Financial Consulting Lees Summit

Lakisha Lewis, Bankers Life Securities Financial Representative

Financial Consulting Lees Summit

Address
100 NE Tudor Rd
Ste 103
Place
Lees Summit, MO   64086 
Landline
(816) 380-6978
Fax
(816) 525-2665
Mobile
(816) 916-3281
E-Mail
[email protected]
Website
agents.bankerslife.com
Reservations
agents.bankerslife.com

Description

As a Financial Advisor with Bankers Life Advisory Services, Inc. in Lees Summit, MO, I provide personalized wealth management and retirement planning strategies designed to help you achieve your financial goals. I offer guidance on investment planning, retirement income and education funding in addition to health, life and annuity insurance needs. Whether you're managing a financial transition or preserving assets, I create tailored strategies based on your needs. As a fiduciary, I am committed to acting in your best interest, providing ongoing support, portfolio management, and experienced guidance to help navigate every stage of your journey with confidence.

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Opening hours

  • Brokerage Services

    As a Financial Representative through Bankers Life Securities, Inc., I provide investment options including variable annuities, mutual funds, and equity and fixed income securities.

  • Advisory Services

    As an Investment Advisor through Bankers Life Advisory Services, Inc., I offer fee-based investment management using third-party model portfolios.

Categories

Financial Consulting
(816)380-6978 (816)-380-6978 +18163806978