Financial Advising near Kansas City, KS

16 locations found near Kansas City
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“Vianey and Nina always greet me warmly and make my banking experience go smoothly when I visit this branch. I had different questions about opening a new savings account and Nina was very helpful explaining everything to me which was really refreshing since I had come to FFB because my Chase account had a bunch of fraud on it. I had a lot of anxiety about opening a new account since I had my previous bank account for almost 17 years but the people at this branch really made my experience amazing.”

4.7 Superb15 Reviews

“My name is Patricia Blanc. I met Elliott at an Open House approximately 10 years ago. Our first meeting, he spent 2 hours with me. He had lunch ordered. When I left there I knew that he would always take care of me. And he has. It is amazing to me that after all of this time, he has NEVER raised his initial prices. He is as invested in me as he always has been. I don’t trust a lot of people, especially now. If I have a question, he has the answer, or he finds it. My taxes are done every year, no charge. I would recommend him to anyone that I know. I feel so fortunate that I found him so many years ago. I live in Florida, but I get the same attention that his Kansas City clients get. Thank you for your time.”

5 Superb28 Reviews

“Had an absolutely amazing experience. So informative and helpful with all the difficult financial navigation needed to establish a solid plan to secure my financial future. Mitchell was beyond my expectations and incredibly helpful.”

5 Superb15 Reviews

“Brought my (late) tax return in without an appointment after a competitor tax service was closed for the season. Bill not only got me in immediately, but he finished my return by the end of the day and charged a better price than I was expecting. He was knowledgeable, thorough, and fair. After my experience today, I will use this business to file my tax returns in the future and recommend them to others for tax services.”

4.8 Superb20 Reviews

“If investing with a advisor that is razor sharp, an excellent listener, and willing to explain intricacies in ways easy to understand, then working with Shawn is the right choice! He has managed my money for years, through ups and downs, and I have profited from his perspective and integrity. Edward Jones itself is a private company, i.e., not beholden to shareholders, and has charted its course based on doing the right thing, with transparency and a clear focus on their customers.”

5 Superb4 Reviews

“Cindy, Rachael, and the team have provided excellent financial guidance. Through market ups and downs they steady the ship. Strategic and trustworthy. Highly recommend.”

5 Superb2 Reviews

“Higdon and Hale have been doing my taxes for over 30 years. Their expertise and attention to detail is the pinnacle of professionalism. They counseled me through my many professions and businesses I have owned to maximize my tax strategies. Will never have my taxes done by anyone else.”

3.7 Good3 Reviews

“We called to make an appointment to get some information switched over and to order a few cards and checkbooks. This isn't normally the kind of place that I leave reviews for, but for what we needed we had a good experience here. The only issue was that I had a meeting at noon, we got there at 11:00 and they weren't ready for us. We ended up getting things taken care of before my meeting but it was scary! The secretary was very nice and the banker giving us info knew his stuff!”

2.7 Average16 Reviews