Investment Concepts

Financial Resource Advisors the best independent, professional asset management and financial advice

Financial Resource Advisors (FRA) has been serving clients since 1978. Our mission is to provide the best independent, professional asset management and financial advice to individuals and businesses. As Investment Advisor Representatives supported by Cetera Advisors LLC . Our clients can benefit from long-term investment plans designed to maximize returns within individual objectives and risk tolerance levels. Today, the only constant in the investment environment is change. FRA is experienced and prepared to develop personalized financial plans designed for your individual, unique situation.

Edelman Financial Engines

Edelman Financial Engines has offices all across the country, providing tailored financial planning and investment advice to meet individual needs. Our team of experienced planners offers comprehensive services such as retirement planning, investment management, tax planning, insurance guidance, and estate planning, helping individuals reach their desired goals. We serve the areas north of the river, including North Kansas City, Parkville, Gladstone, Kearney, Excelsior Springs, and Liberty. At Edelman Financial Engines, we understand that wealth is personal and believe in taking an integrated approach to planning. We prioritize meaningful conversations with clients to ensure they get the most out of our services. Our team strives to provide the best advice and help you reach your financial goals.

Financial Pathways

Financial Pathways is a certified financial planning firm that provides expert advice on financial matters throughout the entire financial journey. Our team of financial planners is dedicated to helping clients achieve their financial goals and objectives. We offer comprehensive financial planning, retirement planning, investment advice and/or management, financial advice for women, younger people, student loan analysis and college planning. Our goal is to help our clients make sound financial decisions that will put them on a path to success. Our advisors have a wealth of experience and knowledge in financial planning. They are committed to delivering personalized advice that is tailored to each individual’s specific needs. We understand that every person’s financial situation is unique, and so we strive to provide tailored solutions that are tailored to each individual’s goals and objectives. Our advisors are also highly-trained and certified in financial planning, so they can provide the most up-to-date information and guidance.

Charles Schwab

Charles Schwab was founded with the intention of creating a different kind of investment firm - one that puts clients first and strives to provide tailored wealth management services, financial advice, and innovative products. For over four decades, the company has kept true to these core values and beliefs, offering a number of brokerage services, personalized financial advising, retirement planning, expert investment research, and complimentary workshops. Schwab's team of experienced professionals are committed to helping clients reach their financial goals by providing the tools, resources, and expertise to make informed decisions. Furthermore, the firm's comprehensive range of advisory services, cutting-edge technology, and innovative products allow clients to build and protect their wealth as they pursue their goals.

Wise Choices Financial

Wise Choices Financial is an independent insurance agency in Kansas City. We offer a wide selection of insurance products from various companies to ensure you get the best coverage. Our experienced team can help you navigate the complexities of Medicare and create security for your family should anything happen to you or your spouse. Get in touch with us today to request a quote or schedule a consultation. At Wise Choices Financial, we specialize in Insurance and Financial Solutions. We have clients throughout central Missouri and are familiar with the local insurance industry. Our goal is to provide our customers with risk management and cost-effective plans that are tailored to their individual needs, plus financial advice to help them make informed decisions. We strive to develop long-term relationships with our customers based on trust, quality service, and clear communication. Investment advisory services are provided by AE Wealth Management, LLC (AEWM). AEWM and Wise Choices Financial are not affiliated companies. The Debt Free Destination Plan™ and the Medicare Whisperer services are outside business activities and are not offered or supervised by AE Wealth Management, LLC.

Long Run Financial, Ltd

At Long Run Financial, Ltd, we strive to empower individuals and families through an affordable and simplified approach to managing their finances. Our mission is to provide comprehensive financial services that are tailored to fit the unique needs of each person or family. We take away the confusion of saving, spending, and investing, by presenting our services in a clear and concise manner. We offer a range of services, from helping with basic budgeting and debt elimination, to providing long-term financial planning and investment advice. Our experienced team understands the importance of creating a personalized plan in order to reach one’s financial goals, and works hard to ensure that everyone remains informed and on track.

MDS Financial Services

MDS Financial Services Inc is a full-service accounting and tax preparation business based in the Chicago land area. Our team of tax professionals understand the importance of taking the lead when it comes to your finances. We are committed to providing quality, reliable and prompt services in a professional manner. We offer a range of services to the general public and small businesses, including payroll taxes, P&L statements, tax returns, consulting, corporate and business partnership taxation, and accounting services. Our flexible schedule and competitive rates make us stand out among other companies. On top of that, we provide a direct and personable approach in understanding your taxes tailored to your specific needs. Our team of experienced accountants are ready to provide you with the honest financial advice you need and deserve. Get in touch with us today to find out more.

HPI Financial

HPI Financial is an established residential mortgage lender, providing assistance to first-time buyers, real estate investors, and those looking to move up the property ladder. Our range of services includes purchase money loans, refinances, FHA, VA, HARP 2.0, Homepath, Homepath Renovation, and financing for manufactured and modular homes. We have the expertise to get you approved quickly and securely, no matter your situation. Our team of experienced professionals offer tailored advice to our clients, based on their individual needs. We understand that the home buying process can be daunting, so we strive to make it as easy and stress-free as possible. With a comprehensive suite of services, HPI Financial is ready to serve your residential mortgage needs.