Retirement Planning in Buchanan County, MO

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List of Firms

Top Retirement Planners in Buchanan County, MO

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Todd Baker - Thrivent
Location 500 Lana Dr, Cameron, MO 64429, USA
Phone (816) 649-8548
Directions
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Edward Jones - Financial Advisor: Brian Sears
SEC File# 801-3297
CRD# 250
5 out of 5
Location 3714 N Belt Hwy, St Joseph, MO 64506, USA
Phone (816) 396-0350
Time Monday: 9:00 AM – 6:00 PM Tuesday: 10:00 AM – 6:00 PM Wednesday: 10:00 AM – 6:00 PM Thursday: 10:00 AM – 6:00 PM Friday: 10:00 AM – 6:00 PM Saturday: Closed Sunday: Closed
Directions
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Caudle Financial Group
SEC File# 801-62277
CRD# 13609
Location 701 Kansas Ave, Atchison, KS 66002, USA
Phone (913) 367-2700
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Thrivent Financial-Lutherans
SEC File# 801-111055
CRD# 158043
Location 707 N 36th St, St Joseph, MO 64506, USA
Directions
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Edward Jones - Financial Advisor: Chris Jones
SEC File# 801-3297
CRD# 250
5 out of 5
Location 1005 W St Maartens Dr Ste C, St Joseph, MO 64506, USA
Phone (816) 279-1689
Directions
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Wells Fargo Advisors Financial Network
SEC File# 801-57434
CRD# 11025
1 out of 5
Location 2031 N 36th St ste b, St Joseph, MO 64506, USA
Directions
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Edward Jones - Financial Advisor
SEC File# 801-3297
CRD# 250
Location 1005 W St Maartens Dr Ste C, St Joseph, MO 64506, USA
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 2309 N Belt Hwy, St Joseph, MO 64506, USA
Phone (816) 279-8632
Directions
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Nold Bryant Planning & Investments
Location 1802 Union St, St Joseph, MO 64501, USA
Phone (816) 648-6700
Directions
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Edward Jones - Financial Advisor: Colton G Saunders, AAMS®|CRPC®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 2610 N Belt Hwy, St Joseph, MO 64506, USA
Phone (816) 232-1205
Time Monday: 8:00 AM – 6:30 PM Tuesday: 8:00 AM – 6:30 PM Wednesday: 8:00 AM – 6:30 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
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Retirement Planning Kansas City
5 out of 5
Location 1300 Baltimore Ave #2526, Kansas City, MO 64105, USA
Phone (913) 721-6997
Directions
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CommunityAmerica Financial Advisor - Jeff Vineyard
Location 1251 NW Briarcliff Pkwy Suite 95, Kansas City, MO 64116, USA
Phone (816) 220-5045
Directions
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Snider Talbot Financial Planning
5 out of 5
Location 12 W Kansas St # D, Liberty, MO 64068, USA
Phone (816) 305-3456
Directions
SEC File# 801-63744
CRD# 113799
Location 3805 Beck Rd, St Joseph, MO 64506, USA
Phone (816) 233-4100
Directions
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The Retirement Pros
Location 100 S 4th St, Leavenworth, KS 66048, USA
Phone (913) 758-4458
Directions
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FCS Financial
Location 2109 S Riverside Rd, St Joseph, MO 64507, USA
Phone (816) 279-2118
Directions
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Corey Means - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 104 NE 72nd St Ste A, Gladstone, MO 64118, USA
Phone (816) 468-9339
Directions
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Roger McCoy - Raymond James
Location 224 N Walnut St, Cameron, MO 64429, USA
Phone (816) 632-7501
Directions
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Sumner, Carter, Hardy & Schwichtenberg, Pc
4 out of 5
Location 1010 W St Maartens Dr Ste A, St Joseph, MO 64506, USA
Phone (816) 279-7450
Directions
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Commerce Trust Company
Location 328 Felix St, St Joseph, MO 64501, USA
Phone (816) 236-5754
Directions
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Heritage Investments
5 out of 5
Location 2407 N Woodbine Rd, St Joseph, MO 64506, USA
Phone (816) 364-4900
Directions
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Merrill Lynch Wealth Management
Location 3723 Beck Rd, St Joseph, MO 64506, USA
Phone (816) 671-2270
Directions
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Thrivent - Financial Advisor: Cody F. Vaughn, CFP
5 out of 5
Location 3131 Frederick Ave Suite 226, St Joseph, MO 64506, USA
Phone (816) 273-0026
Directions
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The Opus Group
Location 235 Main St, Platte City, MO 64079, USA
Phone (816) 368-2898
Directions
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Thrivent: Jennifer Maxwell
5 out of 5
Location 722 Commercial St, Atchison, KS 66002, USA
Phone (913) 367-0700
Directions
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Edward Jones - Financial Advisor: Mark K Matthews, AAMS™
SEC File# 801-3297
CRD# 250
5 out of 5
Location 3300 Dale Ave Suite 106, St Joseph, MO 64506, USA
Phone (816) 232-5757
Directions
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Jennifer Lawson Griffis - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
4 out of 5
Location 1807 N Woodbine Rd Ste B, St Joseph, MO 64506, USA
Phone (816) 233-9403
Directions
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Logan Financial Services
5 out of 5
Location 3715 Beck Rd Bldg C Ste 301, St Joseph, MO 64506, USA
Phone (816) 689-0776
Directions
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Edward Jones - Financial Advisor: Gabe Rockers
SEC File# 801-3297
CRD# 250
5 out of 5
Location 2901 S Belt Hwy, St Joseph, MO 64503, USA
Phone (816) 279-9851
Directions
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Greater Than Financial
5 out of 5
Location 7280 NW 87th Terrace Suite 210, Kansas City, MO 64153, USA
Phone (816) 663-9015
Directions
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Better Insurance and Financial Services
4 out of 5
Location 2619 State St, St Joseph, MO 64506, USA
Phone (816) 646-2858
Directions
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Credit repair and counseling
Location 3305 Mark Twain Dr, St Joseph, MO 64501, USA
Phone (816) 205-5768
Directions
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Makison Insurance & Retirement
5 out of 5
Location 2411 N Woodbine Rd, St Joseph, MO 64506, USA
Phone (816) 271-5444
Directions
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Financial Advisors | U.S. Bancorp Investments
Location 415 Francis St, St Joseph, MO 64501, USA
Phone (816) 364-7684
Directions
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Storyline Financial Planning, LLC
5 out of 5
Location 602 Felix St Suite 300, St Joseph, MO 64501, USA
Phone (816) 663-9229
Directions
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Empire Investments
Location 2402 Edmond St, St Joseph, MO 64501, USA
Phone (816) 233-3132
Directions
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Gertsema Wealth Advisors
5 out of 5
Location 1213 N Belt Hwy Suite E, St Joseph, MO 64506, USA
Phone (816) 259-5060
Directions
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Stifel
5 out of 5
Location 1806 Oak Ridge Cir, St Joseph, MO 64506, USA
Phone (816) 364-3334
Directions
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Edward Jones - Financial Advisor: Beau B Walker
SEC File# 801-3297
CRD# 250
Location 801 Watson Dr Suite B, Kearney, MO 64060, USA
Phone (816) 903-2005
Directions
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Raymond James
Location 1602 S Riverside Rd, St Joseph, MO 64507, USA
Phone (816) 676-2555
Directions
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Christopher Kaempfe - Thrivent
Location 8600 W 6 St Suite 205, Parkville, MO 64152, USA
Phone (314) 550-7708
Directions
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Holiday Country Squire
4 out of 5
Location 1602 Buckingham St, St Joseph, MO 64506, USA
Phone (816) 253-8516
Directions
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FinanciaLife Outfitters
Location 5921 NW Barry Rd #200, Kansas City, MO 64154, USA
Phone (816) 888-5804
Directions
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Eagle Wealth Planning LLC
Location 1717 Paddock Dr, Kearney, MO 64060, USA
Phone (816) 394-8117
Directions
Retirement Planning in Buchanan County, MO

About Buchanan County, MO for Those Planning to Retire

Buchanan County, MO is a vibrant and bustling area with a plethora of notable landmarks, top employers, major highways and streets, and neighborhoods. From the historic Jesse James Home to the iconic Missouri Theatre, there is no shortage of cultural and historical sites to explore. The top employers in the area include Mosaic Life Care, Missouri Western State University, and the St. Joseph School District, providing ample opportunities for career growth and development. Major highways and streets such as I-29, US-36, and Frederick Avenue connect the county to neighboring cities and states, making it an easily accessible destination. Neighborhoods such as the South Side and Hyde Park offer a diverse range of housing options and amenities, catering to a variety of lifestyles and preferences. With so much to offer, Buchanan County, MO is truly a gem of the Midwest.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Buchanan County, MO can benefit from a bank in a multitude of ways. For instance, the county is home to a significant number of small businesses that would require financing to start or expand their operations. A bank can provide these businesses with loans and other financial services that can help them grow and create job opportunities for the residents. Additionally, Buchanan County is an agricultural region with many farmers who require financing to purchase equipment, land, and other farming inputs. A bank can provide these farmers with loans and other financial services that can help them improve their farming operations and increase their yields. Moreover, a bank can help residents of Buchanan County with their personal financial needs such as savings, checking, and investment accounts, as well as mortgages, car loans, and credit cards. Overall, a bank can play an essential role in the economic development of Buchanan County by providing financial services that can help businesses and individuals thrive.

Insurance Broker

Residents of Buchanan County, MO would greatly benefit from the services of an insurance broker. With a population of over 87,000 people, the county is home to a diverse range of individuals with unique insurance needs. An insurance broker can help residents navigate the complex world of insurance policies, ensuring that they are adequately covered in the event of an unexpected event. For example, with the county's location in the Midwest, residents may be at risk for tornadoes and severe weather conditions. An insurance broker can help residents understand their options for home insurance and ensure that they have coverage for any potential damage caused by severe weather. Additionally, with the county's proximity to the Missouri River, residents may be at risk for flooding. An insurance broker can help residents understand their options for flood insurance and ensure that they have adequate coverage in the event of a flood.

Wealth Management

Residents of Buchanan County, MO could greatly benefit from the expertise of a wealth manager. With a population of over 87,000 people, many individuals in the county may not have the knowledge or resources to effectively manage their financial assets. A wealth manager could provide guidance on investment strategies, tax planning, and estate planning, among other services. Additionally, with Buchanan County being home to a large number of small businesses, a wealth manager could assist business owners in creating retirement plans and managing their company's finances. With the complexity of the financial world, having a trusted advisor to navigate the ever-changing landscape could prove invaluable to the residents of Buchanan County.

Financial Advisor

Residents of Buchanan County, MO would greatly benefit from the services of a financial advisor. With a median household income of $47,000, many individuals in the county struggle with managing their finances and planning for the future. A financial advisor could assist with creating a budget, setting financial goals, and developing a long-term investment strategy. Additionally, many residents in Buchanan County work in industries such as healthcare and manufacturing, which often come with unique retirement plans and benefits. A financial advisor could help navigate these plans and ensure that individuals are maximizing their retirement savings. With the added complexities of taxes and estate planning, a financial advisor could provide valuable guidance and assistance in ensuring that residents are making the most of their financial resources.

Mortgage Loan Officer

Residents of Buchanan County, MO can greatly benefit from the services of a mortgage loan officer. With the county's population steadily increasing, the demand for affordable housing has also risen. A mortgage loan officer can assist residents in finding the best mortgage options available to them, taking into account their unique financial situations and credit histories. Additionally, Buchanan County is known for its diverse economy, with industries ranging from agriculture to healthcare. A mortgage loan officer can provide guidance on how to navigate the home buying process while taking into account the specific needs of residents in various industries. Furthermore, the county's location along the Missouri River means that it is prone to flooding, which can have a significant impact on property values and insurance rates. A mortgage loan officer can help residents understand the potential risks and how to mitigate them when purchasing a home in flood-prone areas. Overall, the expertise of a mortgage loan officer can provide invaluable support to residents of Buchanan County, MO as they navigate the complex process of purchasing a home.

Tax Services

Residents of Buchanan County, MO could greatly benefit from the expertise of a tax advisor. With a population of over 87,000, Buchanan County is home to a diverse group of individuals and businesses. A tax advisor could assist residents in navigating the complex tax laws and regulations specific to Missouri, such as the state's tax code and local tax ordinances. Additionally, a tax advisor could provide guidance on tax planning strategies, including maximizing deductions and credits, minimizing tax liability, and ensuring compliance with tax laws. For small business owners in Buchanan County, a tax advisor could assist in areas such as payroll taxes, sales taxes, and business tax planning. With the constantly changing tax landscape, a tax advisor can provide valuable insights and help residents make informed decisions about their finances.

Estate Planning Lawyer

Residents of Buchanan County, MO can benefit greatly from the services of an estate planning lawyer. The lawyer can help them create a comprehensive plan that outlines their wishes for their assets and property after they pass away. This plan can help ensure that their loved ones are taken care of and that their assets are distributed in accordance with their wishes. Additionally, the lawyer can assist with setting up trusts or other financial instruments to protect assets and minimize tax liabilities. In Buchanan County, MO, where the population is largely rural and agricultural, an estate planning lawyer can also help farmers and other landowners protect their land and ensure that it remains in their families for generations to come. Overall, an estate planning lawyer can provide invaluable guidance and support for residents of Buchanan County, MO as they navigate the complex and often overwhelming process of planning for the future.

FREQUENTLY ASKED QUESTIONS

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