The highest-rated Financial Planning & Wealth Management companies out of 116 vetted & reviewed in the Independence area.
Learn how we score.
Prominent finalists A-Z in Independence
Accounting & Tax Solutions
Alliance Financial &
BMG Advisors
Brewton Tax and Financial
Builders Financial Services
Buttonwood Financial Group
Claims Recovery Services
Envision Financial Independence mo
Evans & Steele Financial
Horizon CPA Services
Kanik Financial
Kansas City Business Solutions
Kansas City Credit Services
Link Wealth Strategies
Martin Tax & Financial Services
Mendus & Associates
Mercer & Company
Nextgen Wealth
Oak Road Wealth Management
Premier Wealth Advisors
Stewardship Capital
Taxchopper / Sammy Trading Co / Ibrammy Investment INC .
Williams Financial Group
the
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Evans & Steele Financial
(2)
Business Needs, Personal and Estate Needs
“Nice people”
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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.”
i
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Premier Wealth Advisors
(3)
“Thank you for your free no pressure advice.”
i
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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.”
i
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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.”
i
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Envision Financial Independence mo
(2)
“Great place very helpful”
i
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Builders Financial Services
(1)
“Great company.”
i
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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”
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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.”
i
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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.”
“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!”
i
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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.”
i
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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!”
i
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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.”
i
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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.”
i
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Williams Financial Group
(28)
People
Company
Evening
“I was looking for resources on real estate, investment and tax attorneys, I asked George.”
“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.”
i
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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.”
“Wonderful group of people working at this office.”
i
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Brewton Tax and Financial
(6)
Individuals Tax Returns, Financial Statements, Business Tax Returns
“Nancy was so helpful and patient.”
i
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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.”
i
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Martin Tax & Financial Services
(8)
Wealth Mangement & Investing, Financial Planning, Income Tax Preparation
“Excellent service, highly professional, I would recommend to anyone!”
i
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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.”
i
Retirement Planning and Investment Management Services in Independence, MO Cost Estimates