Edward Jones - Financial Advisor: Whitney T Poettgen, ChFC®|CEPA®

The further you go in your financial life, the more complex it becomes. Thats why you need a partner who can help you plot a course.The Edelman Financial Engines office in Lees 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 youre 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.

A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. As the heir to some of America's most respected regional and national investment firms, Wells Fargo Advisors has retained a strong and abiding commitment to exceptional services based on trust and knowledge and a determination to put client needs above all else. Our Financial Advisors work with clients to understand their needs and life goals and then help them develop individual investment plans and investment portfolios that are easy to understand and monitor. What's more, as part of Wells Fargo & Company, Wells Fargo Advisors has the ability to draw on extensive experience and products across our company to satisfy our clients' investment needs and help them succeed financially. An active and engaged corporate citizen, Wells Fargo Advisors strives to always make our communities stronger and better. Our firm partners with team members and organizations across the country to promote the long-term economic prosperity and quality of life for everyone in our communities through philanthropy and volunteer activities.A Non-Bank Affiliate of Wells Fargo & Company.Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, one of the nation's largest and most respected financial institutions. In business since 1852 and named on Fortune magazine's "World's Most Admired Companies" list for 2009, 2010, 2011, 2012, 2013 and 2014, Wells Fargo is known and respected for its responsible stewardship of its clients' assets.

Allstate Financial Services, situated in the vibrant city of Kansas City, MO, stands as a trusted insurance provider with a rich history of safeguarding customers nationwide. Specializing in a variety of insurance solutions such as automobile, home, renters, and life policies, Allstate excels in tailoring protection to suit the unique needs of each individual. Beyond insurance, this establishment offers a spectrum of financial services, including retirement planning, investment options, and comprehensive personal liability coverage, catering to both personal and business clients alike. Renowned for their local agent network, Allstate in Kansas City boasts a team dedicated to guiding policyholders through crucial decisions, providing a personalized touch that sets them apart. With a solid reputation founded on dependable service, diverse product offerings, and a broad presence across the nation, Allstate Financial Services remains a beacon of reliability and support for those seeking quality insurance and financial guidance. Generated using this brand's available information