3 Best Financial Services in Kansas City, MO

“ Buttonwood Financial Group is a comprehensive wealth management firm assisting individuals and families with simplifying the complexity that comes with wealth. Their goal is to simplify the financial process for families who would like to protect and grow their money. Jon McGraw is the president of Buttonwood Financial Group. From simplifying financial lives to implementing solutions for real-world challenges, he remains dedicated to the individual needs of each client. As you move through life and its transitions, the Buttonwood Team is focused on being one step ahead, ensuring your financial strategy remains on track. Their expertise and services expand far beyond asset management, offering what many only hope to achieve peace of mind for you and your family. They develop, implement, refine, and revise customized strategies for each client they serve.”

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“Williams Financial Group team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns. George Williams Iii is the founder and president of Williams Financial Group. George is dedicated to helping others confidently pursue their retirement dreams and goals. George serves on two boards of directors: Urban Scholastic Center, a nonprofit organization that introduces children to Christ through a variety of activities and outreach efforts; and Commissioned to Heal, a nonprofit serving Kansas City-area residents suffering from addiction, homelessness, and other issues. Williams Financial Group firm is not affiliated with or endorsed by the U.S. government or any governmental agency.”

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“Wealth Kc is the blueprint for designing a life that aligns with your dreams and aspirations. Shean Fletcher is the founder and president of Wealth Kc. He is a graduate of Northwest Missouri State University with a Bachelor’s Degree in Financial Services. He is an Accredited Asset Management Specialist® and Accredited Investment Fiduciary®. By combining traditional wisdom with modern financial planning, Wealth Kc develops personalized strategies that align with my clients’ long-term objectives. They are committed to empowering clients to make informed financial decisions and secure their financial future. They break away from the sales-driven model and focus on building long-lasting relationships with clients based on trust, transparency, and exceptional service.”

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