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Best Financial Advisors in Lees Summit

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Lees Summit, MOLees Summit, MO

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.

Lees Summit, MOLees Summit, MO

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

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

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.

2116 SW Cedar Hill Ln, Lee's Summit, MO ,, Lee's Summit, MO 64081
Lee's Summit, MO 64081

Website(816) 656-3210

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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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

9 (Good)

Score Consistency:

Consistent (Best)

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

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.

1320 NE Windsor Drive, Lee's Summit, MO 64086
Lee's Summit, MO 64086

Website(816) 434-6607

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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.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

29 (Best)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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

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.

3640 NE Ralph Powell Road, Lee's Summit, MO 64064
Lee's Summit, MO 64064

Website(816) 224-2560

Show Number

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.

Online Profiles:

2 (Better)

Average Review Score:

4.7 / 5 ( Best)

Total Reviews:

14 (Better)

Score Consistency:

Consistent (Best)

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

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.

405 SW Waterfall Ct, Lee’s Summit, MO 64081
Lee’s Summit, MO 64081

Website(816) 287-4780

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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.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

41 (Best)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

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

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.

2641 NE McBaine Dr., Lee's Summit, MO 64064
Lee's Summit, MO 64064

Website(816) 251-3333

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

4.7 / 5 ( Best)

Total Reviews:

11 (Better)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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

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.

11 SE 2nd St., Lee’s Summit, MO 64063
Lee’s Summit, MO 64063

Website(816) 246-9473

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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