ThreeBestRated.com
BEST RATED KANSAS CITY, MO FINANCIAL SERVICES

3 Best Financial Services in Kansas City, MO

Expert-recommended Top 3 Financial Services in Kansas City, Missouri. 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!

Buttonwood Financial Group, LLC - Kansas City, MO Financial Services
Buttonwood Financial Group, LLC - Kansas City, MO Financial Services
Buttonwood Financial Group, LLC - Kansas City, MO Financial Services
Best Financial Services in Kansas City MO - Buttonwood Financial Group, LLC video
11+ YEARS IN TBR
CALL EMAIL

BUTTONWOOD FINANCIAL GROUP, LLC

(4.9 Score)
3013 Main Street,
Kansas City, MO 64108 Directions

Since 2002

Specialty:

✓ Business Strategy ✓ Employee Benefits ✓ Financial Advisory Services ✓ Investment Management ✓ Wealth Management ✓ Lifestyle Management ✓ Multigenerational Wealth ✓ Tax Strategy ✓ Retirement Planning ✓ Insurance Strategy ✓ Estate & Legacy ✓ 401K Employer Retirement Planning ✓ Tax and Accounting Services ✓ Charitable Planning ✓ Investments ✓ Cash Flow ✓ Retirement ✓ Business Strategies

"Buttonwood Financial Group, LLC 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.

2026 Update: Serving as Family CFO, Buttonwood Financial Group, LLC coordinates and integrates your financial life, including taxes, insurance, estate planning, investments, cash flow, retirement, education, and business strategies."

Reviews | Play Video | Write a Review
License #151164

Price:

CFO Service Fee Starts From (Per Quarter) $1,000

Contact:

(816) 285-9000 (800) 448-9093

Mon-Fri: 8:30am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Williams Financial Group - Kansas City, MO Financial Services
Williams Financial Group - Kansas City, MO Financial Services
Williams Financial Group - Kansas City, MO Financial Services
Best Financial Services in Kansas City MO - Williams Financial Group video
4+ YEARS IN TBR
CALL EMAIL

WILLIAMS FINANCIAL GROUP

(4.8 Score)
800 East 101st Terrace, Suite 210,
Kansas City, MO 64131 Directions

Since 2013

Specialty:

✓ Wealth Management ✓ Retirement Income Strategies ✓ Annuities ✓ Investments ✓ IRA ✓ 401(k) Rollover ✓ Asset Protection Strategies ✓ Life Insurance Services ✓ Tax-Efficient Strategies ✓ Long-Term Care Strategies

"Williams Financial Group is a team of professionals who 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.

2026 Update: Williams Financial Group offers a comprehensive financial planning approach in the Kansas City metropolitan area and Washington, D.C."

Reviews | Play Video | Write a Review

Contact:

(855) 934-5522

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Wealth | KC - Kansas City, MO Financial Services
Wealth | KC - Kansas City, MO Financial Services
Best Financial Services in Kansas City MO - Wealth | KC video
CALL

WEALTH | KC

(4.7 Score)
1420 Northwest Vivion Road, Suite 109,
Kansas City, MO 64118 Directions

Since 2018

Specialty:

✓ Financial Planning ✓ Investment Management ✓ Tax Planning ✓ Estate Planning ✓ Business Entity Considerations ✓ Employer Retirement Plans ✓ Business Tax Strategies ✓ Wealth Management

"Wealth | KC specialize in helping successful individuals and families navigate every stage of life. Shean Fletcher is the founder and president of the company. 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 the 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.

2026 Update: Whether you’re building wealth, preparing for retirement, enjoying your post-retirement years, or planning your legacy. Their approach combines sophisticated financial and tax planning with disciplined investment management to provide clarity and confidence at every turn."

Reviews | Play Video | Write a Review

Contact:

(816) 820-4756

Mon-Thu: 8:30am - 5pm
Fri: 8:30am - 3pm
Sat & Sun: Closed

TBR® Inspection Report:

Video

Write a Review for Wealth | KC

Our Review Process:

  • All reviews matter:We publish both positive and negative reviews to provide a balanced perspective.
  • No censorship: Businesses cannot pay to remove or modify negative reviews.
  • Verification process: All reviews are checked for authenticity and compliance with our community guidelines before publication.
  • Fair representation: We display reviews of all ratings (1–5 stars) to help users make informed decisions.
  • Independence: We are not affiliated with the businesses we review and receive no compensation for favorable ratings.

Your honest opinion helps others make better choices. Whether your experience was excellent, average, or disappointing, we want to hear from you. For more details, check Community Review Guidelines.

Contact Business

BUTTONWOOD FINANCIAL GROUP, LLC REVIEWS

Solid Advice and Trustworthy People, my family has worked with Buttonwood for the last ten years and we have always been thrilled with their services. I would immediately recommend them to anyone who needs financial advice with a personal touch.

Had an absolutely amazing experience. So informative and helpful with all the difficult financial navigation needed to establish a solid plan to secure my financial future. Mitchell was beyond my expectations and incredibly helpful.

Excellent service and response time. They make financial and retirement planning easy and accessible.

These reviews are provided for information purposes and to help you make informed decisions.

To share your experience, click here or send it to reviews@threebestrated.com.

We will display both positive and negative reviews. All submitted reviews are published after verification for authenticity and compliance with our Terms and Conditions, Privacy Policy, and Community Review Guidelines.

WILLIAMS FINANCIAL GROUP REVIEWS

A friend of mine asked me to attend a seminar and I've been hooked since. Williams Financial Group is everything I wanted in a financial advisor. Stacia is knowledgeable, friendly, eager to work with you, and shares the same Christ-like values that I grew up with. It's nice to be able to sit across the table and talk with someone who understands your needs. The 1970's party was a blast. My husband and I enjoyed it very much. It got us out of our comfort zone, and we look forward to more of the same as we enter into our retirement years. As we continue our journey with WFG into 2025, we'd like to get to know George better. We haven't had the opportunity yet to sit down with him. As a soon to retire federal employee, I would like to know that I can count on him to know and understand my federal benefits. My experience and interactions with Joyce, Debra, and Sarah have been great. Thank you WFG for accepting Lawrence and I into your family. I look forward to many years of working with your team!

Stacia & George are an absolutely wonderful couple who take pride in getting to know their customers and always making sure their needs are met. I've never had a financial institution that's truly treats you like family.

This company Is such a educational and fun and I went to 6 companies at that time and they were the only ones that made me want to say yes

WEALTH | KC REVIEWS

My wife and I have known Shean for a while. He is very down to earth and personable. He doesn't push like others have done. He is there for you, not for himself. Very passionate at what he does. It's not a job to him. He loves helping people to become financially secure by retirement and after. Will hold live videos to explain where the market is and where he feels funds go where. We've never gotten that anywhere else. He goes out of his way to maximize funds to age ratio. I could not think about going anywhere else. Thank you, Shean and team.

The meeting with Shean Fletcher went really well. I had several issues that I had come up and needed advice of which way to go. Shean gave me the pros and cons of each situation. He helped me make a smart decision with information he provided me.

Shean and his team have been great for me. They don't treat me like just another customer, I feel like I'm a friend and I feel valued. Those are the type of people I want in charge of things like my retirement.

TBR® Inspection Score Report

BUTTONWOOD FINANCIAL GROUP, LLC Total Inspection Points: 118/120
Business Hours: 9
Experience: 9
Acknowledgments: 10
Business Images: 10
Complete Info: 10
Contact Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Pricing: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

WILLIAMS FINANCIAL GROUP Total Inspection Points: 116/120
Experience: 8
Business Hours: 9
Complete Info: 9
Acknowledgments: 10
Business Images: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Study: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

WEALTH | KC Total Inspection Points: 113/120
Contact Info: 8
Experience: 8
Business Hours: 9
Business Images: 9
Complete Info: 9
Acknowledgments: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Study: 10
Website Source: 10
Website Standard: 10