Fe Drive in Lee's Summit, Missouri. We offer top-notch services to help individuals and businesses recover from setbacks and challenges. Our team of experts provides support and guidance to help our clients navigate through difficult times and come out stronger on the other side. Whether you need assistance with financial planning, career coaching, or personal development, BreakDown BackUp is here to help you break down barriers and back up your success. Visit us today to learn more about how we can support you on your journey to resilience and growth.

T. 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.

Balanced 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.

Visionary 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.

Rick 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.