Overland Park, KS Investment Service

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

Great people at TFB!

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

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

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

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

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

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

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

I cannot express my appreciation for this training center. First and foremost learning how to trade as a professional is literally changing my life, so Thank you OTA Kan ... more

These guys have been great! They are down to earth and always willing to help their clients with random requests. Very connected in the KC area and have recommended some ... more

Bad experience. Felt like I was not a priority for this firm.

Called to get help from an agent (Tim Dehaemers) because I knew his brother growing up. The agent I had been working with had left WF. When the call was answered, I asked ... more

Very professional , knowledgeable and concerned with working for peoples financial goals and planning. They have very capable staff members and are always at the ready t ... more

Did great on my taxes and explaining everything

Kevin is AWESOME!

Excellent financial advisors very detail oriented with lots of experience. Highly recommended!

John Fales and the team at searcy have gone above and beyond to get me set up with my retirement and savings goals. They have always been capable and prepared and I appre ... more

Working with Pete has been an absolute pleasure. I would recommend Insight Financial Services to anyone looking for sound financial advice from trusted financial advisors ... more

Great place to work!

Andrew is a highly experienced investment advisor with the CFA credential to back it up. He has the ability to take on some of most challenging investment and financial p ... more