Financial Advising in Lee's Summit, MO
4 locations found near Lee's Summit
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Financial Advising
Financial Advising
“I have been going to Mike Martin to have my taxes done since 2005 maybe longer and it's has always been a good experience, everyone in the office are very friendly.When I lost my wife to brain cancer 2007 Mike Martin and the ladies at the front desk were very comforting, I feel like in a way they are family. I highly recommend Mike Martin and associates for all your financial needs.”
Financial Advising
“First of all, Kurt and Paul are outstanding and welcoming individuals. If you're looking for an advisor that is easy to talk to and actually listens to you instead of talking with a lot of financial jargon, give them a call. Second, there are a lot of investment opportunities, such Private Equity, Private Real Estate, and other "Alternatives" that are essential for various reasons, but unfortunately a lot of advisors don't offer nor even understand. If you want to work with an excellent Financial Advisor, an outstanding person, and the idea of possibly investing in private markets is of interest to you, give Kurt and Paul a call.”
Financial Advising
“Angie Whitford provided exceptional service and is highly valued. We engaged Angie when our financial records were not the best organized but she came in and got both our business and personal taxes in order. We strongly recommend her services.”