TOP 10 Professional financial planning in Lee's Summit, MO
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Strategic Moves Financial Solutions
● OpenStrategic Moves Financial Solutions is a premier accounting and finance institution located at 312 Southwest Greenwich Drive in Lee's Summit, Missouri, United States. With a team of experienced professionals, we provide expert financial solutions and strategic advice to help individuals and businesses achieve their financial goals. Whether you need assistance with tax planning, budgeting, investments, or other financial matters, our dedicated team is here to help you make the right strategic moves for your financial future.
312 SW Greenwich Dr Suite 550, Lee's Summit, MO 64082, United States -
Java Wealth Planning
● OpenJava 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 -
Beacon Financial Advisors
● OpenBeacon Financial Advisors is a reputable institution located at 200 Northeast Missouri Road in Lee's Summit, Missouri, United States. Specializing in accounting and finance, our team of experienced professionals provides expert advice and guidance to help individuals and businesses navigate the complexities of financial planning and management. With a commitment to excellence and personalized service, Beacon Financial Advisors is dedicated to helping clients achieve their financial goals and secure their financial future. Contact us today to learn more about our services and how we can assist you in reaching your financial objectives.
200 NE Missouri Rd, Lee's Summit, MO 64086, United States -
Friedline Financial
● OpenFriedline 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 -
Darby & Associates Financial Group
● OpenDarby & 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 -
Summit Pointe Financial Group
● OpenSummit Pointe Financial Group is a leading financial institution located at 2641 Northeast McBaine Drive in Lee's Summit, Missouri, United States. As a trusted name in the world of finance, Summit Pointe offers a wide range of services including wealth management, investment planning, retirement planning, and more. With a team of experienced professionals, Summit Pointe is dedicated to helping clients achieve their financial goals and secure their financial future. Visit us today to experience the difference that personalized financial guidance can make.
2641 NE McBaine Dr, Lee's Summit, MO 64064, United States -
Martin Tax & Financial Services
● OpenMartin Tax & Financial Services is a reputable 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 services including tax preparation, financial planning, bookkeeping, and more. Whether you are an individual or a business owner, Martin Tax & Financial Services is committed to helping you achieve your financial goals and ensuring compliance with all tax regulations. Visit them today to experience personalized and reliable service.
3640 NE Ralph Powell Rd, Lee's Summit, MO 64064, United States -
Tom C. Wood, Jr, SVP, Financial Advisor, LPL
● OpenTom 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 -
Sprouse Financial
● OpenSprouse Financial is a reputable financial institution located at 306 Southeast 3rd Street in Lee's Summit, Missouri. Specializing in finance, Sprouse Financial offers a wide range of services including investment management, retirement planning, and wealth management. With a team of experienced financial advisors, Sprouse Financial is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments or plan for retirement, Sprouse Financial is committed to providing personalized and professional financial solutions to meet your needs. Contact Sprouse Financial today to schedule a consultation and take the first step towards financial success.
306 SE 3rd St, Lee's Summit, MO 64086, United States -
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 -
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 -
Derks Financial, Tax & Accounting
● OpenDerks 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 -
Brewton Tax and Financial Services
● OpenBrewton Tax and Financial Services is a professional accounting and finance institution located at 4709 Northeast Saratoga Court in Lee's Summit, Missouri, United States. We specialize in providing expert tax preparation services, financial planning, and consulting for individuals and businesses. Our team of experienced professionals is dedicated to helping our clients navigate the complexities of the financial world and achieve their goals. Whether you need assistance with tax filing, retirement planning, or investment strategies, Brewton Tax and Financial Services is here to help. Contact us today to schedule a consultation and take control of your financial future.
4709 NE Saratoga Ct, Lee's Summit, MO 64064, United States -
Farmers Insurance - Jason Langston
● OpenFarmers 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 -
Don Clements - State Farm Insurance
● OpenDon 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 -
Julie's Tax Service, LLC
● OpenJulie's Tax Service, LLC is a reputable accounting and finance institution located at 614 Southeast 4th Street in Lee's Summit, Missouri, United States. With a team of experienced professionals, Julie's Tax Service provides a wide range of services including tax preparation, financial planning, and bookkeeping. Clients can expect personalized attention and expert advice to help them navigate the complexities of the financial world. Whether you are an individual or a small business owner, Julie's Tax Service is dedicated to helping you achieve your financial goals. Contact them today to schedule a consultation.
614 SE 4th St Suite 202, 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 -
Asset Advantage, LLC
● OpenAsset 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 -
Michael Oehrke - State Farm Insurance Agent
● OpenMichael 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 -
Aspire Insurance Solutions
● OpenAspire 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 -
Bankers Life
● OpenBankers Life, located at 100 Northeast Tudor Road in Lee's Summit, Missouri, is a comprehensive finance, health, and insurance agency. Our agents offer a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company, as well as offerings from partner carriers such as Aetna, Anthem, Cigna, Humana, UnitedHealthcare®, and Wellcare. When it comes to Medicare, we can help you compare Advantage plans to find the coverage that best suits your needs. With the increasing need for long-term care as people live longer and healthcare costs rise, it's crucial to be prepared and have discussions with your loved ones about planning for the future.
100 NE Tudor Rd Ste 103, Lee's Summit, MO 64086, United States -
Colt Ruelle, Bankers Life Agent
● OpenColt Ruelle, Bankers Life Agent is an insurance agency located at 100 Northeast Tudor Road in Lee's Summit, Missouri, United States. Specializing in Bankers Life insurance products, our dedicated team of professionals is committed to helping clients protect their financial futures. Whether you are looking for life insurance, retirement planning, or long-term care coverage, we are here to provide personalized solutions to meet your needs. Contact us today to schedule a consultation and secure your peace of mind.
100 NE Tudor Rd Ste 103, Lee's Summit, MO 64086, 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 -
Weavers Law
● OpenWeavers 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 -
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 -
Haley Accounting Services LLC
● OpenHaley Accounting Services LLC is a professional accounting and finance institution located at 29804 East Alley Road in Lee's Summit, Missouri, United States. Our team of experienced accountants and financial experts provide a wide range of services including tax preparation, bookkeeping, payroll services, and financial consulting. Whether you are a small business owner or an individual in need of financial guidance, Haley Accounting Services LLC is here to help you achieve your financial goals. Contact us today to schedule a consultation.
29804 E Alley Rd, Lee's Summit, MO 64086, 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 -
Prudential | Dynasty GroupInc | Life Insurance & Annuities
● OpenPrudential | Dynasty Group Inc is a leading finance and insurance agency specializing in life insurance and annuities. Located at 202 Southwest Market Street in Lee's Summit, Missouri, United States, our institution is dedicated to providing comprehensive financial solutions to help individuals and families secure their future. With a team of experienced professionals, we offer personalized services and tailored insurance products to meet the unique needs of our clients. Trust Prudential | Dynasty Group Inc to protect your assets and plan for a secure financial future.
202 SW Market St, Lee's Summit, MO 64063, United States -
Northwestern Mutual
● OpenNorthwestern Mutual is a leading finance and insurance agency located at 3600 Northeast Ralph Powell Road in Lee's Summit, Missouri, United States. With a strong reputation for providing personalized financial planning services and comprehensive insurance coverage, Northwestern Mutual helps clients achieve their financial goals and protect their assets. The institution's team of experienced financial advisors and insurance agents are dedicated to providing top-notch customer service and customized solutions to meet the unique needs of each individual or business. Whether you are looking to secure your financial future or protect your loved ones with quality insurance products, Northwestern Mutual is here to help you every step of the way.
3600 NE Ralph Powell Rd STE C, Lee's Summit, MO 64064, United States -
Modern Wealth Management
● OpenModern 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
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