Missouri investment services in Kansas City, Missouri
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Buckingham Strategic Wealth
● ClosedLocated at 420 West 98th Street in Kansas City, Missouri, Buckingham Strategic Wealth is a finance institution that offers comprehensive wealth management services to a variety of clients. Their team in Kansas City specializes in assisting business owners, equity law partners, professionals transitioning careers or into retirement, divorcees, widows, and professionals with high, specialized compensation. The team at Buckingham Strategic Wealth partners with clients for life conversations that encompass all aspects of their financial future, from health to wealth, parents to children, careers to passions, and beyond. They work collaboratively to understand individual needs, identify opportunities, and create holistic strategies and solutions to help clients achieve their goals.
420 W 98 St, Kansas City, MO 64114, United States -
Raymond James
● OpenRaymond James is a finance institution located at 9229 Ward Parkway in Kansas City, Missouri, United States. They offer a wide range of financial services, including investment advice, wealth management, and retirement planning. With a team of experienced financial professionals, Raymond James is dedicated to helping 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, Raymond James can provide personalized solutions to meet your needs.
9229 Ward Pkwy # 285, Kansas City, MO 64114, United States -
A2INFINITI Homes LLC
● ClosedA2INFINITI Homes LLC is a versatile institution located at 3852 North Cherry Lane in Kansas City, Missouri, United States. As a general contractor, they offer a wide range of services to help you build or renovate your dream home. Additionally, they operate as a home goods store, providing high-quality products to enhance the look and feel of your living space. Their team of skilled painters can transform any room with a fresh coat of paint, and their store offers a variety of painting supplies for DIY projects. Whether you're looking to build, decorate, or simply freshen up your home, A2INFINITI Homes LLC has everything you need to make your vision a reality.
3852 N Cherry Ln, Kansas City, MO 64116, United States -
Promillennial
● ClosedPromillennial is a finance institution located at 1111 West 39th Street in Kansas City, Missouri, United States. We specialize in providing financial services and solutions for individuals and businesses looking to invest in the future. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure a prosperous future. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, Promillennial is here to help you every step of the way. Visit us today to learn more about our services and how we can help you secure a brighter financial future.
1111 W 39th St Office 220, Kansas City, MO 64111, United States -
Merrill Lynch Financial Advisor Scott Fitzgerald
● ClosedMerrill Lynch Financial Advisor Scott Fitzgerald, located at 4801 Main Street in Kansas City, Missouri, is a dedicated finance institution focused on helping clients achieve their financial goals. Scott Fitzgerald and his team are deeply experienced and passionate advocates for financial wellness, offering personalized service to help clients prepare for retirement and secure their financial futures. Scott has received recognition for his exemplary client service, including being named one of Forbes' "Best-in-State Wealth Advisors" in 2019. With advanced designations and certifications, including the CERTIFIED FINANCIAL PLANNER™ professional designation, Scott is committed to providing comprehensive financial strategies tailored to each client's needs. The team at Merrill Lynch Wealth Management is dedicated to understanding each client's priorities and designing customized financial plans to help them achieve their goals. Through the Investment Personality Assessment and Merrill Personal Wealth Analysis™, clients can receive personalized guidance and support to navigate market changes and life events. With a focus on building strong client relationships based on trust and understanding, Merrill Lynch Financial Advisor Scott Fitzgerald is committed to helping clients succeed financially.
4801 Main St #600, Kansas City, MO 64112, United States -
The CFWM Group - Morgan Stanley
● OpenThe CFWM Group at Morgan Stanley is a leading financial institution located at 4520 Main Street in Kansas City, Missouri, United States. Our team of experienced professionals provides a wide range of financial services, including wealth management, investment advisory, and retirement planning. With a focus on personalized solutions and expert guidance, we strive to help our clients achieve their financial goals and secure their financial future. Whether you are an individual investor, a business owner, or a non-profit organization, The CFWM Group at Morgan Stanley is dedicated to providing you with the highest level of service and expertise in the finance industry.
4520 Main St 8th Floor, Kansas City, MO 64111, United States -
Merrill Lynch Financial Advisor David E Voysey
● ClosedMerrill Lynch Financial Advisor David E Voysey is a finance institution located at 4801 Main Street, Kansas City, Missouri, United States. Our team is deeply experienced and passionate about advocating for financial wellness, prioritizing helping participants prepare for retirement and feel more secure about their financial futures. Our advisors have received recognition from financial industry publications and Bank of America Corporation, setting the standard for exemplary client service. Our team, supported by the global resources of Merrill, is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. Scott, one of our advisors, has been with Merrill Lynch Wealth Management since 1997 and is dedicated to helping clients achieve their financial goals. He holds several advanced designations and certifications and is passionate about giving back through volunteering for Angel Flight Central.
4801 Main St #600, Kansas City, MO 64112, United States -
The Brewster Group - Morgan Stanley
● OpenThe Brewster Group - Morgan Stanley is a finance institution located at 4520 Main Street in Kansas City, Missouri, United States. With a strong reputation for providing top-notch financial services, the institution offers a wide range of investment options and wealth management solutions to help clients achieve their financial goals. The Brewster Group - Morgan Stanley is known for its experienced team of professionals who are dedicated to delivering personalized and expert advice to clients. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial markets, The Brewster Group - Morgan Stanley is here to help you every step of the way.
4520 Main St 8th Floor, Kansas City, MO 64111, United States -
Merrill Lynch Financial Advisor Lisa Shaw
● ClosedMerrill Lynch Financial Advisor Lisa Shaw, located at 4801 Main Street, Kansas City, Missouri, is a trusted First Vice President and Wealth Management Advisor with over 32 years of experience in investment and financial services. Lisa holds certifications as a Certified Private Wealth Advisor, Chartered Retirement Planning Counselor, and more. She specializes in serving high-net-worth clients with advanced wealth management topics such as portfolio management, retirement planning, risk management, tax minimization, estate planning, and more. Lisa takes a consultative and customized approach to wealth management, understanding each client's unique financial needs and priorities to create a personalized strategy for financial success. With a focus on building strong client relationships based on trust and personalized service, Lisa and her team at Merrill Lynch Wealth Management offer a range of services including personalized financial planning, investment strategies, wealth transfer strategies, and more. By listening to clients' goals, priorities, and concerns, Lisa helps them achieve their financial objectives and secure their financial future. With a commitment to proactive and responsive service, Lisa ensures that clients' financial strategies are regularly reviewed and updated as needed. Whether planning for retirement, saving for a major purchase, or transferring wealth to future generations, Lisa provides expert guidance and support every step of the way. With access to the global resources of Merrill Lynch and a team of talented professionals, clients can trust in a personalized and comprehensive approach to wealth management that is centered on their individual needs and goals.
4801 Main St, Kansas City, MO 64112, United States -
Merrill Lynch Financial Advisor Donald Porterfield
● ClosedMerrill Lynch Financial Advisor Donald Porterfield is a finance institution located at 4801 Main Street, Kansas City, Missouri, United States. Specializing in personalized wealth management strategies, Donald Porterfield helps clients create flexible financial plans tailored to their individual goals and market conditions. With access to the investment insights of Merrill and the banking solutions of Bank of America, clients can benefit from a comprehensive approach to managing their wealth. Donald Porterfield follows the Merrill tradition of community involvement, volunteering with local organizations to give back to the communities they serve. Through the Merrill Personal Wealth Analysis™, clients can work with Donald Porterfield to develop a personalized plan focused on their unique goals and aspirations.
4801 Main St #600, Kansas City, MO 64112, United States -
Bank of America Private Client Advisor Donald (Don) O Wratchford
● OpenBank of America Private Client Advisor Donald (Don) O Wratchford, located at 1200 Main Street in Kansas City, Missouri, is a trusted institution in the field of finance. With a rich history spanning over 200 years, the institution has been helping clients manage significant wealth and achieve their financial objectives. Their personalized approach, combined with the resources of Bank of America, allows them to create tailored strategies that aim to meet the needs, goals, and best interests of their clients and their families. Tune in at 2:00 PM EST on Monday and Friday for the latest insights from Bank of America Private Client Advisor Donald (Don) O Wratchford. The institution takes pride in serving their clients' best interests while also valuing innovation in a constantly evolving world. They strive to help clients anticipate and respond to changing markets and financial landscapes, providing disciplined financial strategies and a bridge across generations.
1200 Main St, Kansas City, MO 64105, United States -
U.S. Bank - Private Wealth Advisor: Eric Savio
● ClosedU.S. Bank - Private Wealth Advisor: Eric Savio is a trusted financial institution located at 4600 Madison Avenue in Kansas City, Missouri. As a private wealth advisor, Eric Savio provides personalized financial planning and investment services to high-net-worth individuals, families, and businesses. With a focus on building long-term relationships and helping clients achieve their financial goals, U.S. Bank - Private Wealth Advisor: Eric Savio offers expert guidance and tailored solutions to help clients grow and protect their wealth. Whether you are planning for retirement, investing for the future, or managing your estate, Eric Savio and his team are dedicated to providing exceptional service and support every step of the way.
4600 Madison Ave STE 500, Kansas City, MO 64112, United States -
Burtin & Associates
● ClosedBurtin & Associates is a leading financial consulting firm located at 5227 Blue Parkway in Kansas City, Missouri, United States. With a team of experienced professionals, we provide top-notch financial services to individuals and businesses alike. Our services include investment planning, retirement planning, tax preparation, and more. We are committed to helping our clients achieve their financial goals and secure their financial future. Contact us today to schedule a consultation and see how we can help you reach your financial goals.
5227 Blue Pkwy, Kansas City, MO 64130, United States -
Harris & Associates
● OpenHarris & Associates is a leading financial institution located at 6156 Cherry Street in Kansas City, Missouri. With a strong reputation for excellence in finance, our team of professionals is dedicated to providing top-notch services to our clients. Whether you are looking for investment advice, wealth management, or financial planning, Harris & Associates is here to help you achieve your financial goals. Contact us today to learn more about how we can assist you in managing your finances effectively.
6156 Cherry St, Kansas City, MO 64110, United States -
Garrison & Associates, Inc.
● ClosedGarrison & Associates, Inc. is a trusted accounting and finance institution located at 5100 Blue Ridge Boulevard in Raytown, Missouri, United States. Specializing in personal and business taxes, our team stays up-to-date with the latest regulations to maximize your tax return. We offer comprehensive accounting services for small businesses, including payroll, cash flow management, and tax preparation. Founded in 1981 by Morris Garrison, our institution has a long history of providing top-notch accounting services to clients in the Kansas City area. Darren Garrison, Morris' son, continues the legacy after purchasing The Tax Shoppe in 1999. With a focus on building strong client relationships, we believe in partnering with you for mutual success.
5100 Blue Ridge Blvd, Raytown, MO 64133, United States -
Prairie Capital Management LLC
● ClosedPrairie Capital Management LLC is a finance institution located at 4900 Main Street in Kansas City, Missouri, United States. Specializing in wealth management and investment services, Prairie Capital Management LLC offers personalized financial solutions to help clients achieve their financial goals. With a team of experienced professionals and a commitment to excellence, Prairie Capital Management LLC is dedicated to providing top-notch financial services to individuals and businesses in the Kansas City area and beyond.
4900 Main St Suite 700, Kansas City, MO 64112, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 4801 Main Street in Kansas City, Missouri, is a finance institution that offers tailored financial strategies and advice to individuals, families, business owners, executives, and institutions. The experienced advisors at this branch go beyond traditional wealth planning, providing guidance on retirement income planning, concentrated stock positions, and estate planning services through Bank of America. The advisors are dedicated to client service and satisfaction, working closely with clients to understand their goals and create personalized financial strategies. The branch is actively involved in charitable outreach and fundraising activities to support local communities. With access to Merrill's investing insights and resources, advisors help clients pursue their financial and life goals, preparing them for future challenges. Merrill Lynch Wealth Management has been training financial advisors since 1946, offering professional development opportunities and mentoring for both new and experienced advisors. Clients can expect individually customized investment approaches and wealth management advice, supported by a wide range of technology and resources. It is important to consult legal and tax advisors before making any financial decisions, as investing involves risk. Merrill Lynch offers a broad range of brokerage, investment advisory, and other services, tailored to meet the unique needs of each client.
4801 Main St, Kansas City, MO 64112, United States -
Finnegan Financial LLC
● ClosedFinnegan Financial LLC is a reputable accounting and finance institution located at 1301 Oak Street in Kansas City, Missouri, United States. With a team of experienced professionals, Finnegan Financial LLC provides a wide range of financial services including tax preparation, financial planning, and investment management. Clients can trust in their expertise and dedication to helping individuals and businesses achieve their financial goals.
1301 Oak St, Kansas City, MO 64106, United States -
Commerce Trust
● ClosedCommerce Trust is a leading financial institution located at 1000 Walnut Street in Kansas City, Missouri. As a trusted provider of financial services, Commerce Trust offers a wide range of investment management and wealth planning solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to personalized service, Commerce Trust is dedicated to helping clients navigate the complexities of the financial world and secure their financial future. Trust Commerce for all your financial needs.
1000 Walnut St, Kansas City, MO 64106, United States -
Rudroff Heating & Air Conditioning
● ClosedRudroff Heating & Air Conditioning is a well-established general contractor located at 16512 Cornerstone Drive in Belton, Missouri, United States. Our team of friendly, uniformed, and professional technicians have been serving the Kansas City area since 2005, providing exceptional Air Conditioning, Heating, Plumbing, and Electrical services. We take pride in doing things the right way, not the easy way, and stand by our work 100%. Our services come with a money-back guarantee, ensuring customer satisfaction. Whether you need your A/C system repaired, a new heating and cooling system installed, electrical services, or plumbing repairs, our experienced technicians are here to help. We are available 24/7 to ensure your comfort and safety, no matter the hour. Our NATE-certified technicians are trained to handle any HVAC, electrical, or plumbing issue with expertise and professionalism.
16512 Cornerstone Dr, Belton, MO 64012, United States -
Archer Financial LLC
● ClosedArcher Financial LLC, located at 2200 East Sunshine Street in Springfield, Missouri, is a finance institution that offers personalized guidance for your financial goals based on your unique situation. Whether you are a business owner, a parent of a special needs child, or simply looking to start building assets, Archer Financial can help you create a custom plan that gives you peace of mind about your future. With over 30 years of experience, Mark Archer and his team work with families and individuals to create resilient financial road maps that help them reach their goals, whether that involves protecting assets, eliminating debt, or starting to save for financial freedom. Archer Financial takes a holistic approach to financial planning, aligning your business goals with your personal goals to create a sound financial strategy. By analyzing your current situation and goals, they develop a customized plan to help you achieve your desired legacy. Mark Archer, a small business owner affected by special needs and mental health in his family, understands the challenges of balancing business growth with family responsibilities. This unique perspective allows him to help individuals in difficult circumstances plan for their future.
2200 E Sunshine St Ste. 316, Springfield, MO 65804, United States -
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.
4801 Main St, Kansas City, MO 64112, United States -
ReeceNichols - Country Club Plaza Real Estate Agency
● ClosedReeceNichols - Country Club Plaza Real Estate Agency is a leading institution located at 434 West 47th Street in Kansas City, Missouri. Specializing in finance, insurance, and real estate services, our experienced team is dedicated to helping clients buy, sell, and invest in properties in the vibrant Kansas City area. With a strong reputation for excellence and a commitment to customer satisfaction, ReeceNichols - Country Club Plaza Real Estate Agency is the go-to destination for all your real estate needs. Contact us today to learn more about our services and how we can assist you in achieving your real estate goals.
434 W 47th St, Kansas City, MO 64112, United States -
Greater Than Financial
● ClosedGreater Than Financial is a leading finance institution located at 7280 Northwest 87th Terrace in Kansas City, Missouri. Our team of experienced professionals is dedicated to providing superior financial services to our clients. Whether you are looking for assistance with investments, retirement planning, or wealth management, we are here to help you achieve your financial goals. At Greater Than Financial, we believe in going above and beyond for our clients, because we are committed to helping you succeed and thrive. Contact us today to schedule a consultation and see how we can help you secure a brighter financial future.
7280 NW 87th Terrace #210, Kansas City, MO 64153, United States -
Edward Jones - Financial Advisor: Gina R Snearly
● ClosedEdward Jones - Financial Advisor: Gina R Snearly is a reputable finance institution located at 9243 North Oak Trafficway in Kansas City, Missouri, United States. Gina R Snearly is a dedicated and experienced financial advisor who provides 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, Gina R Snearly can provide expert guidance and support. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Gina R Snearly is committed to helping clients secure their financial future.
9243 N Oak Trafficway, Kansas City, MO 64155, United States -
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.
29 NW Barry Rd, Kansas City, MO 64155, United States -
Meridian Wealth Management
● OpenMeridian Wealth Management is a premier financial institution located at 9800 Northwest Polo Drive in Kansas City, Missouri, United States. Specializing in personalized wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on strategic financial planning, investment management, and retirement planning, Meridian Wealth Management provides comprehensive financial solutions tailored to each client's unique needs. Trust us to guide you towards financial success and peace of mind.
9800 NW Polo Dr, Kansas City, MO 64153, United States -
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.
7705 NW Prairie View Rd, Kansas City, MO 64151, United States -
Edward Jones - Financial Advisor: Clayton Minnick
● OpenEdward Jones - Financial Advisor: Clayton Minnick is a reputable finance institution located at 8532 North Ambassador Drive in Kansas City, Missouri, United States. With a focus on providing personalized financial advice and services, Clayton Minnick and his team are dedicated to helping clients achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, Edward Jones is committed to providing expert guidance and support every step of the way. Visit their office today to learn more about their comprehensive financial planning services.
8532 N Ambassador Dr, Kansas City, MO 64154, United States -
Black Rock Financial Management
● OpenBlack Rock Financial Management is a reputable finance institution located at 7901 Northwest 112th Street in Kansas City, Missouri, United States. With a strong focus on providing top-notch financial services, Black Rock Financial Management is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, wealth management services, or financial planning assistance, the experienced team at Black Rock Financial Management is here to help. Trustworthy, reliable, and committed to excellence, Black Rock Financial Management is your go-to destination for all your financial needs.
7901 NW 112th St, Kansas City, MO 64153, United States
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