Personalized financial planning services in Lee's Summit, MO
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Edward Jones - Financial Advisor: Heather L Bergen
● OpenEdward Jones - Financial Advisor: Heather L Bergen is a trusted financial institution located at 192 Northwest Oldham Parkway in Lee's Summit, Missouri, United States. As a dedicated finance professional, Heather L Bergen provides personalized and comprehensive financial planning services to help clients achieve their long-term financial goals. With a focus on building strong relationships and providing expert guidance, Edward Jones - Financial Advisor: Heather L Bergen is committed to helping clients secure their financial future.
192 NW Oldham Pkwy, Lee's Summit, MO 64081, United States -
Michelle Hutton, AVP, Financial Advisor, LPL
● ClosedMichelle Hutton, AVP, Financial Advisor, LPL is a reputable financial institution located at 609 Route 291 in Lee's Summit, Missouri, United States. With a focus on providing expert financial advice and personalized solutions, Michelle Hutton and her team at LPL are dedicated to helping clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your assets, Michelle Hutton, AVP, Financial Advisor, LPL is committed to providing top-notch service and guidance to ensure your financial success.
609 Rte 291, Lee's Summit, MO 64086, United States -
Raymond James Financial Services
● OpenRaymond James Financial Services is a finance institution located at 600 Southwest Jefferson Street in Lee's Summit, Missouri, United States. With a focus on providing personalized financial services and investment advice, Raymond James is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to plan for retirement, invest in the stock market, or manage your wealth, Raymond James Financial Services offers a wide range of services to meet your needs. Their team of experienced financial advisors are committed to providing expert guidance and support to help you make informed financial decisions.
600 SW Jefferson St #208, Lee's Summit, MO 64063, United States -
Edward Jones - Financial Advisor: Sarah Hudson
● OpenEdward Jones - Financial Advisor: Sarah Hudson is a reputable finance institution located at 500 Southwest Market Street in Lee's Summit, Missouri, United States. Sarah Hudson is a dedicated and experienced financial advisor who is committed to helping clients achieve their financial goals. With a focus on personalized service and tailored financial solutions, Edward Jones - Financial Advisor: Sarah Hudson is a trusted partner in building and preserving wealth for individuals and families. Whether you are planning for retirement, saving for education, or investing for the future, Sarah Hudson and her team are here to provide expert guidance and support every step of the way.
500 SW Market St # C, Lee's Summit, MO 64063, United States -
Edward Jones - Financial Advisor: Whitney T Poettgen, CEPA®
● OpenEdward Jones - Financial Advisor: Whitney T Poettgen, CEPA® is a trusted financial institution located at 24 Northwest Chipman Road in Lee's Summit, Missouri, United States. Specializing in finance, the institution provides expert advice and personalized solutions to help clients achieve their financial goals. With CEPA® certification, Whitney T Poettgen offers a high level of expertise and professionalism to assist clients in managing their wealth and planning for the future. Whether you are looking to invest, save for retirement, or plan for your family's financial security, Edward Jones is committed to providing top-notch service and guidance every step of the way.
24 NW Chipman Rd A, Lee's Summit, MO 64063, United States -
Edward Jones - Financial Advisor: Matt Sibbing
● ClosedEdward Jones - Financial Advisor: Matt Sibbing is a trusted financial institution located at 3500 Northeast Ralph Powell Road in Lee's Summit, Missouri. As a dedicated financial advisor, Matt Sibbing offers personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Matt Sibbing provides expert guidance and support to individuals and families seeking to secure their financial future. Whether you are planning for retirement, saving for college, or investing for the future, Matt Sibbing is committed to helping you make informed decisions and navigate the complexities of the financial world. Visit us today to learn more about our comprehensive financial services and how we can help you achieve financial success.
3500 NE Ralph Powell Rd STE C, Lee's Summit, MO 64064, United States -
Edward Jones - Financial Advisor: Scott M Wall, CFP®
● ClosedEdward Jones - Financial Advisor: Scott M Wall, CFP® is a trusted financial institution located at 3500 Northeast Ralph Powell Road in Lee's Summit, Missouri. Specializing in personalized financial planning and investment services, Scott M Wall, a Certified Financial Planner, helps 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 provides comprehensive financial advice and solutions tailored to each individual's unique needs. Whether you are planning for retirement, saving for your children's education, or investing for the future, Scott M Wall and the team at Edward Jones are dedicated to helping you make sound financial decisions and achieve financial success.
3500 NE Ralph Powell Rd Suite E, Lee's Summit, MO 64064, United States -
Taylor'd Financial Services
● OpenTaylor'd Financial Services is a reputable institution located at 200 Northeast Missouri Road in Lee's Summit, Missouri. As part of the Taylor'd Financial Group, they have office locations throughout the Kansas City metro area for the convenience of their clients. Whether you are just starting the financial planning process or looking to enhance your current financial strategies, Taylor'd Financial Services is here to help. By appointment only, they also have a location at 28 Westwoods Dr in Liberty, MO. Contact them today to schedule a meeting and see how they can assist you in achieving your financial goals.
200 NE Missouri Rd, Lee's Summit, MO 64086, United States -
Sashia Caw - COUNTRY Financial Agent
● ClosedSashia Caw - COUNTRY Financial Agent is a reputable finance, health, and insurance agency located at 304 Southeast 3rd Street in Lee's Summit, Missouri, United States. With a focus on providing top-notch financial planning, health coverage, and insurance options, this institution is dedicated to helping individuals and families secure their futures. Whether you are looking for retirement planning, health insurance, life insurance, or other financial services, Sashia Caw - COUNTRY Financial Agent is committed to providing personalized solutions to meet your needs. Visit their office today to learn more about how they can help you achieve your financial goals.
304 SE 3rd St, Lee's Summit, MO 64063, United States -
Derks Financial, Tax & Accounting
● ClosedDerks Financial, Tax & Accounting is a reputable institution located at 4959 Northeast Goodview Circle in Lee's Summit, Missouri. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing personalized financial solutions to individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or financial planning, our experts are here to assist you every step of the way. Trust Derks Financial, Tax & Accounting to help you achieve your financial goals and secure a stable future.
4959 NE Goodview Cir, Lee's Summit, MO 64064, United States -
NextGen Wealth
● ClosedAt NextGen Wealth, located in Lee's Summit, Missouri, we are a comprehensive financial planning institution specializing in helping individuals prepare for retirement. Our Certified Financial Planners® work with clients to create personalized retirement transition plans that cover not only finances but also mental, social, and physical aspects of retirement. We prioritize adding real value to our clients' financial lives, ensuring they are well-prepared for the next stage of their lives. Our services include retirement planning, investment management, Social Security scenario planning, Medicare planning, and more. As a Registered Investment Advisor, we are legally bound by the fiduciary standard to always act in our clients' best interests. Whether you are in Kansas City or anywhere in the nation, we are here to help you retire comfortably and confidently. Contact us today for a free Retirement Checkup™ and start planning for your future with peace of mind.
405 SW Waterfall Ct, Lee's Summit, MO 64081, United States -
Epic Insurance, LLC
● ClosedEpic Insurance, LLC is a reputable health insurance agency located at 4045 Northeast Lakewood Way in Lee's Summit, Missouri, United States. With a focus on providing top-notch insurance solutions for individuals and families, Epic Insurance, LLC strives to offer comprehensive coverage and personalized service to meet the unique needs of each client. Whether you are looking for health insurance for yourself or your loved ones, Epic Insurance, LLC is dedicated to helping you find the right plan to safeguard your health and financial well-being. Contact them today to learn more about their services and how they can assist you in securing the right insurance coverage.
4045 NE Lakewood Way #100, Lee's Summit, MO 64064, United States -
Farmers Insurance - Bret Ballentine
● ClosedFarmers Insurance - Bret Ballentine is an insurance agency located at 16 Southeast 3rd Street in Lee's Summit, Missouri, United States. As a local Farmers Insurance® Agent from Kansas City, Missouri, Bret Ballentine takes great pride in serving the vibrant community. The agency has achieved the prestigious Toppers Club status by ranking in the top 10% of the company for two consecutive years. With two convenient locations in the metropolitan area, the headquarters can be found in the charming Historic Downtown district of Lee's Summit. The agency offers insurance solutions for home, auto, life, business, health, and Medicare. What sets Ballentine Insurance Agency apart is their commitment to personalized service and building personal connections with clients. They ensure that clients are always protected by reviewing insurance policies as life evolves. The agency offers various insurance options including Car insurance, Home insurance, Life insurance, Renters insurance, Business insurance, Condo insurance, and Recreational insurance. Additionally, they provide financial planning services through Farmers Insurance and Financial Services. For added coverage, clients can opt for a Personal Umbrella insurance policy. Farmers Insurance Exchange, Fire Insurance Exchange, Truck Insurance Exchange, Mid-Century Insurance Company, and other affiliated insurers underwrite the policies offered by the agency. Life insurance is issued by Farmers New World Life Insurance Company, and securities are offered through Farmers Financial Solutions, LLC. Each insurer has sole financial responsibility for its own insurance products. Contact Farmers Insurance - Bret Ballentine for personalized insurance solutions to protect your assets and future earnings.
16 SE 3rd St, Lee's Summit, MO 64063, United States -
Farmers Insurance - Jason Langston
● ClosedFarmers Insurance - Jason Langston is a local insurance agency located at 200 Northeast Missouri Road, Lee's Summit, Missouri, United States. With 12 years of residency in the area, Jason Langston is proud to serve the community of Lee's Summit, Blue Springs, Green Valley, Independence, and the entire state of Missouri. The agency offers a variety of insurance options including Life, Auto, Home insurance, as well as coverage for small business owners. The agency focuses on building relationships with customers through honesty, education, and personalized service. With a combined total of over 60 years of experience in the insurance business, the knowledgeable staff at the Jason Langston Agency is dedicated to providing customers with coverage they are informed about and confident in.
200 NE Missouri Rd #200, Lee's Summit, MO 64086, United States -
Michael Blau - State Farm Insurance Agent
● ClosedMichael Blau is a State Farm Insurance Agent located at 613 Southwest 3rd Street in Lee's Summit, Missouri. The owner, Michael, is a lifelong Missouri resident who is dedicated to serving the community. With over 30 years of combined experience, the team at Michael Blau State Farm is committed to providing exemplary service to customers in Missouri and Kansas. At Michael Blau State Farm, we offer a range of insurance policies including Life Insurance, Homeowners Insurance, Renters Insurance, and Business Insurance. Each policy is carefully tailored to meet the specific needs of our customers. Our mission is to show each customer that we care about protecting what matters most to them.
613 SW 3rd St, Lee's Summit, MO 64063, United States -
Don Clements - State Farm Insurance
● ClosedDon Clements - State Farm Insurance is a trusted insurance agency located at 900 Southwest Oldham Parkway in Lee's Summit, Missouri. Our team of skilled insurance professionals is dedicated to helping our community understand and secure the insurance coverage they need. With over 28 years of experience, we are committed to providing excellent customer service and ensuring that our customers are properly protected. Not only do we offer a wide range of insurance products and services, including Auto, Home, Disability, and Pet insurance, but we also strive to educate our customers on the importance of having the right coverage. Our agency follows the motto "listening is not waiting to talk," as we believe that understanding our customers' needs is essential to providing the best assistance.
900 SW Oldham Pkwy #200, Lee's Summit, MO 64081, United States -
Morehead Agency
● ClosedMorehead Agency is a reputable insurance agency located at 415 Southwest Jefferson Street in Lee's Summit, Missouri, United States. With a focus on providing personalized and reliable insurance solutions, Morehead Agency offers a wide range of insurance products to meet the needs of individuals, families, and businesses. Their team of experienced agents is dedicated to helping clients find the right coverage at the best possible rates. Whether you are looking for auto, home, life, or business insurance, Morehead Agency is committed to offering exceptional service and expert advice to ensure peace of mind and financial protection. Contact them today to discuss your insurance needs and receive a tailored insurance plan that fits your budget and lifestyle.
415 SW Jefferson St, Lee's Summit, MO 64063, United States -
Steve Croy - State Farm Insurance Agent
● ClosedSteve Croy - State Farm Insurance Agent is a trusted insurance agency located at 1606 North Commercial Street in Harrisonville, Missouri. With over three decades of experience in the insurance field, Steve Croy has been dedicated to helping individuals and families protect what matters most in their lives. As a State Farm Agent since 1998, Steve believes in delivering real value to customers by ensuring they have the right coverage tailored to their needs. Steve and his team serve communities across Missouri, including Peculiar, Raymore, Freeman, Cleveland, Archie, Adrian, Garden City, Urich, Creighton, Lee's Summit, Belton, and of course, Harrisonville. With a focus on auto insurance, home insurance, life insurance, property insurance, business insurance, renters insurance, health insurance, and financial services, Steve is committed to providing comprehensive coverage options to meet every individual's unique needs.
1606 N Commercial St, Harrisonville, MO 64701, United States -
Farmers Insurance - Storm Martin
● ClosedFarmers Insurance - Storm Martin is an insurance agency located at 821 Northeast Lakewood Boulevard in Lee's Summit, Missouri, United States. Our agency is dedicated to providing excellent customer service, with a focus on truly listening to our clients' needs and responding promptly. When you contact our agency, you can expect to speak to a real person who is ready to assist you with any questions you may have. We offer a range of insurance products, including car insurance, home insurance, life insurance, renters insurance, business insurance, condo insurance, and recreational insurance. Our goal is to help you find the right coverage for your needs and budget, and we also offer discounts to help you save money.
821 NE Lakewood Blvd, Lee's Summit, MO 64064, United States -
MK Evans and Associates, Mark R. Evans
● ClosedMK Evans and Associates, Mark R. Evans is a reputable finance institution located at 211 Southwest Noel Street in Lee's Summit, Missouri, United States. With a focus on providing expert financial services, this institution offers personalized guidance and support to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, the experienced team at MK Evans and Associates is dedicated to helping you navigate the complex world of finance with confidence and ease. Trustworthy and reliable, this institution is committed to providing top-notch financial solutions tailored to meet your individual needs.
211 SW Noel St, Lee's Summit, MO 64063, United States -
A & M Finance
● OpenA & M Finance is a reputable finance institution located at 2151 Northeast Independence Avenue in Lee's Summit, Missouri, United States. We specialize in providing a wide range of financial services to meet the unique needs of our clients. Our experienced team of professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized solutions and expert advice. Whether you need assistance with investments, loans, or financial planning, A & M Finance is here to help. Visit us today to learn more about how we can assist you with your financial needs.
2151 NE Independence Ave, Lee's Summit, MO 64064, United States -
Michael Oehrke - State Farm Insurance Agent
● ClosedMichael Oehrke - State Farm Insurance Agent is a reputable institution located at 900 Southwest Oldham Parkway in Lee's Summit, Missouri. Specializing in providing insurance and financial services to residents in the Jackson County area, Michael Oehrke has been serving the community since 2002. With a team of licensed insurance professionals, they offer a wide range of coverage options including auto insurance, homeowners insurance, life insurance, and financial services. The agency has received numerous awards over the years for their exceptional service, and they are dedicated to helping clients find the right insurance solutions for their specific needs. In addition to personal insurance, they also assist small business owners with commercial lines of insurance. The agency prides itself on creating a fun and energetic work environment for their team, and they are always looking for motivated individuals to join them. Whether you are looking for insurance coverage or considering a career in the insurance industry, Michael Oehrke - State Farm Insurance Agent is the place to be. Contact them today for a personalized price plan tailored to your needs.
900 SW Oldham Pkwy #250, Lee's Summit, MO 64081, United States -
Farmers Insurance - Clint Kirkpatrick
● ClosedFarmers Insurance - Clint Kirkpatrick is an insurance agency located at 3350 Northeast Ralph Powell Road in Lee's Summit, Missouri, United States. If you are looking for a Farmers Insurance Agent in Blue Springs, Missouri, this is the place to go. The agency represents various insurers including Farmers Insurance Exchange, Fire Insurance Exchange, Truck Insurance Exchange, Mid-Century Insurance Company, and more. They offer a range of insurance products including home, auto, life, and business insurance. Securities are also offered through Farmers Financial Solutions, LLC. Each insurer has sole financial responsibility for its own insurance products. Contact the agency for more information on available products and coverage options.
3350 NE Ralph Powell Rd, Lee's Summit, MO 64064, United States -
Aspire Insurance Solutions
● ClosedAspire Insurance Solutions is a reputable health insurance agency located at 301 Southeast Douglas Street in Lee's Summit, Missouri, United States. Our dedicated team of professionals is committed to helping individuals and families find the best insurance coverage to meet their healthcare needs. With a focus on personalized service and tailored solutions, we strive to provide peace of mind and financial security to our clients. Contact us today to learn more about our services and how we can assist you in finding the right health insurance plan.
301 SE Douglas St #201, Lee's Summit, MO 64063, United States -
Globe Life Liberty National Division: Tony DiFilippo Agency
● ClosedThe Globe Life Liberty National Division: Tony DiFilippo Agency is an insurance agency located at 684 Southeast Bayberry Lane in Lee's Summit, Missouri, United States. Our agency specializes in providing a range of insurance products to meet the needs of individuals and families. With a commitment to exceptional customer service and personalized attention, we strive to help our clients secure their financial future and protect their loved ones. Contact us today to learn more about our insurance offerings and how we can help you plan for the unexpected.
684 SE Bayberry Ln STE 105, Lee's Summit, MO 64063, United States -
Law Office of Kristen M. Buzzelli, LLC
● ClosedThe Law Office of Kristen M. Buzzelli, LLC is a dedicated legal institution located in Lee's Summit, Missouri, serving clients in the greater Kansas City area. Our mission is to provide top-notch representation to all individuals, regardless of their financial situation. With a focus on effective advocacy and a commitment to our clients' best interests, we strive to alleviate the stress that often accompanies legal proceedings. Specializing in divorce cases, we understand the complexities and emotional toll that such processes can bring. Our goal is to make the divorce process as smooth as possible, especially in cases where both parties are willing to cooperate and be reasonable. We offer practical advice on how to reduce attorney fees and save money during the divorce process, ensuring that our clients are financially protected.
529 SE 2nd St Suite A, Lee's Summit, MO 64063, United States -
Troy Litle, Bankers Life Agent
● OpenTroy Litle, Bankers Life Agent is an insurance agency located at 100 Northeast Tudor Road in Lee's Summit, Missouri, United States. As a trusted Bankers Life agent, Troy Litle offers a range of insurance products and services to help individuals and families protect their financial future. With a commitment to providing personalized and tailored solutions, Troy Litle is dedicated to helping clients navigate the complexities of insurance and find the coverage that best fits their needs. Whether you are looking for life insurance, long-term care insurance, or retirement planning, Troy Litle, Bankers Life Agent is here to help you secure peace of mind for the road ahead.
100 NE Tudor Rd Ste 103, Lee's Summit, MO 64086, United States -
Weavers Law
● ClosedWeavers Law is a legal institution located at 282 Northeast Tudor Road in Lee's Summit, Missouri, United States. You can contact them via call or text at 816-200-2215 or email at samantha@weavers-law.com. The institution specializes in providing estate planning services to help individuals ensure their assets are passed on to their loved ones. They offer cost-effective solutions tailored to individual and business needs, whether you are a young family, planning for retirement, or seeking to get your affairs in order. Weavers Law can help you determine whether a Revocable or Irrevocable Trust is more appropriate for your situation. They also provide guidance on powers of attorney for health care and property/financial decisions to ensure your wishes are carried out if you are unable to speak or act for yourself. Additionally, they offer family law counsel on matters such as divorce, child custody, prenuptial agreements, and more. Whether you are facing traffic violations, need assistance with estate planning, or require legal counsel for family law matters, Weavers Law is here to provide high-quality, down-to-earth, and reasonably priced services. Lead by Samantha, a dedicated lawyer with a personal approach and professional experience, the institution is committed to helping individuals navigate the legal world with compassion and efficiency. Contact Weavers Law today for a consultation to address your legal needs.
282 NE Tudor Rd, Lee's Summit, MO 64086, 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 -
Vansandt & Associates
● OpenVansandt & Associates is a reputable accounting and finance institution located at 3170 Northeast Carnegie Drive in Lee's Summit, Missouri, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, auditing, financial planning, and consulting. Clients can expect personalized attention and expert advice to help them achieve their financial goals. Whether you are an individual or a business, Vansandt & Associates is dedicated to providing top-notch services to meet your accounting and finance needs.
3170 NE Carnegie Dr, Lee's Summit, MO 64064, United States
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