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Over 128 reviews for
Independence Financial Advisors from people just like you.

" and Her team did an excellent job. I was tasked of having an estate sale for a relative. I did not know where to start. " and her team came in insured me they could handle the sale and clean everything out of the 2500 sq ft house afterwards. The items that didn't sale , was able to place in a well known antique shop. is a woman of her word.

-Sharon A.

"We have not had any issues with them filing our taxes. They are always here to answer any questions. We have felt very comfortable with them. They are available" when we call or they return our call promptly. They are very knowledgeable and were able to guide us to where we should invest and see return. They are caring and never pushed us into something. They are compassionate.

-Franklyn D.

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Local Articles in Independence

Financial Advisor & Planning

A financial planner can help identify goals and create a plan for you to achieve them. Before deciding to work with someone, be sure of his or her credentials, experience and method of compensation.

Courtney St. Onge, Charlotte community editor

North Carolina attorney general says if someone calls claiming to be from the IRS and says you'll be arrested if you don't pay right away, hang up immediately.


On this episode of the Chat with the Experts podcast, Pete the Planner joins us to talk about creating a budget, saving for your first home and much more.

money in holiday mug

Between cleaning the house for guests, cooking big meals and shopping for gifts, the holidays take a toll on our well-being and wallets.

tree falls on house homeowner needs emergency fund (Photo by Steve Mitchell)
Financial Planning

Saving for a rainy day takes on new meaning if your roof springs a leak during a storm.

Angie's Answers


Have you checked Angie’s List? Angie’s List Answers is a great place to find advice from professionals, but for ratings, reviews and information to help you hire the companies you need, visit www.angieslist.com today.




Financial Advising reviews in Independence


Excellent. came in to clinic to talk with me regarding saving us money through our credit card processing. He set us up with terminals and assisted us through the whole process. saved us a lot of money. He is always available for any assistance,information and help that we need.He made the switch over ...More very easy and fast in our busy clinic. He is a very dedicated to his profession.
- julia G.

I called out of the blue and asked for a consultation. It turned out that he wasn't the appropriate person to call, but he talked to me anyway, at no charge. In the course of that call, I sensed that is extremely intelligent and well-versed in his field. If I do need his services in the future - based ...More on that call - I would seek him out immediately.
- Caron W.

I had the opportunity to speak with EJ today, in regards to some issues that I am having with my credit card co. After I explained my situation we spoke in depth about credit card settlement and what my options would be. I was so impressed with his knowledge
and expertise in all aspects of credit card debt. He was truly concerned as to how my ...More decisions would affect my credit score.
Thank you EJ for all the information you shared with me today and helping to set my mind at ease. Sincerely, AP
- Annette P.

I am a single mom and have made some bad financial planning decisions in the past as it relates to term life insurance. Mr. (owner of & Associates) took the time to educate me on the best life insurance options that would give me the flexibility I needed in the future. Additionally, my son's ...More were left $80,0000 a piece from their paternal grandparents who died earlier this year. Because they are both minors, I wanted the money placed in a Trust until they turn 18. Mr. provided me with several options and explained the pros and cons of each of them.
He is a gifted teacher in what he does and I would highly recommend him for any services related to Financial and Retirement Planning. His passion is people and it is reflected in his professionalism.
- Roxane J.

The whole process went great. There were no problems and the financial adviser I worked with was very helpful. The whole process took less than a week and I was able to complete the purchase of the property I wanted to buy.
- Lisa H.


My primary reason for contacting Mr. was to get long-overdue input on my financial investments (and debt) especially my 401K. I work for a large company and we have multiple investment options in our 401K. The company suggests we purchase services from a particular "group" to get input on our 401K elections-OR-we ...More can manage it ourselves. Well I preferred to have an external set of eyes on my investment options. My concern is the recommended "group" might have a lot of people who are perhaps not very experienced to advise me, or they'd have some cookie-cutter formula for advising people in general that wouldn't be tailored to my situation in particular, or they'd have some bias in telling me that my 401K investment options were great...but what if they really weren't ?? I wanted to pick someone with more experience (and references, hence Angie's list) and no reason for bias.

I contacted Mr. via Angie's list and he responded very quickly. He provided me with some detailed paperwork to fill out. I have to admit I was a bit discouraged by the paperwork at first. But then I thought, well, the more information you provide him, the better he can help you. If he were to advise me without collecting much information then he's not giving me informed input based on my whole financial picture. I work in a different field, but the same rules apply. To be clear, the questions on the paperwork are not difficult, it just took a little time to find balance information on statements (for example). Mr. also told me to feel free to contact him with any questions I had when completing the paperwork so I felt comfortable that I had help if needed. When we met in person he really took time with me. He responded to all of my questions. He also asked follow-up questions to make sure I understood his responses. I don't know a lot about investments/retirement planning so I really learned a great deal. I also appreciated that he was able to convey the information in a way I can understand. He asked me if I had any more questions several times before closing our meeting (I kept coming up with more- I like to learn as much as I can from experts!). He told me not to hesitate to call if I came up with any more and (of course) shortly after our meeting I thought of one more nagging question. I called him and left him a voicemail that it wasn't urgent, if he would call me within a week that would be great. Mr. called me back - within an hour! Mr. emailed me documentation of his recommendations from our meeting. He even called me to be sure I received and understood the email. I highly recommend Mr. , he is very knowledgeable, thorough, patient and pleasant to speak with. I came away with the information I hoped for and more. I plan on using his services again in the future.

- George J.

I am an attorney. ("CSC") provides various services to assist businesses. The Gesmer law firm put my name down as the billing recipient for its services. CSC did not check with me about this. It just did it without my consent. My client and I have been trying to get my name removed from ...More the account since September 1, 2015. CSC refused to remove my name even though it did not have my permission to place my name on the account in the first place. Apparently, CSC will put anybody's name on an account without the person's permission just because some third party tells them to. Then CSC will not remove the person's name without the third party's consent. This is an unconscionable business practice.
- Preston B.

was phenomenal. She made a very boring subject bearable. It was enjoyable to listen to her because she was having fun with it, which in turn helped me to have fun with it. We were joking back and forth, so it made it very interesting. She was very professional and I learned everything that I was supposed to learn about reverse ...More mortgages. I have listened to this course twice before because of 2 other companies that I have looked at for reverse mortgages and this time around was MUCH more enjoyable. The other two companies that I used were HORRENDOUS!

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!

24/7 Payday Loans

1000 W. Highway 24




4456 Rockhill Terrace
Kansas City

Accelerated Benefits

5880 Venture Drive

AIH Receivables

5800 Foxridge Dr



Allegiant Group Inc

189 W Clarkston Rd

Alliance Financial & Income Tax, LLC

807 NW Vesper Street
Blue Springs

American Payday Solutions, LLC

3001 N State Route 291, Ste 6

Best Financial Services

12302 W. 128th St

BetaFrontier, LLC

858 North Franklin St

Bral Niedert Private Wealth Advisors

6701 Westown Parkway, Suite 200

Brand management group

545 NW North Shore Drive
Houston Lake

Bratcher Law

1201 NW Briarcliff Parkway, Suite 229
Kansas City

Callison & Advisors

9393 W 110th St., Suite 500

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
Kansas City

Capitol Federal Savings

5821 NW Barry Road
Kansa City

Capitol Federal Savings

13100 State Line Road

Capitol Federal Savings

15081 Nall Avenue

Capitol Federal Savings

2100 East 151st Street

Capitol Federal Savings

1408 East Santa Fe

Capitol Federal Savings

22400 Midland Drive

choice Debt Consolidation

220 W Lexington Ave

Citizens Bank & Trust

7280 NW 87th Terrace
Kansas City

Commerce Bank

922 Walnut St
Kansas City

Community Mortgage - Michelle Gordon

1900 NW South Outer Rd #150
Blue Springs

Consolidated Technology Inc

PO Box 414856
Kansas City

Credit Repair Kansas City

301-399 E 12th St

Curne Investment, LLC

14532 S Alden Street

Dan Ripley

818 NW Park Ln
Lee's Summit


3151 S State Route 291


4721 S Cliff Ave Ste 205


3720 Arrowhead Ave Ste 100


Platte City

Edward Jones

6317 N Antioch Road
Kansas City

Edward Jones

N Ambassador Dr

Epic Insurance, LLC

4045 NE Lakewood Way, Ste 100
Lee's Summit

Equity Group

24707 W 77th St

Events By Michelle

N mercier st

F. Michael Prestia CPA

6643 Leavenworth Road

F.A.T. Freedom

4/41 Meinzinger Ave.

Farmers Insurance


Farmers Insurance

100 N Evans

Farmers Insurance

72967 E. 171 St.


19401 E US HIGHWAY 40

Freyman CPA, P.C.

40 Exchange Place Suite 1602


3090F Pullman St

Icscom LLC

8808 W 119th 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

K & M Money Express

203 N. Jefferson St.

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


848 Brickell Ave 603

LMN & Associates

101 Sky Vue Drive, Suite G

Lost Angels International, Inc.

1170 Peachtree Street NE

McCully Insurance Agency, Inc.

219 US Hwy 60 West

Mission Mortgage of Kansas City

9401 Indian Creek Pkwy

Northwestern Mutual

2600 Grand
Kansas City

Old Coach Debt Consolidation

7932 Santa Fe Drive

Personal Property Appraisals

1119 NE Wild Plum Drive
Lee's Summit



SLR Tax & Accounting LLC

6222 Raytown Trfy
Kansas City

Stan Ruby Insurance Agency

406 W Pine St

Stephan Gordon

3300 Colorado Avenue
Kansas City


30000 Valor Dr
Grain Valley

The Mutual Fund Store

11095 Metcalf Avenue

The Mutual Fund Store

22308 Midland Drive

The Mutual Fund Store

1317 NE Douglas Street
Lees Summit

The Mutual Fund Store

9203 NE 152 Highway
Kansas City

The Retirement Pilot

7101 College Blvd Ste 720

Tiffany &Company-

11 W 5th St
Kansas City

Title Loans 4 Less

230 East North Ave

United Gold Direct

2945 Townsgate Road

Waldo Financial

8437 Wornall Road
Kansas City

Windward Private Wealth Management Inc

10955 Lowell Avenue, Suite 410

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