Congratulations!

WiserAdvisor has qualified Financial Advisors serving the Lees Summit, Missouri area.


Our Recommendations:

  • Talk to at least 2 to 3 Financial Advisors.
  • Hire an advisor who meets your screening criteria.

Special Offer!

FREE 1-on-1 initial consultation with qualified Financial Advisors

  • Complete the form to the right and click "Find My Advisor".
  • We will match up to 3 Financial Advisors who can best help with your specific needs.
  • This match is from an impressive list of credentialed and pre-screened Financial Advisors.

seven reasons why this is simply a better way to find a Financial Advisor.

Talk To a Human :: 1-888-762-7630


Financial Advisors Licensed to practice in Lees Summit, Missouri

Financial Engines Advisors, LLC
1317 NE Douglas Street,
Lees Summit, MO   64086
Call : (816) 347-0200

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize-winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the... read more>>

Jay Steinbock, Financial Advisor from Lees Summit, Missouri
(387 views)
Inquire with
Jay
Summit Pointe Financial Group.
10965 Granda Lane,
Shawnee Mission, KS   66211
Call : (888) 888-8213

Having your financial house in order is one of the best gifts you can give your loved ones, and selecting a financial advisor is the first step. At Capital Advisors we play a central role as your "retirement income specialists".Whether it is discusing a 401K rollover or estate planning we play a central role in addressing your needs and concerns, and can provide a lifetime of guidance as well. It is never to early or late to take control of your financial future, and there is no beter time than... read more>>

Providence Financial Advisors, LLC
6240 W 135th Street,
Overland Park, KS   66223
Call : (913) 323-0535

To help clients meet their financial goals through high quality, professional investment services. This can only be accomplished by working with the client to determine their risk profile and goals and then implementing an investment strategy within that framework. Providence Financial Advisors is a Registered Investment Advisor and only receives fees from clients. This allows us complete freedom in implementing the investment portfolio for our clients. Providence utilizes time tested... read more>>

James Claiborne, CFS, ChFC, Financial Advisor from Lees Summit, Missouri
(1284 views)
Inquire with
James
Financial Partners Group
9990 College Blvd.,
Overland Park, KS   66210
Call : (913) 948-9489

Financial Partners Group is an Independent Comprehensive fee-based Wealth Management Firm located in Overland Park, KS, dial (913) 948-9489 for James Claiborne, Owner/Financial Advisor for a complementary portfolio review by our financial expert, James Claiborne CFS, ChFC. Whether you are seeking individual or corporate asset management, our Financial planning team has the experience and expertise to provide the objective advice needed to achieve your financial goals. Our investment advisory... read more>>

The Retirement Planning Group
11512 W. 119th Street,
Overland Park, KS   66213
Call : (913) 498-8898

Wouldn't it be great if there was a financial firm that understood your journey in life and could help you create a financial plan to fulfill that journey? Well, look no further. Introducing The Retirement Planning Group! This firm focuses on life stage financial planning ? planning that meets you where you are and helps you grab your future.Feeling disorganized? Not sure where to even start? Worried if you are on track? Are there other things you could be doing? Wondering if or when you can... read more>>

Financial Engines Advisors, LLC
11095 Metcalf Avenue,
Overland Park, KS   66210
Call : (913) 338-2323

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize-winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the... read more>>

Financial Engines Advisors, LLC
9203 NE 152 Highway,
Kansas City, MO   64158
Call : (816) 415-2722

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize-winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the... read more>>

Jeff Cram, Financial Advisor from Lees Summit, Missouri
(384 views)
Inquire with
Jeff
Financial Engines Advisors, LLC
22308 Midland Drive,
Shawnee, KS   66226
Call : (913) 422-4800

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize-winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the... read more>>

List of Additional Financial Advisors in or around Lees Summit, Missouri
The Planners Network Inc. Lk Lotawana, MO

Please provide the information we need to match you with 2 to 3 pre-screened financial advisors in Lees Summit, Missouri based on your specific needs and receive FREE INITIAL CONSULTATION.

What advisory services do you need?

What is the size of your investment portfolio?

Your Zipcode

First Name:

Last Name:

Email

Phone No:

Additional information (optional)

Privacy Policy | Terms & Conditions

Featured Financial Articles

Social Security Retirement Income Planning - The Critical Path You Can't Afford To Miss

Like a critical life-saving operation where every move must be perfect and every minute counts, crafting and maintaining a retirement plan entails some of the most important decisions you will ever... more

Facing and Managing Investment Danger

The dangers facing today's investor have never been more deeply felt. The bloody lessons of the Great Crash of 2008 left no investor untouched, but some weathered the storm far better than others,... more

Are Your Retirement Growth Assumptions Reasonable

Making the right assumptions about future rates of return is critical. Investment returns assumptions can be an Achilles' heel in retirement analysis, and standardization is yet to emerge, even in... more

Are You A Financial Advisor in Missouri?

join-wiseradvisor-
wiseradvisor-right-sign

Must Have

  • Minimum 5 years of Experience
  • 5 year clear FINRA/SEC record
  • Must be Fee Based or Fee Only