Proactive financial management in Kansas City, MO
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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 -
Joe Edmondson - State Farm Insurance Agent
● ClosedJoe Edmondson - State Farm Insurance Agent is located at 1024 North Jesse James Road, Excelsior Springs, Missouri, United States. This insurance agency serves the areas of Excelsior Springs, Liberty, Lawson, Kearney, Richmond, Orrick, Kansas City, and surrounding Missouri areas. They offer Auto Insurance, Home Insurance, Renter’s Insurance, Life Insurance, Business Insurance, and Financial Services, with a focus on resident relocations to Clay and Ray counties. The team takes pride in helping customers understand and manage everyday life risks, offering proactive and knowledgeable assistance. Whether you are moving to the area or are a current resident, they make doing business simple, easy, and convenient. With a strong focus on customer service and community responsibility, the team is dedicated to providing outstanding service and protecting what's important to customers. They offer a range of insurance products including Car Insurance, Home Insurance, Life Insurance, and Financial Services. Give them a call, click, text, or stop by the office for a free quote. The team is ready to help you manage the risks of everyday life and make your goals a priority.
1024 N Jesse James Rd, Excelsior Springs, MO 64024, United States -
RubinBrown
● ClosedRubinBrown is a leading accounting and finance institution located at 1200 Main Street in Kansas City, Missouri, United States. Specializing in a comprehensive range of services for both business and personal needs, RubinBrown offers expert tax, strategic business consulting, audit services, and more. With a team of experienced professionals, RubinBrown caters to a variety of industries, providing tailored solutions to navigate industry-specific challenges. The institution also hosts events to keep clients informed on emerging trends and industry-specific information. Recently, Megan Knoblauch, CPA was named Managing Partner of the Kansas City office, succeeding Todd Pleimann, CPA, CGMA. RubinBrown is known for its commitment to delivering totally satisfied clients, as evidenced by its recognition as a top 40 U.S.-based accounting firm. Offering financial statement audits, public company services, mergers and acquisitions, and more, RubinBrown is dedicated to building personal relationships and providing valuable insights to its clients.
1200 Main St #1000, Kansas City, MO 64105, United States
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