Wealth management for professionals in Kansas City, MO
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Real Property Management Principles
● ClosedReal Property Management Principles, located at 1223 Branch Street in Platte City, Missouri, is a professional residential property management institution dedicated to helping property owners protect their investments, minimize costs, and maximize income. With over 30 years of experience nationwide, Real Property Management Principles offers quality management services at affordable prices in Kansas City, Saint Joseph, MO, and surrounding areas. Utilizing their Wealth Optimizer tool, Real Property Management Principles provides easy access to important property metrics, allowing property owners to compare multiple properties and make informed decisions about their real estate investments. With a focus on transparency and operational excellence, Real Property Management Principles offers services ranging from tenant screening to maintenance to evictions, all aimed at optimizing the return on rental properties.
1223 Branch St Suite #3, Platte City, MO 64079, United States -
Arvest Asset Management
● ClosedArvest Asset Management is a finance institution located at 9221 North Oak Trafficway in Kansas City, Missouri, United States. We specialize in managing assets and providing investment solutions for individuals and businesses. Our team of experienced financial professionals is dedicated to helping our clients achieve their financial goals through personalized strategies and expert advice. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Arvest Asset Management is here to help you every step of the way. Contact us today to learn more about how we can assist you in reaching your financial objectives.
9221 N Oak Trafficway, Kansas City, MO 64155, 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 -
Mid American Wealth
● ClosedMid American Wealth is a finance institution located at 7505 Northwest Tiffany Springs Parkway in Kansas City, Missouri. We are dedicated to helping our clients take the first step towards a better planned financial future. Our complimentary toolkit offers valuable information on retirement planning, including ways to boost confidence and make small adjustments for a big impact. At Mid American Wealth, we believe in providing personalized financial solutions for every client. Our team of professionals will work closely with you to understand your unique situation and goals, creating a custom plan tailored to your needs. From estate planning to tax advisory, we offer a range of services to support your financial journey.
7505 NW Tiffany Springs Pkwy 4th Floor, Kansas City, MO 64153, United States -
HDQ Wealth
● ClosedHDQ Wealth is a holistic financial services firm located at 1828 Walnut Street in Kansas City, Missouri. Specializing in finance and insurance, we work with owners, founders, high-net-worth families, and specialty professionals to create lasting financial strategies. Our mission is to empower our clients to achieve and protect their financial freedom through personalized services. From asset management to investment advisory, we are dedicated to helping individuals and businesses build and transfer generational wealth. Contact us at 1(913)283-4423 for more information.
1828 Walnut St 3rd floor, Kansas City, MO 64108, United States -
Divvi Wealth Management
● ClosedDivvi Wealth Management is a leading financial institution located at 1520 Clay Street in North Kansas City, Missouri, United States. Specializing in wealth management services, our team of experienced professionals is dedicated to helping 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, we provide personalized solutions tailored to your unique needs. Trust Divvi Wealth Management to guide you towards financial success and peace of mind.
1520 Clay St Suite D5, North Kansas City, MO 64116, United States -
JPE Wealth Management
● OpenJPE Wealth Management is a leading finance institution located at 4444 North Belleview Avenue in Kansas City, Missouri, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, we are here to provide expert guidance and support every step of the way. Trust JPE Wealth Management to help you secure your financial future.
4444 N Belleview Ave, Kansas City, MO 64116, United States -
U.S. Bancorp Investments - Financial Advisors: Kansas City
● ClosedU.S. Bancorp Investments - Financial Advisors in Kansas City is a leading finance institution located at 11204 Holmes Road in Kansas City, Missouri. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and expert guidance. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, our advisors are here to provide tailored solutions to meet your needs. With a strong reputation for excellence and a commitment to client satisfaction, U.S. Bancorp Investments is the trusted choice for individuals seeking professional financial advice in the Kansas City area.
11204 Holmes Rd, Kansas City, MO 64131, United States -
Buckingham Strategic Wealth
● ClosedLocated at 420 West 98th Street in Kansas City, Missouri, Buckingham Strategic Wealth is a finance institution that offers comprehensive wealth management services to a variety of clients. Their team in Kansas City specializes in assisting business owners, equity law partners, professionals transitioning careers or into retirement, divorcees, widows, and professionals with high, specialized compensation. The team at Buckingham Strategic Wealth partners with clients for life conversations that encompass all aspects of their financial future, from health to wealth, parents to children, careers to passions, and beyond. They work collaboratively to understand individual needs, identify opportunities, and create holistic strategies and solutions to help clients achieve their goals.
420 W 98 St, Kansas City, MO 64114, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 4801 Main Street in Kansas City, Missouri, is a finance institution that offers tailored financial strategies and advice to individuals, families, business owners, executives, and institutions. The experienced advisors at this branch go beyond traditional wealth planning, providing guidance on retirement income planning, concentrated stock positions, and estate planning services through Bank of America. The advisors are dedicated to client service and satisfaction, working closely with clients to understand their goals and create personalized financial strategies. The branch is actively involved in charitable outreach and fundraising activities to support local communities. With access to Merrill's investing insights and resources, advisors help clients pursue their financial and life goals, preparing them for future challenges. Merrill Lynch Wealth Management has been training financial advisors since 1946, offering professional development opportunities and mentoring for both new and experienced advisors. Clients can expect individually customized investment approaches and wealth management advice, supported by a wide range of technology and resources. It is important to consult legal and tax advisors before making any financial decisions, as investing involves risk. Merrill Lynch offers a broad range of brokerage, investment advisory, and other services, tailored to meet the unique needs of each client.
4801 Main St, Kansas City, MO 64112, United States -
Mader & Shannon Wealth Management
● ClosedMader & Shannon Wealth Management is a leading financial institution located at 4717 Grand Avenue in Kansas City, Missouri, United States. Specializing in wealth management, our team of experienced professionals provides customized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on personalized service and a commitment to excellence, Mader & Shannon Wealth Management is dedicated to helping individuals and families build and preserve their wealth for the long term. Contact us today to learn more about how we can help you secure your financial future.
4717 Grand Ave #800, Kansas City, MO 64112, United States -
Baird Private Wealth Management
● ClosedBaird Private Wealth Management is a leading financial institution located at 444 West 47th Street in Kansas City, Missouri, United States. Specializing in wealth management services, Baird provides personalized financial planning and investment strategies tailored to meet the individual needs of their clients. With a team of experienced professionals, Baird is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Baird Private Wealth Management is committed to providing top-notch financial solutions and guidance.
444 W 47th St STE 100, Kansas City, MO 64112, United States -
Larson Financial Group - Kansas City
● OpenThe Larson Financial Group in Kansas City is a reputable finance institution located at 2300 Main Street in Missouri, United States. With a commitment to providing top-notch financial services, our experienced team of professionals offers comprehensive financial planning, investment management, and retirement planning services to help individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Larson Financial Group is dedicated to providing personalized solutions tailored to your unique needs. Contact us today to schedule a consultation and take the first step towards a secure financial future.
2300 Main St #900, Kansas City, MO 64108, United States -
Midwest Wealth Management Partners - UBS Financial Services Inc.
● OpenMidwest Wealth Management Partners - UBS Financial Services Inc. is a leading financial institution located at 4622 Pennsylvania Avenue in Kansas City, Missouri, United States. As a trusted partner in financial planning and wealth management, we offer a wide range of services to help our clients achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized solutions tailored to each client's unique needs. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are here to help you navigate the complex world of finance with confidence and peace of mind. Contact us today to learn more about how we can help you secure your financial future.
4622 Pennsylvania Ave 8th Floor, Kansas City, MO 64112, United States -
JC Grason of Kansas City
● OpenJC 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.
7211 NW 83 St #115, Kansas City, MO 64152, United States -
Dva Percent
● ClosedDva Percent is a trendy and stylish clothing and shoe store located at 4035 Broadway Boulevard in Kansas City, Missouri. Our store offers a wide selection of fashionable clothing and footwear for men and women, with a focus on unique and high-quality designs. Whether you're looking for the perfect outfit for a night out or just want to update your wardrobe, Dva Percent has something for everyone. Visit us today and discover the latest trends in fashion at our store.
4035 Broadway Blvd, Kansas City, MO 64111, United States -
Stanley V. Butts, PHD
● OpenStanley V. Butts, PHD is a reputable institution located at 800 West 47th Street in Kansas City, Missouri, United States. Specializing in the field of health, Dr. Butts offers expert services and consultations to patients seeking personalized care and treatment. With a wealth of knowledge and experience, Dr. Butts is dedicated to providing top-quality healthcare services to individuals in need. Whether you are looking for preventative care, diagnosis, or treatment options, Stanley V. Butts, PHD is committed to helping you achieve optimal health and well-being.
800 W 47th St #514, Kansas City, MO 64112, United States -
Romero Bridget B
● OpenRomero Bridget B is a law firm located at 2345 Grand Boulevard in Kansas City, Missouri, United States. Specializing in employment and labor law, Bridget Romero offers expert legal counsel to business owners, HR professionals, and in-house lawyers on a wide range of matters including performance management, employment agreements, wage and hour laws, and LGBTQ issues in the workplace. As the firm's Personnel Partner, Bridget is dedicated to developing preventive policies and managing employment issues for clients. With a focus on efficiency and cost-effectiveness, Bridget has developed unique checklists and processes for handling employment matters, aiming to minimize disruption to business operations. In cases requiring trial, she fiercely advocates for her clients, achieving successful defense verdicts and resolutions in employment discrimination and unfair labor practices charges.
2345 Grand Blvd #2400, Kansas City, MO 64108, United States -
Signature Bae
● OpenSignature Bae is a reputable finance institution located at 111 West 10th Street in Kansas City, Missouri, United States. With a focus on providing personalized financial solutions, Signature Bae offers a wide range of services to meet the unique needs of its clients. Whether you are looking for investment advice, wealth management, or assistance with financial planning, Signature Bae has a team of experienced professionals ready to help you achieve your financial goals. Visit us today and experience the signature service that sets us apart from the rest.
111 W 10th St, Kansas City, MO 64105, United States -
Country Club Bank
● ClosedCountry 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.
1 Ward Pkwy, Kansas City, MO 64112, United States -
Laufer Group International
● ClosedLaufer Group International is a renowned finance institution located at 7007 Northeast Parvin Road in Kansas City, Missouri, United States. With a strong reputation for excellence in the financial industry, Laufer Group International offers a wide range of services including investment management, financial planning, and wealth management. Their team of experienced professionals are dedicated to providing personalized solutions to help clients achieve their financial goals. Visit Laufer Group International today to experience top-tier financial services and expertise.
7007 NE Parvin Rd, Kansas City, MO 64117, United States -
Martin Financial Group
● ClosedMartin 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.
9800 NW Polo Dr #100, Kansas City, MO 64153, United States -
Executive Financial Consultant
● OpenExecutive Financial Consultant is a premier financial institution located at 310 Armour Road in North Kansas City, Missouri, United States. Our team of experienced financial experts provide personalized consulting services to help clients achieve their financial goals. Whether you are looking to invest for the future, plan for retirement, or manage your wealth, our consultants are here to guide you every step of the way. With a focus on professionalism, integrity, and client satisfaction, Executive Financial Consultant is committed to delivering top-notch financial services to individuals and businesses alike. Contact us today to schedule a consultation and take control of your financial future.
310 Armour Rd, North Kansas City, MO 64116, United States -
Royal Route Company LLC
● ClosedRoyal Route Company LLC is a leading finance institution located at 1600 Genessee Street in Kansas City, Missouri, United States. With a strong reputation for providing top-notch financial services, Royal Route Company LLC is dedicated to helping clients achieve their financial goals. Whether you are looking for investment opportunities, financial planning services, or wealth management solutions, our team of experienced professionals is here to assist you every step of the way. Trust Royal Route Company LLC to provide you with the personalized financial guidance and support you need to secure a prosperous future.
1600 Genessee St #814, Kansas City, MO 64102, United States -
Buttonwood Financial Group, LLC
● ClosedButtonwood Financial Group, LLC is a finance institution located at 3013 Main Street in Kansas City, Missouri, United States. With a focus on providing comprehensive financial services, Buttonwood Financial Group, LLC offers personalized investment strategies, retirement planning, and wealth management solutions to help clients achieve their financial goals. Their team of experienced professionals are dedicated to delivering top-notch financial advice and guidance to individuals and businesses alike. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Buttonwood Financial Group, LLC is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
3013 Main St, Kansas City, MO 64108, United States -
Lloyd & MacLaughlin LLC
● OpenLloyd & MacLaughlin LLC is a reputable finance institution located at 4010 Washington Street in Kansas City, Missouri, United States. With a strong focus on providing top-notch financial services and expertise, our team of professionals is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, Lloyd & MacLaughlin LLC is here to provide personalized solutions tailored to your specific needs. Trust us to help you navigate the complex world of finance with confidence and peace of mind.
4010 Washington St #100, Kansas City, MO 64111, United States -
Raymond James
● OpenRaymond James is a finance institution located at 9229 Ward Parkway in Kansas City, Missouri, United States. They offer a wide range of financial services, including investment advice, wealth management, and retirement planning. With a team of experienced financial professionals, Raymond James is dedicated to helping 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, Raymond James can provide personalized solutions to meet your needs.
9229 Ward Pkwy # 285, Kansas City, MO 64114, United States -
Merrill Lynch Financial Advisor Scott Fitzgerald
● ClosedMerrill Lynch Financial Advisor Scott Fitzgerald, located at 4801 Main Street in Kansas City, Missouri, is a dedicated finance institution focused on helping clients achieve their financial goals. Scott Fitzgerald and his team are deeply experienced and passionate advocates for financial wellness, offering personalized service to help clients prepare for retirement and secure their financial futures. Scott has received recognition for his exemplary client service, including being named one of Forbes' "Best-in-State Wealth Advisors" in 2019. With advanced designations and certifications, including the CERTIFIED FINANCIAL PLANNER™ professional designation, Scott is committed to providing comprehensive financial strategies tailored to each client's needs. The team at Merrill Lynch Wealth Management is dedicated to understanding each client's priorities and designing customized financial plans to help them achieve their goals. Through the Investment Personality Assessment and Merrill Personal Wealth Analysis™, clients can receive personalized guidance and support to navigate market changes and life events. With a focus on building strong client relationships based on trust and understanding, Merrill Lynch Financial Advisor Scott Fitzgerald is committed to helping clients succeed financially.
4801 Main St #600, Kansas City, MO 64112, United States -
The Brewster Group - Morgan Stanley
● OpenThe Brewster Group - Morgan Stanley is a finance institution located at 4520 Main Street in Kansas City, Missouri, United States. With a strong reputation for providing top-notch financial services, the institution offers a wide range of investment options and wealth management solutions to help clients achieve their financial goals. The Brewster Group - Morgan Stanley is known for its experienced team of professionals who are dedicated to delivering personalized and expert advice to clients. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial markets, The Brewster Group - Morgan Stanley is here to help you every step of the way.
4520 Main St 8th Floor, Kansas City, MO 64111, United States -
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
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