3 Best Financial Services in Kansas City, KS

Here’s The Deal: Eric V. McTye has a successful tenure as a financial advisor at Edward Jones, leveraging his expertize to assist clients. As an established Edward Jones financial advisor located in Western Wyandotte County, his primary focus is prioritizing the needs of his clients and their families. He holds the Series 7 and Series 66 securities registrations in 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. They want to understand what is most important to their clients and then build a customized strategy to provide confidence in their financial futures. They take the investment of their client's assets very seriously and pledge to be good stewards of that responsibility. The firm 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.

Here’s The Deal: Kaufmann Financial is a of the leading Financial planners in Kansas City, Kansas. Scott Kaufmann owns the firm and is an experienced professional serving the community since 1983. He earned an Accredited Asset Management Specialist designation through the College for Financial Planning. At Kaufmann Financial in Kansas City, their goal is to help you work towards your dreams. They can help take the mystery out of preparing for today and tomorrow. Whether you want to grow your money, protect your family, or keep your assets safe, they offer personalized services focusing on your needs, wants, and long-term goals. The firm's commitment is to utilize all of their resources so you can work towards your goal of being financially independent and free. Kaufmann Financial invites their clients to discover and experience the power of their services. Their goal is to help you work towards your dreams.

Here’s The Deal: Lighthouse Financial Strategies is a well-known Financial planner in Lenexa, Kansas. The team is dedicated to understanding, educating, and serving their clients with confidentiality and professionalism. They care about the well-being and success of their valued clients. As experienced advisors, they work alongside their clients to ensure their teams' strategies align with their short. and long-term goals. Their advisory team will take the time to understand your perspective, analyze your financial health, and assist you in setting and prioritizing realistic goals. They strive to ensure their clients are educated about the options and strategies available to address their needs and concerns. Their services include retirement and education planning, investments, and insurance. The team comprises professionals you can relate to and share your dreams with. They fit your investments into your life, help you understand what you are investing in and why, and encourage you to stick with your long-term goals.