Best Financial Advisors in Kansas City, MO
The highest-rated Financial Planning & Wealth Management companies out of 163 vetted & reviewed in the Kansas City area.
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Student & Pay Day Loans, Identity Theft, Charge Offs
“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.”
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Mendus & Associates
Buy Quickbooks and Save, IRS Liens, Quicktuneup
“We were referred to Peggy at Mendus & Associates to assist with a complicated student loan-related tax issue and were thoroughly impressed.”
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Williams Financial Group
- People
- Evening
- Informative
“I was looking for resources on real estate, investment and tax attorneys, I asked George.”
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Aspire Wealth Management & Tax Center
Tax Strategies, Legacy Planning, Financial Planning
“Great place and make you feel like your their most important customer.”
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BMG Advisors "plan Your Story"
What We Do, Your Retirement Story, 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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Buttonwood Financial Group
Tax Strategy, Multigenerational Wealth, Business Strategy
“), they simplify my life by taking on a lot of tasks so I don't have to, they're honest, they're nice people, and they really genuinely seem to love what they do, which is exactly what we want in someone we're entrusting our life's savings to.”
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LNS Accounting & Business Consultants
Services For Individuals, Industries, Tax Services
“If you want someone who is experienced, knowledgeable, and willing to take the time to truly educate you on what is going on with your business look no further.”
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Horizon CPA Services
Bankruptcy, Quickbooks Training, Offer In Compromise
“Wonderful group of people working at this office.”
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TPG Tax Prep Firm
- Priced
“They are highly recommended by me and I was you I would make this my first stop when it comes to taxes , financial planning , and advice when you are making decisions for your personal and business .”
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Winters & Associates
Tax Planning, Business Tax Returns, Bookkeeping
“Anyone can try to interpret their documents and fill in the boxes on some kind of software but it isn't exactly reassuring.”
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HDQ Wealth
Founders & Owners, Other Valued Clients, Specialty Professionals
“Would recommend HDQ wealth to anyone looking to better their financial wellness”
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Equity Financial Services - Dan Raeber
Personal Services, Business Services
“We have complete confidence in them handling our investments and we are very happy that we made the switch to EFS.”
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Mader & Shannon Wealth Management
Portfolio Management, Planning Services
“I felt welcomed and comfortable and it was a very easy environment to ask questions.”
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Emerald Legacy Advisors
Planning For Retirement, Education Funding, Insurance
“I would trust no one else with my investments!!”
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Claims Recovery Services
“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.”
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Tarsus CFO Services
Overview, Reporting & Analytics, Human Capital
“A typical Tarsus relationship begins with a concerned senior executive seeking better understanding of and focus on financial, operational and strategic business activities.”
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Taxchopper / Sammy Trading Co / Ibrammy Investment INC .
- Taxes
- Knows
“I notice one time he refused to accept someone to claim his nephew in Mexico, and someone want to claim his mileage and food and rent which is illegal as he is not contractor, he was getting w2.”
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Atwood & Palmer
“Entire staff is very communicative, polite, and helpful.”
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Greater Than Financial
“I had been on the lookout for a new financial planner after parting ways with my previous company because the commissions were getting outrageous.”
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Nicholson Meyer Capital Management
“Have used Nicholson capital management for over a decade and could not be happier with the company, its' people, the service or the results”
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Wealth | KC - Financial Advisors + Wealth Management
- Team
- Confidence
- Retirement
“I am not an investor with great knowledge of the market, so I appreciate his knowledge and have great confidence in his ability to handle my investments.”
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Hawkins Financial Service
“Positive Responsiveness, Quality, Professionalism, Value”
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Kaufmann Financial
“He is very personable and offers me sage advice almost like a wise older brother.”
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Sterneck Capital Management
“Balancing the growth, preservation and enjoyment of wealth.”
Retirement Planning and Investment Management Services in Kansas City, MO Cost Estimates
Why these companies made our list
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