Mary E Nussbaum, CFP , EA

Mary E Nussbaum, CFP, EA is a financial planner in Warrensburg, MO. The firm provides services related to investments, retirement planning, estate planning, and tax preparation. With a 4.70 rating, the practice focuses on helping clients navigate personal finance challenges such as managing debt, saving for college, and preserving generational wealth.

The firm operates with 41 years of experience in the tax business and 17 years in the financial business. The approach is centered on building long-term relationships through open and honest communication to understand a client's specific dreams, goals, and risk tolerance. The practice utilizes an unconventional approach to investing and wealth preservation, aiming to develop and monitor strategies tailored to individual situations. Educational resources, including articles and calculators regarding topics like behavioral finance and retirement age, are available to assist clients in understanding complex investment concepts.

Located on SE State Route 13, the office is situated about 1.5 miles from Pertle Springs and a short drive from the City Water Tower and Pertle Springs Lake.

The business maintains well-documented information online, making it easy for clients to find essential details. Additionally, the firm's website is well-optimized for clear readability by search engines.

Mary E Nussbaum, CFP, EA provides dedicated financial planning and tax expertise to the Warrensburg community.