Lenexa, KS23 family financial services near you

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Lenexa Family Financial Services

Browse these family financial services with great ratings from Thumbtack customers in Lenexa.

Top Pro
McCool Tax Services LLC CPA
5.0
from 50 reviews
  • 48 hires on Thumbtack
  • Top Pro on Thumbtack
MaryJane E.
Verified review

McCool Tax Services offers reliable services and quick turnaround at a reasonable price. I felt complete confidence and trust, very important to me when dealing with tax returns. I highly recommend this company.

The ATA Group LLC
5.0
from 3 reviews
  • 10 years in business
  • 1 hire on Thumbtack
Hallie B.
Verified review

We use The ATA Group for taxes and financial planning, James is an upstanding individual who will go above and beyond to meet your needs. We appreciate the work he does for us and the recommendations. He also has an awesome network of people he can get you in contact with!

  • 16 years in business
Beth S.
Verified review

Mike Mead is a rare combination of knowledge expert, client champion, and tough advisor all rolled into one individual. I first used Mike to advise and assist in the set up of my business. I quickly learned to lean on Mike as a trusted tax advisor, and perhaps more importantly, a respected and valued business mentor. His direct, yet personable style generates confidence in his clients. Mike anticipates questions and provides answers, often when the client isn't even sure what information they need. He champions individual's passions and pursuits while understanding the limitations that one often faces when starting a new venture. His work is timely, reasonably priced and of exceptional quality. I gained expert tax recommendations, business advice and a mentor all with my first call to Alliance Financial and Income Tax. I now confidently recommend Mike and his team to my family, my friends and business colleagues.

JC Tax Group
5.0
from 1 review
  • 3 years in business
  • 1 hire on Thumbtack
Alex M.
Verified review

Paul has been doing my business and family tax for several years. He has found ways to save me taxes currently and future.

  • 90 years in business
  • 1 hire on Thumbtack
About

I bring you clarity on how everything works, and teach you how to intertwine everything that's going to be on your balance sheet. Everything that you're doing, or wondering about doing, but have questions on, I and my team of experts have already done. Why not work with someone who can give you the benefit of thinking in hindsight and clarity on how everything works?

About

My team offers a wide variety of services and expertise. With over 65 years of Financial Services experience, we collaborate to design the best solutions for our clients. Wealth accumulation and distrubution strategies is my specialty. We offerr both fee based and non-fee based solutions for our clients. Wealth accumulation management and wealth distribution is dramatically different. Understanding sequential risk, inflationary risk and longevity risk are critical to understanding and developing a plan to make sure you don't out live your savings. We utilize multiple approaches to determining the proper distribution strategies ranging from Fibonacci formulas, Monte Carlo simulations and sophisticated software modelling to provide us with a comprehensive view of how your money will provide for you during your retirement. Most importantly, we parted with our clients to truly understand your goals and work diligently to help you accomplish them.

About

We are a full-service financial firm that is committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners.

About

It is my goal to assist my clients in developing a comprehensive personalized financial plan that effectively weighs short-term needs and long-term objectives. We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We're here to help educate you about the concepts of financial management.

  • 1 year in business
About

I have extensive experience in tax preparation, accounting, and financing as I’ve performed in a professional capacity in all three realms and am currently a Mortgage Loan Originator.

About

Waddell & Reed Inc. is a full-service financial firm committed to helping people pursue their financial goals. I offer a wide range of financial products and services to individuals and business owners. I believe that you will be better able to identify your goals and make sound financial decisions by utilizing our financial planning process.

About

Serving Kansas City, MO, and the outlying areas, Len Hempen of Planners for Financial Success is offering the following services, but are not limited to: insurance, investing, retirement, estate planning and wealth preservation to help clients reach their financial goals.

About

We provide strategies designed to help our clients manage their assets to reach their financial goals. By working together, we strive to help them to reduce their taxes, potentially increase their net worth and protect their assets. We only recommend a course of action to our clients that we believe is appropriate for them given their unique financial situation and goals. Our clients' interest always comes first, and we are dedicated to providing the highest level of advice and service. The commitment we make to our clients is to perform our work with the best interest of the client in mind. We focus the expertise and knowledge of our team of dedicated professions for the benefit of our clients. We provide our clients with full disclosure on how we are compensated. We deliver the highest-quality service and make ourselves readily available to our clients. We focus our expertise and talent to develop strategies designed to address the needs of each client, and we are committed to serve them with integrity.

About

Pay for results not effort! We are preforming critical analyses of financial and operational information to facilitate increased profitability. The specifics include: * breakeven analysis * planned profit scenarios * make or buy decisions * fixed versus variable cost allocations and classifications Clients mostly appreciate the relevance of the analyses and the clear presentation of analyzed data.

About

TGFSi advocates for each client’s best interest by developing simplified financial solutions that aim to give clients clarity, confidence and a sense of security.

About

We can help with investing, financial advise, and wealth management.

About

Our goal is to provide an alternative to the impersonal financial services offered by some in today's marketplace. We strive to be different by listening to the needs of our clients and future clients.

About

We perform mission critical financial, accounting, operations consulting engagements, particularly for transitioning or transforming organizations.

About

It is my goal to assist my clients in developing a comprehensive personalized financial plan that effectively weighs short-term needs and long-term objectives. We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We're here to help educate you about the concepts of financial management.

About

As a financial advisor, George assists his clients in developing comprehensive personalized financial plans that effectively weigh short-term and long-term objectives. He has twenty years of experience in the financial services industry, and this experience allows him to guide clients through both good and bad times to make educated financial decisions. The real benefit is knowing they have a plan in place to help reach their financial goals in life.

About

5 years of experience as a Financial Advisor has led me to find a simple truth, Financial success, like fitness, is simple. It is the journey that is the difficult part. A plan and accountability is how to succeed in this journey and that is what I am your trusted companion!

About

We offer independent investment advice designed to help manage your risk, reduce your taxes and produce more income at retirement. Small by design, we deliver with dignity and discretion the direct, personalized service that has vanished from the financial services industry. Despite its mystique, financial planning is in many ways simply a return to old-fashioned values and the gracious ways business was conducted years ago. In our way of thinking, a handshake, a cup of coffee, and a good conversation will never go out of style. Come in for a second opinion. We'll make it worth the investment of your time.

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