Wealth Management in Jackson County, MO

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List of Firms

Jackson County, MO Wealth Management Firms

Kansas City Private Wealth Management
5 out of 5
Location 3 W 63rd St #120, Kansas City, MO 64113, USA
Phone (816) 214-8344
Directions
Stewardship Capital Ltd.
5 out of 5
Location 4200 Little Blue Pkwy #650, Independence, MO 64057, USA
Phone (816) 833-6650
Directions
cfs Wealth Management Group, LLC
1 out of 5
Location 115 S Main St, Grain Valley, MO 64029, USA
Phone (816) 427-7899
Directions
Bill Ellwood - Raymond James
Location 3301 MO-7, Blue Springs, MO 64014, USA
Phone (816) 229-4000
Directions
Guemmer Financial Services
5 out of 5
Location 1900 NW S Outer Rd Suite 200, Blue Springs, MO 64015, USA
Phone (816) 229-5948
Directions
Divvi Wealth Management℠
Location 1520 Clay St Suite D5, North Kansas City, MO 64116, USA
Phone (816) 237-8137
Directions
Wise Wealth, LLC
SEC File# 801-113559
CRD# 143421
5 out of 5
Location 11 SE 2nd St, Lee's Summit, MO 64063, USA
Phone (816) 246-9473
Time Monday: 8:30 AM – 5:30 PM Tuesday: 8:30 AM – 5:30 PM Wednesday: 8:30 AM – 5:30 PM Thursday: 8:30 AM – 5:30 PM Friday: 8:30 AM – 5:30 PM Saturday: Closed Sunday: Closed
Directions
4 Generations Wealth Management
Location 650 NW Mock Ave Suite A1, Blue Springs, MO 64014, USA
Phone (816) 229-7290
Directions
Financial Advisors | U.S. Bancorp Investments
4 out of 5
Location 701 W Main St, Blue Springs, MO 64015, USA
Phone (913) 317-9448
Directions
Central Investment Advisors
Location 609 North 291 Highway, Lee's Summit, MO 64086, USA
Phone (816) 224-7220
Directions
SEC File# 801-67482
CRD# 123741
5 out of 5
Location 4717 Grand Ave #800, Kansas City, MO 64112, USA
Phone (816) 751-0585
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
Jefferies/Bret Wealth Management Group - UBS Financial Services Inc.
Location 4622 Pennsylvania Ave 8th Floor, Kansas City, MO 64112, USA
Phone (816) 360-2248
Directions
Wealth Management in Jackson County, MO

Where Wealth Management Advisors in Jackson County, MO Serve

Jackson County, MO is a vibrant and diverse community located in the heart of the Midwest, boasting a wealth of landmarks, top employers, major highways and streets, and neighborhoods. From the iconic Kauffman Stadium, home of the Kansas City Royals, to the historic Truman Courthouse, Jackson County is steeped in rich history and culture. The county's top employers include Cerner Corporation, Hallmark Cards, and the University of Kansas Hospital, providing a diverse range of employment opportunities to residents. Major highways and streets such as I-70, US-71, and the iconic Kansas City Boulevard offer easy access to the county's many attractions, while neighborhoods such as Brookside, Waldo, and the Country Club Plaza offer a unique blend of urban and suburban living. Whether you're looking for a bustling cityscape or a quiet retreat, Jackson County has something for everyone.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Jackson County, MO can benefit from a bank in numerous ways. Firstly, a bank can provide financial services such as savings accounts, checking accounts, and loans to help residents manage their finances. Additionally, banks can offer investment opportunities to help residents grow their wealth. Specifically, Jackson County is home to many small businesses that could benefit from a bank's business loans and financial advice. Banks can also provide financial education to residents, helping them make informed decisions about their money. Furthermore, in times of crisis, such as natural disasters, banks can provide assistance to residents by offering loans or waiving fees. Overall, banks play a vital role in the financial well-being of Jackson County residents.

Insurance Broker

Residents of Jackson County, MO can benefit from the expertise of an insurance broker in several ways. With a population of over 700,000, the county is home to a diverse range of individuals, families, and businesses. An insurance broker can help residents navigate the complex world of insurance, whether they are looking for health, auto, or home insurance. For example, an insurance broker can help residents of Jackson County, MO find affordable health insurance options that meet their specific needs, considering factors such as pre-existing conditions and medical history. Additionally, an insurance broker can help businesses in Jackson County, MO find the right coverage for their employees, including group health insurance and workers' compensation insurance. With the ever-changing insurance landscape, an insurance broker can provide valuable insight and guidance to ensure that residents of Jackson County, MO have the coverage they need to protect themselves and their assets.

Retirement Planning

Residents of Jackson County, MO can benefit greatly from the services of a retirement planner. With the county's population of over 700,000 individuals, there is a significant need for financial guidance and planning for retirement. A retirement planner can assist residents in creating a comprehensive retirement plan that takes into account their unique financial situation, goals, and lifestyle. With the county's diverse population, including large communities of African Americans, Hispanics, and immigrants, a retirement planner can provide culturally sensitive advice that takes into account the specific needs and challenges faced by these groups. Additionally, with the county's proximity to Kansas City and its thriving economy, a retirement planner can help residents navigate the complex financial landscape and make informed decisions about investments, savings, and retirement accounts. Overall, a retirement planner can provide valuable assistance to residents of Jackson County, MO, helping them to achieve financial security and a comfortable retirement.

Financial Advisor

Residents of Jackson County, MO can benefit from the services of a financial advisor in several ways. One of the most common ways is by providing guidance on retirement planning. The county has a diverse population, with a large number of retirees and seniors. A financial advisor can help them navigate the complex retirement landscape, including Social Security, pensions, and 401(k) plans. Additionally, they can assist with investment management, tax planning, and estate planning. With the county's median household income being below the national average, a financial advisor can also help residents manage debt and create a budget to achieve their financial goals. Furthermore, with the county's proximity to Kansas City, a financial advisor can provide advice on how to take advantage of the city's economic opportunities, such as investing in the stock market or starting a business. Overall, a financial advisor can provide invaluable support to residents of Jackson County, MO, helping them achieve financial stability and security.

Mortgage Loan Officer

Residents of Jackson County, MO can benefit from the services of a mortgage loan officer in several ways. Firstly, the loan officer can assist residents with the pre-approval process, which can help them understand their financial situation and determine how much they can afford to borrow. Secondly, the loan officer can guide residents through the mortgage application process and help them find the best mortgage product to suit their needs. Additionally, residents of Jackson County, MO can benefit from the loan officer's knowledge of the local real estate market, which can help them make informed decisions about buying or refinancing a home. Specifically, the loan officer can provide valuable insights into the unique characteristics of the Jackson County housing market, such as the prevalence of historic homes in areas like Independence and the growing popularity of suburban neighborhoods in Lee's Summit. By working with a mortgage loan officer, residents of Jackson County, MO can navigate the complex world of home financing with greater ease and confidence.

Tax Services

Residents of Jackson County, MO could benefit from the expertise of a tax advisor in a multitude of ways. Specifically, due to the county's high property tax rates, a tax advisor could assist homeowners in identifying potential deductions and exemptions to lower their tax burden. Additionally, for those who own small businesses in Jackson County, a tax advisor could offer guidance on tax planning and compliance to avoid any penalties or fines. With the recent changes to tax laws, a tax advisor could also provide valuable insights on how to optimize deductions and credits. Furthermore, for individuals who have experienced major life events such as marriage, divorce, or the birth of a child, a tax advisor could help navigate the tax implications of these changes. Overall, a tax advisor could provide invaluable assistance to residents of Jackson County, MO in maximizing their tax savings and avoiding costly mistakes.

Estate Planning Lawyer

Residents of Jackson County, MO can benefit from the services of an estate planning lawyer in a multitude of ways. Primarily, an estate planning lawyer can assist individuals in creating a comprehensive plan for the distribution of their assets after death. This is especially important in Jackson County, MO, where the population is diverse and includes a significant number of elderly residents. An estate planning lawyer can help ensure that these individuals' assets are distributed according to their wishes, and that their loved ones are provided for after their passing. Additionally, an estate planning lawyer can assist with the creation of trusts, which can be used to protect assets and provide for beneficiaries over time. In a complex legal environment like Jackson County, MO, having the guidance of an experienced estate planning lawyer can be invaluable in navigating the intricacies of estate law and ensuring that one's wishes are carried out as intended.

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