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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 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.
Lees Summit / Missouri / United States
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A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nations premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. As the heir to some of Americas most respected regional and national investment firms, Wells Fargo Advisors has retained a strong and abiding commitment to exceptional services based on trust and knowledge and a determination to put client needs above all else. Our Financial Advisors work with clients to understand their needs and life goals and then help them develop individual investment plans and investment portfolios that are easy to understand and monitor. Whats more, as part of Wells Fargo & Company, Wells Fargo Advisors has the ability to draw on extensive experience and products across our company to satisfy our clients investment needs and help them succeed financially. An active and engaged corporate citizen, Wells Fargo Advisors strives to always make our communities stronger and better. Our firm partners with team members and organizations across the country to promote the long-term economic prosperity and quality of life for everyone in our communities through philanthropy and volunteer activities.A Non-Bank Affiliate of Wells Fargo & Company.Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, one of the nations largest and most respected financial institutions. In business since 1852 and named on Fortune magazines "Worlds Most Admired Companies" list for 2009, 2010, 2011, 2012, 2013 and 2014, Wells Fargo is known and respected for its responsible stewardship of its clients assets.