Best Financial Advisors in Blue Springs, MO

The highest-rated Financial Planning & Wealth Management companies out of 160 vetted & reviewed in the Blue Springs area.

Alliance Financial &

Alliance Financial &

(50)
Financial Coaching, Proactive Tax Planning, Income Tax Preparation
“I was very pleased with the services that Mike provided, he has a lot of knowledge right away he was able to find the issue I was having with my taxes and provided me with the options.”
In Business Since 2008
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
807 NW Vesper St, Blue Springs, MO
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Broadbent Houts & Co

Broadbent Houts & Co

(2)
Services For Individuals, Tax Services, Business Services
“Very friendly and professional.”
In Business Since 2009
Free Initial Consultation
Offers Financing Options
Transparent Fees & Pricing
Serving Blue Springs Area
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ECS Capital Investments

ECS Capital Investments

(2)
Financial Planning and Wealth Management, Education Planning, Insurance Strategies
“Eric is exceptional at being attentive and truly listening to the client and working an investment plan for your best interest.”
In Business Since 2016
1200 NW S Outer Rd #224, Blue Springs, MO
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Stewardship Capital

Stewardship Capital

(2)
“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.”
In Business Since 2002
4200 Little Blue Pkwy #650, Independence, MO
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Steve Heggs - Raymond James

Steve Heggs - Raymond James

(2)
Services, Services
“I want to especially thank Becky for taking the time and patience for helping me reset my Raymond James account on my cell phone and the follow-up by providing a little checklist she made in case I encounter difficulty logging on to my account.”
In Business Since 1966
Transparent Fees & Pricing
Accepts All Major Credit Cards
3301 MO-7 Suite A, Blue Springs, MO
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Nest Financial

Nest Financial

(1)
Financial Planning, Estate Planning, Retirement Planning
“He handles all my retirement financial needs and I couldn't ask for a better partner in helping me hit my financial goals.”
In Business Since 2022
Serving Blue Springs Area
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Family Wealthcare Center

Family Wealthcare Center

Retirement Plans For Businesses, What Services We Provide
“We believe that financial planning is essential for everyone at Family WealthCare Center. To assist with your financial planning goals, we use the advanced financial planning software RightCapital. If you're interested in using the software, click on...”
In Business Since 2007
Serving Blue Springs Area
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Mid American Wealth

Mid American Wealth

(5)
“Very pleased with their ideas on retirement, and what needs to be done to be comfortable financially in retirement.”
In Business Since 2018
7505 NW Tiffany Springs Pkwy 4th Floor, Kansas City, MO
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4 Generations Wealth Management

4 Generations Wealth Management

Advisor Opportunities
“I would like to express my thanks for the financial planning work that Michael Blomberg and his associates have done for me over the last three years. He came highly recommended to me by a family member and a very good friend. Mike, as well as the ot...”
35+ Years Experience
650 NW Mock Ave Suite A1, Blue Springs, MO
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Steven Holdmeyer - Bancwest Investment Services Financial Advisor

Steven Holdmeyer - Bancwest Investment Services Financial Advisor

740 NW Blue Pkwy, Lee's Summit, MO
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Shade Tree Investments

Shade Tree Investments

705 SW Walnut St, Blue Springs, MO
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Cobb Wealth Management

Cobb Wealth Management

“We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of t...”
In Business Since 2007
1050 W Blue Ridge Blvd, Kansas City, MO
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Lifegoals Strategies Group

Lifegoals Strategies Group

(3)
Comprehensive Financial Planning, Divorce Planning and Analysis, Financial Wellness Programs
“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.”
In Business Since 2020
1741 NE Douglas St Suite 100, Lee's Summit, MO
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Nextgen Wealth

Nextgen Wealth

(41)
What We Do, Pricing, Client Onboarding Process
“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.”
In Business Since 2019
Transparent Fees & Pricing
Accepts Check
CPA Certified
405 SW Waterfall Ct, Lee's Summit, MO
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Accounting & Tax Solutions

Accounting & Tax Solutions

(41)
  • Questions
  • Price
  • Job
“Have been going to Accounting & Tax Solutions, Inc for several years for our tax preparation and have always been impressed with the professional and friendly way they do business.”
In Business Since 1955
Accepts All Major Credit Cards
905b E Langsford Rd, Lee's Summit, MO
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Kanik Financial

Kanik Financial

(36)
Team, Useful Links
“We met with him at his office where he showed my daughter very practical hypothetical retirement scenarios - some based on investing early, others on waiting until later in life - clearly showing the benefit of starting now.”
In Business Since 2009
1320 NE Windsor Dr, Lee's Summit, MO
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Certified Credit Experts

Certified Credit Experts

(17)
  • 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.”
In Business Since 2009
Free Initial Consultation
4041 NE Lakewood Way #140, Lee's Summit, MO
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Java Wealth Planning

Java Wealth Planning

(10)
  • Goals
  • Future
“The firm is equally strong in getting into weeds and has helped me break down some incredibly complex issues regarding equity pre and post-IPO (including one issue that blew us away - still don't understand how he solved it!”
In Business Since 2018
Transparent Fees & Pricing
Licensed
2116 SW Cedar Hill Ln, Lee's Summit, MO
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Oak Road Wealth Management

Oak Road Wealth Management

(5)
Services For Individuals, Services For Businesses
“Their courtesy, kindness, compassion, low-pressure and willingness to listen in my opinion set them apart from all the other fiduciaries out there.”
In Business Since 2016
Free Initial Consultation
Average Price Tag
210 SW Market St, Lee's Summit, MO
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Mercer & Company

Mercer & Company

(4)
“Very easy to communicate, patient to clarify all my silly questions, very professional and out of the tax return season if I need an advice or a copy of something they are always very fast and efficient to help.”
In Business Since 2000
Offers Financing Options
Transparent Fees & Pricing
200 SE Douglas St # 100, Lee's Summit, MO
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Martin Tax & Financial Services

Martin Tax & Financial Services

(8)
Income Tax Preparation, Financial Planning, Wealth Mangement & Investing
“We engaged Angie when our financial records were not the best organized but she came in and got both our business and personal taxes in order.”
In Business Since 2013
3640 NE Ralph Powell Rd, Lee's Summit, MO
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Kansas City Business Solutions

Kansas City Business Solutions

(11)
  • Quickbooks
  • Small Business
“I run a small business with about 7 employees and we just needed a CFO to help guide us through Quickbooks and really make sure our finances are tracked correctly.”
In Business Since 2019
Accepts Check, Paypal
3536 NW Primrose Ct, Lee's Summit, MO
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Brewton Tax and Financial Services

Brewton Tax and Financial Services

(3)
Individuals, Payroll Services, Tax Free Retirement and Asset Protection
“For example, when the tax laws changed this year, she was quick to bring this to our attention, which otherwise, we would not have been aware!”
In Business Since 2020
Free Initial Consultation
4709 NE Saratoga Ct, Lee's Summit, MO
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Mike Martin & Associates

Mike Martin & Associates

(6)
The Big Picture, ※ Financial Planning, ※ Investing
“We have been with Mike Martin for so many years and have always been pleased.”
In Business Since 1990
3640 NE Ralph Powell Rd, Lee's Summit, MO
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Retirement Planning and Investment Management Services in Blue Springs, MO Cost Estimates

Minimum cost
$1053
Maximum cost
$8949
National Average
$3159
Avg Per Hour Rates
$316
$2106
$5791
Fair price range is based on 463 cost profiles
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Average Cost $3159
Minimum cost $1053
Maximum cost $8949
Avg Per Hour Rates $316

Fair range $2106 to $5791 is based on 463 cost profiles.

Why these companies made our list

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