TOP 30 Retirement accounts in Kansas City, Missouri

17 results found

JC 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.

JC Grason of Kansas City is a financial institution specializing in accounting and finance located at 7211 Northwest 83 Street in Kansas City, Missouri, United States. Are you concerned about the impact of inflation on your retirement savings? Prices are rising across various sectors, and it's important to be prepared. Download our guide to learn more about inflation and how it may affect your retirement plans. Our team at JC Grason is here to help you navigate your financial future. Schedule a call with us to see how we can assist you in achieving your retirement goals. With our Retirement Report Card, we will assess your current financial plan and provide guidance across 12 key areas. Together, we will create a customized strategy to help you confidently pursue your retirement dreams.

MetLife is an insurance agency located at 4150 North Mulberry Drive, Kansas City, Missouri, United States. At MetLife, protecting your information is a top priority, and they offer everything you need to know to protect you and your family in one place. They offer a variety of dental network options, including preferred dental programs and Dental Health Maintenance Organizations. MetLife also emphasizes the importance of Health Savings Accounts (HSAs) in employee retention and financial well-being. Employees can access and manage their benefits through the MyBenefits portal. Additionally, MetLife provides insights on disability insurance, paid leave, and retirement savings to help employers support their workers. Join the global community of individuals at MetLife who are dedicated to building a more confident future.

Country Club Bank is a premier financial institution located at 1 Ward Parkway in Kansas City, Missouri. As a full-service bank, we offer a wide range of financial services including personal and business banking, wealth management, insurance, and health services. Our experienced team of professionals is dedicated to providing our customers with top-notch service and innovative solutions to meet their financial needs. Whether you're looking to open a checking account, plan for retirement, or protect your family with insurance, Country Club Bank is here to help you achieve your financial goals. Visit us today to experience the difference of banking with a trusted partner.

H&R Block is a well-known accounting and finance institution located at 6246 Northwest Barry Road in Kansas City, Missouri, United States. With a reputation for providing expert tax preparation services and financial advice, H&R Block is a trusted resource for individuals and businesses seeking assistance with their financial needs. Whether you're looking to file your taxes, plan for retirement, or manage your investments, H&R Block's team of professionals is dedicated to helping you achieve your financial goals. Visit their office today to learn more about their services and how they can help you navigate the complexities of the financial world.

Paths Law Firm is a reputable institution located at 5008 Northeast Lakewood Way in Lee's Summit, Missouri. Specializing in estate and elder care planning, the firm is led by Rusty Fracassa, Kathleen Overton, and their dedicated staff. Known for their compassion, attentiveness, and expertise, Paths Law Firm serves the Kansas City area in both Missouri and Kansas. The firm offers appointments Monday through Friday from 8:00am to 5:00pm, with Saturday appointments available upon request. They provide personalized services, including meetings at residences, hospitals, or nursing homes for clients with limited mobility.

The Employee Benefits Institute, located at 4825 Troost Avenue in Kansas City, Missouri, is a non-profit organization with over three decades of experience in providing continuing education, resources, and support for the employee benefits community. Our annual conference, workshops, and webinars feature nationally-recognized speakers and experts who address timely issues in both healthcare and retirement/pension benefits. Our Board of Directors consists of industry leaders from the Legal, Consultant, and Plan Sponsor Colleges. Join our mailing list for Early Bird Discounts and Special Offers. Attendees include corporate executives, HR professionals, attorneys, accountants, consultants, and advisors. Our programs are partially underwritten by sponsors, making them more affordable for attendees. We collaborate with law schools in the region and partner with the Department of Labor for outreach events in multiple states. Join us for vital education, networking, and resources for Employee Benefits Professionals across the US.

Martin Financial Group is a well-established finance institution located at 9800 Northwest Polo Drive in Kansas City, Missouri, United States. With a team of experienced financial professionals, we provide a wide range of services including investment management, 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 learn more about how we can help you with your financial needs.

Prosperity Planning, Inc. is a finance institution located at 1805 Northwest Platte Road in Kansas City, Missouri. Our team of CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals is dedicated to helping individuals achieve prosperity by optimizing their finances and providing peace of mind. Our customized Prosperity Planning Blueprint™ is designed to uncover financial obstacles and opportunities, ensuring that your vision of prosperity becomes a reality. In addition, our in-house Certified Public Accountant (CPA) offers tax planning services to help you use after-tax dollars more effectively. Whether you are preparing for retirement or seeking financial guidance during a divorce, we are here to help. Contact us for a complimentary 30-minute call to discuss how we can assist you on your path to prosperity.

Windward Private Wealth Management Inc. is a leading accounting and finance institution located at 851 Northwest 45th Street, Kansas City, Missouri, United States. Specializing in income tax planning, our team of expert advisors can help navigate the complexities of federal tax laws to ensure your financial success. Our services include developing retirement savings plans, strategic withdrawal strategies, and conservative wealth management investment approaches tailored to your specific goals. With Windward Private Wealth Management Inc., you can have confidence and peace of mind in your financial future.

Block Advisors is a trusted institution located in Kansas City, Missouri, specializing in accounting and finance services. Our team of experienced professionals is dedicated to helping individuals and businesses navigate the complexities of tax preparation, financial planning, and wealth management. Whether you need assistance with tax filing, retirement planning, or investment strategies, Block Advisors is here to provide personalized solutions tailored to your specific needs. Visit us at 203 NorthEast Englewood Road to learn more about how we can help you achieve your financial goals.

Garrison & Associates, Inc. is a trusted accounting and finance institution located at 5100 Blue Ridge Boulevard in Raytown, Missouri, United States. Specializing in personal and business taxes, our team stays up-to-date with the latest regulations to maximize your tax return. We offer comprehensive accounting services for small businesses, including payroll, cash flow management, and tax preparation. Founded in 1981 by Morris Garrison, our institution has a long history of providing top-notch accounting services to clients in the Kansas City area. Darren Garrison, Morris' son, continues the legacy after purchasing The Tax Shoppe in 1999. With a focus on building strong client relationships, we believe in partnering with you for mutual success.

Edward Jones - Financial Advisor: Michael Hundt is a reputable finance institution located at 4150 North Mulberry Drive in Kansas City, Missouri, United States. As a trusted financial advisor, Michael Hundt provides personalized investment and wealth management services to help clients reach their financial goals. With a focus on building long-term relationships and providing tailored solutions, Edward Jones - Financial Advisor: Michael Hundt is dedicated to helping individuals and families secure their financial future.

Bank of America Private Client Advisor Lewis D. Gregory is a Senior Vice President and Private Client Advisor located at 1200 Main Street in Kansas City, Missouri. With 35 years of experience in trust and investment services, Lewis is dedicated to providing individuals and nonprofit organizations with personalized investment, trust, estate, retirement, and philanthropic services. He believes in offering a boutique experience marked by customization, diligence, and attentiveness. As a trustee and chair of various organizations in the Greater Kansas City community, Lewis is actively involved in giving back. Bank of America Private Bank, with over 200 years of experience, helps clients manage significant wealth by offering personalized strategies and resources to achieve financial goals. The institution values innovation and aims to help clients navigate evolving markets and financial landscapes. Please note that Bank of America Private Bank does not provide legal, tax, or accounting advice, and clients should consult their own advisors before making financial decisions.

Bank of America Private Client Advisor Andrew Janish is a Senior Vice President at the Bank of America Private Bank in Kansas City, Missouri. With a focus on providing tailored advice and guidance to individuals and families, he helps clients effectively grow, preserve, and transfer their wealth. By understanding each client's unique goals and priorities, Andrew works diligently to create personalized strategies that align with their financial objectives. Andrew collaborates with a team of specialists in areas such as investment management, wealth strategy, trust and estate planning, banking, specialty asset management, and philanthropy. Together, they design and implement customized approaches to ensure the well-being of each client. With a background in senior retirement consulting and a Chartered Retirement Planning Counselor™ designation, Andrew brings a wealth of experience to his role.

Commerce Brokerage Services is a premier financial institution located at 1000 Walnut Street in Kansas City, Missouri, United States. Specializing in brokerage services, this institution offers a wide range of financial products and services to help individuals and businesses achieve their financial goals. Whether you are looking to invest in stocks, bonds, or mutual funds, or need assistance with retirement planning or estate planning, Commerce Brokerage Services has the expertise and resources to help you make informed decisions. With a team of experienced financial advisors and a commitment to providing exceptional customer service, Commerce Brokerage Services is the go-to destination for all your financial needs.

MoTaxPro is a leading accounting and finance institution located at 5518 Northeast Meadowbrook Road in Kansas City, Missouri, United States. Our team of experienced professionals is dedicated to providing top-notch tax preparation and financial services to individuals and businesses alike. Whether you need help with tax planning, bookkeeping, or financial consulting, MoTaxPro is here to assist you every step of the way. Trust us to help you navigate the complexities of the financial world with ease and expertise.