TOP 10 Missouri investment services in Lee's Summit, MO
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Asset Advantage, LLC
● ClosedAsset 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.
210 SW Market St Suite 118, Lee's Summit, MO 64063, United States -
Bruce Holiman - State Farm Insurance Agent
● ClosedWelcome to Bruce Holiman - State Farm Insurance Agent in Lee's Summit, Missouri! Bruce Holiman is a Kansas City native and a huge baseball fan, serving as a State Farm Insurance Agent in Lee's Summit since 1996. The agency's team of licensed agents is dedicated to assisting with all personal and business insurance needs, serving residents throughout Missouri and Kansas. Whether you need auto insurance, homeowners insurance, life insurance, renters insurance, or business insurance, Bruce Holiman - State Farm Insurance Agent has you covered. They also offer a range of additional insurance options, including motorcycle insurance, RV insurance, boat insurance, liability insurance, property insurance, and more.
319 SE Douglas St #317, Lee's Summit, MO 64063, United States -
JC Grason of Kansas City
● OpenJC Grason of Kansas City is a financial institution located at 306 Route 291, Lee's Summit, Missouri. Specializing in accounting, finance, and legal services, the institution offers guidance on retirement planning and inflation's impact on financial stability. With offices in both Chandler, Arizona and Lee's Summit, Missouri, the team at JC Grason is dedicated to helping clients assess their current financial plans and create customized strategies to achieve their retirement goals. Investment advisory services are made available through AE Wealth Management, LLC, and individuals can consult with professionals such as Teresa Bear and David Blickhan for guidance on investment decisions. Please note that neither the firm nor its agents provide tax or legal advice, and individuals should seek professional guidance before making any financial decisions. JC Grason is independently owned and operated, and is not affiliated with the US government or any governmental agency.
306 Rte 291, Lee's Summit, MO 64063, United States -
Arvest Bank
● ClosedArvest Bank is a trusted financial institution located at Missouri 150 in the bustling city of Lee's Summit, Missouri, United States. Offering a wide range of banking services including checking and savings accounts, loans, mortgages, and investment options, Arvest Bank is dedicated to helping individuals and businesses achieve their financial goals. With convenient ATM locations and knowledgeable staff ready to assist with all your banking needs, Arvest Bank is committed to providing excellent customer service and financial expertise to the community.
360 SW M, MO-150, Lee's Summit, MO 64082, United States -
U.S. CAD, Inc.
● ClosedU.S. CAD, Inc. is a leading AEC technology partner located at 620M Route 291, Lee's Summit, Missouri, United States. Our mission is to help the AECO community digitalize by investing in the right solutions today to build a better world for tomorrow and beyond. As an electronics store and local government office, we provide a wide range of AEC technology and services that unlock better project outcomes. From Autodesk Architecture, Engineering & Construction Collection to laser scanning for accurate 3D representations, we offer solutions to help your business thrive across all phases of construction. Our BIMPro & FABPro productivity solutions and PointFuse technology bridge the gap between reality capture and digital design. At U.S. CAD, customer success is our top priority, and we are dedicated to leading you on the best journey to project success. Visit us to learn how to optimize all aspects of your projects through our on-demand videos.
620M Rte 291, Lee's Summit, MO 64063, United States -
Stephen Pirch - COUNTRY Financial Representative
● ClosedStephen Pirch - COUNTRY Financial Representative is a trusted finance and insurance agency located at 229 Northwest Blue Parkway in Lee's Summit, Missouri, United States. With a commitment to providing personalized and comprehensive financial solutions, Stephen Pirch helps clients protect their assets and plan for the future. Whether you are looking for insurance coverage or investment strategies, Stephen Pirch is dedicated to helping you achieve your financial goals. Contact us today to schedule a consultation and learn more about our services.
229 NW Blue Pkwy Ste A, Lee's Summit, MO 64063, United States -
Farmers Insurance - Kris Hanke
● ClosedFarmers 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.
706 SE 3rd St, Lee's Summit, MO 64063, United States -
Pressure Washing Heroes
● ClosedPressure Washing Heroes is a premier institution located at 11047 North Jefferson Street in Kansas City, Missouri. We specialize in providing top-of-the-line pressure washing services that effectively remove dirt, stains, oils, and rust from outdoor surfaces. Our professional-grade equipment and cleaning agents ensure a thorough and efficient cleaning process that surpasses typical DIY methods. Whether you need your home, business, or any other property cleaned, you can rely on us to make it clean, neat, and tidy. Our expert pressure washing solutions are a worthwhile investment for any property owner looking to revitalize their space.
11047 N Jefferson St, Kansas City, MO 64155, United States -
Roncalis Power Washing LLC
● OpenRoncali's Power Washing LLC, located at 1300 Heather Circle in Kearney, Missouri, is your go-to destination for residential and commercial power washing services. Our team of experienced professionals is fully licensed and insured, ensuring that your property is in safe hands. We treat our clients like family and take pride in exceeding your expectations with top-quality results. In Missouri's challenging climate, maintaining your property can be a tough task. That's where we come in with our transformative pressure washing and soft washing services for all your outdoor surfaces. Regular cleaning and maintenance are crucial to prevent irreversible damage caused by dirt, grime, and mildew buildup. Our pressure washing services can help extend the life of your property and keep it looking its best.
1300 heather circle, Kearney, MO 64060, United States -
Securities America Inc
● ClosedSecurities 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.
4082 SW Lido Dr, Lee's Summit, MO 64082, United States -
Freedom Wealth Advisors
● ClosedFreedom 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.
110 SW 3rd St, Lee's Summit, MO 64063, United States -
Java Wealth Planning
● ClosedJava 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.
2116 SW Cedar Hill Ln, Lee's Summit, MO 64081, United States -
Edelman Financial Engines
● ClosedEdelman 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.
210 SW Market St, Lee's Summit, MO 64063, United States -
Friedline Financial
● ClosedFriedline 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.
107 SW Market St STE A, Lee's Summit, MO 64063, United States -
Modern Wealth Management
● ClosedModern 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.
211A NW Executive Way, Lee's Summit, MO 64063, United States -
Darby & Associates Financial Group
● ClosedDarby & 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.
3383 NE Ralph Powell Rd SUITE B, Lee's Summit, MO 64064, United States -
Hays Consulting, LLC
● OpenHays 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.
5216 Holiday Dr, Lee's Summit, MO 64064, United States -
Waddell & Reed Inc
● ClosedWaddell & 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.
618 SE 4th St, Lee's Summit, MO 64063, United States -
Tom C. Wood, Jr, SVP, Financial Advisor, LPL
● ClosedTom 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.
609 Rte 291, Lee's Summit, MO 64086, United States -
Thrivent Financial-Lutherans
● OpenThrivent 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.
436 SE Youngston Ln, Lee's Summit, MO 64063, United States -
StrongBox Wealth
● ClosedStrongBox 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.
3470 NE Ralph Powell Rd A, Lee's Summit, MO 64064, United States -
Andrew Goos
● ClosedAndrew Goos is a reputable finance institution located at 911 Northeast Sam Walton Lane in Lee's Summit, Missouri, United States. With a focus on providing expert financial services and advice, Andrew Goos is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for assistance with investments, retirement planning, or wealth management, the experienced team at Andrew Goos is here to help. Trustworthy and reliable, Andrew Goos is committed to providing top-notch financial solutions tailored to each client's unique needs.
911 NE Sam Walton Ln, Lee's Summit, MO 64086, United States -
Dynasty Wealth Management
● ClosedDynasty 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.
202 SW Market St, Lee's Summit, MO 64063, United States -
Mike Martin & Associates
● ClosedMike 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.
3640 NE Ralph Powell Rd, Lee's Summit, MO 64064, United States -
Edward Jones - Financial Advisor: Tom Wilson
● ClosedEdward Jones - Financial Advisor: Tom Wilson is a reputable finance institution located at 400 Southwest Longview Boulevard in Lee's Summit, Missouri, United States. As a trusted financial advisor, Tom Wilson provides personalized investment advice and financial planning services to help individuals and families achieve their financial goals. With a focus on building long-term relationships and providing excellent customer service, Edward Jones - Financial Advisor: Tom Wilson is dedicated to helping clients navigate the complex world of finance and make informed decisions to secure their financial future.
400 SW Longview Blvd Ste 250, Lee's Summit, MO 64081, United States -
Beyond Wealth Advisors
● ClosedBeyond 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.
600 SW Jefferson St #208, Lee's Summit, MO 64063, United States -
Edward Jones - Financial Advisor: Brian Sandy, CFP®|ChFC®|AAMS™|CRPC™|CRPS™
● ClosedEdward 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.
200 SE Douglas St Ste 105, Lee's Summit, MO 64063, United States -
Edward Jones - Financial Advisor: Matt Knehans, AAMS™
● ClosedEdward 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.
120 SW 2nd St Suite 102, Lee's Summit, MO 64063, United States -
Edward Jones - Financial Advisor: Laura A Hudson, AAMS™
● ClosedEdward 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.
500 SW Market St # C, Lee's Summit, MO 64063, United States -
Edward Jones - Financial Advisor: Lauren Berry, CFP®
● ClosedEdward 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.
24 NW Chipman Rd A, Lee's Summit, MO 64063, United States
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