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Financial Planners in Kansas City, MO

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1. Compass Wealth Management, LLC

Compass Wealth Management, LLC

1201 Walnut St Ste 400, Kansas City, MO, 64106

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

From Business: We have been assisting individuals, professionals and business owners for over 25 years in all areas of personal financial planning and investment advisory services, including…

YP
42 Years
in Business

2. Compass Wealth Management, LLC

Compass Wealth Management, LLC

1201 Walnut St Ste 400, Kansas City, MO, 64106

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

From Business: Compass Wealth Management, LLC. is an independent wealth management firm, established in 1982. Separately, the advisors offer securities through Gĕneos Wealth Management, Inc.,…

YP
42 Years
in Business

3. Commerce Trust

Commerce Trust

1000 Walnut St, Kansas City, MO, 64106

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

From Business: Commerce Trust, located in Kansas City, MO, offers investment management, wealth management and planning, private banking and trust services. We help individual investors,…

YP
58 Years
in Business

4. Westport Advisory Group

Westport Advisory Group

Livestock Exchange Building 1600 Genessee St. Suite 814, Kansas City, MO, 64102

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

From Business: We believe open and direct communication with our clients is an essential component to success. Financial planning is personal, so we often ask that our clients share with us…

5. The Royal Route Advisory Group

The Royal Route Advisory Group

1600 Genessee St Ste 814, Kansas City, MO, 64102

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

From Business: We often ask that our clients share with us many things that they don’t share with anyone but their family. We also do something which many find unusual; when necessary, we…

6. Delargy, Joseph, AGT

Delargy, Joseph, AGT

4435 Main St, Kansas City, MO, 64111

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

From Business: The advisor listed is an Ameriprise financial advisor in Kansas City. Comments are not verified, may not be accurate and are not necessarily representative of the experiences…

7. Charles Schwab

Charles Schwab

700 W 47th St Ste 110, Kansas City, MO, 64112

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

From Business: The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary,…

8. Merrill Lynch Wealth Management

Merrill Lynch Wealth Management

4801 Main St, Kansas City, MO, 64112

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

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

YP
110 Years
in Business

9. Jerry K Fuller - Financial Advisor, Ameriprise Financial Services

Jerry K Fuller - Financial Advisor, Ameriprise Financial Services

5901 NW 63rd Ter Ste 130, Kansas City, MO, 64151

OPEN 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…

10. David Sims - Financial Advisor, Ameriprise Financial Services

David Sims - Financial Advisor, Ameriprise Financial Services

5901 NW 63rd Ter Ste 130, Kansas City, MO, 64151

OPEN NOW:8:30 am - 5:30 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…

11. James Thomas - Financial Advisor, Ameriprise Financial Services

James Thomas - Financial Advisor, Ameriprise Financial Services

5901 NW 63rd Ter Ste 130, Kansas City, MO, 64151

OPEN NOW:8:00 am - 4:30 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…

12. Eli Ward - Financial Advisor, Ameriprise Financial Services

Eli Ward - Financial Advisor, Ameriprise Financial Services

5901 NW 63rd Ter Ste 130, Kansas City, MO, 64151

OPEN NOW:7:30 am - 4:30 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…

13. CommunityAmerica Financial Solutions

CommunityAmerica Financial Solutions

8640 N Green Hills Rd #41, Kansas City, MO, 64154

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

From Business: CommunityAmerica is one of the largest credit unions in the country. As a not-for-profit, we share our profits with our member/clients. Can you say that about your…

YP
84 Years
in Business

14. Jared Schelp - Thrivent

Jared Schelp - Thrivent

7509 NW Tiffany Springs Pkwy Ste 100, Kansas City, MO, 64153

OPEN 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. Jared Schelp is committed to providing financial advice,…

15. Fran Szarejko - Thrivent

Fran Szarejko - Thrivent

7509 NW Tiffany Springs Pkwy Ste 100, Kansas City, MO, 64153

OPEN 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. Fran Szarejko is committed to providing financial advice,…

16. Myron Schelp - Thrivent

Myron Schelp - Thrivent

7509 NW Tiffany Springs Pkwy Ste 100, Kansas City, MO, 64153

OPEN 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. Myron Schelp is committed to providing financial advice,…

17. Hawkins Financial Services

Hawkins Financial Services

1601 E 18th St Ste 361, Kansas City, MO, 64108

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

"HUGE SCAM, BE ADVISED, The whole process has been a disaster, The owner of this place William Hawkins is a big liar with a big mouth, He keeps threatening us, we have his…"

18. Page Financial Associates

Page Financial Associates

1828 Swift Ave Ste 400, Kansas City, MO, 64116

YP
15 Years
in Business

28. Tarsus CFO Services

Tarsus CFO Services

4900 Main St, Kansas City, MO, 64112

OPEN NOW:8:00 am - 6:00 pm
YP
22 Years
in Business