Expertise.com

Best Financial Advisors in Lees Summit

Laurels
2023
Laurels

We did the research for you!

Learn more
  • checkboxLicensing
  • checkboxUser Reviews
  • checkboxMystery Shopping Calls

Financial Advisors FAQs

Learn more
SmartAdvisor by SmartAsset logo
FEATURED
Free Consultation

SmartAdvisor by SmartAsset

Lees Summit, MO
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

Business Description

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0
Google
3.2 / 5 (15)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

Expertise.com Concierge Service logo
FEATURED
Free booking service | Call 848.Book.Pro!

Expertise.com Concierge Service

Lees Summit, MO

Business Description

Need help contacting a Financial Advisor in Lees Summit? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

Java Wealth Planning logo
Visit WebsiteWebsite

Java Wealth Planning

Visit WebsiteWebsite
2116 SW Cedar Hill Ln, Lee's Summit, MO ,, Lee's Summit, MO 64081
  • Tax Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Financial Planning

Business Description

Java Wealth Planning offers financial advice to clients in the Lee's Summit area. Its wealth management services include monitoring cash flow, working on taxes, and creating an investment portfolio that is in line with a client's risk tolerance and goals. Its advisors also assist with choosing insurance policies, creating an estate plan, and preparing for retirement. Founder Mike Zung is a Certified Financial Planner who worked for more than 20 years in the IT industry as a software engineer.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (9)
Kanik Financial logo
Visit WebsiteWebsite

Kanik Financial

Visit WebsiteWebsite
1320 NE Windsor Drive, Lee's Summit, MO 64086
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Financial Planning
  • Investment Advisor

Business Description

Kanik Financial serves individuals and businesses in Lee's Summit and the surrounding cities. This company provides a comprehensive array of financial management services, including estate, insurance, and investment planning and education funding. Its team also assists in matters involving asset allocation and tax reduction strategies. The company's website provides clients with access to various calculators that can help them in understanding their finances and making financial decisions. Mike Kanik, company president, is a Certified Financial Planner.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (28)
Yelp
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Martin Tax & Financial Services logo
Visit WebsiteWebsite

Martin Tax & Financial Services

Visit WebsiteWebsite
3640 NE Ralph Powell Road, Lee's Summit, MO 64064
  • Estate Planning
  • Tax Planning
  • Certified Financial Planner (CFP)
  • Financial Planning
  • Wealth Management

Business Description

Martin Tax & Financial Services focuses on delivering tax-efficient planning and investing solutions in Lee's Summit. It helps in creating comprehensive plans that cover various areas like retirement, insurance, tax, and estate planning. The company's agents evaluate clients' goals and inform them about their options. They design the wealth management plans, helping clients in the implementation, and update plans as circumstances change. Mike Martin, a Registered Financial Consultant and an Accredited Tax Advisor, formed the company in 1987.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.7
Google
4.6 / 5 (11)
Yelp
5.0 / 5 (3)
NextGen Wealth logo
Visit WebsiteWebsite

NextGen Wealth

Visit WebsiteWebsite
405 SW Waterfall Ct, Lee’s Summit, MO 64081
  • Estate Planning
  • Tax Planning
  • Retirement Planning
  • Finance Planning

Business Description

NextGen Wealth offers life and retirement planning services to clients in Lee's Summit. It works with individuals over 50 years old who are nearing retirement or have recently retired. Its advisors provide guidance in goal setting and cash flow budgeting to determine clients' priorities and develop a way for them to achieve their financial goals. They also aid in creating estate, tax, and investment plans by offering advice on managing risks. Founder Clint Haynes holds a CFP designation and is a Kansas City Financial Advisors Network member.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (35)
Facebook
5.0 / 5 (6)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Summit Pointe Financial Group logo
Visit WebsiteWebsite

Summit Pointe Financial Group

Visit WebsiteWebsite
2641 NE McBaine Dr., Lee's Summit, MO 64064
  • Estate Planning

Business Description

Summit Pointe Financial Group offers services to clients in Lees Summit. It helps individuals create a customized financial plan based on their objectives. The firm advises clients on wealth accumulation strategies such as asset management, fixed and variable annuities, mutual funds, and Roth IRAs. It also offers life, long-term care, individual health, and disability income insurance products. Craig Larsen, a financial advisor at Summit Pointe Financial Group, is a Chartered Mutual Fund Counselor and has been in the industry for over 37 years.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.7
Google
4.7 / 5 (11)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Wise Wealth, LLC logo
Visit WebsiteWebsite

Wise Wealth, LLC

Visit WebsiteWebsite
11 SE 2nd St., Lee’s Summit, MO 64063
  • Investment Advisor
  • Insurance Products
  • Retirement Planning

Business Description

Wise Wealth, LLC is a full-service financial planning firm operating in Lee's Summit. It offers investment and insurance products to assist individuals with their long-term objectives of good returns and principal protection and income acquisition. The planning process begins with an initial consultation to help clients in identifying their goals and continues with education, workshops, and meetings to keep them up-to-date with the progress of their implemented strategy. The firm's founder, Stephen Stricklin, is a Certified Financial Planner and a Certified Kingdom Advisor.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail