Best Financial Advisors in Lees Summit, MO
Handpicked from 100 vetted & reviewed Financial Planning & Wealth Management firms in the Lees Summit area, discover the top 5 standout choices among the selected group of 24 finalists.
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Financial Wellness Programs, Find Your Risk Number, Divorce Planning and Analysis
“He took time to take my personal information and plug in my own finances to determine where I am and where I need to be.”
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Nextgen Wealth
Pricing, What We Do, Client Logins
“I have been a client of Next Gen Wealth for more than a year and a half and am extremely satisfied with all of the services that Clint has provided for me.”
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Kanik Financial
Team, Useful Links
“Smart and trustworthy Young man, offers tax services along with my financial peace of mind and best of all always available and replies promptly to my calls or texts, highly recommend him.”
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Certified Credit Experts
- Team
- Job
- Credit Score
“It's important because they state they have a 70% closing rate but they did much better than that with me because 100% of the negative items on my credit report went away and stayed away.”
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Burns Accounting & Taxation
Virtual Services, Accounting Services, CFO Services
“Most important she was eager to answer questions and look up any answers she doesn't know.”
Qualification Criteria for best of Winners
Minimum Overall Score
95 (100)
Minimum Reputation Rank
98.8 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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Sprouse Financial
“My husband and I enjoyed a relatively easy and thoughtful review of our investments.”
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Mercer & Company
“They have been doing my books for 3 years now and always get it right!”
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Kansas City Business Solutions
- Quickbooks
- Small Business
“He made the whole process of cleaning up my finances seem easy and in only a few months he cleaned up years of accounts and had and new system in place.”
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Brewton Tax and Financial
Financial Statements, Tax Planning, Tax Free Retirement and Asset Protection
“She focuses on the customer to ensure they are taken care of and introduces ideas to put the customer in a better financial position both in the present and the future.”
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Mike Martin & Associates
※ Financial Planning, The Big Picture, ※ Investing
“No problems here.”
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Friedline Financial
Overview, Companies, Individuals
“Trustworthy people who go the distance to take care of their clients.”
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Java Wealth Planning
- Future
“His advising style is something my wife and I have pursued for quite some time.”
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Kyle P. Nagy, CPA
Preparation, Audit Representation, Planning
“The staff and atmosphere are professional yet not stuffy.”
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Capital Investment Management
Flipbooks, Helpful Resources, Newsletters
“I have been with them for over 20 years now and they have continued to take me down a careful path.”
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Credit Protection USA
“I found out that credit repair isn't really effective unless it's performed by real attorneys.”
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Wise Wealth
“At Wise Wealth, we simplify retirement planning and break it down into three phases: Accumulation, Preservation, and Distribution. As an investor, you face unique risks in each of these phases, so we provide tailored guidance depending on which phase...”
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Steven Holdmeyer - Bancwest Investment Services Financial Advisor
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Midwest Medicare AND Benefits
“MIDWEST MEDICARE AND BENEFITS dedicated agents specialize in Medicare options available in Missouri and Kansas. If you are looking for aMedicare Supplement, Medicare Advantage, or a Prescription Drug Plan we are here to help you. In addition, we offe...”
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Beyond Wealth Advisors
“You don't settle for anything less than the best. Neither do we. Quite simply, there's too much at stake to entrust the management of your wealth to a lack of experience or attention to detail. That's why our team focuses on you and your financial li...”
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Strongbox Wealth
“An integral part of the team for nearly 25 years, Kathy is a registered client associate who specializes and shines in client account administration and operation. Her dedication to fulfilling client service needs, executing the task at hand, and som...”
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Heritage Financial
Who We Serve
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Freedom Wealth Advisors
Who We Serve
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BMG Advisors
Medicare, What We Do, Property and Casualty Insurance
“Their main office is in Kansas City but they are willing to come to Liberty and meet with Liberty clients in a nice space on the Square in downtown Liberty, saving us the hassle and time of driving into the city to meet with them.”
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Stewardship Capital
“I have found the folks at Stewardship to be caring, "salt of the earth" types who have the heart of a teacher, advisor and trusted "Steward" of my investments.”
Retirement Planning and Investment Management Services in Lees Summit, MO Cost Estimates
Why these companies made our list
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