Kelli Smith - Edelman Financial Engines

Kelli Smith - Edelman Financial Engines
200 Northeast Missouri Road , Suite 200
Lee's Summit
Missouri
64086
United States
Tel: (816) 558-3120


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Business Information
I became a planner because I want people to have clarity and peace of mind around their money. With a mix of logical thinking and empathy, I help build financial plans that can give them those things. I’m also passionate about helping my kids reach their academic and athletic goals and guiding them into adulthood. In my spare time, I make sure to recharge at home. But I also stay active, whether it’s hiking in the mountains, traveling, or attending concerts and sporting events. EFE may request that clients share their experiences. No compensation is paid for any reviews and EFE does not control the content. Reviews not representative of all clients.

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Opening Times
Mon-Fri 8:30am-5pm, Sat-Sun Closed

Additional Phone Numbers
Toll Free
(833) 752-6333

Services:
Registered Investment Advisors (RIA), Financial Advice, Financial Planning, Retirement Planning, Investment Management
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