Personal financial advisor in Independence, Missouri
128 results found
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Barker Insurance Group
● ClosedBarker Insurance Group is a reputable finance and insurance agency located at 3675 South Noland Road in Independence, Missouri. With a commitment to providing personalized and comprehensive insurance solutions, our experienced team is dedicated to helping clients protect their assets and achieve financial security. Whether you are in need of auto, home, life, or business insurance, Barker Insurance Group offers a wide range of products tailored to meet your specific needs. Contact us today to learn more about how we can help you safeguard your future.
3675 S Noland Rd Ste 100, Independence, MO 64055, United States -
BMO Bank N.A Branches
● ClosedBMO Bank N.A Branches at 13205 Manchester Road in St. Louis, Missouri, offers a range of banking services for personal and commercial customers. As a full-service branch, we provide everyday banking, investments, and lending products. Our institution is dedicated to ensuring compliance with federal laws, including the USA Patriot Act, by obtaining and verifying customer information. We prioritize privacy and security, and advise customers to review the policies of third-party websites linked to our services. Please note that the information provided is not intended as tax or legal advice, and we recommend consulting with independent advisors for personalized guidance. Banking products and services are subject to approval by BMO Bank N.A, Member FDIC.
13205 Manchester Rd, St. Louis, MO 63131, United States -
Larry Langford - State Farm Insurance Agent
● ClosedLarry Langford - State Farm Insurance Agent is located at 13012 Fuller Avenue in Grandview, Missouri, United States. As an insurance agency, we are dedicated to providing excellent service to our customers, tailored to meet their individual needs. Serving the Grandview community, as well as neighboring areas in Missouri and Kansas, we offer a wide range of insurance options including Auto, Home, Condo, Renters, Business, Life, and Health Insurance. Our team, led by second-generation State Farm agent Larry Langford, is committed to personalizing insurance coverage for each customer. We take pride in assisting our Good Neighbors in Jackson County, including Independence, Blue Springs, Oak Grove, and Ray Town. Whether you need assistance with drunk driving prevention, child identity theft protection, writing effective rental ads, or any other insurance-related need, we are here to help.
13012 Fuller Ave, Grandview, MO 64030, United States -
Open Road Wealth Management
● ClosedOpen Road Wealth Management is a boutique finance institution located at 405 North Forest Avenue in Liberty, Missouri, United States. Specializing in retirement planning, investment management, tax planning, legacy planning, and maximizing Social Security benefits, our comprehensive services are designed to give you the confidence to retire comfortably. Our team of Kansas City financial advisors, led by Todd Minear, a CERTIFIED FINANCIAL PLANNER™, and Kelli Harpe, a former federal employee, bring years of expertise to help you achieve your retirement goals. As an independent, fee-only firm, we only recommend products and services that benefit you the most, with a fiduciary responsibility and zero cross-selling.
405 N Forest Ave, Liberty, MO 64068, United States -
Divvi Wealth Management
● ClosedDivvi Wealth Management is a leading financial institution located at 1520 Clay Street in North Kansas City, Missouri, United States. Specializing in wealth management services, our team of experienced professionals 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, we provide personalized solutions tailored to your unique needs. Trust Divvi Wealth Management to guide you towards financial success and peace of mind.
1520 Clay St Suite D5, North Kansas City, MO 64116, United States -
Edward Jones
● ClosedEdward Jones is a renowned finance institution located at 17911 East US Highway 24 in Independence, Missouri, United States. With a strong reputation for providing personalized financial services to individuals and families, Edward Jones offers a wide range of investment options and financial planning solutions. Their team of experienced financial advisors are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to invest for retirement, save for your children's education, or build wealth over time, Edward Jones is committed to providing tailored financial advice and guidance every step of the way.
17911 E US Hwy 24 B5, Independence, MO 64056, United States -
H&R Block
● ClosedH&R Block is a renowned accounting and finance institution located at 18009b U.S. 24 in Independence, Missouri, United States. With a strong reputation for providing expert tax preparation services and financial advice, H&R Block is a trusted partner for individuals and businesses looking to manage their finances effectively. Their team of experienced professionals offers personalized solutions to help clients navigate complex financial matters with ease. Visit H&R Block for all your accounting and finance needs.
18009b US-24, Independence, MO 64056, United States -
SageView Advisory Group
● ClosedSageView Advisory Group is a finance institution located at 9201 Ward Parkway in Kansas City, Missouri. As a leading advisory group, they specialize in providing financial planning and investment management services to individuals, families, and businesses. With a team of experienced financial advisors, SageView Advisory Group offers personalized solutions to help clients achieve their financial goals and secure their financial future. Their commitment to excellence and client satisfaction sets them apart as a trusted partner in financial planning.
9201 Ward Pkwy Suite 205, Kansas City, MO 64114, United States -
Creative Planning
● ClosedCreative Planning is a top-rated independent advisory firm located at 10401 Holmes Road in Kansas City, Missouri. Specializing in accounting and finance, our team of wealth managers is dedicated to providing personalized wealth management services to clients across the globe and in the local area. Ranked as the No. 1 Independent Advisory Firm, Creative Planning is committed to helping individuals achieve their financial goals and attain financial peace of mind. Contact us today to schedule a free, no-obligation consultation with one of our expert team members.
10401 Holmes Rd Suite 400, Kansas City, MO 64131, United States -
Link Wealth Strategies
● ClosedLink Wealth Strategies is a premier finance institution located at 19201 East Valley View Parkway in Independence, Missouri, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. With a focus on building long-term relationships based on trust and integrity, we provide comprehensive financial planning services to individuals, families, and businesses. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Link Wealth Strategies is here to guide you every step of the way. Contact us today to schedule a consultation and start planning for a secure financial future.
19201 E Valley View Pkwy D, Independence, MO 64055, United States -
Benefit Planning, Inc.
● ClosedBenefit Planning, Inc. is a finance and insurance agency located in Blue Springs, Missouri, United States. Our team of experts is dedicated to helping individuals and businesses navigate the complex world of financial planning and insurance. Whether you are looking for retirement planning, investment advice, or insurance coverage, we are here to provide personalized solutions to meet your specific needs. Visit us at 1900 Northwest South Outer Road to learn more about how Benefit Planning, Inc. can help you secure your financial future.
1900 NW S Outer Rd Suite 200, Blue Springs, MO 64015, United States -
KPN Enterprises, LLC
● ClosedKPN Enterprises, LLC is an accounting and finance institution located at 206 Southeast 2nd Street in Lee's Summit, Missouri, United States. Specializing in tax compliance, the licensed CPAs at KPN take the worry out of taxes and deliver results that ensure confidence and compliance. With a focus on individual tax preparation, general ledger accounting, payroll, and small business consulting, KPN offers a worry-free strategy for personal finances and small businesses. Their simple process involves sharing tax concerns and goals, completing an intake form, designing a tailored financial plan, processing taxes in about two weeks, and adjusting as needed to ensure confidence in taxes. To help individuals make educated decisions about their finances, KPN offers a checklist of six key tax considerations to assess whether to handle taxes independently or trust a CPA for flawless results. Don't let tax compliance be a source of stress - turn to KPN Enterprises, LLC for expert financial management and peace of mind.
206 SE 2nd St, Lee's Summit, MO 64063, United States -
Edward Jones
● OpenEdward Jones is a reputable finance institution located at 4731 South Cochise Drive in Independence, Missouri, United States. With a strong focus on personalized financial services, Edward Jones is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to invest, save for retirement, or plan for the future, the knowledgeable advisors at Edward Jones are committed to providing you with expert guidance and support every step of the way. Trust Edward Jones to help you navigate the complex world of finance and secure a stable financial future.
4731 S Cochise Dr #210, Independence, MO 64055, United States -
Chris Anderson: Cornerstone Wealth Management
● ClosedChris Anderson: Cornerstone Wealth Management is a finance institution located in Joplin, Missouri. Our team of experienced financial advisors are 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 more. Visit us at 1801 West 32nd Street to learn how we can help you build a solid financial foundation.
1801 W 32nd St #C-201, Joplin, MO 64804, United States -
Summit Wealth Strategies
● OpenSummit Wealth Strategies is a leading finance institution located at 2833 East Battlefield Road in Springfield, Missouri, United States. Our team of experienced financial advisors is dedicated to helping individuals and families achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, we are here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and start building a secure financial future with Summit Wealth Strategies.
2833 E Battlefield Rd b112, Springfield, MO 65804, United States -
NobleVest Private Wealth
● ClosedNobleVest Private Wealth is a finance institution located at 1650 South Enterprise Avenue in Springfield, Missouri, United States. Our team consists of four experienced advisors with a combined 70 years of experience. We believe in building meaningful client relationships through personalized and comprehensive planning solutions. As an independent wealth management firm, we offer a wide range of services to individuals, families, small business owners, and institutions. We have particular expertise in working with healthcare professionals, associations, and plan sponsors to manage employer retirement plans.
1650 S Enterprise Ave Suite A, Springfield, MO 65804, United States -
CLA (CliftonLarsonAllen)
● ClosedLocated at 1100 Walnut Street in Kansas City, Missouri, CLA (CliftonLarsonAllen) is a leading institution in the fields of accounting and finance. With a focus on providing personalized service with the resources of a large firm, CLA's professionals offer expertise in navigating regulatory changes, business growth, and accounting and consulting support. The professionals at CLA are dedicated to understanding the unique goals and challenges of each client, immersing themselves in the industry to provide tailored solutions. From tax planning to wealth advisory services, CLA offers comprehensive financial guidance to help clients achieve their objectives.
1100 Walnut St Suite 3400, Kansas City, MO 64106, United States -
Creative Planning
● ClosedCreative Planning is a top-ranked independent advisory firm located at 12818 Daylight Circle, Des Peres, Missouri, United States. Specializing in finance and legal services, our team of wealth managers is dedicated to providing comprehensive and customized wealth management services to clients globally and in the St. Louis area. With a focus on achieving financial goals and providing peace of mind, Creative Planning is committed to helping clients enjoy a richer way to wealth. By providing personal information, clients can expect a free, no-obligation consultation within one business day. Trust Creative Planning to help you secure your financial future.
12818 Daylight Cir, Des Peres, MO 63131, United States -
Cadeau
● ClosedCadeau is a finance and insurance agency located at 425 South Woods Mill Road in Chesterfield, Missouri, United States. At Cadeau, we provide individuals, families, and business owners with detailed retirement plans and an experienced team to help execute those plans. Our focus is on building trust and making a difference, rather than just completing transactions. We value honesty, kindness, and generosity, and aim to work with clients who share these values and strive to create generational wealth. Our mission is to empower people to live lives of significance by aligning their finances with their beliefs and goals. We offer personalized financial strategies tailored to each individual's needs and objectives. Our independent status allows us to offer a wide range of products and services to meet specific financial goals, regardless of how close someone is to retirement.
425 S Woods Mill Rd #290, Chesterfield, MO 63017, United States -
Finteris Wealth Management
● ClosedFinteris Wealth Management is a leading finance institution located at 3715 Beck Road in Saint Joseph, Missouri, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management solutions. Whether you are planning for retirement, saving for your children's education, or looking to grow your investment portfolio, Finteris Wealth Management is here to provide expert guidance and support. Contact us today to learn more about how we can help you secure your financial future.
3715 Beck Rd Bldg A Suite 102, St Joseph, MO 64506, United States -
Jennifer McLaughlin - Thrivent
● ClosedJennifer McLaughlin - Thrivent is a finance institution located at 6 Victory Lane, Liberty, Missouri, United States. Licensing for insurance products is available through the State Insurance Department's website, which can be found through the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so clients are encouraged to consult with their attorney or tax professional. Thrivent offers financial advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can choose to further their planning engagement with Thrivent through its Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
6 Victory Ln Suite 8, Liberty, MO 64068, United States -
Stewardship Capital Ltd.
● ClosedStewardship Capital Ltd. is a finance institution located at 4200 Little Blue Parkway in Independence, Missouri, United States. Established in 1997, we are a Registered Investment Advisor Firm dedicated to building lasting relationships with our clients to help them achieve their life goals. Our services include personalized consultation, retirement planning, employee retirement programs, investment strategies, and insurance products. As an independent and locally owned firm, Stewardship Capital has received multiple awards and recognition in the financial services industry and the community. Our team works to develop financial planning and investment solutions tailored to each individual situation, whether it's planning for education expenses or building a nest egg for the future.
4200 Little Blue Pkwy #650, Independence, MO 64057, United States -
Audrey Stiles, LLC
● OpenAudrey Stiles, LLC is a reputable finance institution located at 19401 E 40 Hwy in Independence, Missouri, United States. With a strong commitment to providing top-notch financial services, Audrey Stiles, LLC offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Whether you're looking for assistance with investments, retirement planning, or wealth management, the experienced team at Audrey Stiles, LLC is dedicated to helping you achieve your financial goals. Trust Audrey Stiles, LLC for expert financial guidance and personalized service.
19401 E 40 Hwy #170, Independence, MO 64055, United States -
Northwestern Mutual - Scott Penning
● ClosedNorthwestern Mutual - Scott Penning is a reputable finance and insurance agency located at 2600 Grand Boulevard in Kansas City, Missouri, United States. With a focus on providing comprehensive financial planning and insurance solutions, the institution is dedicated to helping clients achieve their financial goals and secure their futures. With a team of experienced professionals, Northwestern Mutual - Scott Penning offers personalized services tailored to meet the unique needs of each individual or business. Whether you are looking to protect your assets, plan for retirement, or invest for the future, Northwestern Mutual - Scott Penning is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
2600 Grand Blvd #600, Kansas City, MO 64108, United States -
JAG Capital Management
● ClosedJAG Capital Management is a boutique investment management firm located at 9841 Clayton Road in St. Louis, Missouri. Our independent, active investment advisory services aim to exceed expectations and help clients preserve and grow their wealth. We offer highly selective, nimble, and customizable equity and fixed income strategies for institutions, financial intermediaries, and individuals. Our team of expert analysts is dedicated to capitalizing on opportunities, managing risks, and planning for the future.
9841 Clayton Rd, St. Louis, MO 63124, United States -
H&R Block
● ClosedH&R Block is a renowned accounting and finance institution located at 207 North Main Street in Independence, Missouri, United States. With a team of expert accountants and financial advisors, H&R Block offers a wide range of services including tax preparation, financial planning, and business consulting. Whether you are an individual looking for help with your personal finances or a business in need of expert accounting services, H&R Block is dedicated to providing top-notch financial solutions tailored to your specific needs. Visit us today and let us help you achieve your financial goals.
207 N Main St, Independence, MO 64050, United States -
Liberty Tax
● ClosedLiberty Tax is a reputable financial institution located at 3414 Independence Avenue in Kansas City, Missouri. Specializing in tax preparation services, Liberty Tax is dedicated to helping individuals and businesses navigate the complex world of taxes with ease and efficiency. With a team of experienced professionals, Liberty Tax provides personalized assistance and expert advice to ensure clients maximize their tax returns and minimize their liabilities. Whether you need help filing your taxes or require assistance with tax planning, Liberty Tax is committed to providing top-notch service and guidance to help you achieve your financial goals.
3414 Independence Ave, Kansas City, MO 64124, United States -
Wallace Edward CPA
● OpenWallace Edward CPA is a reputable accounting and finance institution located at 3675 South Noland Road in Independence, Missouri, United States. With a team of experienced and knowledgeable Certified Public Accountants, Wallace Edward CPA offers a wide range of services to individuals and businesses, including tax preparation, financial planning, and consulting. Their commitment to providing personalized and professional service sets them apart from other accounting firms in the area. Whether you need assistance with tax filing or help with financial planning, Wallace Edward CPA is dedicated to helping you achieve your financial goals.
3675 S Noland Rd # 325, Independence, MO 64055, United States -
BMO Bank N.A Branches
● ClosedWelcome to BMO Bank N.A. Branches, your trusted partner for comprehensive banking and financial solutions located at 3001 Winghaven Boulevard, O'Fallon, Missouri 63368. Our full-service branch is dedicated to meeting the diverse needs of both personal and commercial customers by offering a wide range of banking services, investment options, and lending products. Whether you're managing your everyday banking needs, planning investments, or seeking lending solutions, our experienced team is here to assist you with personalized service and expert advice. As a member of the FDIC, BMO Bank N.A. is committed to ensuring the security and reliability of your financial transactions.
3001 Winghaven Boulevard, O'Fallon, Missouri 63368, United States -
BMO Bank N.A Branches
● ClosedWelcome to BMO Bank N.A. Branches, conveniently located at 9206 Watson Road, St. Louis, Missouri 63126. As a full-service bank, we are dedicated to providing a comprehensive range of financial services to meet the diverse needs of our community. Whether you're managing everyday banking, looking to invest, or seeking lending products, we cater to both personal and commercial customers with tailored solutions. Our branch offers a seamless banking experience, supported by a team of financial experts ready to assist you with banking products and services, subject to bank and credit approval. As a proud Member FDIC, we ensure that your deposits are protected and your banking needs are met with the utmost care and professionalism.
9206 Watson Road, St. Louis, Missouri 63126, United States
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