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State DirectoryInvestment Advisory Service in Cleveland, MO
1. Meritage Portfolio Management
Serving the Cleveland Area
From Business: Meritage Portfolio Management is an institutionally based investment management firm providing asset management for families, foundations, endowments, corporations and…
2. Farm Bureau Financial Services: T.J. Solander
106 W Amity St Apt B, Louisburg, KS 66053
From Business: At Farm Bureau Financial Services, we provide insurance and financial services to individuals and families. When you work with us, you can feel confident knowing your family,…
3. Homebridge
1116 Remington Plz, Raymore, MO 64083
From Business: National direct lender with over 25 years of experience helping people make the dream of home ownership a reality. We have a wide selection of loan products to meet your home…
4. Shaw, Justin
16274 Foster St, Stilwell, KS 66085
From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…
5. Estes, John, CHFC
15504 Chadwick St, Overland Park, KS 66224
From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. is committed to providing financial advice, investments,…
11. Edward Jones - Financial Advisor: Jane Redmond
311 N Municipal Cir, Raymore, MO 64083
From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…
12. Edward Jones - Financial Advisor: Hannah M McSpadden
16274 Foster St, Stilwell, KS 66085
From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…
13. John Estes - Thrivent
15504 Chadwick St, Overland Park, KS 66224
From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. John Estes is committed to providing financial advice,…
17. Farm Bureau Financial Services
117 S Main St, Spring Hill, KS 66083
From Business: At Farm Bureau Financial Services, our insurance agents make the difference. They live right here in the community and make it simple to protect your family, home, car and…
18. Hartman, Josh, CFP
15121 Rosewood Dr, Leawood, KS 66224
From Business: Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education…
19. Odell, Chase
8720 W 151st St, Overland Park, KS 66221
From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…
20. Mize, Nathan W, CFP
14352 Metcalf Ave, Overland Park, KS 66223
From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…
21. Heckard, Erin V, AGT
4901 W 136th St, Overland Park, KS 66224
From Business: Erin Heckard is a Licensed Financial Representative with Primerica serving OVERLAND PARK and its surrounding areas.
22. Goebel, Elizabeth, AGT
4901 W 136th St, Leawood, KS 66224
From Business: Elizabeth Goebel is a Licensed Financial Representative with Primerica serving LEAWOOD and its surrounding areas.
23. Moore, Kyle L
7260 W 135th St, Overland Park, KS 66223
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…
24. Capital Resources
7960 W 135th St, Overland Park, KS 66223
From Business: Capital Resources, based out of Overland Park, Kan., is a finance company committed to providing loans to independent insurance professionals and captive Allstate insurance…
25. Security Financial, Inc.
7381 W 133rd St Ste 201, Overland Park, KS 66213
From Business: Security Financial, Inc., owned and operated by Pierre & Katherine Badertscher, is an independent financial investment firm, located in Overland Park, KS, offering investment…
26. Scout Financial Group
13200 Metcalf Ave, Overland Park, KS 66213
From Business: Enjoying a comfortable lifestyle in retirement shouldn't mean choosing between your future and your family's. At Scout Financial Group, our focus is on helping our clients…
