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Nextgen Wealth

(43)

Pricing, What We Do, 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.”

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Kanik Financial

(38)

Team, Useful Links

“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!”

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Accounting & Tax Solutions

(42)

Questions
Price
Job

“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.”

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Brewton Tax and Financial

(6)

Individuals Tax Returns, Financial Statements, Tax Resolution

“Nancy was so helpful and patient.”

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Oak Road Wealth Management

(6)

Services For Individuals, Services For Businesses

“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.”

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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.”

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Martin Tax & Financial Services

(8)

Income Tax Preparation, Financial Planning, Wealth Mangement & Investing

“Excellent service, highly professional, I would recommend to anyone!”

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Kansas City Business Solutions

(11)

Quickbooks
Small Business

“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.”

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Friedline Financial

(6)

Overview, Companies, Individuals

“Great place for financial advice and tax preparation.”

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Lifegoals Strategies Group

(3)

“He took time to take my personal information and plug in my own finances to determine where I am and where I need to be.”

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Nikki Burns & Associates

(5)

Tax, Consulting, Accounting

“Very pleased with the honest professional service.”

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Sprouse Financial

(5)

“He spends the time to make sure I understand all aspects of my investments.”

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Heritage Financial

Who We Serve

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Freedom Wealth Advisors

Who We Serve

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Strongbox Wealth

“An integral part of the team for nearly 25 years, Kathy is a registered client associate who specializes and shines in client account administration and operation. Her dedication to fulfilling client service needs, executing the task at hand, and som...”

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Compensation Benefit Planning

“All actuarial and retirement consulting firms are not the same. Actuaries typically use standard methods and assumptions or have difficulty communicating and customizing their approach to suit the unique needs, goals and circumstances of their client...”

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Steven Holdmeyer - Bancwest Investment Services Financial Advisor

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Beyond Wealth Advisors

“You don't settle for anything less than the best. Neither do we. Quite simply, there's too much at stake to entrust the management of your wealth to a lack of experience or attention to detail. That's why our team focuses on you and your financial li...”

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BMG Advisors "plan Your Story"

(17)

Medicare, What We Do, 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.”

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Alliance Financial &

(49)

Proactive Tax Planning, Financial Coaching, Bookkeeping/Payroll

“My wife and I have been using Alliance Financial & Income Tax for many years and are incredibly pleased with the results and hospitality even from a distance.”

Featured

You know taxes are complicated. This is why, if you are a parent of a teenager or young adult, you need to help them know what their obligations are when you no longer claim them as a dependent. What do you think you should cover when you have that talk? Here are some starting questions: ✅ How much money can you make before you have to file taxes? ✅ What is a “standard deduction”? ✅ What kind of taxes do you have to pay to the state? ✅ If taxes aren’t taken out of your paycheck, how and when do you pay them? ✅ Does something happen if you don’t pay taxes? ✅ What do you have to fill out to file your taxes?

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The Retirement Planning Group

(49)

Trust
IRA
Management

“I interviewed other firms, but what impressed me most was TRPG's ability to assist me with not only investments, but also taxes, Medicare, Social Security, and my 401(k) and pension administrators.”

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Mendus & Associates

(2)

Buy Quickbooks and Save, Quicktuneup, Quickbooks Training

“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)

People
Evening
Seminars

“I was looking for resources on real estate, investment and tax attorneys, I asked George.”

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Buttonwood Financial Group

(16)

Tax Strategy, Multigenerational Wealth, Wealth Management

“), 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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Average Cost	$3486
Minimum cost	$1162
Maximum cost	$9877
Avg Per Hour Rates	$349

Best Financial Advisors in Lees Summit, MO

The highest-rated Financial Planning & Wealth Management companies out of 100 vetted & reviewed in the Lees Summit area.

Nextgen Wealth

Kanik Financial

Accounting & Tax Solutions

Brewton Tax and Financial

Oak Road Wealth Management

Mercer & Company

Martin Tax & Financial Services

Kansas City Business Solutions

Friedline Financial

Lifegoals Strategies Group

Nikki Burns & Associates

Sprouse Financial

Heritage Financial

Freedom Wealth Advisors

Strongbox Wealth

Compensation Benefit Planning

Steven Holdmeyer - Bancwest Investment Services Financial Advisor

Beyond Wealth Advisors

BMG Advisors "plan Your Story"

Alliance Financial &

The Retirement Planning Group

Mendus & Associates

Williams Financial Group

Buttonwood Financial Group

Retirement Planning and Investment Management Services in Lees Summit, MO Cost Estimates

Why these companies made our list

Wealth Management Advisors near Lees Summit

Popular in Lees Summit