Financial Advising near Grandview, MO

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4 locations found near Grandview

“We interviewed several financial advisors when we were getting ready to retire. It was a frustrating, and often scary, experience - until we found Leslie and True Peace. Everyone in the company is great. Tabitha at the front desk is welcoming, friendly, and helpful, and sets the tone for the entire office. Leslie's knowledge is impressive and her calm, reassuring manner born of that knowledge really helped us relax. She created a plan that provides the income we need while providing security for the future. We could not be happier with our choice of True Peace as our financial advisor.”

5 Superb17 Reviews

“Brought my (late) tax return in without an appointment after a competitor tax service was closed for the season. Bill not only got me in immediately, but he finished my return by the end of the day and charged a better price than I was expecting. He was knowledgeable, thorough, and fair. After my experience today, I will use this business to file my tax returns in the future and recommend them to others for tax services.”

4.8 Superb15 Reviews

“I spoke with a man named Clay Baker and I'd hire him immediately. Unfortunately he does not directly work clients. But he referred me to a very nice advisor close to me. Excellent place”

2.9 Average56 Reviews

“If you need banking services, you must request Kyle!! He is absolutely amazing, extremely knowledgeable and works efficiently. Best Wells Fargo experience to date.Thank you Kyle!”

2.7 Average84 Reviews
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