3 Best Financial Services in Kansas City, KS

“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.”

“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.”

“Lighthouse Financial Strategies is an independent financial advisory group dedicated to understanding, educating, and serving their clients with confidentiality and professionalism. Rick is the founder of Lighthouse Financial Strategies and specializes in designing customized financial plans and managing investment strategies for families and small business owners since 2002. Rick has been recognized and featured in issues of Forbes, Fortune Magazine, The Wall Street Journal, and 435 KC Magazine multiple times as a Kansas City Five Star Wealth Manager. As experienced advisors, Lighthouse Financial Strategies works alongside their clients to ensure the strategies and teams developed continue to align with their short and long-term goals.”