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Over 232 reviews for
Independence Financial Advisors from people just like you.

N
"
was quick to respond, answered all of my questions thoroughly and made sure I understood exactly what was happening. I've recommended"
to numerous other friends and family not only for business, but as a resource should they have any questions about mortgages. I absolutely trust his recommendations, and would not hesitate doing business with him again.

-Edward S.

A
"My wife and I were had a dilemma. After many years of investing in a couple of health-care related stocks, we decided the time was right to sell the stock, which" had grown to a considerable sum but all high-risk money, and invest in something safer that stocks or mutual funds. We knew that bank savings accounts, money
accounts, and Certificates of Deposit were all safe options but were paying near zero percent interest rates. I initially consulted some of the more well-known local area investment firms but they were painfully slow to get back to me and in essence simply wanted us to reinvest in the stock
in some form and were generally most interested in large portfolio clients. Turning to Angie's List (which I should have done in the first place) I found
Fox and
.
immediately talked with me about my situation, promptly made an appointment to visit my wife and me at our home, and came out to educate us about a safer alternative to saving for retirement income through the use of annuities.
's customer service and desire to help were amazing, as he constructed a well thought out plan based on my and my wife's input and helped us invest in an annuity with a financially strong and reputable company. We could not be happier with the job
did for us. Thanks to
we now have a very key piece of our retirement secured and can rest easy knowing that the high risk money we once had in the stock
has been reallocated to a better, safer place and earning a better rate of return than a traditional bank savings vehicle. Thanks again
!

-Vincent G.

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Financial Advising reviews in Independence

A

Rating
Independence Financial Advisors Provider Name Locked
is very knowledgeable in the area of finance and planning for future retirement. He's great at finding what plan or strategies work for each individual's circumstances. I am very satisfied with his help in this area. I highly recommend to anyone making retirement decisions, talk to
Independence Financial Advisors Provider Name Locked
first.
- Ed J.
N

Rating
It was very easy working with them. The information was very precise and to the point. I feel that everything got fixed fairly quick, which was helpful by the fact that I'm always busy. I would definitely recommend it to anyone who needs help with the IRS. They made it very easy on me. Worth the money spent.
- Javier P.
A

Rating
Independence Financial Advisors Provider Name Locked
is amazing and one of the most honest business people I have ever encountered. He spent about 45 minutes on the phone with me discussing my financial standing as I wanted to move my
Independence Financial Advisors Provider Name Locked
to another company, having fired my prior financial advisor for unresponsiveness and not being happy with the funds I am invested in. Not only did he analyze my situation, he explained that he didn't feel I needed an investment advisor....that I just need a more conservative set of funds to transfer my
Independence Financial Advisors Provider Name Locked
to and basically let it sit and accumulate in a more even fashion than my current one has done. He even suggested where I place the funds to maximize my stability at a low expense ratio. I highly recommend
Independence Financial Advisors Provider Name Locked
as, after having listened to him, he is honest, hard-working, has reasonable fees for investment advisement, and a great hands-on approach that I have to assume he would have in his advisor capacity. Fantastic experience!!
- Meryl C.
D

Rating
Two tax-exempt bonds were purchased. One of the trades was canceled, and a substitute bond was purchased. I received an e-mail showing the two trades that were made and the one that was canceled. The
Independence Financial Advisors Provider Name Locked
representative assured me that the two bonds in question had been purchased. I then received another e-mail the next day showing a third bond had been purchased, which was not correct. I tried to get the representative on the phone. All I got were voice-mails. I then called
Independence Financial Advisors Provider Name Locked
directly as the e-mail said "Please contact
Independence Financial Advisors Provider Name Locked
SERVICES, INC. if you have any questions." When I called
Independence Financial Advisors Provider Name Locked
, I was told that
Independence Financial Advisors Provider Name Locked
did not service the account in question. When I asked why I had been instructed to call
Independence Financial Advisors Provider Name Locked
, the person hung up the phone on me. When I was finally able to speak to the representative, he explained
Independence Financial Advisors Provider Name Locked
's mistake and said that it had been corrected. I like the representative and will continue to use him unless I receive more terrible customer service from
Independence Financial Advisors Provider Name Locked
. One more incident like this and I will be transferring the account.
- Preston B.
F

Rating
The Right Line Stock Report or (
Independence Financial Advisors Provider Name Locked
) fraudulently and unauthorized charged my credit card number they had on file since last year for $499.95 on 7/30/15. There was no advance notice or warning of subscription renewal of any kind. MasterCard contacted me on 7/31 letting me know a large an unauthorized charge had just been placed. I contacted
Independence Financial Advisors Provider Name Locked
the very same day 7/31/15 asking them to remove the charge as I had no intention to renew. Then I got some lame email from someone using the name of
Independence Financial Advisors Provider Name Locked
stating they would not refund the charge, but they would not charge me again in 2016.
Independence Financial Advisors Provider Name Locked
will not return phone calls or numerous emails. They
Independence Financial Advisors Provider Name Locked
’t answer their 1-800 number. They have multiple addresses and phone numbers to hide by. Not only is their stock report uninformative, outdated, and repeats the same information every report; they are trying to steal and scam from honest consumers. 2912
Independence Financial Advisors Provider Name Locked
Pack Drive

Antioch ,
Independence Financial Advisors Provider Name Locked
37013

United States Or



3 Wooded Way Round Rock, TX 78664 512-458-6046
- Jay M.
D

Rating
I had high hopes for Redfin, several agents showed my home
(though non responded to requests for feedback) which showed me they had
Independence Financial Advisors Provider Name Locked

penetration)

When my last agent and I went our separate ways (I’ve been
trying to sell my home ) I engaged redfin. I researched their site and choose
to communicate with our of their high volume agents. (at his point I needed
successes from an agent with a lot of successes behind them, rather than one that’s
still trying to create a reputation).

Anyway, in the end they choose the agent for me.
And after our 1st meeting and follow-up emails, I
was not feeling it, but more so, it seemed the agent was tied up with other
things and being out of town. I wanted
to get my house on the
Independence Financial Advisors Provider Name Locked
quickly, and it seemed Redfin was not able to accommodate
such a request as quickly as other agent/ real-estate firms.

But I like the concept, the webnsite, the idea about being performance
based (at least that’s what they advertise) . But what I didn’t like, was not
being able to pic the agent (I contacted two members of the leadership team
with this request, and they politely avoided it). However one, ‘
Independence Financial Advisors Provider Name Locked
’ took the time to make some well thought out
responses, including addressing many of my questions. Regrettably, it seems
more the heavy hitters are there to draw in clients and then they like the mom
and
Independence Financial Advisors Provider Name Locked
birds, disperse over to the chicks. L
In an attempt to work with the agent, I had written about
what I was looking for, my experiences, past offers, and the agent responded that they promised not to disappoint me. Upon
our 1st meeting they asked me to lower the price by $30k , which
would have made most offers less than my
Independence Financial Advisors Provider Name Locked
offer (that I rejected) , How is
this not going to disappoint me.
I looked at the agent’s reviews, something redfin encourages
people to do and encourages to give feedback on their agents. But what was odd,
was that many of this agents reviews (ok most of them) predated her employment
with the company. Most did not have written comments (despite 5 out of 5 stars)
, even listings that were an offer was not accepted, had 5 stars (yet still no
comments)

Buyer beware (or be cautious) , if you’re looking to attain buyer or seller
services, ask questions of the respective agent about their reviews. I did and
get no response). Shortly thereafter they indicated that maybe they were not
the best option for me. I signed with
someone else (who wasted no time to have the paperwork in front of me.
- Patrick M.
A

Rating
Independence Financial Advisors Provider Name Locked
came out to the house at the time agreed on , took all the formation he needed and was as nice a person that you would ever want to meet. He will be back next week with all the updated material for our living trust
- John V.
A

Rating
I had a very productive phone conversation with
Independence Financial Advisors Provider Name Locked
. That I am based in Atlanta and he in Chicago would not make a difference in his providing quality service, in my opinion. Unfortunately, I cannot at this point invest the minimum amount that
Independence Financial Advisors Provider Name Locked
requires to take me on as a client. He explained to me that he does this so that he can keep his client base small and provide better service, something I completely understand. He was however, generous enough to dispense some financial planning advice gratis and answered all my questions very patiently. I (hopefully) look forward to working with him in the future.
- Vishal N.

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

BetaFrontier, LLC

858 North Franklin 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
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

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

Consolidated Technology Inc

1804 Swift
North Kansas City

Credit Repair Kansas City

301-399 E 12th St

Dan Ripley

818 NW Park Ln
Lee's Summit

EDWARD JONES

3151 S State Route 291
Independence

EDWARD JONES

4721 S Cliff Ave Ste 205
Independence

EDWARD JONES

3720 Arrowhead Ave Ste 100
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

Personal Property Appraisals

1119 NE Wild Plum Drive
Lee's Summit

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

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

United Gold Direct

2945 Townsgate Road

Waldo Financial

8437 Wornall Road
Kansas City

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