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Financial Advisors to Avoid

92

Top Rated Financial Advisors

9

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Over 220 reviews for
Independence Financial Advisors from people just like you.

A
"It was very good. He explained the process and found are cash source we had overlooked. Plan to continue the planning process with
.

-Mike G.

A
"
has prepared our Income Taxes for over 15 years; both personal and business. Over the years he has offered us great financial advice and" has represented us when we were audited by the IRS. The number of years that we have used
to prepare our taxes is a testimony to how satisfied we are with his work. Even when we moved out of state seven years ago, we continued to use
.

-William D.

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Financial Advising reviews in Independence

A

Rating
my advisor is thoughtful about my preferences and does not leave money lying about.
my agent is in Hawaii but there is a Portland office. This is a nice broker house, a little expensive, but attentive and knowledgeable.
- S N.
F

Rating
Take your business elsewhere.
1) Escrow officer was repeatedly condescending, and actually scroffed when we told her we wanted to close on a certain date, which had been our plan for more than a month, and all parties had already agreed to.
2) She went on vacation the next day without handing our case off to someone.
3) The receptionist had to process our closing documents while the officer was on vacation. Our loan officer at a major national bank stated this was the most unresponsive company they had ever worked with. This company caused extensive extra work for our bank due to their incompetence (escrow officer complained that loan documents were sent to receptionist and they couldn't find them, even though 2 days previous the receptionist was the only one working on the documents.)
4) When the escrow officer returned from vacation, on the day we need to finalize documents, she delayed the final processing of our loan docs for several hours doing her banking, and did not provide the final down payment amount and wire information until late in the afternoon, of course well after the Fed was closed. Another person in the office scolded us and said we couldn't close the next day because we didnt get the money to them.
5) This company's lack of professionalism caused a 72 hour delay to getting our house.
- Brian M.
B

Rating
I saw the ad for
Independence Financial Advisors Provider Name Locked
on
Independence Financial Advisors Provider Name Locked
's List and then checked out their website.

I needed someone to move a couch and love seat for me on very short notice.

I filled out the form on the website and was contacted via e-mail within one or two hours. We negotiated a price and set an approximate time for the delivery the very next day.

Independence Financial Advisors Provider Name Locked
and a teammate moved my furniture from downtown to Carmel without a single
Independence Financial Advisors Provider Name Locked
or scratch. I think they underestimated the size and weight of the furniture, though, as they struggled to get both pieces up the flight of stairs to my apartment.

Both guys were extremely professional and courteous. I will definitely consider this company the next time I need anything moved.
- Susan K.
A

Rating
She reviewed all her findings with me and made sure I understood her comments. Didn't try to sell me other products such as life insurance since it was not needed. Very helpful! The fee covers any financial questions I have for the year.
- Christine K.
A

Rating
This company handles all of our finances. He is extremely professional. He offers securities and investments through ACTS financial. This gentleman is also very personable.
- Lisa L.
A

Rating
He has far exceeded my expectations and has taken care of a lot of things he didn't have to. He is attentive and always there when you need him. I did a lot of research on him and I went and spoke with him a couple of times. He made some big changes to my portfolio and was able to raise it 15%. He is as professional as they come.
- Elden S.
N

Rating
We worked via teleweb because it is difficult for me to get away from the office. He was able to show me how to perform Excel functions on his computer screen and scroll through the spreadsheet tabs during our discussion, and also display other relevant information about my portfolio from his screen. We have done other telewebs in the past - for our twice yearly check ins, and it works quite well.

I am adding the following statement because my latest contact with him is not representative of the depth, breadth and high quality of services that
Independence Financial Advisors Provider Name Locked
provides for both my mother and me (individually)l. This report about a discrete incident is not sufficient to describe the level and quality of service that he provides to his clients.

Independence Financial Advisors Provider Name Locked
is an intelligent, thoughtful and ethical professional.

Independence Financial Advisors Provider Name Locked
has been working with my mother and me for over 10 years, and we are extremely satisfied with both our interpersonal relationship and the results of his financial planning expertise and advice. He talks to us individually about our needs and goals, and develops a plan that we are comfortable with as well as enables us to achieve our' goals. In addition to the twice yearly updates, he sends special newsletters from time to time to his clients to explain how a trend in financial events might affect our investments; and a letter with each update.

He is available between visits to discuss whatever questions we may have about our investments. His office staff - Cat
Independence Financial Advisors Provider Name Locked
, is very warm and professional.

Independence Financial Advisors Provider Name Locked
goes to visit my mother for her twice yearly reviews so he can talk to her in person. She is rather elderly and doesn't hear well over the phone. I either meet with him in person when I have time; or have discussions by phone and view the information in real time via a teleweb link.

Independence Financial Advisors Provider Name Locked
has given me sound advice over the years about major financial decisions I have made that have resulted from major life events -- buying/selling property, change in marital status (marriage, death of spouse, divorce), changing jobs, buying a car, refinancing a loan, and other complex matters. I do not make any such decisions without first consulting with him to see what the effect will be on my long-term goals.
- Mamie L.
A

Rating
I am very happy with my experience with
Independence Financial Advisors Provider Name Locked
. I found the through their website, startwithgold.com and I had $1,200 I wanted to invest in silver. Everything was explained in detail and I already have the first part of my order. I'm really excted to being investing in precious metals. I don't trust the U.S. dollar and the government just keeps printing money. I feel safe having an investment in something that will never be worth zero and can go up in value a lot.
- Stephanie M.

Financial Advisors in Independence, MO

Companies below are listed in alphabetical order. To view top rated service providers along with reviews and ratings, Join Angie's List Now!

3 Pointe Financial

8001 Irvine Center Dr

A G EDWARDS & SONS INC

20101 E JACKSON DR
Independence

ABACUS ACCOUNTING SERVICES, INC

4456 Rockhill Terrace
Kansas City

ACCOUNTING & TAX SOLUTIONS INC

609 NE 291 Hwy
Lees Summit

ALAN R JONES CPA

406 N FOXRIDGE DR
Raymore

Allegiant Group Inc

189 W Clarkston Rd

Alliance Financial & Income Tax, LLC

807 NW Vesper Street
Blue Springs

Allsup Inc

300 Allsup Pl

American Payday Solutions, LLC

3001 N State Route 291, Ste 6
Harrisonville

AMG Legacy Planning

10100 W Sample Rd

BERTHEL FISHER & CO

4200 LITTLE BLUE PKWY
Independence

BetaFrontier, LLC

156 W Superior St

Boost Credit 101

3773 E Cherry Creek N Dr

Bral Niedert Private Wealth Advisors

6701 Westown Parkway, Suite 200

Brand management group

545 NW North Shore Drive
Houston Lake

Capitol Federal Savigns

15525 West 87th Street Pkwy

Capitol Federal Savings

5501 Johnson Drive

Capitol Federal Savings

1900 W 75th Street

Capitol Federal Savings

5700 Nieman Road

Capitol Federal Savings

5821 NW Barry Road
Kansa City

Capitol Federal Savings

5821 NW Barry Road
Kansas City

Capitol Federal Savings

2100 East 151st Street

Capitol Federal Savings

15081 Nall Avenue

Capitol Federal Savings

1408 East Santa Fe

Capitol Federal Savings

13100 State Line Road

Capitol Federal Savings

22400 Midland Drive

Cardinal Advisors

117 Edinburgh South Drive Suite 280

choice Debt Consolidation

220 W Lexington Ave

Citizens Bank & Trust

7280 NW 87th Terrace
Kansas City

Commerce Bank

922 Walnut St
Kansas City

EDWARD JONES

3720 Arrowhead Ave Ste 100
Independence

EDWARD JONES

3151 S State Route 291
Independence

EDWARD JONES

4721 S Cliff Ave Ste 205
Independence

EDWARD JONES

1102 PLATTE FALLS RD
Platte City

Edward Jones

6317 N Antioch Road
Kansas City

Edward Jones

9237 Ward Pkwy Ste 101
Kansas City

Edward Jones

8532
N Ambassador Dr

Farmers Insurance

100 N EVANS AVE
Raymore

Farmers Insurance

100 N Evans
Raymore

Farmers Insurance

72967 E. 171 St.
Belton

FARMERS INSURANCE GROUP-Jon Olson Agency

19401 E US HIGHWAY 40
Independence

Financial Partners Group

9990 College Blvd.

Freyman CPA, P.C.

40 Exchange Place

Harvey & Caldwell PA

12980 Metcalf Ave

Health Benefit Consultants LLC

20275 Honeysuckle Dr.

iBank

3090F Pullman St

InvestWell LLC

4200 SE Saddlebrook Circle
Lees Summit

IRS Tax Help Team

1201 S Beach Blvd

Just Right Investments

2001 Grand Blvd.
Kansas City

KC IRS Tax Debt Lawyers

8450 Prairie View Road
Kansas City

Kentner Wyatt, LLC

435 Nichols Rd #200
Kansas City

Law Office of Jennifer Dodson

435 Nichols Road
Kansas City

Legacy Wealth Planning, LLC

5750 W. 95th Street, Suite 128

LMN & Associates

101 Sky Vue Drive, Suite G
Raymore

Lowell, Blake & Associates

141 Tremont Street

Marchand & Co CPA's PC

2003 Southern Blvd SE

McCully Insurance Agency, Inc.

219 US Hwy 60 West
Republic

Mission Mortgage of Kansas City

9401 Indian Creek Pkwy

Old Coach Debt Consolidation

7932 Santa Fe Drive

S P Johnson Group

2025 Delaware Ave

SECURITIES AMERICA INC

16908 E GEORGE FRANKLIN DR
Independence

SLR Tax & Accounting LLC

6222 Raytown Trfy
Kansas City

Stan Ruby Insurance Agency

406 W Pine St
Raymore

SWAN LAKE MEMORIAL PARK CEMETERY NEW

30000 Valor Dr
Grain Valley

The Mutual Fund Store

11095 Metcalf Avenue

The Mutual Fund Store

22308 Midland Drive

The Mutual Fund Store

9203 NE 152 Highway
Kansas City

The Mutual Fund Store

1317 NE Douglas Street
Lees Summit

The Retirement Pilot

7101 College Blvd Ste 720

Tiffany &Company-

11 W 5th St
Kansas City

United Gold Direct

2945 Townsgate Road

Waldo Financial

8437 Wornall Road
Kansas City

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