The Lee's Summit, MO, team of financial advisors is ready to help guide your financial future. Founded in 1997, Wealth Enhancement Group is a nationwide network of independent financial advisors focused on delivering personalized financial plans. Clients from over 50,000 households have access to a range of services, including retirement planning, wealth management, tax strategies, risk management, estate planning, and... Read More about Wealth Enhancement Group

I became a planner because I want people to have clarity and peace of mind around their money. With a mix of logical thinking and empathy, I help build financial plans that can give them those things. I’m also passionate about helping my kids reach their academic and athletic goals and guiding them into adulthood. In my spare time, I... Read More about Kelli Smith

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course.The Edelman Financial Engines office in Lee’s Summit – open by appointment only – is here for you, serving the eastern region of the Kansas City metro area, including Lee's Summit, Independence and Blue Springs.... Read More about Edelman Financial Engines

When it comes to Commercial Insurance, Life Insurance, Financial Planning, and more, no one compares to RBE Insurance LLC. With years of combined experience, RBE Insurance LLC has worked hard to build the trust of our clients in Raytown and surrounding areas. Visit our website to learn more or better yet, call us today!

Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through an expansive range of services, we work with clients at every stage, helping them control their financial future. We are dedicated to fostering meaningful growth for our clients. Our fiduciary advisors work collectively to deliver personalized wealth... Read More about Focus Partners

Bankers Life provides life and health insurance products, including Medicare Supplement from Washington National and Medicare Advantage from affiliated carriers, annuities and investments designed for Americans who are near or in retirement. Our local agents in Lees Summit, MO live and work in the community, providing personalized guidance to help you plan a secure retirement.  With 200+ offices and 4,000 insurance agents... Read More about Karl Sullivan, Bankers Life Securities Financial Representative

Bankers Life provides life and health insurance products, including Medicare Supplement from Washington National and Medicare Advantage from affiliated carriers, annuities and investments designed for Americans who are near or in retirement. Our local agents in Lees Summit, MO live and work in the community, providing personalized guidance to help you plan a secure retirement.  With 200+ offices and 4,000 insurance agents... Read More about James Chouteau, Bankers Life Securities Financial Representative

Bankers Life provides life and health insurance products, including Medicare Supplement from Washington National and Medicare Advantage from affiliated carriers, annuities and investments designed for Americans who are near or in retirement. Our local agents in Lees Summit, MO live and work in the community, providing personalized guidance to help you plan a secure retirement.  With 200+ offices and 4,000 insurance agents... Read More about Lakisha Lewis, Bankers Life Securities Financial Representative

Andy is a client advisor with Arvest Wealth Management. He assists clients in the Greater Kansas City area with investment advice, retirement planning, risk management and other areas of personal financial planning. He works closely with trusts and portfolio managers to service the needs of his clients to help them meet their financial goals. Since 2012, Andy has worked in... Read More about Andrew Goos

At Modern Wealth Management, our goal is to reimagine the delivery of financial advice. We are designed to anticipate the needs of Americans at every stage of life by providing a full suite of wealth management services. The Modern Wealth Management team is built with experts specializing in financial planning, tax planning and preparation, risk management, estate planning, and more.... Read More about Modern Wealth Management

Dating back to 1879, Bankers Life provides a broad selection of life and health insurance products designed for Americans who are near or in retirement. With 230 offices, our 4,500 insurance agents/producers live and work in their local communities. Our agents take the time to get to know you, listen to your needs and values, and are dedicated to helping... Read More about Theresa Chouteau, Bankers Life Securities Financial Representative