Best Financial Advisors in Independence, MO

The highest-rated Financial Planning & Wealth Management companies out of 116 vetted & reviewed in the Independence area.

Evans & Steele Financial

Evans & Steele Financial

(2)
Business Needs, Personal and Estate Needs
“Nice people”
In Business Since 2011
14810 E 42 St S, Independence, MO
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Claims Recovery Services

Claims Recovery Services

(1)
“With so many scheming companies only out for themselves, it was nice working with a company that also focused on the outcome for their clients.”
Free Initial Consultation
In Business Since 2022
2825 Independence Ave #4, Kansas City, MO
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Premier Wealth Advisors

Premier Wealth Advisors

(3)
“Thank you for your free no pressure advice.”
In Business Since 2018
4621 S Shrank Dr # E, Independence, 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 2004
4200 Little Blue Pkwy #650, Independence, MO
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Taxchopper / Sammy Trading Co / Ibrammy Investment INC .

Taxchopper / Sammy Trading Co / Ibrammy Investment INC .

(22)
  • Knows
  • Taxes
“He has a witty sense of humor which makes you feel comfortable to be in his place of business specially if your like me and have anxiety doing paper work.”
3007 Independence Ave, Kansas City, MO
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Envision Financial Independence mo

Envision Financial Independence mo

(2)
“Great place very helpful”
In Business Since 2020
13912 E E Noland Ct, Independence, MO
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Builders Financial Services

Builders Financial Services

(1)
“Great company.”
13714 E 42nd Terrace S, Independence, MO
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Link Wealth Strategies

Link Wealth Strategies

“We partner with affiliated tax professionals to customize financial solutions that fit you. By drawing on this network of strategic alliances, we can see the full view of your financial picture, not just part of it. Our Partnered Approach”
In Business Since 2022
19201 E Valley View Pkwy D, Independence, MO
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Nextgen Wealth

Nextgen Wealth

(43)
Pricing, Getting Started Process, Client Logins
“Clint has been invaluable, working with my wife and I to map out a financial plan for my family and he is my first phone call as that plan inevitably changes and evolves.”
Transparent Fees & Pricing
CPA Certified
Coupons & Offers
Accepts Check
405 SW Waterfall Ct, Lee's Summit, MO
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BMG Advisors

BMG Advisors "plan Your Story"

(17)
Medicare, Prologue, Your Retirement Story
“There is no guarantee in the marketplace but it is true pleasure to have someone visit with us, always has a smile on his face and treats us like family.”
In Business Since 1941
4700 Belleview Ave #410, Kansas City, MO
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Alliance Financial &

Alliance Financial &

(49)
Proactive Tax Planning, Financial Planning, Bookkeeping/Payroll
“I have been taking my taxes here for several years and they always work with my work hours and look for the best and most efficient ways to prepare my taxes!”
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
In Business Since 2010
807 NW Vesper St, Blue Springs, MO
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Accounting & Tax Solutions

Accounting & Tax Solutions

(42)
  • Job
  • Price
  • Questions
“Jeanie took time out this past summer (at no extra charge) to help me calculate whether or not I'd have to pay taxes on a rental property I sold in 2018.”
Accepts All Major Credit Cards
In Business Since 1953
905b E Langsford Rd, Lee's Summit, MO
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Kanik Financial

Kanik Financial

(38)
Useful Links, Team
“Very professional, he works diligently on everything & if there's something he can't do for you (which is highly unlikely) he will refer you to someone he knows and trusts!”
In Business Since 2009
1320 NE Windsor Dr, Lee's Summit, MO
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Kansas City Credit Services

Kansas City Credit Services

(23)
Student & Pay Day Loans, Identity Theft, Repossessions BK & Judgments
“Donna has a vast knowledge of the credit repair industry and is actively engaged in helping make sure things are being done in the legislature for our benefit.”
Licensed, BBB Accredited
In Business Since 1999
Serving Independence Area
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Mendus & Associates

Mendus & Associates

(2)
Buy Quickbooks and Save, Payroll Tax Problems, Back Taxes Owed
“They take the time to ask the right questions and the care to make sure everything is as it should be when preparing your returns.”
Transparent Fees & Pricing
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
In Business Since 1986
107 Archibald Ave, Kansas City, MO
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Williams Financial Group

Williams Financial Group

(28)
  • People
  • Company
  • Evening
“I was looking for resources on real estate, investment and tax attorneys, I asked George.”
In Business Since 2015
800 E 101st Terrace #210, Kansas City, MO
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Aspire Wealth Management & Tax Center

Aspire Wealth Management & Tax Center

(23)
Tax Strategies, Legacy Planning, Workplace Benefits
“Great place and make you feel like your their most important customer.”
In Business Since 2018
5601 NE Antioch Rd #8, Kansas City, MO
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Buttonwood Financial Group

Buttonwood Financial Group

(16)
Tax Strategy, Insurance Strategy, Multigenerational Wealth
“I would recommend John, Vince and the rest of the great group to anyone that is looking for a firm that takes a very personal comprehensive approach to your financial picture.”
In Business Since 2004
3013 Main St, Kansas City, MO
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Oak Road Wealth Management

Oak Road Wealth Management

(6)
Services For Businesses, Services For Individuals
“Oak Road Wealth Managemt takes their fiduciary responsibility very seriously, and they always make data driven decisions with their clients' best interests as their primary focus.”
Free Initial Consultation
In Business Since 2016
210 SW Market St, Lee's Summit, MO
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Horizon CPA Services

Horizon CPA Services

(2)
Quickbooks Training, IRS Payment Plan, Payroll Tax Problems
“Wonderful group of people working at this office.”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 2010
851 NW 45th St #306, Kansas City, MO
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Brewton Tax and Financial

Brewton Tax and Financial

(6)
Individuals Tax Returns, Financial Statements, Business Tax Returns
“Nancy was so helpful and patient.”
Free Initial Consultation
In Business Since 2020
4709 NE Saratoga Ct, 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.”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 2000
200 SE Douglas St # 100, Lee's Summit, MO
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Martin Tax & Financial Services

Martin Tax & Financial Services

(8)
Wealth Mangement & Investing, Financial Planning, Income Tax Preparation
“Excellent service, highly professional, I would recommend to anyone!”
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)
  • Small Business
  • Quickbooks
“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.”
Accepts Check, Paypal
In Business Since 2019
3536 NW Primrose Ct, Lee's Summit, MO
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Retirement Planning and Investment Management Services in Independence, MO Cost Estimates

Minimum cost
$1183
Maximum cost
$10051
National Average
$3548
Avg Per Hour Rates
$355
$2365
$6504
Average price range is based on 373 cost profiles
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Average Cost $3548
Minimum cost $1183
Maximum cost $10051
Avg Per Hour Rates $355

Average range $2365 to $6504 is based on 373 cost profiles.

Why these companies made our list

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