Lees Summit, MO Financial Planner

We were not happy with our previous advisor. We met with several different companies. Clint really seemed to listen to our needs and goals. Others seemed to give use a sc ... more

I have met with Ms Lakisha Hasam. She is knowledgeable, professional, prompt, personable and explain things in a way ( Seniors can understand). Thank you.

Jimmy is awesome!

Never been there! But I have heard their adds. I bet they are wonderful

My mother bought products from banker's Life before she entered a nursing home. Since I'm her POA, I've tried to get up to speed on all of her many accounts. Most provide ... more

My 91 year old mother has two Banker Life politics and nether will help pay for her long term care. Bankers states over and over that my mother doesnt meet the requiremen ... more

They have visited my house several times trying to get ahold of someone who doesnt live here. Ive told them every time they have an old address but theyve always come bac ... more

As a new business owner taxes have been a daunting pain point. Darren has advised us through it all. He has also helped some family members through some tricky paperwork. ... more

We made an appointment i took off of work and no one was in the office. I received an e-mail stating the Representative I was to meet had to go out of town.

Today I called and Kim gave me extensive free advice on how to remove a collection from my credit. She even is helping me verify that I’m doing everything correctly on ... more

I can’t recommend KC business solutions enough! I believe the service, clear communication, helpful guidance, network and professionalism as an asset to my small busin ... more

Very disappointed that this bank charges to cash checks, from them. I was considering opening an account there as I walked in the door. Not anymore and not ever.

Excellent services and advice, really helped us put a plan into action for our immediate and not-so-immediate future!

Lobby not currently open.

fast and safe.

I have been with them for over 20 years now and they have continued to take me down a careful path. Sometimes I try to stray but they have helped me against my worst inst ... more

Dan and his team are extremely knowledgeable and professional. They are able to articulate complex investment strategies clearly in simple terms. Oak Road Wealth Managemt ... more

I have been with Kasper Wealth Management over 20 years. Great people, helped me through many off years like 2008. I could not be more pleased.

If I could I would have given them a big fat 0. My son had his identity stolen last year because of their lack of ability to secure their system. Last year it 6 months to ... more

Incorrect information on website

Needed to sell some of my gold jewelry and was pleasantly surprised by the fast service and instant cash in hand. I would recommend this place to anyone.

Very helpful. Even at a moments notice, they took care of me with some immediate assistance I was needing. Very pleased. Ron V

The staff of this office has no idea about customer service and manners. Today we had an appointment to notarize a document and they rejected to do it because it was a tr ... more

Disappointed that CCB Lee's Summit does not have a notary for customers.

Terrible bank. Predatory and not friendly

Is a zero star very disappointing that I tried to call wisewealth customer service they stole m all my investment supposedly 29000 is blocked on blockchain they ask me to ... more

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