Wealth Management in Kansas City, MO

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List of Firms

Kansas City, MO Wealth Management Firms

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The Lipari Team - UBS Financial Services Inc.
Location 4622 Pennsylvania Ave 8th Floor, Kansas City, MO 64112, USA
Phone (816) 932-9525
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Reliant Financial Services
5 out of 5
Location 1600 Genessee St # 961, Kansas City, MO 64102, USA
Phone (816) 256-0206
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Open Road Wealth Management
5 out of 5
Location 405 N Forest Ave, Liberty, MO 64068, USA
Phone (816) 507-5237
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Prairie Capital Management LLC
Location 4900 Main St Suite 700, Kansas City, MO 64112, USA
Phone (816) 531-1101
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Merrill Lynch Private Wealth Advisor James T Hise
Location 4801 Main St, Kansas City, MO 64112, USA
Phone (816) 932-9908
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Windward Private Wealth Management Inc.
SEC File# 801-79647
CRD# 113761
Location 2101 Burlington St, North Kansas City, MO 64116, USA
Phone (913) 381-7411
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SEC File# 801-45256
CRD# 111463
Location 4510 Belleview Ave #204, Kansas City, MO 64111, USA
Phone (816) 531-2254
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
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Acacia Wealth Management
Location 1520 Clay St Suite D6, North Kansas City, MO 64116, USA
Phone (816) 419-5899
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Buttonwood Financial Group, LLC
SEC File# 801-70536
CRD# 151164
5 out of 5
Location 3013 Main St, Kansas City, MO 64108, USA
Phone (816) 285-9000
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Kansas City Private Wealth Management
5 out of 5
Location 3 W 63rd St #120, Kansas City, MO 64113, USA
Phone (816) 214-8344
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Wealth | KC - Financial Advisors
5 out of 5
Location 1420 NW Vivion Rd Suite 109, Kansas City, MO 64118, USA
Phone (816) 820-4756
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Nicholson Capital Management
SEC File# 801-113175
CRD# 105580
5 out of 5
Location 4600 Madison Ave, Kansas City, MO 64112, USA
Phone (816) 931-5757
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Merrill Lynch Wealth Management Advisor David E Voysey
Location 4801 Main St Suite 600, Kansas City, MO 64112, USA
Phone (816) 932-9776
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Wealth Management in Kansas City, MO

Where Wealth Management Advisors in Kansas City, MO Serve

Kansas City, MO is a vibrant and bustling city filled with a plethora of landmarks and top employers. From the iconic Union Station to the towering Liberty Memorial, there is no shortage of sights to see and explore. Some of the major employers in the area include Cerner Corporation, Hallmark Cards, and the University of Kansas Hospital. When it comes to transportation, Kansas City is well-connected with major highways such as I-70 and I-35, as well as bustling streets like Main Street and Troost Avenue. And with diverse neighborhoods like the trendy Crossroads Arts District and the historic Westport, there's something for everyone in this dynamic city.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Kansas City, MO can benefit from a bank in several ways. For instance, a bank can help individuals and businesses in Kansas City, MO to manage their finances, save money, and access loans and credit. Moreover, banks in Kansas City, MO can provide financial education and advice to help residents make informed decisions about their money. Additionally, banks in Kansas City, MO can offer specialized services such as wealth management, investment advice, and retirement planning. One specific way that a bank can help residents of Kansas City, MO is by providing access to mobile banking services. With the prevalence of smartphones in the city, mobile banking can allow residents to conveniently and securely manage their finances on the go. This can be particularly helpful for individuals who may not have access to physical bank branches or who have busy schedules. Overall, banks in Kansas City, MO can play a vital role in helping residents achieve their financial goals and improve their overall financial well-being.

Insurance Broker

Residents of Kansas City, MO could benefit greatly from the services of an insurance broker. With the city's diverse population and unique geography, an insurance broker can help residents navigate the complex insurance market and find the coverage that best suits their needs. For example, with the city's location on the Missouri River and history of flooding, an insurance broker could assist residents in securing flood insurance to protect their homes and belongings. Additionally, with the city's large number of small businesses and entrepreneurs, an insurance broker can help these individuals find the right coverage for their businesses, including liability insurance and workers' compensation. Overall, an insurance broker can provide invaluable assistance to the people of Kansas City, MO in navigating the often confusing world of insurance.

Retirement Planning

Residents of Kansas City, MO could greatly benefit from the services of a retirement planner. The retirement planner would be able to provide guidance on how to maximize social security benefits, which is especially important in Kansas City, where the cost of living is relatively high compared to other parts of the country. Additionally, the planner could help residents navigate the complexities of Medicare and Medicaid, which can be particularly challenging in a city with a large senior population. Furthermore, the planner could assist in developing a comprehensive retirement plan that takes into account the unique financial landscape of Kansas City, including the local tax laws and investment opportunities. With the help of a skilled retirement planner, residents of Kansas City could feel confident in their financial future and enjoy their golden years without worry.

Financial Advisor

Residents of Kansas City, MO can benefit from the services of a financial advisor in numerous ways. One of the most common ways is by helping them navigate the complexities of the local tax system. Kansas City, MO has a unique tax structure that can be difficult to understand for those who are not familiar with it. A financial advisor can provide guidance on how to minimize tax liabilities and take advantage of available deductions. Additionally, Kansas City, MO has a thriving business community, and a financial advisor can help entrepreneurs and small business owners with financial planning, budgeting, and investment strategies. With the right guidance, residents of Kansas City, MO can achieve their financial goals and secure a better future for themselves and their families.

Mortgage Loan Officer

Residents of Kansas City, MO can benefit from the expertise of a mortgage loan officer in a variety of ways. With Kansas City being a bustling metropolitan area, residents may require assistance in navigating the complex mortgage process. A mortgage loan officer can provide guidance on the best loan options available to residents, taking into account their unique financial situation and the current housing market in Kansas City. Additionally, a mortgage loan officer can help residents understand the intricacies of the home buying process, including the various fees and closing costs associated with purchasing a home in Kansas City. With their knowledge and experience, a mortgage loan officer can be an invaluable resource for residents looking to make the most of their investment in the vibrant and diverse community of Kansas City, MO.

Tax Services

Residents of Kansas City, MO can benefit from the expertise of a tax advisor in several ways. Firstly, with the city's complex tax laws, a tax advisor can help residents navigate the tax code and ensure compliance with state and local tax requirements. Additionally, a tax advisor can assist residents in identifying tax deductions and credits that they may be eligible for, such as the city's Neighborhood Preservation Act tax credit, which provides a tax credit to homeowners who rehabilitate or renovate their homes in designated neighborhoods. Furthermore, a tax advisor can help residents with tax planning, including retirement planning and estate planning, to maximize their tax savings and minimize their tax liability. Overall, a tax advisor can provide invaluable assistance to residents of Kansas City, MO, helping them navigate the city's tax laws and optimize their tax situation.

Estate Planning Lawyer

Residents of Kansas City, MO can benefit greatly from the services of an estate planning lawyer. With its unique position as a major metropolitan area straddling two states, Missouri and Kansas, there are specific legal considerations that must be taken into account when planning one's estate. An experienced estate planning lawyer can help residents navigate the complex laws and regulations of both states, ensuring that their assets are protected and distributed according to their wishes. Additionally, with Kansas City's rich history and diverse population, an estate planning lawyer can provide specialized counsel on issues such as charitable giving, intergenerational wealth transfer, and legacy planning. Whether a resident is looking to create a will, establish a trust, or develop a comprehensive estate plan, an estate planning lawyer can provide the expertise and guidance needed to ensure that their wishes are carried out.

Kansas City, MO Financial Resources

Kansas City, MO Chamber of Commerce

https://www.kcchamber.com/

Kansas City, MO City Hall

https://www.kcmo.gov/

Kansas City, MO Public Library

https://kclibrary.org/

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