Blue Springs, MO Investments

I was satisfied with your service and results thank you. Imay want to talk about inheritance taxes and what i need to do to protect what i wish to leave to my children.

I went in to open a basic savings account, and it took a total of 30 minutes just to be told that I would need to provide new and old social security cards from my new ma ... more

Positive: Professionalism, Quality, Responsiveness, Value

Bob is one of those wonderfully caring people who you instantly know has your best interests at heart. He has a fun sense of humor combined with a strong knowledge gained ... more

Kevin is very helpful, certainly knows investing/financial planning & always, always returns calls! Highly recommend Edward Jones/Kevin McClelland!

Meeting rescheduled for Friday, 13 November

2024 We learned about Mike and his team from Dave Ramsey. We have been with Alliance Financial & Income Tax for several years now. This has been the best experience getti ... more

I had an account that was with John Skinner for many years, I inquired through the office staff that I needed clarity about the account expenses that are not clear on t ... more

Caleb helped our team purchase our first KCMO investment. Communication was excellent and process was smooth. Highly recommend!

thank you!

Wade Guemmer has been our financial advisor for over 20 years. He is very thorough and knowledgeable about the market. We are cautious by nature but never feel pressure ... more

Very educational and informative from the very beginning. Absolutely no judgement whereever youre at in your financial journey. Meeting with Dan and Jodie has been so hel ... more

Steve and his staff are always very professional and personable. I want to especially thank Becky for taking the time and patience for helping me reset my Raymond James a ... more

I went to change a personal check . They didnt cash it I been with bank of America for 12 years .

Have not been to this place