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FBS Group
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2 Years in Business
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Language:English
Serving ZIP Codes:64101, 64102, 64105, 64106, 64108
From the Business:In the bustling financial hub of Kansas City, MO, FBS Group leverages its 2 years of experience to offer comprehensive financial and tax services. Catering to local professionals, we specialize in investment management, estate planning, retirement planning, and financial forecasting. Trust us to be your reliable financial advisor in the heart of America.Read more

Infinitefs LLC
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2 Years in Business
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Language:English , Hindi +3 more
Serving ZIP Codes:64101, 64102, 64105, 64106, 64108
From the Business:Infinite Financial Solutions, is dedicated to helping individuals and families achieve lasting financial security through personalized and comprehensive financial planning. The company offers a range of services including retirement planning, wealth preservation, estate planning, indexed universal life insurance, annuities, and Will & Living trusts. By focusing on tailored strategies and expert guidance, GrowMyWealth.org helps clients navigate complex financial decisions with clarity and confidence. Their goal is to protect and grow assets, provide steady income streams, and ensure smooth transfer of wealth, ultimately empowering clients to build a secure and prosperous financial future.Read more

GST Financial Services
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5 Years in Business
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Language:English
Serving ZIP Codes:64101, 64102, 64105, 64106, 64108
From the Business:Celebrating 5 years of experience, GST Financial Services is a trusted financial ally in Kansas City, MO. We are attuned to the dynamic business environment and the unique lifestyle needs of our clients. Our expertise spans from investment and retirement planning to college funding and long term care insurance solutions. We're here to navigate your financial journey.Read more

Axon Financial Services
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9 Years in Business
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Language:Telugu , Malayalam +4 more
- Financial Advisor Avg - $400
Serving ZIP Codes:64101, 64102, 64105, 64106, 64108
From the Business:With 9 years of trusted service, Axon Financial Services is a premier choice for financial and taxation services in Kansas City, MO. Catering to the city's bustling entrepreneurial scene and diverse lifestyle, we offer expertise in Investment Management, Estate Planning, Retirement Planning, and much more.Read more

Visam Financials
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Established Since 2019
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Language:Telugu , English
Serving ZIP Codes:64101, 64102, 64105, 64106, 64108
From the Business:With 7 years of experience, Visam Financials is your reliable partner for comprehensive financial and taxation services in Kansas City, MO. We understand the unique needs of our city's diverse workforce, from the vibrant arts sector to the thriving tech industry. Our services include investment management, tax optimization, estate planning, and more. We're here to guide you towards financial security, whether you're planning for retirement, college, or navigating life's unexpected turns.Read more

Vyom Financial GROUP INC
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Established Since 2021
Serving ZIP Codes:64101, 64102, 64105, 64106, 64108
From the Business:Trust Retire Wisely Financial Services in Kansas City, MO, to secure your finances. With 5 years of experience in critical sectors like Investment Management, Estate Planning, and Retirement Planning, we understand Kansas City's thriving business environment and the need for sound financial planning. Whether you're planning for long-term care, establishing a living will or trust, or preparing for a smooth business succession, we're here to help.Read more

G's Financial Harbor
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Established Since 28
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Language:English , Hindi
Serving ZIP Codes:64101, 64102, 64105, 64106, 64108
From the Business:
Girish Navare, CFA, is a seasoned financial professional with a strong focus on investment analysis and portfolio management. With extensive experience in financial markets, he is dedicated to helping clients navigate complex investment landscapes and achieve their long-term financial goals. His disciplined and strategic approach ensures that every investment decision is aligned with client objectives and market realities.
As a Chartered Financial Analyst (CFA), Girish brings deep expertise in asset valuation, risk assessment, and financial planning. He has a strong ability to analyze market trends, evaluate investment opportunities, and design strategies that balance growth with risk management. His analytical skills enable him to provide well-informed recommendations that are both practical and effective.
In his role at Eagle Harbor Advisors, Girish plays a vital part in developing and executing customized investment strategies. He works closely with clients to understand their financial needs, risk tolerance, and future aspirations, ensuring that each portfolio is carefully structured to deliver sustainable performance. His personalized approach helps build long-term relationships based on trust and results.
Girish is committed to maintaining the highest ethical standards in his profession. He prioritizes transparency, integrity, and objectivity in every aspect of his work, ensuring that clients receive unbiased and reliable financial advice. His dedication to excellence and client success makes him a trusted advisor in the field of investment management.
Read more
TulaVantage - Wealth And Healthcare Services
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Language:Telugu , English +1 more
Serving ZIP Codes:64101, 64102, 64105, 64106, 64108
From the Business:TulaVantage - Wealth And Healthcare Services in Kansas City, MO, is your trusted partner for holistic financial health. With a deep understanding of the city's thriving healthcare sector and bustling entrepreneurial spirit, we offer tailored investment management, estate planning, and more to secure your financial future.Read more

A2F Prosperity Hub
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10 Years in Business
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Language:Telugu , English +1 more
Serving ZIP Codes:64101, 64102, 64105, 64106, 64108
From the Business:With a decade of experience, A2F Prosperity Hub offers comprehensive financial and taxation services in Kansas City, MO. Recognizing the city's blend of agricultural and tech industries, we specialize in Investment Management, Estate Planning, and Business Succession Planning. Our expertise also extends to Retirement, Financial Planning, and College Funding. A2F Prosperity Hub is your partner for financial forecasts and long-term care insurance, helping you navigate Missouri's unique economic landscape.Read more

MUDRA WEALTH CREATION
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27 Years in Business
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Language:English , Hindi +1 more
Serving ZIP Codes:64101, 64102, 64105, 64106, 64108
From the Business:With 27 years of experience, Mudra Wealth Creation offers personalized financial and taxation services in Kansas City, MO. Recognizing the city's thriving entrepreneurial spirit, we specialize in estate planning, retirement planning, financial planning, long term care insurance, and college planning/funding. Our financial advisors are dedicated to helping local businesses and families secure their financial future.Read more
Business Offers

Virtual Accounting And Tax Solutions Inc
Ratings & Reviews for Financial & Taxation Services
MyAtlantic CPA truly stands out for their professionalism, fast response, and attention to detail. If you are looking for trusted Tax Preparation Florida and Small Business Bookkeeping Florida services, this team is highly recommended for reliable accounting support and a smooth experience from start to finish.
Kavita and the folks at ProRata did a fantastic job for me and my family. Kavita's careful work led to dramatic savings for all of us, and she has the best manner and professionalism. I highly recommend Prorata to anyone needing top-notch CPAs.
Chris Whalen has been amazing throughout the entire process of dissolving our LLC. What could have been a stressful situation felt much easier because he was there every step of the way, always responsive, patient, and genuinely willing to help. He took the time to guide us through everything clearly and made sure nothing was missed. You can tell he truly cares about his clients and wants the best for them. Really grateful for all of his help and support during this process. Highly recommend Chris to anyone looking for a trustworthy and reliable CPA.
Thank you very much for your time and for the kind, polite guidance you provided regarding my tax questions. As someone new to this process, I truly appreciate the clear direction and consideration you showed me. Best regards, Pallav Savaliya
I consulted Raman for tax advice recently and found him to be very polite and knowledgeable. His guidance was extremely helpful and even helped me save on my state income tax.
Everything You Need to Know About Financial & Taxation Services

H-1B Tax Trap? How 78% of Indian Tech Workers Overpay IRS!
Your Form 16 vs. W-2 Nightmare (And Why TurboTax Fails You) You’re a Pleasanton-based H-1B/L-1 visa holder earning $150K at Google. Back home, you filed taxes once a year with Form 16. Here? W-2s, 1099s, and foreign income chaos. Result: You overpay $3,200+ yearly because: Double taxation

Girish Navare, CFA: A Trusted Financial Partner for Indian Families in the US
When it comes to your financial future, you don't just need a service—you need a partner who listens, understands, and walks beside you through every milestone. Girish Navare, CFA, based in Boca Raton, Florida, has been exactly that for clients across the United States for over 28 years.

Mastering Finance & Taxation in 2026: Key Trends and Why You Need a CPA Like Raman Abrol
Mastering Finance & Taxation in 2026: Key Trends and Why You Need a CPA Like Raman Abrol The finance and taxation landscape in 2026 is evolving rapidly, with AI-driven audits, green energy credits, and crypto regulations reshaping how Americans manage money. Inflation lingers, remote work blurs state tax lines, and gig economy earners face new Form 1099-K rules. Enter the domain of

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Financial & Taxation Planning for Indian NRIs in the US: What You Need to Know
For Indian professionals and families living in the US, managing money across two countries is never simple. You may have a US salary, an Indian bank account, a home back home, aging parents who depend on you, and someday—children heading to college here. Every one of these life events comes with financial and tax implications that can quickly become overwhelming without the right guidance. US Tax Obligations for NRIs and Dual Residents

Pleasanton Indians: $0 Tax Filing Fee If You’re H-1B!
Why 317 Indian Families Chose SNP Over Big-Box Tax Shops H&R Block won’t touch your Infosys Form 16. TurboTax crashes at "NRI status." But SNP Tax & Financials — Silpa Thommandru’s 13-year-old CA firm — lives for your chaos: USP 1: "Visa Shield" Tax Prep They reconstruct India/US income like forensic accountants:

CPA vs. Tax Preparer: Which Financial Pro Is Better for Your 2026 Filing?
Tax season in 2026 feels a little different. With more people juggling multiple income streams, freelance gigs, and digital assets, the question isn't just "how" to file, but "who" should file for you. Should you hire a Certified Public Accountant (CPA) or a Tax Preparer?
Financial & Taxation Services Specialisation
- Accountant Services
- Banking Services
- Investment Management
- Money Transfer Services
- Tax Consultants Services
- Tax Preparation Services
- Bookkeeping
- Multinational Accounting and Taxation
- Payroll Processing
- Audit Review & Compilation Services
- Finance & Accounting Training
- Foreign Accounts Disclosure
- Auditing Services
- Compilation Services
- IRS Representation
- Incorporation Service
Find Local Financial & Taxation Services in Nearby Cities
Most Searched Financial & Taxation Services Terms in Kansas City, MO
- Business Payroll Services
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Promoted Financial & Taxation Services Listings in Kansas City, MO
- Sure Financial And Tax Services
- Raman Abrol CPA
- Northeast Solution CPA
- Ankita Amin CPA LLC
- Shweta Patel Licenced Financial Professional
- Virtual Accounting And Tax Solutions Inc
- Inderpreet Singh- Certified Public Accountant NYC
- Securemoney4life
- SG Financial Hub
- Vyom Financial GROUP INC
- Best CPA Service LLC
- G's Financial Harbor
- Tax Vista Inc
- Devesh Pathak CPA
- Rising Sun Financial Services
- FNA-APP (Single Platform For Families, Agents, & Agencies)
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