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BMG Advisors "plan Your Story"

(17)

Property and Casualty Insurance, Your Retirement Story, Medicare

“The BMG Advisor team is doing a great job communicating regularly, updating our financial plan, and responding to the changes in our lives as well as the changes in our world.”

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Kansas City Credit Services

(23)

Late Pays, Foreclosure, Short Sale Tax Liens, Student & Pay Day Loans

“I no longer use their services but I called them recently to inquire about an issue with my credit report and Michele Lambert kindly spent time to help me resolve something at no charge.”

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Mendus & Associates

(2)

Quickbooks Setup, IRS Levies, Quickanswers

“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

(28)

Investment
Retirement Planning
People

“I've had a wonderful time visiting with both Stacia and George, they have helped me tremendously with my retirement investments.”

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Aspire Wealth Management & Tax Center

(23)

Social Security Review, Investment Management, Tax Strategies

“We started using this group several years ago and have been pleased with the level of service and professionalism.”

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Buttonwood Financial Group

(16)

Investment Management, Lifestyle Management, Tax 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

(3)

Tax Services, Industries, Services For Quickbooks

“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

(2)

Elder Care, Back Taxes Owed, Internal Controls

“Wonderful group of people working at this office.”

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TPG Tax Prep Firm

(12)

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

(3)

Financial Statements, Payroll Services, Tax Planning

“This was my first year having them do my taxes and everything was efficient and easy.”

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HDQ Wealth

(2)

Specialty Professionals, Other Valued Clients, Professional Athletes

“Would recommend HDQ wealth to anyone looking to better their financial wellness”

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Equity Financial Services - Dan Raeber

(2)

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

(1)

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

(1)

Insurance, Education Funding, Estate Planning and Wealth Transfer Strategies

“I would trust no one else with my investments!!”

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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.”

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Tarsus CFO Services

Reporting & Analytics, Financial Capital, Overview

“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 .

(22)

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

(2)

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

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Greater Than Financial

(2)

“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

(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”

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Wealth | KC - Financial Advisors + Wealth Management

(11)

Confidence
Market
Team

“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

(1)

“Positive Responsiveness, Quality, Professionalism, Value”

Featured

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Kaufmann Financial

(1)

“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.”

i

Average Cost	$3610
Minimum cost	$1204
Maximum cost	$10228
Avg Per Hour Rates	$361

Best Financial Advisors in Kansas City, KS

The highest-rated Financial Planning & Wealth Management companies out of 104 vetted & reviewed in the Kansas City area.

BMG Advisors "plan Your Story"

Kansas City Credit Services

Mendus & Associates

Williams Financial Group

Aspire Wealth Management & Tax Center

Buttonwood Financial Group

LNS Accounting & Business Consultants

Horizon CPA Services

TPG Tax Prep Firm

Winters & Associates

HDQ Wealth

Equity Financial Services - Dan Raeber

Mader & Shannon Wealth Management

Emerald Legacy Advisors

Claims Recovery Services

Tarsus CFO Services

Taxchopper / Sammy Trading Co / Ibrammy Investment INC .

Atwood & Palmer

Greater Than Financial

Nicholson Meyer Capital Management

Wealth | KC - Financial Advisors + Wealth Management

Hawkins Financial Service

Kaufmann Financial

Sterneck Capital Management

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

Why these companies made our list

Wealth Management Advisors near Kansas City

Popular in Kansas City