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Map of Lathrop, MO

Financial Planning Consultants in Lathrop, MO

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2. Longbrake Bookkeeping LLC

Longbrake Bookkeeping LLC

715 Woodson St, Kearney, MO 64060

CLOSED NOW:8:30 am - 3:30 pm

From Business: Small business bookkeeping is my specialty. All aspects of accounting and tax handled. Payroll services no matter the size. Traveling notary in Clay County, Missouri.

YP
2 Years
in Business

3. Edward Jones - Financial Advisor: Jordan Roth, CFP®|ChFC®|CEPA®

Edward Jones - Financial Advisor: Jordan Roth, CFP®|ChFC®|CEPA®

903 W Clay Ave Ste B, Plattsburg, MO 64477

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…

YP
103 Years
in Business

7. Edward Jones - Financial Advisor: Kim Spidle

Edward Jones - Financial Advisor: Kim Spidle

117 E 3rd St, Cameron, MO 64429

CLOSED NOW:8:00 am - 5:00 pm

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…

YP
103 Years
in Business

8. Edward Jones - Financial Advisor: Joshua Strong

Edward Jones - Financial Advisor: Joshua Strong

1316 N Walnut St, Cameron, MO 64429

CLOSED NOW:8:00 am - 4:30 pm

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…

YP
103 Years
in Business

9. Todd Baker - Thrivent

Todd Baker - Thrivent

500 Lana Dr, Cameron, MO 64429

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

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Todd Baker is committed to providing financial advice,…

10. Marlin Roach - Thrivent

Marlin Roach - Thrivent

500 Lana Dr, Cameron, MO 64429

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

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Marlin Roach is committed to providing financial advice,…

11. Wells Fargo Advisors

Wells Fargo Advisors

602 Lana Dr Ste G, Cameron, MO 64429

CLOSED NOW:8:00 am - 5:00 pm

From Business: Welcome to E.W. Ice & Co. Capital Management, LLC., where you'll find a wealth of information about our capabilities and how we can help you reach your financial goals. In…

12. Ice Capital Management

Ice Capital Management

602 Lana Dr, Cameron, MO 64429

CLOSED NOW:8:00 am - 5:00 pm

From Business: Financial, Investment and Retirement Services

13. WealthSprings

WealthSprings

118 Spring St, Excelsior Springs, MO 64024

CLOSED NOW:8:30 am - 5:00 pm

From Business: WealthSprings LLC is fully independent advisory firm and part of the PCG Wealth Advisors investment Advisory network. WealthSprings was founded by Ann Case in 2004 with a…

17. Evan L Tripp CPA

Evan L Tripp CPA

2001 W Jesse James Rd, Excelsior Springs, MO 64024

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

"Evan will stay on the project until he is satisfied that all of your ducks are in a row. He stayed late on weeknight to help me get ready for a line of credit application that…"

YP
35 Years
in Business

19. Meritage Portfolio Management

Meritage Portfolio Management

Serving the Lathrop Area

CLOSED NOW:8:00 am - 5:00 am

From Business: Meritage Portfolio Management is an institutionally based investment management firm providing asset management for families, foundations, endowments, corporations and…

YP
34 Years
in Business