Kansas City, MO Financial Advisor Office

Kansas City

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Showing 14 advisor(s) and rep(s)

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Chad Esslinger

CFP®, CLU®, ChFC®, RICP®, AEP®

My mission as a Northwestern Mutual Wealth Management Advisor is to help others reach their full potential.Visit my website

Expertise: Financial Planning, Investment Strategies, Employee and Executive Benefits Planning

Languages: English

Location: Kansas City MO, 64108

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Anthony GureraAs a financial advisor, I specialize in helping young families and business owners achieve their financial goals. I work with clients to develop personalized financial plans that address their unique needs and circumstances. I am passionate about educating my clients on financial concepts and empowering them to make informed decisions about their money.Visit my website

Expertise: Business Succession Planning, Financial Planning, Investment Strategies, Life Insurance Planning, Estate Planning, Disability Income Planning, Retirement Income Planning, Retirement Planning, Wealth Management

Languages: English

Location: Kansas City MO, 64108

CLTC®

Expertise: Financial Planning, Retirement Planning, Business Risk Management, Business Valuation Planning

Languages: English

Location: Kansas City MO, 64108

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Robert MerrillEstablished in the heart of the country in the great city of Kansas City. Our practice focus is to help our clients establish peace of mind by identifying and helping to accomplish financial goals. I was born in raised in Kansas City and currently reside in Prairie Village with my wife, son. Outside of faith and family my biggest passions are golf, duck hunting, and Royals baseballVisit my website

Expertise: Financial Planning, Business Continuation Planning, Retirement Planning, Investment Strategies, Education Funding, Employee and Executive Benefits Planning

Languages: English

Location: Leawood KS, 66211

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Brittney Murillo Visit my website

Languages: English

Location: Kansas City MO, 64108

MBA

Expertise: Trust Services, Retirement Income Planning, Private Client Services, Life Insurance Planning, Investment Strategies, Employee and Executive Benefits Planning, Business Continuation Planning, Business Valuation Planning, Estate Planning, Disability Income Planning, Wealth Management, Retirement Planning, Long Term Care Planning, Qualified Plan Design Assistance, Business Succession Planning, Qualified Plan Employee Education, Education Funding

Languages: English, Swahili

Location: Kansas City MO, 64108

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Nef Perez Visit my website

Expertise: Financial Planning, Retirement Planning, Life Insurance Planning, Disability Income Planning, Education Funding

Languages: English, Spanish

Location: Kansas City MO, 64108

RICP®

Expertise: Wealth Management, Retirement Planning, Life Insurance Planning, Financial Planning, Investment Strategies, Employee and Executive Benefits Planning, Disability Income Planning, Long Term Care Planning

Languages: English

Location: Kansas City MO, 64108

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Nicolau Soares NetoWhether you are a family looking to organize your finances, a business owner hoping to manage your money without bootstrapping resources, or a medical professional looking to grow your career, you never want to have to worry about financial stability or face monetary hardships. By seeing the entire field my mission is to help others unlock their full financial potential.Visit my website

Expertise: Wealth Management, Investment Strategies, Financial Planning, Life Insurance Planning, Retirement Planning, Disability Income Planning, Education Funding, Estate Planning, Business Succession Planning, Business Risk Management, Business Continuation Planning

Languages: English, Portuguese, Spanish

Location: Kansas City MO, 64108

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Clint Stull

RICP®, CLTC®

• Bachelor of Arts |William Jewell College • Certificate in Financial Planning |New York University • Retirement Income Certified Professional® Designation • Certification in Long-Term Care® Designation • FINRA Series 6, Series 7, Series 63 LicensedVisit my website

Expertise: Financial Planning, Wealth Management, Retirement Planning, Life Insurance Planning, Disability Income Planning, Long Term Care Planning, Education Funding

Languages: English

Location: Kansas City MO, 64108

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