3 Best Financial Services in Kansas City, KS

Expert-recommended Top 3 Financial Services in Kansas City, Kansas. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!

7+ YEARS IN TBR
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ERIC V MCTYE

EDWARD JONES 2300 Hutton Road, Suite 105,
Kansas City, KS 66109 Directions

Since 2010

Specialty:

Business Retirement Planning Financial Strategy Retirement Savings Strategies Estate and Legacy Strategies Portfolio Reviews Investment Management Financial Services and Advice Insurance and Annuities

"Eric V McTye's focus is on prioritizing the needs of his clients and their families. He holds the Series 7 and Series 66 securities registrations across 25 states nationwide. He and his team strive to explain everything, including fees and risks, in terms that are easy to understand, and they provide highly personalized service for your unique goals and needs. Edward Jones collaborates closely with your accountant, attorney, and other trusted professionals to develop strategies that capitalize on their collective expertise. Their financial advisors are dedicated to supporting clients throughout their lifelong journey, providing guidance and assistance as circumstances evolve. Their team is here to help you achieve your goals, and it all begins with a conversation.

2026 Highlights: Eric V McTye holds Chartered Retirement Planning Counselor™(CRPC™) Credential."

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License CRD #5760647

Contact:

(913) 395-9929 (913) 299-3600

Mon-Thu: 8am - 4:30pm
Fri: 8am - 4pm
Sat & Sun: Closed

TBR® Inspection Report:

Kaufmann Financial - Kansas City, KS Financial Services - Portrait
Kaufmann Financial - Kansas City, KS Financial Services - Office Image
Kaufmann Financial - Kansas City, KS Financial Services - Company Logo
10+ YEARS IN TBR
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KAUFMANN FINANCIAL

10205 Leavenworth Road,
Kansas City, KS 66109 Directions

Since 1983

Specialty:

Tax Planning Insurance Planning Retirement Planning Investments Asset Allocation Rollover Services IRA Plans 529 Plans for College Educational IRA Probate Avoidance Proper Beneficiary Designation Asset Allocation and Protection Risk Tolerance Long-term-care Insurance

"Kaufmann Financial wants to help you develop, implement, and monitor a strategy designed to address your individual situation. Scott Kaufmann is the owner of Kaufmann Financial. Scott graduated with Highest Distinction (top 5%) from the University of Kansas School of Business Administration, where he taught Business Statistics. He is a frequent contributor on KMBZ 980 AM's Moneyline. He earned an Accredited Asset Management Specialist (AAMS) designation through the College for Financial Planning. Scott has been the featured speaker at six United States Naturalization ceremonies. Kaufmann Financial invites its clients to discover and experience the power of its services. Its goal is to help you work towards your dreams.

2026 Highlights: Kaufmann Financial provides personalized service that focuses your needs, wants, and long-term goals."

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License CRD #1197798

Price:

Financial Planning and Consulting Services per Hour $500

Contact:

(913) 334-5100 (913) 645-0439

Mon-Fri: 8am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

FAS Wealth Partners - Kansas City, KS Financial Services - Office Image
FAS Wealth Partners - Kansas City, KS Financial Services - Professional Team Image
FAS Wealth Partners - Kansas City, KS Financial Services - Professional Highlights
4+ YEARS IN TBR
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FAS WEALTH PARTNERS

4747 West 135th Street, Suite 100, Leawood,
Kansas City, KS 66224 Directions

Since 1979

Specialty:

Financial Planning Investment Management Estate Planning Tax Strategies Business Services Education Planning Risk Management Business Exit and Succession Planning

"FAS Wealth Partners is a full-service, fee-based financial planning company with Certified Financial Planners. The team of professionals has been providing services in the area for over 40 years with expertise and objectivity. James G. Dussold is the director of the firm. The team is made up of twenty-three professionals, including Director, Wealth and Investment Manager, General Counsel, Adviser, Sr. Financial Planner, Client Services Leader & Administrative Assistant. Their advisor provides financial planning and wealth management services. In addition, the team creates custom financial plans for working professionals, busy executives, and business owners that cover multiple aspects of their financial situation and prepare them for future financial life stages. Clients can get direct access to a passionate team of professionals dedicated to developing and implementing solutions to help them achieve their goals. The firm is located 12.5 miles away from Kansas City, Kansas, downtown.

2026 Highlights: FAS Wealth Partners offers solutions that encompass various financial aspects, ensuring a comprehensive approach that simplifies your current situation and positions you for sustained growth and long-term security."

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License CRD #109796

Price:

Financial Planning Services Per Hour $500
Financial Planning Services Fixed Fees Upto $25,000

Contact:

(913) 239-2300

Mon-Fri: 8am - 5pm
Sat & Sun: Closed

TBR® Inspection Report: