TOP 10 Strategic financial advisory in Lee's Summit, Missouri

Buckingham Strategic Wealth, located at 400 Southwest Longview Boulevard in Lee's Summit, Missouri, is a finance institution dedicated to building advisor relationships based on trust and integrity. Their team focuses on resolving complex wealth issues, including enhancing, protecting, transferring, and donating wealth, with a personalized approach tailored to each individual's needs. The team at Lee's Summit has been providing advisory services to the Kansas City metropolitan area since 1999, previously as Madison Wealth Advisors, before joining Buckingham Strategic Wealth in 2023. By leveraging Buckingham's resources, they offer evidence-driven investment strategies and risk management tailored to each client's goals and circumstances. Clients can expect a seamless transition and multi-generational planning with the help of their experienced team. Interested individuals can download their "Experience Is Everything" brochure to learn more about becoming a Buckingham client. Additionally, they offer webinars and insights on current topics such as market performance and retirement planning strategies. As the election season approaches, Buckingham Strategic Wealth provides guidance on how to navigate potential changes in policies and industries.

Parker Swearngin LLC is a trusted accounting and finance institution located at 620 Route 291 in Lee's Summit, Missouri, United States. Our dedicated team offers strategic advisory services to help you stay on a healthy financial path and take the stress out of running your business. From optimizing your taxes to managing payroll effortlessly, we are here to support you every step of the way. At Parker Swearngin LLC, we understand the importance of using the right technology to have a big impact on your small business. With our safe and convenient online apps, such as SafeSend for tax returns, we make conducting business with us easy and efficient. Our goal is to help you save time and money while seamlessly managing your cash flow and outgoing payments.