Overland Park, KS Investments

Katie is the best financial advisor! Her advice and guidance has been invaluable to me. I highly recommend Katie!

Great people to work with, very knowledgeable and explain things in a way you can understand. Doug, Kelly Jean and the staff who works there are amazing.

Great people at TFB!

Crossroads is awesome and great to work with. Will definitley keep partnering with them in the future. Austin is the man to ask for!!

I have utilized Kathryn services on a number of my legal matters, and I found her work to be highly professional.

I am a novice at investing and retirement plans. Tom explained and simplified the process in terms I can understand. He did the same for my college age daughter. I tru ... more

Linda is fantastic! I have been with her since 2011 and I trust her with my money. Amber her BOA has been super helpful is my recent transition. I couldn't ask for a more ... more

Phil is extraordinarily knowledgeable within his field and is able to clearly communicate his expertise to the lay person (which isn't always the case). I also really app ... more

Justin helped give real world advice for our family's financial goals. He was very professional and easy to deal with. We will be a life long client.

Tracy has been amazing to work with the last 5 years developing a solid plan and helping to keep me focused on the long term goal and not the daily ups and downs.

Charles has always been someone I can trust with my financial needs. He is extremely knowledgeable, trustworthy, and follows through with his word. I highly recommend his ... more

Cant say enough great things about Drew Switzer as my financial adviser. Responsive, knowledgeable, well balanced with risk, has your best interest at hear. I’ve been t ... more

Pleasant vibes and very helpful! Sherri is the best

Danny is the epitome of class & integrity. If you are looking for a financial advisor you would be doing yourself a disservice if you do not have a conversation with him ... more

Tim is an excellent financial adviser. Expect sensible advice and a great return on your investment when working with Tim. Thanks Tim

Steve is a great advisor! He returns my phone calls promptly. He invests my money in great investments! I have stellar returns! You need to have Steve Spangler on your si ... more

Positive: Professionalism, Quality, Responsiveness, Value

David Teasley has been my advisor for most of his career with Edward Jones. I was ready to leave EJ before David took over from the previous advisor(s), I definitely D ... more

Enjoyed my conversation with Blake. He gave options to choose from with no pressure on what to buy. Even though I choose to assign my assets in a way not traditional. I f ... more

It was real. Hands on AHA instructors. Kelly really was encouraging and very helpful. If you didn't understand something she was patient, kind and made sure you underst ... more

Michael Ward has been our retirement advisor for a number of years. He knows it and believes in making long term, smart choices. He's not into chasing performance but rat ... more

Enjoyed my conversation with Blake. He gave options to choose from with no pressure on what to buy. Even though I choose to assign my assets in a way not traditional. I f ... more

This bank has gone above and beyond to help me and my business to succeed. Everyone Ive dealt with has been kind and accommodating. Keep up the good work team!

Awesome

Chad Shaddox is an amazing advisor and has helped me with all of my financial needs. I would strongly recommend Edward Jones to anyone looking for a great financial advis ... more

I will say this was a great program. I learned a lot. Instructors were very informative. Patient and satisfied all our questions. Entire staff was wonderful. Meals were g ... more

After leaving a very lucrative career after a decade and preparing to move to a startup company, and having been in the workforce 20 years, I knew without a doubt it was ... more

May 10th. 2pm Andrea, rude at the drive through

BEWARE!!! Unless you are financially savvy and have already met with a tax advisor, I would avoid Fidelity for financial planning completely. They are in it for commiss ... more

Excellent service, great advice, a man you can trust.

Phil has been extremely helpful in the process of buying insurance for my family! Would highly recommended to anyone!!!

We have been clients 7 years. The team at Waterfront Wealth has worked to generate income and growth to meet our financial needs and goals. Our advisor, Jacob Lynch, does ... more