Friedline Financial

Friedline Financial is a Financial Planner in Lee’s Summit, MO. The firm guides individuals and companies through retirement, tax, estate, life‑and‑long‑term‑care, asset‑allocation and Social Security planning. Drawing on more than 15 years of experience with investment tools, estate planning and tax strategies, it serves the Greater Kansas City area and specializes in the distribution phase of retirement. Clients rate the practice 4.60 stars based on nine reviews.

Since 2007 Friedline Financial has maintained close relationships with clients to achieve specific financial goals. A team of professionals, including an office manager, a registered investment representative and a client service associate, strategically manages assets to suit each client’s needs. The firm’s philosophy emphasizes a unique retirement plan for every individual, built after understanding personal circumstances and goals.

The office is located at 107 SW Market St Suite A in Lee’s Summit. It sits just 0.1 mile from the Lee’s Summit Post Office and 0.2 mile from the Lee’s Summit History Museum. Nearby roads include Northeast Douglas Street and Southeast Douglas Street, each about 0.2 mile away, and the Lee’s Summit train station is also within 0.2 mile. A short walk of roughly 0.2 mile leads to William B. Howard Station Park.

Customers consistently note a solid reputation among those the firm has served, a perception reinforced by its steady 4.6‑star rating.

With that reputation and a focus on personalized retirement planning, Friedline Financial stands as a trusted financial planner for residents and businesses of Lee’s Summit.