Financial Planning Consultants in Polo, MO

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1. Meritage Portfolio Management

Meritage Portfolio Management

Serving the Polo Area

OPEN 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

2. Edward Jones - Financial Advisor: Michael J Persell, CFP®

Edward Jones - Financial Advisor: Michael J Persell, CFP®

409 N Pennsylvania Ave, Lawson, MO 64062

OPEN NOW:8:30 am - 4:30 pm

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

4. Longbrake Bookkeeping LLC

Longbrake Bookkeeping LLC

715 Woodson St, Kearney, MO 64060

OPEN 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