Best Financial Advisors in Lees Summit, MO
Handpicked from 100 vetted & reviewed Financial Planning & Wealth Management firms in the Lees Summit area, discover the top 5 standout choices among the selected group of 24 finalists.
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Divorce Planning and Analysis, Comprehensive Financial Planning, What's Your Risk Number?
“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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Nextgen Wealth
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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Accounting & Tax Solutions
- Questions
- Price
- Job
“Have been going to Accounting & Tax Solutions, Inc for several years for our tax preparation and have always been impressed with the professional and friendly way they do business.”
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Kanik Financial
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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Certified Credit Experts
- Team
- Job
- Credit Score
“It's important because they state they have a 70% closing rate but they did much better than that with me because 100% of the negative items on my credit report went away and stayed away.”
Qualification Criteria for best of Winners
Minimum Overall Score
95 (100)
Minimum Reputation Rank
98.2 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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Java Wealth Planning
- Goals
- Future
“The firm is equally strong in getting into weeds and has helped me break down some incredibly complex issues regarding equity pre and post-IPO (including one issue that blew us away - still don't understand how he solved it!”
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Oak Road Wealth Management
Services For Individuals, Services For Businesses
“Super knowledgeable and friendly team to help you reach financial independence.”
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Mercer & Company
“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
Income Tax Preparation, Financial Planning, Wealth Mangement & Investing
“Excellent service, highly professional, I would recommend to anyone!”
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Brewton Tax and Financial Services
Financial Statements, Tax Planning, Tax Free Retirement and Asset Protection
“For example, when the tax laws changed this year, she was quick to bring this to our attention, which otherwise, we would not have been aware!”
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Kansas City Business Solutions
- 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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Mike Martin & Associates
※ Financial Planning, The Big Picture, ※ Investing
“No problems here.”
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Nikki Burns & Associates
Tax, Advisory, Accounting
“Most important she was eager to answer questions and look up any answers she doesn't know.”
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Friedline Financial
Overview, Companies, Individuals
“Great place for financial advice and tax preparation.”
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Kyle P. Nagy, CPA
Preparation, Audit Representation, Planning
“The staff and atmosphere are professional yet not stuffy.”
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Sprouse Financial
“He spends the time to make sure I understand all aspects of my investments.”
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Capital Investment Management
Flipbooks, Helpful Resources, Newsletters
“I have been with them for over 20 years now and they have continued to take me down a careful path.”
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Credit Protection USA
“I found out that credit repair isn't really effective unless it's performed by real attorneys.”
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Wise Wealth
“The ideal retirement is being able to focus on what matters most to you, whether that's spending time with grandkids, traveling, or pursuing new hobbies. At Wise Wealth, we believe that protecting your lifelong savings and building a comprehensive fi...”
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Freedom Wealth Advisors
Who We Serve
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BSR Card Services
“Excellent client relationships are the starting point for successful financial strategies. Our mission is to surpass your expectations. Guided by our unwavering values, we will always put your businesses needs first!”
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Heritage Financial
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...”
Retirement Planning and Investment Management Services in Lees Summit, MO Cost Estimates
Why these companies made our list
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