Investment strategy in Lee's Summit, Missouri

Premier Capital Solutions is a comprehensive financial institution located at 1579 Northeast Rice Road in Lee's Summit, Missouri. Specializing in finance, legal services, and real estate, our team of experts is dedicated to providing top-notch solutions for all your financial needs. Whether you are looking to secure a loan, navigate legal matters, or find the perfect property, Premier Capital Solutions is here to help. Trust us to guide you through the complexities of the financial world and help you achieve your goals. Visit us today to experience the premier service we offer.

Farmers Insurance - Kris Hanke is a local insurance agency located at 706 Southeast 3rd Street in Lee's Summit, Missouri, United States. Over the past few years, Kris Hanke has been dedicated to serving and protecting the assets of the Lee's Summit community. With a focus on making insurance easier to understand, Kris and the team at Farmers Insurance are committed to helping you navigate your coverage options, whether it's for auto, home, renters, business insurance, and more. As a Farmers agent, Kris Hanke can assist you in selecting the right car insurance coverage for your needs and budget, as well as provide competitive rates and discounts. For homeowners, Farmers Insurance has a long-standing reputation of over 80 years in providing insurance products and reliable coverage in the event of unforeseen disasters. Additionally, Kris can help you review and update your life insurance policy to ensure financial support for your loved ones.

Securities America Inc is a financial institution located at 4082 Southwest Lido Drive in Lee's Summit, Missouri, United States. As a leading provider of financial services, Securities America Inc offers a wide range of investment products and services to help individuals and businesses achieve their financial goals. With a team of experienced financial advisors, Securities America Inc is dedicated to providing personalized solutions and expert guidance to help clients navigate the complexities of the financial markets. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Securities America Inc is committed to helping you secure a brighter financial future.

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.

Java Wealth Planning is a premier financial institution located at 2116 Southwest Cedar Hill Lane in Lee's Summit, Missouri. Specializing in comprehensive wealth planning services, 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 investments, plan for retirement, or protect your assets, Java Wealth Planning is committed to providing personalized and strategic solutions tailored to your unique needs. Contact us today to schedule a consultation and start planning for a brighter tomorrow.

Beacon Financial Advisors is a reputable institution located at 200 Northeast Missouri Road in Lee's Summit, Missouri, United States. Specializing in accounting and finance, our team of experienced professionals provides expert advice and guidance to help individuals and businesses navigate the complexities of financial planning and management. With a commitment to excellence and personalized service, Beacon Financial Advisors is dedicated to helping clients achieve their financial goals and secure their financial future. Contact us today to learn more about our services and how we can assist you in reaching your financial objectives.

Edelman Financial Engines is a leading financial institution located at 210 Southwest Market Street in Lee's Summit, Missouri, United States. Specializing in finance, they offer a wide range of services to help individuals and businesses manage their wealth and investments effectively. With a team of experienced financial advisors, Edelman Financial Engines is dedicated to providing expert guidance and personalized solutions to help clients achieve their financial goals. Whether you are looking to plan for retirement, save for education, or grow your assets, Edelman Financial Engines is committed to helping you secure a stable financial future.

Friedline Financial is a reputable finance institution located at 107 Southwest Market Street in Lee's Summit, Missouri. As a trusted financial services provider, Friedline Financial offers a wide range of financial solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Friedline Financial is dedicated to providing personalized service and expert advice to help clients navigate the complexities of the financial world. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, Friedline Financial is here to help. Visit us today to learn more about how we can help you secure your financial future.

Modern Wealth Management is a comprehensive financial institution located at 211A Northwest Executive Way in Lee's Summit, Missouri, United States. Our team of experienced professionals specialize in finance, insurance, and legal services to help our clients achieve their wealth management goals. Whether you are looking to invest, protect your assets, or plan for the future, our experts are here to provide personalized solutions tailored to your individual needs. Trust Modern Wealth Management to guide you towards a secure and prosperous financial future.

Heritage Financial is a reputable finance and insurance agency located at 110 Southwest 3rd Street in Lee's Summit, Missouri, United States. With a commitment to providing top-notch financial services to individuals and businesses, Heritage Financial offers a range of insurance products and financial solutions tailored to meet the unique needs of their clients. Their team of experienced professionals is dedicated to helping customers achieve their financial goals and secure their future. Visit Heritage Financial today for expert advice and personalized service in Lee's Summit.

Darby & Associates Financial Group is a reputable finance institution located at 3383 Northeast Ralph Powell Road in Lee's Summit, Missouri, United States. With a team of experienced professionals, we offer a wide range of financial services including investment planning, 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 schedule a consultation and see how we can assist you in reaching your financial objectives.

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.

Hays Consulting, LLC is a finance institution located at 5216 Holiday Drive in Lee's Summit, Missouri, United States. They specialize in providing expert financial consulting services to individuals and businesses, helping them navigate complex financial decisions and achieve their goals. With a team of experienced professionals, Hays Consulting, LLC offers personalized solutions tailored to each client's unique needs. Whether you are looking for investment advice, retirement planning, or assistance with budgeting and financial management, Hays Consulting, LLC is dedicated to helping you secure a stable financial future.

Martin Tax & Financial Services is a reputable accounting and finance institution located at 3640 Northeast Ralph Powell Road in Lee's Summit, Missouri, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial planning, bookkeeping, and more. Whether you are an individual or a business owner, Martin Tax & Financial Services is committed to helping you achieve your financial goals and ensuring compliance with all tax regulations. Visit them today to experience personalized and reliable service.

Wise Wealth, LLC is a finance institution located at 11 Southeast 2nd Street in Lee's Summit, Missouri, United States. The team at Wise Wealth is dedicated to providing the highest level of service and care for every client, offering customized plans through their three-bucket approach. Unlike other financial firms, Wise Wealth's Retirement Freedom Plan™ covers 6 areas of planning: Liquidity, Income, Growth, Tax, Insurance, and Legacy. The goal of the Retirement Freedom Plan™ is to lead clients to financial freedom, allowing them to give, serve, and enjoy life like never before. #GSEL™.

Waddell & Reed Inc is a finance institution located at 618 Southeast 4th Street in Lee's Summit, Missouri, United States. With a strong history of providing financial services to individuals, families, and businesses, Waddell & Reed Inc offers a wide range of investment options and financial planning services. Their team of experienced professionals work closely with clients to develop personalized strategies to help them achieve their financial goals. Whether you are looking to save for retirement, invest for the future, or plan for major life events, Waddell & Reed Inc is dedicated to helping you make informed decisions and secure your financial future.

Tom C. Wood, Jr, SVP, Financial Advisor, LPL is a reputable finance institution located at 609 Route 291 in Lee's Summit, Missouri, United States. With a team of experienced professionals led by Tom C. Wood, Jr, the institution offers a wide range of financial advisory services to help clients achieve their financial goals. Specializing in personalized financial planning, investment management, and retirement planning, Tom C. Wood, Jr, SVP, Financial Advisor, LPL is dedicated to providing top-notch financial guidance and support to individuals and businesses in the Lee's Summit area.

Thrivent Financial-Lutherans is a finance institution located at 436 Southeast Youngston Lane in Lee's Summit, Missouri, United States. We believe that everyone deserves a financial plan they can trust, starting with the right financial advisor. Our team can help match you with resources based on your top financial concerns and create a personalized plan to help you achieve your goals. Money Canvas™ is a free virtual coaching service that empowers you to build healthier money habits at your own pace. Whether you are just starting out, building a foundation, or nearing retirement, our financial advisors are here to help you navigate life's challenges and opportunities. We also offer charitable planning options and generosity programs to help you give back to your community. With $162 billion in assets under management/advisement, Thrivent is a Fortune 500 organization providing advice, investments, insurance, banking, and generosity programs. Schedule a free intro appointment with one of our financial advisors to learn more about how we can help you live a more meaningful and generous life. Thrivent is committed to helping people make the most of all they've been given and guiding them towards a more secure financial future.

StrongBox Wealth is a premier financial institution located at 3470 Northeast Ralph Powell Road in Lee's Summit, Missouri. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. We provide a wide range of services, including investment management, financial planning, and retirement planning. At StrongBox Wealth, we strive to provide personalized solutions tailored to each client's unique needs and objectives. Trust us to be your partner in building and protecting your wealth.

Dynasty Wealth Management is a finance institution located at 202 Southwest Market Street in Lee's Summit, Missouri, United States. Led by Jamshid “Jim” Hoorfar, Ph.D., CLU®, ChFC®, CLTC, the institution offers a range of financial management services. Whether you prefer a self-educating approach or want professionals to handle your finances, Dynasty Wealth Management can cater to your needs. Jim believes in developing financial plans that are rooted in your core values and life goals, ensuring that your plan aligns with your means and needs for today while also considering your future aspirations. With a focus on holistic financial planning, Dynasty Wealth Management aims to help you achieve your financial dreams. Securities and Advisory Services are offered through LPL Financial, a Registered Investment Adviser. The Registered Representatives associated with this site may only discuss and/or transact securities business with residents of certain states. Visit the website for more information and to explore helpful calculators and videos.

Mike Martin & Associates is a leading accounting and finance institution located at 3640 Northeast Ralph Powell Road in Lee's Summit, Missouri, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. Their expertise in accounting, tax preparation, and financial planning makes them a trusted partner for all your financial needs. Whether you need help with tax filing, bookkeeping, or investment advice, Mike Martin & Associates is dedicated to helping you achieve your financial goals.

Strategic Value Solutions, Inc. is located at 1650 Northeast Grand Avenue in Lee's Summit, Missouri. This institution specializes in providing strategic solutions to help businesses maximize their value and achieve their goals. With a team of experienced professionals, Strategic Value Solutions, Inc. offers a range of services including financial analysis, business valuation, and strategic planning. Whether you are looking to grow your business, prepare for a merger or acquisition, or enhance your competitive position in the market, Strategic Value Solutions, Inc. can help you develop a customized strategy to meet your specific needs. Contact them today to learn more about how they can help your business succeed.

MDW Tax & Financial Services is a trusted accounting and finance institution located at 618 Southeast 4th Street in Lee's Summit, Missouri, United States. Our team of experts is dedicated to providing top-notch tax and financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or bookkeeping, we are here to assist you every step of the way. Trust MDW Tax & Financial Services for all your accounting and finance needs.

Beyond Wealth Advisors is a leading finance institution located at 600 Southwest Jefferson Street in Lee's Summit, Missouri. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their future. We offer a wide range of services including investment planning, retirement planning, estate planning, and wealth management. With a focus on personalized solutions and exceptional customer service, Beyond Wealth Advisors is committed to helping individuals and families build and preserve their wealth for generations to come. Contact us today to schedule a consultation and start planning for a financially secure future.

Edward Jones - Financial Advisor: Brian Sandy, CFP®|ChFC®|AAMS™|CRPC™|CRPS™ is a reputable finance institution located at 200 Southeast Douglas Street in Lee's Summit, Missouri, United States. With a team led by Brian Sandy, who holds multiple prestigious certifications including Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), Accredited Asset Management Specialist (AAMS™), Chartered Retirement Planning Counselor (CRPC™), and Chartered Retirement Plans Specialist (CRPS™), clients can trust in receiving expert financial advice and planning services. Whether you are looking to invest, plan for retirement, or manage your assets, Edward Jones is dedicated to helping you achieve your financial goals.

Edward Jones - Financial Advisor: Joel Wilson, CFP®|CEPA® is a reputable finance institution located at 410A Southeast 3rd Street in Lee's Summit, Missouri, United States. With a team led by Certified Financial Planner Joel Wilson who also holds the Certified Exit Planning Advisor designation, this institution offers expert financial advice and planning services to help individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or strategically exit your business, Edward Jones - Financial Advisor: Joel Wilson, CFP®|CEPA® is dedicated to providing personalized and comprehensive financial solutions tailored to your specific needs.

Edward Jones - Financial Advisor: Matt Knehans, AAMS™ is a reputable finance institution located at 120 Southwest 2nd Street in Lee's Summit, Missouri, United States. Specializing in providing personalized financial advice and services, Matt Knehans, AAMS™, is dedicated to helping 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 - Financial Advisor: Matt Knehans, AAMS™ is committed to providing top-notch financial planning and investment solutions tailored to each client's unique needs.

Edward Jones - Financial Advisor: Laura A Hudson, AAMS™ is a trusted financial institution located at 500 Southwest Market Street in Lee's Summit, Missouri, United States. As a knowledgeable and experienced advisor, Laura A Hudson, AAMS™ offers personalized financial planning and investment services to help clients achieve their financial goals. Whether you are looking to save for retirement, plan for your child's education, or grow your wealth, Laura A Hudson, AAMS™ is dedicated to providing expert guidance and support every step of the way. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Laura A Hudson, AAMS™ is committed to helping clients secure their financial future.

Edward Jones - Financial Advisor: Lauren Berry, CFP® is a trusted financial institution located at 24 Northwest Chipman Road in Lee's Summit, Missouri. As a Certified Financial Planner®, Lauren Berry provides expert financial advice and planning services to help clients achieve their financial goals. With a focus on personalized service and a commitment to excellence, Edward Jones is dedicated to helping individuals and families secure their financial future. Whether you are planning for retirement, saving for college, or investing for the future, Lauren Berry and the team at Edward Jones are here to help you navigate the complexities of the financial world with confidence and peace of mind.

Edward Jones - Financial Advisor: Mark A Sandy is a reputable finance institution located at 200 Southeast Douglas Street in Lee's Summit, Missouri. Mark A Sandy is a skilled and experienced financial advisor who offers personalized financial planning services to help clients reach their financial goals. Whether you are looking to invest for the future, plan for retirement, or save for a major purchase, Mark A Sandy can provide expert guidance and tailored solutions to meet your needs. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Mark A Sandy is committed to helping clients achieve financial success.