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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!

KAUFMANN FINANCIAL

10205 Leavenworth Road, Kansas City, KS 66109 Directions

Since 2010

Here’s The Deal:
Specializes in asset management and estate conservation issues . Provides to help individuals become responsible stewards of the financial assets. Their experienced professionals have helped many people just like you with similar issues and concerns

SPECIALTY:
Investment Management, 401K, 457, 403B, Pension Plan Rollovers, IRA Plans, 529 Plans for College, Educational IRA, Retirement Investing and Distribution Strategies, Probate Avoidance, Proper Beneficiary Designation, Asset Allocation, Insurance Planning, Mutual Funds & Stocks

[email protected]

kaufmannfinancialkc.com

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Mon - Fri 8:00 am - 5:00 pm
Sat & Sun Closed

TBR® Inspection Report:

ERIC V MCTYE

8147 Parallel, Kansas City, KS 66112 Directions

Since 1922

Here’s The Deal:
Retirement savings calculator are available . Provides your employees with retirement plan options & planning for the future transition of your business

SPECIALTY:
EDWARD JONES - Portfolio Reviews, Financial Planning, Retirement Savings Strategies, Insurance, 401K Plan, Social Security, Traditional and Roth IRA, Annuities, College Savings, Estate & Legacy Strategies

[email protected]

edwardjones.com/financial...

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Mon - Thu 8:00 am - 4:30 pm
Fri 8:00 am - 4:00 pm
Sat & Sun Closed

TBR® Inspection Report:

BARBER FINANCIAL GROUP, INC.

13550 West 95th Street, Kansas City, KS 66215 Directions

Since 1996

Here’s The Deal:
Expertise in wealth management services. Serves also in Kansas City & Lee’s Summit. 14.6 miles from downtown of Kansas City. Focuses on retirees and pre-retirees could receive financial planning that encompassed more than just their investments

SPECIALTY:
Tax Planning Strategy, Proper Risk Management, Social Security Recommendations, Estate Planning, Investment Portfolio, Stocks, Bonds, Exchange-Traded Funds & Insurance Planning

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barberfinancialgroup.com

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Mon - Thu 8:00 am - 5:00 pm
Fri 8:00 am - 3:00 pm
Sat & Sun Closed

TBR® Inspection Report: