Business Details
About
Financial PlannerInvestment ServiceFinancial Consultant
The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course.The Edelman Financial Engines office in Lee’s Summit – open by appointment only – is here for you, serving the eastern region of the Kansas City metro area, including Lee's Summit, Independence and Blue Springs. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.
Location
Edelman Financial Engines
200 Northeast Missouri Road, Lee's Summit, MO
64086, United States
Hours
Reviews
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- CJC JOct 15, 20211.0We made an appointment i took off of work and no one was in the office. I received an e-mail stating the Representative I was to meet had to go out of town.
Frequently Asked Questions About Edelman Financial Engines
What services does Edelman Financial Engines in Lee's Summit provide?
Edelman Financial Engines offers financial advice, financial planning, retirement planning, and investment management services.
Where is Edelman Financial Engines located in Lee's Summit?
It is located at 200 Northeast Missouri Road, Suite 200, Lee's Summit, MO 64086, United States.
What are the office hours for Edelman Financial Engines in Lee's Summit?
The office is open Monday to Friday from 8:30 AM to 5:00 PM and closed on weekends.
Do I need an appointment to visit Edelman Financial Engines in Lee's Summit?
Yes, the office is open by appointment only to serve clients effectively.
Which areas does Edelman Financial Engines in Lee's Summit serve?
They serve the eastern region of the Kansas City metro area, including Lee's Summit, Independence, and Blue Springs.
How can I contact Edelman Financial Engines in Lee's Summit?
You can contact them by phone at +1 833-752-6333 or visit their website at https://www.edelmanfinancialengines.com/location.MO.Lee%27s-Summit.
Can Edelman Financial Engines in Lee's Summit assist with tax and estate planning?
Yes, their financial planners can help with tax planning, estate planning, and access in-house experts for additional insight.
Are there insurance agencies near Edelman Financial Engines in Lee's Summit?
Yes, nearby insurance agencies include Farmers Insurance - Jason Langston, Goosehead Insurance - Ronda Giarraputo, Family Union Insurance, RFG Brokers, and Isiah Sykes American Family Insurance.
What nearby legal services are available around Edelman Financial Engines in Lee's Summit?
Nearby legal service providers include Semita Legalis, Defense Tax Partners - Tax Attorneys, Law Office of William G. Cownie, Boulder Legal Group, and Kansas City Accident Injury Attorneys, which could be useful for estate or tax matters.
Are there medical or counseling services near Edelman Financial Engines that clients can access?
Yes, clients can find medical and counseling services nearby such as Tender Sticks Mobile Phlebotomy Service LLC, KC Pain Center, Ellie Mental Health, Rick Aldred Counseling, Jenna Foraker (psychologist), and Gameday Men’s Health Clinic.