Best Financial Advisors in Mission Woods, KS

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List of Firms

Mission Woods, KS Fiduciary Financial Advisors

Kansas City Private Wealth Management

5 out of 5

Location 3 W 63rd St #120, Kansas City, MO 64113, USA
Phone (816) 214-8344
Mader & Shannon Wealth Management

5 out of 5

Location 4717 Grand Ave #800, Kansas City, MO 64112, USA
Phone (816) 751-0585
Merrill Lynch Wealth Management Advisor Jared Gudenkauf
Location 4801 Main St, Kansas City, MO 64112, USA
Phone (816) 932-9777
Edward Jones - Financial Advisor: Lance K Burnside
SEC File# 801-3297
CRD# 250

5 out of 5

Location 10820 Shawnee Mission Pkwy Suite 204, Shawnee, KS 66203, USA
Phone (913) 350-2380
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 4:30 PM Saturday: Closed Sunday: Closed
Heritage First
Location 800 W 47th St #709, Kansas City, MO 64112, USA
Phone (816) 931-0375
Edward Jones - Financial Advisor: Sarah Hudson
SEC File# 801-3297
CRD# 250
Location 6241 Brookside Plaza, Kansas City, MO 64113, USA
Phone (816) 941-3500
Edward Jones - Financial Advisor: Mark D Zastrow, AAMS¿
SEC File# 801-3297
CRD# 250
Location 4900 Main St Suite 320, Kansas City, MO 64112, USA
Phone (816) 756-5675
Time Monday: 7:00 AM – 5:00 PM Tuesday: 7:00 AM – 5:00 PM Wednesday: 7:00 AM – 5:00 PM Thursday: 7:00 AM – 5:00 PM Friday: 7:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Edward Jones - Financial Advisor: Steve Anderson, AAMS¿
SEC File# 801-3297
CRD# 250
Location 5800 Foxridge Dr Suite 410, Mission, KS 66202, USA
Phone (913) 831-9270
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 3:00 PM Saturday: Closed Sunday: Closed
Bowood Capital Advisors
Location 2001 Shawnee Mission Pkwy, Mission Woods, KS 66205, USA
Phone (913) 953-8330
Casey H Dreher
Location 4726 Rainbow Blvd, Westwood, KS 66205, USA
Phone (913) 362-5033
Edward Jones - Financial Advisor: Bill Hudson
Location 6241 Brookside Plaza, Kansas City, MO 64113, USA
Phone (816) 941-3500
Edward Jones - Financial Advisor: Julia Bartak, CFP®
Location 5820 Lamar Ave Suite 110, Mission, KS 66202, USA
Phone (913) 236-4433
Merrill Lynch Wealth Management Advisor Richard J Goede
Location 4801 Main St, Kansas City, MO 64112, USA
Phone (816) 932-9744
Merrill Lynch Wealth Management Advisor Donald Porterfield
Location 4801 Main St Suite 600, Kansas City, MO 64112, USA
Phone (816) 932-9767
Edward Jones - Financial Advisor: Shawn D Creger, AAMS¿
SEC File# 801-3297
CRD# 250

5 out of 5

Location 7301 Mission Rd Bldg B Ste 250, Prairie Village, KS 66208, USA
Phone (913) 384-2406
Time Monday: 8:00 AM – 4:30 PM Tuesday: 8:00 AM – 4:30 PM Wednesday: 8:00 AM – 4:30 PM Thursday: 8:00 AM – 4:30 PM Friday: 8:00 AM – 3:00 PM Saturday: Closed Sunday: Closed
Sentinel Wealth Advisors LLC
Location 1901 W 47th Pl #103, Mission, KS 66205, USA
Phone (913) 647-1340
Edward Jones - Financial Advisor: Nickolas J Wilson, CFP®|AAMS¿
SEC File# 801-3297
CRD# 250

4 out of 5

Location 6901 Shawnee Mission Pkwy Ste 115, Overland Park, KS 66202, USA
Phone (913) 236-0436
Westwood Capital Management
Location 1900 W 47th Pl, Mission, KS 66205, USA
Phone (913) 362-7771
Plaza Wealth Management - UBS Financial Services Inc.
Location 4622 Pennsylvania Ave 8th Floor, Kansas City, MO 64112, USA
Phone (816) 360-2250
CFW Capital Management Inc
Location 15 Le Mans Ct, Prairie Village, KS 66208, USA
Phone (913) 432-5600
Justin McCandless - Morgan Stanley
Location 4520 Main St. 8th Fl, Kansas City, MO 64111, USA
Phone (816) 932-7805
Comprehensive Accounting Wealth Management LLC
Location 1900 W 47th Pl, Westwood, KS 66205, USA
Phone (913) 320-5311
Edward Jones - Financial Advisor: Jeffrey Shore, CFP®
SEC File# 801-3297
CRD# 250
Location 6299 Nall Ave Suite 205, Mission, KS 66202, USA
Phone (913) 722-0743
Merrill Lynch Wealth Management Advisor Natalie Kirk Welch
Location 4801 Main St, Kansas City, MO 64112, USA
Phone (816) 932-9756
Sean Lenz
Location 1900 Shawnee Mission Pkwy #210, Mission Woods, KS 66205, USA
Phone (913) 267-7167
Caliber Wealth Management
SEC File# 801-114829
CRD# 173280
Location 6201 College Blvd Ste 650, Leawood, KS 66211, USA
Phone (913) 303-3920
Financial Resources
Location 5920 Nall Ave, Mission, KS 66202, USA
Phone (816) 965-8600
CommunityAmerica Financial Advisor - Ashley Dickson
SEC File# 801-89168
CRD# 168203

4 out of 5

Location 5041 Main St, Kansas City, MO 64112, USA
Phone (913) 905-3617
Edward Jones - Financial Advisor: Andre Kulikov
SEC File# 801-3297
CRD# 250
Location 8014 State Line Rd Suite 202, Leawood, KS 66208, USA
Phone (913) 341-2343
Financial Designs Inc
Location 11827 W 112th St #250, Shawnee Mission, KS 66210, USA
Phone (913) 451-8191
Edward Jones - Financial Advisor: Laura A Hudson, AAMS¿
SEC File# 801-3297
CRD# 250

5 out of 5

Location 6241 Brookside Plaza, Kansas City, MO 64113, USA
Phone (816) 333-4318
The Douthat Group - UBS Financial Services Inc.
Location 4622 Pennsylvania Ave 8th Floor, Kansas City, MO 64112, USA
Phone (816) 932-9538
Edward Jones - Financial Advisor: Casey Clark
SEC File# 801-3297
CRD# 250
Location 1900 W 47th Pl Suite 325, Westwood, KS 66205, USA
Phone (913) 362-0263
Merrill Lynch Wealth Management Advisor Darin Shank

5 out of 5

Location 3401 College Blvd, Leawood, KS 66211, USA
Phone (913) 906-5301
Edward Jones - Financial Advisor: Marc D Beelman, CFA®
SEC File# 801-3297
CRD# 250

5 out of 5

Location 4200 Somerset Dr Suite 160, Prairie Village, KS 66208, USA
Phone (913) 642-7147
Edward Jones - Financial Advisor: Eric R Schmitt
SEC File# 801-3297
CRD# 250

5 out of 5

Location 6405 Metcalf Ave Suite 323, Overland Park, KS 66202, USA
Phone (913) 291-1992
Capital Management Inc
Location 6811 Shawnee Mission Pkwy, Mission, KS 66202, USA
Phone (913) 262-5806
Country Club Bank

4 out of 5

Location 2001 Shawnee Mission Pkwy Suite 100, Mission Woods, KS 66205, USA
Phone (816) 751-9380
Brad Welch - Morgan Stanley
Location 4520 Main St. 8th Fl, Kansas City, MO 64111, USA
Phone (816) 932-7643
Great Range Capital
Location 1968 Shawnee Mission Pkwy, Mission Woods, KS 66205, USA
Phone (913) 378-0851
Michael Zanders - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 4200 W 115th St Ste 200, Leawood, KS 66211, USA
Phone (913) 905-1169
Edward Jones - Financial Advisor: Greta A O'Very
Location 800 W 47th St Suite 711, Kansas City, MO 64112, USA
Phone (816) 753-7277
Merrill Lynch Private Wealth Advisor Michael A Lowry
Location 4801 Main St, Kansas City, MO 64112, USA
Phone (816) 932-9963
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About Mission Woods, KS

Mission Woods is a small town located just west of Kansas City, KS. The town is known for its lush green trees and well-manicured lawns. Mission Woods is home to a few small businesses and restaurants, as well as the University of Saint Mary. The top employers in Mission Woods are the University of Saint Mary and the city of Kansas City, KS. The major highways and streets in Mission Woods are Shawnee Mission Parkway and State Line Road. The neighborhoods in Mission Woods are primarily made up of single-family homes.

Where Certified Financial Advisors in Mission Woods, KS Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks provide a variety of services to their customers. Mission Woods, KS residents can take advantage of the various products and services banks offer. These include checking and savings accounts, loans, mortgages, and credit cards. In addition, banks offer other services such as online banking and bill payment. They also provide wealth management and investment advice.

Insurance Broker

Mission Woods, KS residents can get help with their insurance needs from insurance brokers.Brokers are licensed professionals who can help you find the best policy for your needs and budget. They work with a variety of insurers, so they can compare rates and coverage to find the best deal for you.Brokers can also help you with claims and other problems that may arise while youre insured. If you have any questions or concerns, theyre a great resource to turn to.

Retirement Planning

Mission Woods, KS residents can benefit from working with a financial advisor when it comes to retirement planning. A financial advisor can help you map out your retirement plan and make sure you are on the right track to meeting your retirement goals. They can also provide guidance on how to save for retirement, what investments to make, and how to reduce your taxes in retirement.

Wealth Management

Mission Woods is a small city located in Johnson County, KS. The city is known for its tight-knit community and strong family values. However, with the recent recession, many Mission Woods residents have found themselves struggling to make ends meet. Wealth management can help Mission Woods residents by providing them with a financial plan that will help them save money and grow their wealth. A good wealth management plan will take into account the individual's goals and risk tolerance, and will provide them with advice on how to reach their financial goals.

Estate Planning Lawyer

Mission Woods, KS residents can benefit from estate planning lawyers who can help them create wills and trusts. These legal professionals can also help residents with other important tasks such as creating living wills and durable powers of attorney. By working with an estate planning lawyer, Mission Woods, KS residents can ensure that their loved ones are taken care of in the event of their death.

Mortgage Loan Officer

Mortgage loan officers can help Mission Woods, KS residents by providing them with the best mortgage products and services available. They can also help residents to find the best rates and terms for their mortgage, and to understand all of the options that are available to them. In addition, mortgage loan officers can provide advice on home buying, refinancing, and other financial matters related to homeownership.

Tax Services

Tax accountants can help Mission Woods, KS residents in a few ways. First, they can help residents understand their tax responsibilities and file their taxes correctly. Second, they can help residents plan for their taxes throughout the year, so they know how much to expect to pay each month/quarter. Finally, tax accountants can help residents get the most from their tax return, by claiming all applicable deductions and credits.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Mission Woods, KS