The highest-rated Financial Planning & Wealth Management companies out of 160 vetted & reviewed in the Blue Springs area.
Learn how we score.
Prominent finalists A-Z in Blue Springs
Brewton Tax and Financial
Burns Accounting & Taxation
Certified Credit Experts
Cobb Wealth Management
ECS Capital Investments
Evans & Steele Financial
Family Wealthcare Center
Friedline Financial
Java Wealth Planning
Kanik Financial
Kansas City Business Solutions
Kyle P. Nagy, CPA
Lifegoals Strategies Group
Martin Financial Group
Mercer & Company
Mid American Wealth
Mike Martin & Associates
Nextgen Wealth
Premier Wealth Advisors
Shade Tree Investments
Sprouse Financial
Steve Heggs – Raymond James
Steven Holdmeyer – Bancwest Investment Services Financial Advisor
Stewardship Capital
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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.”
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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.”
i
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Mid American Wealth
(4)
“Very pleased with their ideas on retirement, and what needs to be done to be comfortable financially in retirement.”
i
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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.”
i
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Family Wealthcare Center
What Services We Provide
“We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.”
“If you've been re-married or divorced, these family structures may present some unique challenges. This article will help your clients with blended families think and prepare their estate strategy.”
i
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Steven Holdmeyer - Bancwest Investment Services Financial Advisor
i
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Shade Tree Investments
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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...”
i
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Nextgen Wealth
(29)
What We Do, Pricing, Client Onboarding Process
“Clint was great, even though I did not meet some of the financial "requirements" (and as he explained, I would not benefit from a financial adviser at this time), he still took 30 minutes out of his day to discuss my situation and give me tips on how...”
i
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Kanik Financial
(30)
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.”
i
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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.”
“She has gone above and beyond any expectations I ever had in helping me with all of my accounting and tax needs and I could not be a happier customer!”
i
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Sprouse Financial
(3)
“My husband and I enjoyed a relatively easy and thoughtful review of our investments.”
i
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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.”
i
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Mercer & Company
(3)
“They have been doing my books for 3 years now and always get it right!”
i
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Brewton Tax and Financial
(2)
Individuals, Payroll Services, 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.”
i
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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.”
i
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Friedline Financial
(5)
Overview, Companies, Individuals
“BTW Cindy the office manager is a true asset to the company and is a pleasure to work with as well!”
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Java Wealth Planning
(8)
Future
“Zung at Java Wealth helped my wife and I get our finances in order, create a financial plan for our future, and show us how to implement that plan.”
i
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Premier Wealth Advisors
(7)
“Worked with my family answering Annuity question on my mothers estate.”
i
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Kyle P. Nagy, CPA
(3)
Preparation, Audit Representation, Planning
“The staff and atmosphere are professional yet not stuffy.”
i
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Lifegoals Strategies Group
(3)
Find Your Risk Number, Financial Wellness Programs, Pension Plan Services
“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.”
i
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Evans & Steele Financial
(2)
Personal and Estate Needs, Business Needs
“Terri and Amy are the best at what they do and truly care about you and your success.”
i
Retirement Planning and Investment Management Services in Blue Springs, MO Cost Estimates