Best Financial Advisors in Jackson County, MO

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List of Firms

Jackson County, MO Fiduciary Financial Advisors

Edward Jones - Financial Advisor: Sharon L Love
SEC File# 801-3297
CRD# 250
5 out of 5
Location 1201 S Broadway, Oak Grove, MO 64075, USA
Phone (816) 690-3592
Time Monday: 8:30 AM – 4:30 PM Tuesday: 8:30 AM – 4:30 PM Wednesday: 8:30 AM – 4:30 PM Thursday: 8:30 AM – 4:30 PM Friday: Closed Saturday: Closed Sunday: Closed
Directions
Edward Jones - Financial Advisor: JD McCarty
SEC File# 801-3297
CRD# 250
Location 4911 S Arrowhead Dr Suite 315, Independence, MO 64055, USA
Phone (816) 373-1241
Directions
Edward Jones - Financial Advisor: Joseph Hyde, CIMA®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 3550 NE Ralph Powell Rd Suite 200, Lee's Summit, MO 64064, USA
Phone (816) 272-6219
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 – 6:00 PM Friday: 8:00 AM – 4:30 PM Saturday: Closed Sunday: Closed
Directions
Edward Jones - Financial Advisor: Tom Wilson
SEC File# 801-3297
CRD# 250
5 out of 5
Location 400 SW Longview Blvd Ste 250, Lee's Summit, MO 64081, USA
Phone (816) 761-1045
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 – 5:00 PM Saturday: Closed Sunday: Closed
Directions
Edward Jones - Financial Advisor: John A Skinner
SEC File# 801-3297
CRD# 250
Location 1600 NE Coronado Dr, Blue Springs, MO 64014, USA
Phone (816) 228-9926
Directions
Edward Jones - Financial Advisor: Andrea N McMillin
5 out of 5
Location 4911 S Arrowhead Dr Ste 350, Independence, MO 64055, USA
Phone (816) 461-0120
Directions
Michelle Hutton - Central Investment Advisors
Location 11206 US-24, Independence, MO 64054, USA
Phone (816) 521-2488
Directions
Edward Jones - Financial Advisor: Rebecca G Knepper
Location 1512 NW Mock Ave Suite A, Blue Springs, MO 64015, USA
Phone (816) 220-0523
Directions
Evans & Steele Financial
5 out of 5
Location 14810 E 42 St S, Independence, MO 64055, USA
Phone (816) 478-4277
Directions
Edward Jones - Financial Advisor: Scott M Wall, CFP®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 3500 NE Ralph Powell Rd Suite E, Lee's Summit, MO 64064, USA
Phone (816) 272-0460
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
Directions
Darby & Associates Financial Group
Location 3383 NE Ralph Powell Rd SUITE B, Lee's Summit, MO 64064, USA
Phone (816) 389-2999
Directions
Bacon Financial Advisors, Inc.
Location 600 SW Jefferson St #208, Lee's Summit, MO 64063, USA
Phone (816) 246-8450
Directions
Morgan Stanley Financial Advisors
4 out of 5
Location 4520 Main St 8th Fl, Kansas City, MO 64111, USA
Phone (816) 932-7800
Directions
Edward Jones - Financial Advisor: Shannon M Sundberg, CAP®
SEC File# 801-3297
CRD# 250
Location 4200 Little Blue Pkwy Suite 510, Independence, MO 64057, USA
Phone (816) 795-2470
Directions
Edward Jones - Financial Advisor: Lauren Berry
SEC File# 801-3297
CRD# 250
Location 4721 S Cliff Ave Ste 204, Independence, MO 64055, USA
Phone (816) 373-5808
Directions
Edward Jones - Financial Advisor
SEC File# 801-3297
CRD# 250
Location 801 NE Lakewood Blvd, Lee's Summit, MO 64064, USA
Directions
cfs Wealth Management Group, LLC
1 out of 5
Location 115 S Main St, Grain Valley, MO 64029, USA
Phone (816) 427-7899
Directions
Edelman Financial Engines
SEC File# 801-55196
CRD# 104510
1 out of 5
Location 210 SW Market St, Lee's Summit, MO 64063, USA
Phone (833) 752-6333
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
Edward Jones - Financial Advisor: Mark A Sandy, AAMS™
SEC File# 801-3297
CRD# 250
4 out of 5
Location 200 SE Douglas St Ste 105, Lee's Summit, MO 64063, USA
Phone (816) 272-5650
Directions
Steve Heggs - Raymond James
5 out of 5
Location 3301 MO-7, Blue Springs, MO 64014, USA
Phone (816) 229-4000
Directions
Edward Jones - Financial Advisor: Chris Thiele
5 out of 5
Location 3151 Rte 291 Suite C, Independence, MO 64057, USA
Phone (816) 478-7972
Directions
Edward Jones - Financial Advisor: Troy Ganson
SEC File# 801-3297
CRD# 250
5 out of 5
Location 3550 NE Ralph Powell Rd Suite 200, Lee's Summit, MO 64064, USA
Phone (816) 272-6219
Directions
Edward Jones - Financial Advisor: Christy Yager
SEC File# 801-3297
CRD# 250
Location 220 NW R D Mize Rd ste a, Blue Springs, MO 64014, USA
Phone (816) 598-8363
Directions
Edward Jones - Financial Advisor: Kevin J McClelland, ChFC®|AAMS™
SEC File# 801-3297
CRD# 250
5 out of 5
Location 700 NE R D Mize Rd Ste 201, Blue Springs, MO 64014, USA
Phone (816) 220-9345
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 3:00 PM Saturday: Closed Sunday: Closed
Directions
Edward Jones - Financial Advisor: Benny Stewart
SEC File# 801-3297
CRD# 250
Location 3031 M 291 Frontage Rd #100, Independence, MO 64057, USA
Phone (816) 373-1241
Directions
Bill Ellwood - Raymond James
Location 3301 MO-7, Blue Springs, MO 64014, USA
Phone (816) 229-4000
Directions
Edward Jones - Financial Advisor: Nicole Simmons, AAMS™
SEC File# 801-3297
CRD# 250
4 out of 5
Location 2050 NW S Outer Rd, Blue Springs, MO 64015, USA
Phone (816) 228-4022
Directions
Beacon Financial Advisors
SEC File# 801-43463
CRD# 106164
4 out of 5
Location 200 NE Missouri Rd, Lee's Summit, MO 64086, USA
Phone (816) 739-4853
Directions
Thrivent Financial-Lutherans
Location 1200 NW S Outer Rd, Blue Springs, MO 64015, USA
Phone (816) 229-7462
Directions
Wipfli Financial Advisors
SEC File# 801-56865
CRD# 109983
Location 200 NE Missouri Rd Ste. 301, Lee's Summit, MO 64086, USA
Phone (888) 520-3040
Directions
Financial Advisors in Jackson County, MO

Where Certified Financial Advisors in Jackson County, MO Serve

Jackson County, MO is a bustling hub of activity, boasting a plethora of landmarks, top employers, major highways and streets, and diverse neighborhoods. From the towering skyscrapers of downtown Kansas City to the verdant parks and gardens that dot the landscape, this region is a feast for the senses. Some of the most notable landmarks in Jackson County include the iconic Kauffman Center for the Performing Arts, the historic Union Station, and the sprawling Truman Sports Complex, home to the Kansas City Chiefs and Royals. In addition, the region is teeming with world-class museums, art galleries, and cultural institutions that showcase the rich heritage and vibrant energy of this dynamic area. When it comes to employment, Jackson County is home to a wide range of top employers, including healthcare giants like Saint Luke's Health System and Children's Mercy Hospital, as well as major corporations like Sprint and Hallmark.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Jackson County, MO can benefit greatly from the guidance of a financial advisor. With a median household income of $54,000 and a poverty rate of 15.7%, many individuals and families in the area may struggle to manage their finances effectively. A financial advisor can provide assistance with budgeting, saving for retirement, and investing wisely. Additionally, the county has a diverse population, including a significant number of retirees and veterans. A financial advisor can help these individuals navigate the complexities of retirement planning and ensure they are maximizing their benefits. Overall, a financial advisor can provide valuable support to Jackson County residents as they work towards achieving their financial goals and securing their future.

Insurance Broker

Residents of Jackson County, MO can benefit greatly from the services of an insurance broker. With the county's population of over 700,000 people, finding the right insurance coverage can be a daunting task. An insurance broker can help residents navigate the complex world of insurance policies and find the best coverage to fit their unique needs. Additionally, with the county being home to several large employers, such as the Kansas City Chiefs and Cerner Corporation, an insurance broker can assist with employee benefits packages and group insurance plans. Overall, an insurance broker can provide invaluable assistance to Jackson County residents in securing the protection they need for themselves and their families.

Retirement Planning

Residents of Jackson County, MO can benefit greatly from the expertise of a retirement planner. With a population of over 700,000 people, Jackson County is one of the largest counties in Missouri and is home to a diverse community with varying financial needs and goals. A retirement planner can help residents navigate the complex world of retirement planning, including strategies for maximizing Social Security benefits, creating a personalized investment portfolio, and developing a comprehensive retirement income plan. Additionally, a retirement planner can provide guidance on estate planning and tax-efficient strategies, which are particularly important for residents of Jackson County, where property taxes can be high. Overall, working with a retirement planner can help residents of Jackson County achieve financial security and peace of mind in their golden years.

Wealth Management

Residents of Jackson County, MO can benefit from the guidance and expertise of a wealth manager in a variety of ways. For example, a wealth manager can help residents navigate the complex world of investments and financial planning, ensuring that their money is working for them in the most effective way possible. They can also provide advice on tax planning, estate planning, and retirement planning, helping residents to achieve their long-term financial goals. In particular, residents of Jackson County, MO may benefit from a wealth manager who is familiar with the unique economic and financial landscape of the region, including the local job market, cost of living, and housing market. With the help of a skilled wealth manager, residents of Jackson County can achieve financial security and peace of mind for themselves and their families.

Mortgage Loan Officer

Residents of Jackson County, MO can benefit from the expertise of a mortgage loan officer in several ways. For starters, a mortgage loan officer can help residents find the best mortgage rates available in the county. This is particularly important given that Jackson County is home to several cities, including Kansas City and Independence, which have a high cost of living. Additionally, a mortgage loan officer can help residents navigate the complex process of applying for a mortgage, including filling out paperwork and meeting eligibility requirements. This can be especially helpful for first-time homebuyers who may not be familiar with the process. Overall, the guidance of a mortgage loan officer can help residents of Jackson County, MO achieve their dream of homeownership.

Tax Services

Residents of Jackson County, MO can benefit greatly from the expertise of a tax advisor. With the county being home to several large corporations and small businesses, tax laws and regulations can be complex and confusing. A tax advisor can help residents navigate the ever-changing tax laws and provide guidance on deductions and credits that they may be eligible for. Additionally, with a large population of retirees in Jackson County, a tax advisor can assist with retirement planning and ensure that they are making the most of their retirement benefits. Overall, a tax advisor can provide valuable assistance to residents of Jackson County, MO in navigating the intricacies of the tax system and maximizing their financial well-being.

Estate Planning Lawyer

Residents of Jackson County, MO can benefit greatly from the services of an estate planning lawyer. One of the most common ways that an estate planning lawyer can help is by creating a comprehensive estate plan that ensures that the client's assets are distributed according to their wishes after they pass away. This is especially important in Jackson County, MO, where the population is aging, and many residents have accumulated significant assets over their lifetimes. An estate planning lawyer can also assist with drafting wills, trusts, and other legal documents that can help protect the client's assets and ensure that their loved ones are taken care of after they're gone. Additionally, an estate planning lawyer can help clients navigate complex tax laws and minimize tax liabilities, which can be particularly beneficial in a state like Missouri, where estate taxes can be high. Overall, working with an estate planning lawyer can provide peace of mind and security for Jackson County residents and their families.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Jackson County, MO