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Lees Summit / Missouri / United States
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The Edelman Financial Engines Advisor Center in Lees Summit serves the eastern region of the Kansas City Metro area, including Lees Summit, Independence and Blue Springs. Visit with one of our investment advisors for help with your 401(k) rollover, saving for a child’s education or preparing a personalized retirement strategy.
Lees Summit / Missouri / United States
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At Equity Financial Services Group, “we never forget it’s your money!” Your best interests and goals are at the heart of our firm. Above all, we specialize in simplifying the complexities of your financial life. Our expert advisors provide clear answers to financial questions for the people of the communities we live in and serve: no hard sell, no gimmicks; just sound financial answers, strategies, and products at a local Equity Bank branch with someone you know and trust.
Lees Summit / Missouri / United States
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Welcome to Bankers Life in Lees Summit, MO. Our office is located in the Pine Wood Office Center, off highway 291. We believe in providing our customers with knowledgeable life and health insurance, and annuities recommendations to help them navigate their retirement needs. For nearly 30 years, we’ve supported the Kansas City area with 12 dedicated insurance agents. We are also a proud supporter of Meals on Wheels and a yearly participant of the Bankers Life “Forget Me Not Days” campaign, which helps raise funds for the Alzheimer’s Association. With a history dating back to 1879, Bankers Life provides a broad selection of life insurance and health insurance products designed especially for Americans who are near or in retirement. With more than 260 offices across the country, our more than 4,200 insurance agents/producers live and work in the communities they serve. Our agents/producers at the local Bankers Life in Lees Summit, MO office take the time to get to know you as their customers, listen to your needs and values, and are dedicated to helping you meet your goals for a secure retirement. Get to know Bankers Life - and learn why our more than 1.5 million customers trust us to help protect their financial future, ensuring a healthier and rewarding retirement. The Bankers Life brand is a part of CNO Financial Group, Inc., whose companies provide insurance solutions that help protect the health and retirement needs of working Americans and retirees.
Lees Summit / Missouri / United States
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At NextGen Wealth, our passion is serving those individuals who may not even realize they need the services of a financial advisor. We are a financial planning and investment management firm with an emphasis on serving those individuals who want a clear path to retirement and the help of a professional every step of the way. Through technology and innovation, we help our clients find their path. Our mission is to help our clients in their search for financial independence.