Evans & Steele Financial

SpecialtiesFinancial advisor in Independence MO

Established in 1937, Waddell & Reed Inc. is one of the oldest mutual fund companies in the United States. Based in Independence, Mo., it provides assistance in mutual funds, retirement plans, educational funding, managed accounts, insurance, financial/cash management and other investments. The company distributes investment products through its Waddell & Reed Advisors channel, Wholesale channels and Institutional distribution segment. The company offers asset management and financial planning services through its subsidiary firm Waddell & Reed Investment Management Company. Additionally, its underwriting and distribution business operates through three brokers/dealers, such as Waddell & Reed Inc., Ivy Funds Distributor Inc. and Legend Equities Corporation.

Beacon Financial Advisors is a fee-only financial planning firm located in Kansas City, Missouri, offering comprehensive financial and tax planning services tailored to individuals of all income and asset levels. They specialize in providing hourly, as-needed financial advice, making their services particularly suitable for self-directed clients who may require occasional guidance or validation of their financial strategies. Led by Kristine McKinley, a Certified Financial Planner and CPA, the firm adheres to a fiduciary standard, ensuring that clients' best interests are always prioritized. With a focus on independent, unbiased advice, Beacon Financial Advisors assists clients in various financial objectives, including retirement planning, tax preparation, and investment strategy development. Generated from the website