Retirement savings planning in Lee's Summit, Missouri

Mazuma Credit Union - Lee's Summit East is a financial institution located at 1155 Northeast Douglas Street in Lee's Summit, Missouri, United States. As a credit union, Mazuma offers a variety of financial services including savings accounts, loans, and investment options. Additionally, Mazuma Credit Union - Lee's Summit East features an ATM for convenient access to cash withdrawals and deposits. With a focus on serving the local community, Mazuma Credit Union is committed to providing personalized and reliable financial solutions to its members.

Welcome to AAA Lee's Summit Insurance and Member Services! Located at 621 Northwest Murray Road in Lee's Summit, Missouri, our institution offers a wide range of financial services, insurance products, and travel assistance to our valued members. Whether you're looking for auto insurance, planning a vacation, or in need of roadside assistance, our knowledgeable staff is here to help. Join us today and experience the peace of mind that comes with being a member of AAA Lee's Summit Insurance and Member Services.

Java 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.

Summit 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.

Compensation Benefit Planning, Inc. is a finance institution located at 3552 Northeast Ralph Powell Road in Lee's Summit, Missouri, United States. They specialize in providing comprehensive compensation and benefit planning services to individuals and businesses. Their team of financial experts work closely with clients to develop personalized strategies to maximize their financial well-being and achieve their long-term goals. Whether you are looking to optimize your employee benefits package or plan for retirement, Compensation Benefit Planning, Inc. is dedicated to helping you secure a stable financial future.

Summit Tax Consulting Inc is a leading accounting and finance institution located at 200 Southeast Eastridge Street in Lee's Summit, Missouri, United States. Our team of experienced professionals specializes in providing expert tax consulting services to individuals and businesses. With a commitment to excellence and personalized attention, we strive to help our clients navigate the complexities of financial regulations and maximize their tax savings. Trust Summit Tax Consulting Inc for all your accounting and finance needs.

Michael 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.

The Central Bank located at 639 Northeast Woods Chapel Road in Lee's Summit, Missouri, United States, is a leading financial institution that plays a crucial role in the country's economy. As a bank, it provides a wide range of financial services to individuals, businesses, and government entities. The Central Bank is responsible for regulating the country's monetary policy, issuing currency, and maintaining financial stability. With a team of experienced professionals, the Central Bank is committed to providing excellent customer service and helping clients achieve their financial goals. Whether you need a loan, investment advice, or simply want to open a savings account, the Central Bank is here to help.

The 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.

Kanik Financial is a reputable finance and insurance agency located at 1320 Northeast Windsor Drive in Lee's Summit, Missouri, United States. With a focus on providing top-notch financial services and insurance solutions, Kanik Financial is committed to helping individuals and businesses achieve their financial goals and protect their assets. Our team of experienced professionals offers personalized guidance and tailored solutions to meet the unique needs of each client. Trust Kanik Financial for all your finance and insurance needs.

At 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.

Welcome to Bruce Holiman - State Farm Insurance Agent in Lee's Summit, Missouri! Bruce Holiman is a Kansas City native and a huge baseball fan, serving as a State Farm Insurance Agent in Lee's Summit since 1996. The agency's team of licensed agents is dedicated to assisting with all personal and business insurance needs, serving residents throughout Missouri and Kansas. Whether you need auto insurance, homeowners insurance, life insurance, renters insurance, or business insurance, Bruce Holiman - State Farm Insurance Agent has you covered. They also offer a range of additional insurance options, including motorcycle insurance, RV insurance, boat insurance, liability insurance, property insurance, and more.

Security Bank of Kansas City is a trusted financial institution located at 210 Southwest Main Street in Lee's Summit, Missouri. As a full-service bank, we offer a wide range of financial services including personal and business banking, loans, mortgages, and investment options. Our convenient ATM services make accessing your money quick and easy. With a commitment to providing excellent customer service and secure banking solutions, Security Bank of Kansas City is dedicated to helping our customers achieve their financial goals. Visit us today to experience the difference of banking with us.

Martin 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.

Hawthorn Bank is a trusted financial institution located at 300 Southwest Longview Boulevard in Lee's Summit, Missouri, United States. As a full-service bank, Hawthorn Bank provides a wide range of financial services to individuals and businesses, including checking and savings accounts, loans, mortgages, and investment options. With a commitment to excellent customer service and financial expertise, Hawthorn Bank is dedicated to helping customers achieve their financial goals and secure their futures.

Equity Bank is a reputable financial institution located at 301 Southeast Main Street in Lee's Summit, Missouri. As a full-service bank, Equity Bank offers a range of banking and financial services to meet the needs of individuals and businesses in the area. Whether you need to withdraw cash from an ATM, open a savings account, or apply for a loan, Equity Bank is dedicated to providing excellent customer service and expert financial advice. Visit us today to experience the convenience and reliability of banking with Equity Bank.

Steve 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.

CommunityAmerica Credit Union is a trusted financial institution located at 1720 Southeast Blue Parkway in Lee's Summit, Missouri. As a credit union, we are dedicated to providing excellent banking services, personalized financial solutions, and competitive insurance options to our members. With a focus on community involvement and member satisfaction, we strive to help individuals and families achieve their financial goals. Join us today and experience the difference of banking with a credit union that puts its members first.

Strategic 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.

Asset 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.

Jordan Lewis, Bankers Life Agent is an insurance agency located at 100 Northeast Tudor Road in Lee's Summit, Missouri. Our dedicated agents, led by Unit Sales Manager Jordan Lewis, offer a wide range of insurance options from reputable companies such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Specializing in Medicare Advantage plans, our team can help you navigate the complexities of healthcare coverage and find the right plan for your needs. Medicare Advantage offers comprehensive coverage, including prescription drug benefits, with some plans even offering $0 monthly premiums.

Chelsea Wright, Bankers Life Agent is located at 100 Northeast Tudor Road in Lee's Summit, Missouri. As a Unit Field Trainer and Insurance Sales Representative, Chelsea and her team offer a wide range of insurance options from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Specializing in Medicare Advantage plans, Chelsea can help you find the right coverage that suits your needs. Medicare Advantage is an all-in-one alternative to Original Medicare Parts A and B, with the option of prescription drug coverage. With annual maximum out-of-pocket limits and some plans offering $0 monthly premiums, Chelsea can help you navigate through the options.

Freedom Wealth Advisors is a premier financial institution located at 110 Southwest 3rd Street in Lee's Summit, Missouri. As a trusted name in the finance industry, we specialize in providing expert wealth management and financial planning services to help our clients achieve their financial goals. Our team of experienced advisors is dedicated to helping individuals and families build and preserve their wealth for a secure and prosperous future. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, Freedom Wealth Advisors is committed to providing personalized solutions tailored to your unique financial needs. Visit us today to learn how we can help you secure your financial freedom.

Friedline 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.

Oak Road Wealth Management is a finance institution located at 210 Southwest Market Street in Lee's Summit, Missouri, United States. We specialize in helping individuals who may be unsure about their retirement preparedness, are fearful of investment decisions, or are feeling overwhelmed by managing their finances on their own. Our team of fiduciary financial advisors are dedicated to providing objective guidance and support to help you achieve your financial goals. We understand that managing investments can be emotional, especially during times of market volatility. That's why we offer transparent fee structures and unbiased advice to ensure our interests are aligned with yours. Our annual fee structure is based on the investments under our care, with rates starting at 1% for the first $1 million.

LifeGoals Strategies Group is a leading finance institution located in Lee's Summit, Missouri. Our dedicated team of financial experts is committed to helping clients achieve their life goals through personalized strategies and sound financial advice. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, our experienced professionals are here to guide you every step of the way. Visit us at 1741 Northeast Douglas Street to start your journey towards financial success with LifeGoals Strategies Group.

Capital Investment Management is a leading finance institution located at 608 Southwest 3rd Street in Lee's Summit, Missouri, United States. Our team of experienced professionals specializes in managing and growing investments for individuals and businesses. With a focus on strategic planning and personalized solutions, we help our clients achieve their financial goals and secure their future. Whether you are looking to build wealth, save for retirement, or navigate the complexities of the market, Capital Investment Management is here to provide expert guidance and support every step of the way. Visit us today to learn more about how we can help you make the most of your investments.

Edward Jones - Financial Advisor: Brian Sandy, CFP®|ChFC®|AAMS™|CRPC™|CRPS™ is a reputable finance institution located at 200 Southeast Douglas Street in Lee's Summit, Missouri, United States. With a team led by Brian Sandy, who holds multiple prestigious certifications including Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), Accredited Asset Management Specialist (AAMS™), Chartered Retirement Planning Counselor (CRPC™), and Chartered Retirement Plans Specialist (CRPS™), clients can trust in receiving expert financial advice and planning services. Whether you are looking to invest, plan for retirement, or manage your assets, Edward Jones is dedicated to helping you achieve your financial goals.

Edward Jones - Financial Advisor: Joel Wilson, CFP®|CEPA® is a reputable finance institution located at 410A Southeast 3rd Street in Lee's Summit, Missouri, United States. With a team led by Certified Financial Planner Joel Wilson who also holds the Certified Exit Planning Advisor designation, this institution offers expert financial advice and planning services to help individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or strategically exit your business, Edward Jones - Financial Advisor: Joel Wilson, CFP®|CEPA® is dedicated to providing personalized and comprehensive financial solutions tailored to your specific needs.

Edward Jones - Financial Advisor: Matt Knehans, AAMS™ is a reputable finance institution located at 120 Southwest 2nd Street in Lee's Summit, Missouri, United States. Specializing in providing personalized financial advice and services, Matt Knehans, AAMS™, is dedicated to helping 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 - Financial Advisor: Matt Knehans, AAMS™ is committed to providing top-notch financial planning and investment solutions tailored to each client's unique needs.