Kelli Smith
Investment Management, Financial Planners, Financial Services
CLOSED NOW:
Closed
Sponsored Links
Meritage Portfolio Management
Serving the Lees Summit area.
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- HoursCLOSED NOW
- Regular Hours:
Mon - Fri Sat - Sun Closed - Phone:
Main - 833-752-6333
- Address:
- 210 SW Market St Lees Summit, MO 64063
- Link:
https://www.edelmanfinancialengines.com/financial-planner.Kelli.Smith.120/
- Categories
- Investment Management, Financial Planners, Financial Services, Investment Advisory Service, Investments
- Services / Products
- Financial Advice Financial Planning Investment Management Registered Investment Advisors (RIA) Retirement Planning
General Info
I became a planner because I want people to have clarity and peace of mind around their money. With a mix of logical thinking and empathy, I help build financial plans that can give them those things. I’m also passionate about helping my kids reach their academic and athletic goals and guiding them into adulthood. In my spare time, I make sure to recharge at home. But I also stay active, whether it’s hiking in the mountains, traveling, or attending concerts and sporting events.
Contact Info
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