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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

3013 Main Street, Kansas City, MO 64108 Directions

Since 2002

Here’s The Deal:
Buttonwood Financial Group is a comprehensive wealth management firm in Kansas City, Missouri helping individuals and families simplify the complexity that comes with wealth. It is located in the heart of KCMO. Their focus is on multigenerational financial strategy. They serve as Family CFO for their clients, the Buttonwood Team coordinates and implements strategy for tax, insurance, estate, investments, cash flows, retirement, business, education, etc. Their team works together to design and implement comprehensive solutions for their clients based on a fiduciary foundation of trust. Their fiduciary role confirms the best interests of you and your family remain the top priority. Their expertise and services expand far beyond asset management, offering what many only hope to achieve; peace of mind for you and your family.

SPECIALTY:
Retirement, Estate, Financial, Legacy and Education Planning, Cash Flow, Risk, Investment, Debt and Asset Management, 401K Employer Retirement Planning, Bond Portfolio Development, Business Strategies, Insurance, Tax, Accounting Services & Charitable Planning

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buttonwoodfg.com

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

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CRAMER CAPITAL MANGEMENT, LLC

1300 North West Briarcliff Parkway, Suite 120, Kansas City, MO 64150 Directions

Since 2007

Here’s The Deal:
Cramer Capital Mangement, LLC specializes in assisting its customers in improving their long-term financial success. The firm takes pride in educating customers and their children on investing in the financial legacies of families. Their customized programs are designed to help grow and conserve their clients’ wealth by delivering world-class service. They work exclusively with individuals who are committed to turning their success into significance. Their passion is educating and empowering you to lead financially healthy lives and enrich you with the tools needed to be successful.

SPECIALTY:
Risk, Wealth and Investment Management, Simple IRA, Tax, Retirement, Estate and Succession Planning, Profit-Sharing, Term Life Insurance, Disabilities and Critical Illness, Defined Benefit & Employee Stock Option Plans

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cramercapitalmanagement.com

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FRONTIER WEALTH MANAGEMENT

4435 Main Street, Suite 650, Kansas City, MO 64111 Directions

Since 2007

Here’s The Deal:
Frontier Wealth Management, LLC provides a full range of financial planning services. They will regularly review and analyze the plan’s progress toward meeting your goals in an ever-changing environment. Their purpose is to identify and create solutions that simplify their clients’ lives and empower them with confidence. At Frontier, they offer their time, service, financial, and life expertise, so you feel secure and supported to navigate anything thrown your way. They also continue to monitor your portfolio, utilizing their in-depth market research and analysis to keep your finances working for their clients. They take your financial situation from complicated and chaotic to organized and simplified. They also serve in Glendale, Omaha, Lone Tree, St. Louis, and Wichita.

SPECIALTY:
Investment, Asset and Risk Management, Business Succession, 401K and Tax Planning, Alternative Investments, Stocks, Bonds, Employee Benefits Packages, Executive Compensation, Wealth Transfer & Corporate Retirement Plans

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frontierwealth.com

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

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