Sterneck Capital Management, LLC — Medicare Planning

About Sterneck Capital Management, LLC

Sterneck Capital Management, LLC is a Registered Investment Advisor based in Kansas City, MO. Established in 1989, the firm has been serving clients nationwide for over 35 years. They specialize in comprehensive wealth management, financial planning, and retirement readiness services, including Medicare and long-term care planning.

Insurance Services Offered

While Sterneck Capital Management, LLC is not a traditional health insurance agency, they offer Medicare planning and long-term care planning as part of their comprehensive financial services. Their services include:

• Medicare planning
• Long-term care planning
• Comprehensive Wealth Management
• Financial Planning
• Retirement Readiness
• Estate/Legacy Planning
• Investment Management
• Tax Planning & Tax Return Analysis

Why Choose Sterneck Capital Management, LLC?

Sterneck Capital Management, LLC stands out due to their:

• SEC-registered Investment Advisor status
• CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals
• Comprehensive approach to financial planning
• Personalized service tailored to individual client needs
• 35+ years of experience in the industry

Our Team

The team at Sterneck Capital Management, LLC includes experienced professionals such as Brandie Giffin, CFP®, who is available for ADV Part II requests.

Service Area

Sterneck Capital Management, LLC serves clients nationwide, providing comprehensive financial planning and wealth management services.

Getting a Quote or Consultation

To obtain a quote or schedule a consultation, you can contact Sterneck Capital Management, LLC directly by phone at (816) 531-2254 or via email at info@sterneckcapital.com.

Claims Support

While Sterneck Capital Management, LLC is not an insurance agency, they assist clients with navigating complex financial decisions, including those related to Medicare and long-term care planning.

Client Testimonials/Reviews

Unfortunately, no reviews are available for Sterneck Capital Management, LLC in the scraped sources. We recommend contacting them directly to inquire about their services and client satisfaction.

❓ Frequently Asked Questions

What is Sterneck Capital Management, LLC’s license number?

Sterneck Capital Management, LLC is licensed in MO.

Does Sterneck Capital Management, LLC offer virtual appointments?

While the research does not explicitly state that Sterneck Capital Management, LLC offers virtual appointments, they can be contacted directly to inquire about their current practices.

What types of insurance planning does Sterneck Capital Management, LLC offer?

Sterneck Capital Management, LLC offers Medicare planning and long-term care planning as part of their comprehensive financial services.

How long has Sterneck Capital Management, LLC been in business?

Sterneck Capital Management, LLC has been serving clients for over 35 years since its establishment in 1989.

Editorial review: May 5, 2026 — Sources: sterneckcapital.com, linkedin.com, quiverquant.com, oec.world, hedgefollow.com. If you notice any inaccurate data, please report it.