View Profile

BMG Advisors

(5)

What We Do, Property and Casualty Insurance, Prologue

“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.”

i

View Profile

Nosbush Tax and Accounting Services

(28)

Tax Services, Services For Individuals, Business Services

“She also continues to learn and keep abreast of all the net new tax codes each year, so I appreciate that she is always learning throughout the year and provides that value right back to her clients come tax season again.”

i

View Profile

Kansas City Credit Services

(22)

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.”

i

View Profile

Mendus & Associates

(1)

Buy Quickbooks and Save, IRS Liens, Quicktuneup

“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

View Profile

Prosperity Planning

(2)

“Cindy, Rachael, and the team have provided excellent financial guidance.”

i

View Profile

Williams Financial Group

(21)

Family
Investment
Retirement

“Even with my smaller account they treat me like a big invested and like family.”

i

View Profile

Buttonwood Financial Group

(16)

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.”

i

View Profile

LNS Accounting & Business Consultants

(3)

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.”

i

View Profile

Horizon CPA Services

(1)

Bankruptcy, Quickbooks Training, Offer In Compromise

i

View Profile

TPG Tax Prep Firm

(8)

“Excellent working with Bryan for almost 20 years!!”

i

View Profile

Mader & Shannon Wealth Management

(1)

Retirement Cash Flow Planning and Projections, Comprehensive Financial Planning, Qualified Plan Rollovers

“I felt welcomed and comfortable and it was a very easy environment to ask questions.”

i

View Profile

HDQ Wealth

(1)

Young Professionals, Business Owners, Entrepreneurs

“Friendly and Helpful”

i

View Profile

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

View Profile

Compass Wealth Management

Changing Your Perspective

“Everything begins with understanding your story and confirming compatibility through a unique discovery process. We offer personalized recommendations to match your needs and goals. At Compass Wealth Management, we specialize in tailoring financial p...”

i

View Profile

Mid American Wealth

(4)

“Very pleased with their ideas on retirement, and what needs to be done to be comfortable financially in retirement.”

i

View Profile

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.”

i

View Profile

Wealth | KC - Financial Advisors + Wealth Management

(3)

“He helps with the big things like future financial plans to everyday questions like taxes and budgets.”

i

View Profile

Greater Than Financial

(3)

“I had been on the lookout for a new financial planner after parting ways with my previous company because the commissions were getting outrageous.”

i

View Profile

Atwood & Palmer

(2)

“Entire staff is very communicative, polite, and helpful.”

i

View Profile

Nicholson Meyer Capital Management

(2)

“Have used Nicholson capital management for over a decade and could not be happier with the company, its' people, the service or the results”

i

View Profile

Market Advisory Group

(2)

“We feel comfortable with Johnathon because he got to know us first and then he worked with us to determine what we wanted in retirement.”

i

View Profile

Hawkins Financial Service

(1)

“Very professional and prompt.”

i

View Profile

Salim Nadir Ali Agency

(1)

“Independent Agent - have access to many reputable companies like AIG, Allianz, Midland, Athene, Nationwide, etc”

i

View Profile

Reliant Financial Services

(1)

“Sandy is extremely professional and responsive.”

i

Average Cost	$3719
Minimum cost	$1240
Maximum cost	$10536
Avg Per Hour Rates	$372

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.

BMG Advisors

Nosbush Tax and Accounting Services

Kansas City Credit Services

Mendus & Associates

Prosperity Planning

Williams Financial Group

Buttonwood Financial Group

LNS Accounting & Business Consultants

Horizon CPA Services

TPG Tax Prep Firm

Mader & Shannon Wealth Management

HDQ Wealth

Claims Recovery Services

Compass Wealth Management

Mid American Wealth

Tarsus CFO Services

Wealth | KC - Financial Advisors + Wealth Management

Greater Than Financial

Atwood & Palmer

Nicholson Meyer Capital Management

Market Advisory Group

Hawkins Financial Service

Salim Nadir Ali Agency

Reliant Financial Services

Retirement Planning and Investment Management Services in Kansas City, MO Cost Estimates

Why these companies made our list

Wealth Management Advisors near Kansas City

Popular in Kansas City