Investment Advisory Service in Grandview, MO

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1. Meritage Portfolio Management

Meritage Portfolio Management

Serving the Grandview Area

CLOSED NOW:8:00 am - 5:00 am

From Business: Meritage Portfolio Management is an institutionally based investment management firm providing asset management for families, foundations, endowments, corporations and…

YP
34 Years
in Business

7. Edward Jones - Financial Advisor: Tyler C Roach

Edward Jones - Financial Advisor: Tyler C Roach

11131 Locust St, Kansas City, MO 64131

CLOSED NOW:8:30 am - 4:30 pm

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

YP
103 Years
in Business

8. Kucera Financial, LLC

Kucera Financial, LLC

Serving the Grandview Area

From Business: A fee-only financial planner dedicated to serving your needs. We can help you create a financial plan for your life, or assist you with specific financial needs like IRA…

13. Chad Davis - Private Wealth Advisor, Ameriprise Financial Services

Chad Davis - Private Wealth Advisor, Ameriprise Financial Services

4200 W 115th St Ste 200, Leawood, KS 66211

CLOSED NOW:9:00 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

14. Derick Oakley - Financial Advisor, Ameriprise Financial Services

Derick Oakley - Financial Advisor, Ameriprise Financial Services

4200 W 115th St Ste 200, Leawood, KS 66211

CLOSED NOW:9:00 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

15. Robert Meyer - Private Wealth Advisor, Ameriprise Financial Services

Robert Meyer - Private Wealth Advisor, Ameriprise Financial Services

5700 W 112th St Ste 130, Overland Park, KS 66211

CLOSED NOW:8:00 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

16. Norman III, Willie Albert, AGT

Norman III, Willie Albert, AGT

800 E 101st Ter, Kansas City, MO 64131

CLOSED NOW:10:00 am - 5:00 pm

From Business: Willie Albert Norman III is a Licensed Financial Representative with Primerica serving KANSAS CITY and its surrounding areas.

17. Bolton, Tellis, AGT

Bolton, Tellis, AGT

800 E 101st Ter, Kansas City, MO 64131

From Business: Tellis Bolton is a Licensed Financial Representative with Primerica serving KANSAS CITY and its surrounding areas.

18. Stone, Brian

Stone, Brian

800 E 101st Ter, Kansas City, MO 64131

CLOSED NOW:8:00 am - 4:30 pm

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

19. Jones, Jacqueline, AGT

Jones, Jacqueline, AGT

800 E 101st Ter, Kansas City, MO 64131

From Business: Jacqueline Jones is a Licensed Financial Representative with Primerica serving KANSAS CITY and its surrounding areas.

20. Beacon Financial Advisors

Beacon Financial Advisors

800 E 101st Ter, Kansas City, MO 64131

CLOSED NOW:8:30 am - 5:00 pm

From Business: Kristine McKinley, CFP , CPA, is the founding principal of Beacon Financial Advisors, LLC, an independent, fee-only financial planning firm located in Lee's Summit, Missouri.…

21. Sherman, Bill, CLU

Sherman, Bill, CLU

9300 Troost Ave, Kansas City, MO 64131

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

22. Homebridge

Homebridge

1116 Remington Plz, Raymore, MO 64083

CLOSED NOW:8:00 am - 5:00 pm

From Business: National direct lender with over 25 years of experience helping people make the dream of home ownership a reality. We have a wide selection of loan products to meet your home…

23. Sarver Vrooman Wealth Advisors

Sarver Vrooman Wealth Advisors

9237 Ward Pkwy Ste 320, Kansas City, MO 64114

From Business: Focused on building long-term relationships with clients. At Sarver Vrooman Wealth Advisors we act in the best interest of clients. Our clients are the heart of our wealth…

24. Long, Kim

Long, Kim

9233 Ward Pkwy, Kansas City, MO 64114

CLOSED NOW:8:00 am - 5:00 pm

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

25. Becker, Robert

Becker, Robert

9001 State Line Rd, Kansas City, MO 64114

CLOSED NOW:8:00 am - 4:30 pm

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

26. Bankston, Larry James, AGT

Bankston, Larry James, AGT

7530 Troost Ave, Kansas City, MO 64131

From Business: Larry James Bankston is a Licensed Financial Representative with Primerica serving KANSAS CITY and its surrounding areas.

27. Estes, John, CHFC

Estes, John, CHFC

15504 Chadwick St, Overland Park, KS 66224

CLOSED NOW:9:00 am - 5:00 pm

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. is committed to providing financial advice, investments,…

28. Frank, Daniel J

Frank, Daniel J

11460 Tomahawk Creek Pkwy, Leawood, KS 66211

CLOSED NOW:8:00 am - 5:00 pm

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

29. Rice, Erica

Rice, Erica

3400 College Blvd, Leawood, KS 66211

From Business: Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an…

30. Luby, Michael

Luby, Michael

3401 College Blvd, Leawood, KS 66211

CLOSED NOW:8:00 am - 4:00 pm

From Business: Welcome to Merrill Lynch in Leawood, KS. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

We found 1019 results for Investment Advisory Service in or near Grandview, MO.They also appear in other related business categories including Financial Planning Consultants, Investments, and Financial Services. 2 of the rated businesses have 4+ star ratings.


The businesses listed also serve surrounding cities and neighborhoods including Midtown, Corporate Woods, and Executive Hills. These businesses offer their services in one-or-more of the following languages: Spanish, Italian, and Portuguese.