Edward Jones - Financial Advisor: Timothy D Carter

Oak Road Wealth Management is a fiduciary financial advisory firm based in Lee's Summit, MO, serving individuals and businesses in the Kansas City area. They offer comprehensive financial planning, retirement planning, and investment management services to help clients achieve their goals and gain confidence in their financial future. With a transparent fee structure and a focus on building long-term relationships, Oak Road Wealth Management provides personalized solutions tailored to each client's unique needs. Their team of experienced advisors understands the emotional and overwhelming nature of financial planning and strives to be an objective partner, guiding clients on the path to financial freedom.Generated from the website

At Equity Financial Services Group, “we never forget it’s your money!” Your best interests and goals are at the heart of our firm. Above all, we specialize in simplifying the complexities of your financial life. Our expert advisors provide clear answers to financial questions for the people of the communities we live in and serve: no hard sell, no gimmicks; just sound financial answers, strategies, and products at a local Equity Bank branch with someone you know and trust.

Wise Wealth, LLC is committed to working alongside you to build a solid financial future. Honesty, integrity, and the Golden Rule are at the core of how Wise Wealth operates under the direction of its founder, Stephen Stricklin, CFP(R). As an independent, full-service, registered investment advisor firm, Wise Wealth does not represent any particular third-party company or specific financial products, and therefore acts solely in your best interest. The Wise Wealth slogan is "First Wisdom, Then Wealth" -- a timeless principle that provides the blueprint for successful wealth management. By utilizing a step-by-step process, we help educate, advise, and prepare our clients for the future. Wise Wealth thrives on Stephen Stricklin's passion for helping others achieve their financial goals.