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Financial Services in Lees Summit, MO

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SuperPagesSM - helps you find the right local businesses to meet your specific needs. Search results are sorted by a combination of factors to give you a set of choices in response to your search criteria. These factors are similar to those you might use to determine which business to select from a local SuperPages directory, including proximity to where you are searching, expertise in the specific services or products you need, and comprehensive business information to help evaluate a business's suitability for you. SuperPages advertisers receive higher placement in the default ordering of search results and may appear in sponsored listings on the top, side, or bottom of the search results page.

1. Parker Swearngin LLC

Parker Swearngin LLC

620 SE Missouri 291 st 106,, Lees Summit, MO 64063

CLOSED NOW:Closed

From Business: Parker Swearngin provides certified public accounting services tailored to meet diverse financial needs. The firm specializes in tax preparation, financial statement audits,…

2. Electronic Bookkeeping

Electronic Bookkeeping

501 SE Douglas St, Lees Summit, MO 64063

CLOSED NOW:Closed

From Business: We have easy to read reports and can customize our system so it matches your chart of accounts. We can electronically file your tax payments, provide reports for workman…

YP
18 Years
in Business

3. Certified Credit Experts

Certified Credit Experts

255 NW Blue Pkwy Ste 200, Lees Summit, MO 64063

CLOSED NOW:Closed

From Business: Credit repair experts with years of experience in credit restoration services. We can help you improve your credit score, recover from identity theft, and learn how to protect…

Amenities:
Wheelchair accessible

4. PNC Mortgage

PNC Mortgage

908 NW Pryor Rd, Lees Summit, MO 64081

CLOSED NOW:Closed

From Business: As a homebuyer, you’re looking for a Mortgage Loan Officer you can trust, one who’ll be honest with you and help you every step along the way. I have experience making the…

5. Liquid Logics

Liquid Logics

200 Unity Cir Ste C, Lees Summit, MO 64086

CLOSED NOW:Closed

From Business: FinTech SaaS Loan Origination, servicing, and fund management for private lending and hard money

YP
22 Years
in Business

6. My Trusted CFO

My Trusted CFO

4113 SW Leeward Dr, Lees Summit, MO 64082

CLOSED NOW:Closed

From Business: "Accounting" is often associated with numbers and headaches - but it doesn't have to be! Your numbers tell a story - and its my job to tell that story so that as a business…

7. Edward Jones - Financial Advisor: Matt Knehans, AAMS®

Edward Jones - Financial Advisor: Matt Knehans, AAMS®

120 SW 2nd St Ste 102, Lees Summit, MO 64063

From Business: Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing…

YP
104 Years
in Business

8. Bell Bank Mortgage, Jarod Temple

Bell Bank Mortgage, Jarod Temple

312 SW Main St, Lees Summit, MO 64063

CLOSED NOW:Closed

From Business: Built on a solid foundation of doing the right thing means we always put our clients’ best interests first. At Bell Bank Mortgage, here in Lee's Summit, MO, we have a simple…

9. Edward Jones - Financial Advisor: Sarah Hudson

Edward Jones - Financial Advisor: Sarah Hudson

500 SW Market St Ste C, Lees Summit, MO 64063

From Business: Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing…

10. Edward Jones - Financial Advisor: Laura A Hudson, AAMS®

Edward Jones - Financial Advisor: Laura A Hudson, AAMS®

500 SW Market St Ste C, Lees Summit, MO 64063

CLOSED NOW:Closed

From Business: Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing…

YP
104 Years
in Business

11. Edward Jones - Financial Advisor: Brian Sandy, CFP®|AAMS®|CRPC™|CRPS™

Edward Jones - Financial Advisor: Brian Sandy, CFP®|AAMS®|CRPC™|CRPS™

200 SE Douglas St Ste 105, Lees Summit, MO 64063

CLOSED NOW:Closed

From Business: Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing…

YP
104 Years
in Business

12. Edward Jones - Financial Advisor: Joseph Hyde, CIMA®

Edward Jones - Financial Advisor: Joseph Hyde, CIMA®

200 SE Douglas St Ste 105, Lees Summit, MO 64063

From Business: Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing…

YP
104 Years
in Business

13. Edward Jones - Financial Advisor: Whitney T Poettgen, ChFC®|CEPA®

Edward Jones - Financial Advisor: Whitney T Poettgen, ChFC®|CEPA®

24 NW Chipman Rd Ste A, Lees Summit, MO 64063

From Business: Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing…

14. Edward Jones - Financial Advisor: Kent Lineberry

Edward Jones - Financial Advisor: Kent Lineberry

24 NW Chipman Rd Ste A, Lees Summit, MO 64063

From Business: Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing…

15. Cornerstone Mortgage, Inc.

Cornerstone Mortgage, Inc.

255 NW Blue Pkwy Ste 202, Lees Summit, MO 64063

CLOSED NOW:Closed

From Business: Started by one. Built by many. With over five decades of experience in providing loans, service, and expertise to homebuyers, Guild Mortgage upholds an enduring presence in the…

YP
63 Years
in Business

16. Edward Jones - Financial Advisor: Joel Wilson, CFP®

Edward Jones - Financial Advisor: Joel Wilson, CFP®

192 NW Oldham Pkwy, Lees Summit, MO 64081

From Business: Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing…

YP
104 Years
in Business

17. Edward Jones - Financial Advisor: Heather L Bergen

Edward Jones - Financial Advisor: Heather L Bergen

192 NW Oldham Pkwy, Lees Summit, MO 64081

From Business: Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing…

18. Sun Loan Company - Closed

Sun Loan Company - Closed

551 SE Melody Ln Ste S, Lees Summit, MO 64063

From Business: If you're in Lee's Summit and need a personal loan or help filing taxes, Sun Loan Company - Closed is here to help. No matter what you are going through, we make getting money…

19. Bankers Life

Bankers Life

100 NE Tudor Rd Ste 103, Lees Summit, MO 64086

From Business: Bankers Life provides life and health insurance products, including Medicare Supplement from Washington National and Medicare Advantage from affiliated carriers, annuities and…

20. LendNation

LendNation

1435 NE Douglas St, Lees Summit, MO 64086

CLOSED NOW:Closed

From Business: Need money fast? LendNation in Lee's Summit offers payday loans, installment loans, and title loans to help you cover expenses. Find us at 1435 NE Douglas St next to Batteries…

YP
10 Years
in Business

21. Kelli Smith - Edelman Financial Engines

Kelli Smith - Edelman Financial Engines

200 NE Missouri Rd Ste 200, Lees Summit, MO 64086

CLOSED NOW:Closed

From Business: 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…

22. Edelman Financial Engines

Edelman Financial Engines

200 NE Missouri Rd Ste 200, Lees Summit, MO 64086

CLOSED NOW:Closed

From Business: 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…

23. NextGen Wealth

NextGen Wealth

405 SW Waterfall Ct, Lees Summit, MO 64081

CLOSED NOW:Closed

From Business: At NextGen Wealth, our passion is serving as a trusted financial advisor for individuals looking for expert financial and retirement planning. Located in Lee’s Summit, MO, we…

YP
12 Years
in Business

24. Focus Partners

Focus Partners

400 SW Longview Blvd Ste 220, Lees Summit, MO 64081

CLOSED NOW:Closed

From Business: Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through…

25. Edward Jones - Financial Advisor: Zack Barber

Edward Jones - Financial Advisor: Zack Barber

3500 NE Ralph Powell Rd Ste E, Lees Summit, MO 64064

From Business: Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing…

26. Thomas M B Brooks Tax & Accounting Corp

Thomas M B Brooks Tax & Accounting Corp

4959 NE Goodview Cir, Lees Summit, MO 64064

CLOSED NOW:Closed

From Business: We provide Tax Preparation- Accounting- Payroll- and New Business Setup Services for individuals and businesses throughout Blue Springs, as well as the entire Kansas City…

YP
37 Years
in Business

27. Derks Financial, Tax & Accounting

Derks Financial, Tax & Accounting

4959 NE Goodview Cir, Lees Summit, MO 64064

CLOSED NOW:Closed

From Business: Derks Financial provides personalized accounting, bookkeeping, payroll, tax preparation, and financial planning services for individuals and small businesses. We intentionally…

YP
5 Years
in Business

28. Blue Ridge Bank & Trust Co

Blue Ridge Bank & Trust Co

4200 Little Blue Pkwy, Independence, MO 64057

CLOSED NOW:9:00 am - 5:00 pm

From Business: * 9 Area Locations to Serve You * Full Service Bank

YP
68 Years
in Business

29. Edward Jones - Financial Advisor: Kevin J McClelland, ChFC®|ChSNC®|AAMS®

Edward Jones - Financial Advisor: Kevin J McClelland, ChFC®|ChSNC®|AAMS®

700 NE R D Mize Rd Ste 201, Blue Springs, MO 64014

CLOSED NOW:Closed

From Business: Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing…

YP
104 Years
in Business

30. Advantage Insurance Group LLC

Advantage Insurance Group LLC

903 NW Woods Chapel Rd, Blue Springs, MO 64015

CLOSED NOW:9:00 am - 5:00 pm

From Business: When it comes to insurance...Do you understand your choices? Great insurance protection comes from understanding your choices as well as your risks. At the Advantage Insurance…

YP
19 Years
in Business

We found 524 results for Financial Services in or near Lees Summit, MO.They also appear in other related business categories including Investment Advisory Service, Financial Planning Consultants, and Financial Planners. 17 of the rated businesses have 4+ star ratings.


The businesses listed also serve surrounding cities and neighborhoods including Midtown, Waldo, and West Plaza. These businesses offer their services in one-or-more of the following languages: Spanish, Belarusian, and Vietnamese.