Expertise.com
2024

Last updated:

Best Financial Advisors in Lees Summit

Our Recommended Top 8

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. We scored Lees Summit Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

28

Reviewed

20

Curated

8

Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

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

Why choose this provider?

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

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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
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Price: Free Consultation

Lees Summit, MO

Why choose this provider?

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!

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

Why choose this provider?

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.
4.9
Google
4.9 / 5 (42)
Facebook
5.0 / 5 (10)

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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

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

Why choose this provider?

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 (10)

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

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

Why choose this provider?

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

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

Why choose this provider?

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)

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

Why choose this provider?

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.
4.8
Google
4.8 / 5 (18)
Yelp
5.0 / 5 (3)

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

Why choose this provider?

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 (36)
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

Frequently Asked Questions

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • What benefits will you have if you participate in a 401(k) in Lees Summit?

    There are a lot of benefits you can gain if you enroll in a 401(k) account in Lees Summit and anywhere in the state of Missouri. One of the great advantages of having a 401(k) savings is you will be able to minimize your taxes as the contributions you make towards this kind of retirement account are pre-taxed, and will help you save for your future.

  • What is the eligibility requirement for a 401(k) account in Lees Summit?

    The eligibility to enable an employee in signing up for a 401(k) account in Lees Summit may vary depending on the employer's requirements. However, there are general guidelines from the ERISA that companies offering can refer to when drafting their own eligibility requirements or 401(k) accounts. Employers can choose immediate eligibility for employees or select other options like 30 days minimum service up to a year. Ideally, an employee should be the age of 18 upon joining.

  • Is there a difference between a Roth IRA and 401(k) savings in Lees Summit?

    Yes, there are differences between a Roth IRA and a 401(k) accounts in Lees Summit and throughout the state of Missouri. Though both are retirement savings accounts, they differ in how they are taxed. A Roth IRA remains with you even when you change your employer while a 401(k) account is a company-offered account. There are also differences in the contribution limits between a Roth IRA and a 401(k).

  • What are the tax implications on your social security benefits when you retire in Lees Summit?

    The tax implications on your social security benefits in Lees Summit will depend on certain factors. Your income and filing status will be taken into consideration when taxing your benefits and if it exceeds the threshold, it may be subjected to a Federal Income Tax. The good thing is, your social security benefits will not be taxed at the state level as of April 2023.

  • What licenses can you look for in a financial advisor in Lees Summit?

    If you are looking to have the services of a financial advisor in Lees Summit or anywhere in the state of Missouri, you need to ask for certifications and licenses to avoid unqualified individuals handling your financial concerns. In order for a financial advisor to provide financial services, a Series 65 license is needed. You may also look out for designations such as CIC, PFS, CFP, ChFC, and CFA.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.