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Showing 1 - 9 of 9 results
STONEX GROUP INC.
STONEX GROUP INC.
Kansas City, Missouri
500+ employees
We connect clients to markets. StoneX Group Inc. (NASDAQ: SNEX) is an institutional-grade financial services franchise, offering advanced digital platforms, end-to-end clearing and execution services and global market expertise to our clients worldwide. Celebrating 100 Years of StoneX
Retirement Benefits Rank
Market Competitive
FCSTONE GROUP, INC.
FCSTONE GROUP, INC.
Kansas City, Missouri
All Size Average employees
Fc Stone Llc is a financial services company based out of 1 N End Ave # 1129, New York, New York, United States.
Retirement Benefits Rank
Market Leading
PROSPERITY PLANNING, INC.
PROSPERITY PLANNING, INC.
North Kansas City, Missouri
1-24 employees
At Prosperity Planning, we understand there is something even better than success, which is prosperity. Prosperity is the peace of mind of knowing all the moving pieces of your finances have been optimized. Prosperity means you can enjoy the financial freedom you have worked so hard to attain. We are a team of CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals in Kansas City, MO, working with people just like you—savvy individuals seeking expert advice from a trusted professional. In addition, our in-house Certified Public Accountant (CPA) provides tax planning across all areas of your wealth so that you can use after-tax dollars more effectively. Our clients include pre-retirees, business owners, divorcees, and high-income women. In collaborating with you, our team works to discover your vision of prosperity, then develops a comprehensive plan to transform that vision into reality. We provide accountability, expertise, and encouragement. Even more, we guide you every step of the way in carrying out your plan. This process is centered around your Prosperity Planning Blueprint™ where every recommendation is in writing and customized to your unique needs. The Prosperity Planning Blueprint™ is a structured process that uncovers financial obstacles and opportunities and is supported by our team of CFP® professionals. It includes: • Customized investment recommendations • Tax analysis and planning • College funding • Health care and insurance planning • Employee benefits review • Advice on stock options and restricted stock • Estate and beneficiary review • Charitable giving strategies • Additional services for business owners including exit strategies and calculations of business value To begin transforming your success into prosperity, our fee-only fiduciary financial planning firm offers a complimentary 30-minute call to discuss your situation. Visit us at prosperityplanninginc.com to schedule yours.
Retirement Benefits Rank
Market Leading
MURDOCK BANNER FINANCIAL GROUP, LLC
MURDOCK BANNER FINANCIAL GROUP, LLC
Warrensburg, Missouri
1-24 employees
Murdock Banner Financial Group is a financial services firm committed to helping our clients improve their long-term financial future. Our unique, team approach to planning with our customized programs are designed to help invest and conserve our clients’ wealth while delivering an unprecedented level of personalized care. Our team offers a variety of services for investment, retirement and insurance. Additional services include: pension analysis, social security maximization, family legacy analysis, college savings, long-term care planning and more! Should you have any questions or would like more information about our firm, please call us at 660.747.3522, or visit us online at www.murdockbanner.com. Investment Advisor Representatives offering securities and investment advisory services through Cetera Advisors LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity. Principal/OSJ: 10955 Lowell, Suite 900, Overland Park, Kansas, 66210.
Retirement Benefits Rank
Market Leading
WARNER ROBINSON, LLC
WARNER ROBINSON, LLC
Lees Summit, Missouri
1-24 employees
Warner Robinson provides corporate tax consulting services specializing in R&D Tax Credits, Federal Energy Tax Credits (Section 45L), Section 199 Domestic Production Activities Deductions, and Cost Segregation Studies. Based in Kansas City, Missouri, Warner Robinson is led by Managing Director Bruce Warner and Managing Director Cedar Robinson who have a combined 30 plus years of expertise in R&D tax credits helping clients claim, document and sustain tax benefits.
Retirement Benefits Rank
Below Market
FRAZIER DECAMP FINANCIAL
FRAZIER DECAMP FINANCIAL
North Kansas City, Missouri
1-24 employees
FDF Wealth Strategies helps business owners and individuals make smart decisions with their money. FDF Wealth Strategies is an independent financial advising firm. We handle all types of investments including retirement plans, 401k, Simple IRA, Defined Benefit Plans, 401k rollover options, Roth IRA, 529 college savings, lifetime income contractual guarantee investments, 1031 Tenant In Common exchanges, REITS, Alternative Investment Programs, and Managed Money programs. FDF Wealth Strategies is an independent broker of health insurance, life insurance, long term care insurance, disability insurance, group benefits including group life, health, dental, long term disability, and short term disabilty.
Retirement Benefits Rank
Below Market
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HOLLOWAY AND HARMAN CAPITAL MANAGEMENT, LLC
HOLLOWAY AND HARMAN CAPITAL MANAGEMENT, LLC
Liberty, Missouri
1-24 employees
Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.26 trillion (as of 10/25/2023). Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.
Retirement Benefits Rank
Market Competitive
ASSOCIATED SECURITIES
ASSOCIATED SECURITIES
Grain Valley, Missouri
1-24 employees
Associated Basement Co is a construction company based out of 618 Valley Ridge Ct, Grain Valley, Missouri, United States.
Retirement Benefits Rank
Below Market
WISE WEALTH, LLC
WISE WEALTH, LLC
Lees Summit, Missouri
1-24 employees
Wise Wealth is an Independent, Full-Service, Faith-based, Financial Planning Firm. Our firm name and the motto, "First Wisdom, Then Wealth," comes from Proverbs 24:3-4. "Through wisdom a house is built, and by understanding it is established; by knowledge the rooms are filled with all precious and pleasant riches." Out of these verses also stems our firm's mission, "To guide investors on the path to financial significance - where they are free to give and serve and enjoy life like never before."
Retirement Benefits Rank
Market Laggard