Beyond Wealth
Investment Service, Financial Consultant, Investment Service
11225 College Blvd # 115 Overland Park, KS 66210Andrew 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
CFO Capital Management- Kansas City
Investment Service, Investment Service
6405 Metcalf Ave Suite 207 Overland Park, KS 66202Our family has been working with CFO Capital Management for some time and couldnt be happier. We have received excellent personal care that goes well beyond asset manage ... more
Paragon Capital Management LLC
Investment Service
9200 Indian Creek Pkwy # 600 Overland Park, KS 66210Excellent financial advisors very detail oriented with lots of experience. Highly recommended!
CreativeOne Wealth
Investment Service, Business Management Consultant, Financial Institution
6330 Sprint Pkwy Suite 400 Overland Park, KS 66211Great place to work!
Keen Wealth Advisors
Investment Service, Financial Consultant
7500 College Blvd # 1000 Overland Park, KS 66210If you are looking to solidify your financial planning this firm is the one to talk to. Their wealth management planning is the best I've seen. I highly recommend them.
Smith Moore
Investment Service, Financial Planner, Investment Company
9401 Indian Creek Pkwy #1050 Overland Park, KS 66210Kevin is AWESOME!
Searcy Financial Services, Inc.
Investment Service, Financial Consultant, Investment Service
12980 Foster St #160 Overland Park, KS 66213John 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
World Class Unlimited, Inc
Tax Preparation Service, Investment Service
8080 Conser Overland Park, KS 66204Did great on my taxes and explaining everything
Edward Jones - Financial Advisor: Craig Clennan
Financial Consultant, Finance Broker, Investment Service
9152 W 135th St Overland Park, Kansas 66221Reisha Fregoe - Financial Advisor, Ameriprise Financial Services, LLC
Financial Consultant, Financial Consultant, Investment Service
9393 W 110th St Suite 500 Overland Park, KS 66210Mcginn Family Trust Dtd
Investment Service
13829 Hemlock St Overland Park, KS 66223Incredible
Advanced Interiors Inc
Investment Service
13114 W 137th Ct Overland Park, KS 66221I have known Rick about a decade. Used him for a couple projects and referred him a number of times. You cannot go wrong with this company.
Edward Jones - Financial Advisor: Mason W Spangler
Investment Service
14221 Metcalf Ave, Suite 110 Overland Park, KS 66223Steve 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
N. Dennis Smith - Wealth Financial Advisor
Investment Service, Financial Consultant, Financial Planner
7101 College Blvd Suite 550, Suite 550 Overland Park, KS 66210Jeremy Sandler - Prudential Financial
Investment Service, Financial Consultant, Life Insurance Agency
9900 W 109th St Overland Park, KS 66210Jeremy has doubled my retirement in a few short years. I’m very thankful I was connected with his services
Synergy Wealth Solutions
Investment Service, Insurance Agency, Investment Service
10975 Benson Dr Suite 350 Overland Park, KS 66210I am what you would consider a young professional. I learned early the value of planning and investing. But there are so many places out there. A bit of research shows wh ... more
Tortoise Energy Capital Corporation
Investment Service
10801 Mastin St # 222 Overland Park, KS 66210Sound Stewardship, LLC
Investment Service, Investment Service
9101 W 110th St Suite 150 Overland Park, KS 66210We have gone to Matt and his Team since he opened in OPKS. They are always informed, prepared and responsive to our needs and goals.
TD Ameritrade
Investment Service, Financial Consultant, Financial Planner
6701 College Blvd Overland Park, KS 66211I submitted an urgent wire transfer request in person at noon and was told it would go out that day. They sat on the request for another 4 hours after I left and didnt p ... more
Edward Jones
Investment Service
11512 W 135th St Overland Park, KS 66221Kompass Kapital Management, LLC
Investment Service
9800 Metcalf Ave Overland Park, KS 66212Great people. Wonderful building. Plenty of free parking.
LODAS Markets - LODAS Securities
Financial Institution, Investment Service
7285 W 132nd St Overland Park, KS 66213Butler Lanz & Wagler LLC
Investment Service
8717 W 110th St Ste 200 Overland Park, KS 66210They have always done an excellent job in handling my family's accounts. All of the information that we have received from them has been beneficial, and they have always ... more
Wells Fargo Advisors
Investment Service
7400 West 130th Street, Suite 400 Overland Park, Kansas 66213Called 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
Allos Investment Advisors, LLC
Investment Service, Financial Consultant, Investment Service
12980 Foster St #160 Overland Park, KS 66213This team of advisors has been incredibly informative, patient, and helpful. They are always easy to get ahold of. Highly recommend.
FMSI Consulting
Consultant, Bank, Credit Union
11235 Mastin St Suite 203 Overland Park, KS 66210True Private Wealth Management
Investment Service
13220 Metcalf Ave #365 Overland Park, KS 66213The Taben Group
Investment Service
10875 Benson Dr Ste 130 Overland Park, KS 66210lost payment
Aum Investments Llc
Investment Service
11921 Gillette St Overland Park, KS 66213Tate Thornburg - Financial Advisor, Ameriprise Financial Services, LLC
Investment Service
5700 W 112th St Ste 130 Overland Park, KS 66211Finteris Wealth Management
Investment Service
Commerce Place 1, 7300 W 110th St 7th Floor, Suite 700 Overland Park, KS 66212Realto
Investment Service
7285 W 132nd St Overland Park, KS 66213Fidelity Investments
Investment Service, Financial Planner
11200 Nall Ave Overland Park, KS 66211It's the 21st century and need my spouses consent for a rollover? It was opened solely by me. Spouse is only a beneficiary as is my mom....they don't require her consent. ... more
Hudson Planning Services
Investment Service
10955 Lowell Avenue Suite 900 Overland Park, KS 66210Wells Fargo Advisors FiNet - Closed
Investment Service
6240 W. 135th Street, Suite 206 Overland Park, KS 66223Called 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
Wells Fargo Advisors Financial Network - Closed
Investment Service
6240 West 135th Street, Suite #200 Overland Park, KS 66223Called 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
Edward Jones - Financial Advisor: Steve Swanson
Financial Consultant, Finance Broker, Financial Audit
10740 Nall Ave Suite #235, Suite #235 Overland Park, KS 66211Wells Fargo Private Bank
Investment Service
7500 College Blvd, Suite 200 & 300 Overland Park, Kansas 66210Worked with Andrew Johns on Mortgage options for my home and had a great experience! Josh