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1. Buttonwood Financial Group - Jackson County
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· 22 reviews
3013 Main St, Kansas City, MO 64108
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Cody Cook: I have nothing but great things to say about the team here!
Jesse: Had an absolutely amazing experience. So informative and helpful with all the difficult financial navigation needed to establish a solid plan to secure my financial future. Mitchell was beyond my expectations and incredibly helpful.
Mary Hathaway: The most helpful folks I have ever met. Friendly, considerate, community minded
Mackenzie Lutz: John and the other employees have always gone above and beyond to help. Amazing customer service and care in the work they do!
Liz Coleman: We have been so pleased with the whole team at Buttonwood. Financially a win and we feel well informed and advised. Thank you Buttonwood for all your expertise and concern for our well being and future. And for your friendship!
Kate Corwin: I appreciate the great advice and service, along with their community volunteer work and financial support of nonprofits.
Karen Golmer: Excellent management and support! Frank actually anticipates what needs to be done to maximize our portfolio and walks us through every step.
Nichole Collins: Solid Advice and Trustworthy People, my family has worked with Buttonwood for the last ten years and we have always been thrilled with their services. I would immediately recommend them to anyone who needs financial advice with a personal touch.
Sue Hunter: Great staff, always available to answer questions or offer advice. They take excellent care of allof their clients and do good things in and for the community.
Rhonda Hogan: Just love everyone here Always helpful and have made getting our financial future in order very easy Thanks
Derek Mannell: I have had the distinct pleasure of working with Buttonwood for the last 8 yrs. i am always impressed by the level of service and the unparralleled professionalism. I would recommend John, Vince and the rest of the great group to anyone that is looking for a firm that takes a very personal comprehensive approach to your financial picture.
Dale Russell: My wife and I have been with Buttonwood for about 12 years now and they have provided us with exceptional financial services the entire time. We can't say enough good things about their quality of care and attention to detail. We are definitely not one of their higher end clients, but you wouldn't know it with the way they treat us.
Denise McGraw: Love Buttonwood and love love having a family CFO. They instantly earned their keep by re-figuring some investments for our taxes. Highly recommend
Debbie Naab: Buttonwood has been very helpful in producing financial stability for me for now and my retirement years ahead. Thank you Buttonwood staff!
Betsy S: We love the team at Buttonwood Financial Group and feel so blessed to have them looking after our financial well-being. They're incredibly responsive, they cover all the bases (the Buttonwood team has connected us to a wonderful group of other professionals - an estate planning attorney, an insurance person, a mortgage broker, a tax accountant, etc.), they simplify my life by taking on a lot of tasks so I don't have to, they're honest, they're nice people, and they really genuinely seem to love what they do, which is exactly what we want in someone we're entrusting our life's savings to. I wouldn't hesitate for a second to recommend them. They really are the best.
Joshua Hill: John Jespersen is a seasoned financial advisor. Josh Hill
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2. Retirement Planning Kansas City - Jackson County
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· 31 reviews
1300 Baltimore Ave #2526, Kansas City, MO 64105
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Tim Armanson: New client here, appreciate the time Johnathan took to educate and inform me of options prior to opening any of my accounts. We met 3 separate times before ever signing any paperwork to move any of my money. With how crazy the stock market has been the past few years its nice to finally understand what Im invested in and why I own each investment.
Nate F: Johnathan Hines helped me rollover my 401k from my previous employer and has exceeded my expectations managing my IRA (I would argue it would exceed anyone's expectations). He continues to answer any questions I have and I would highly recommend him to anyone looking to reach their long term wealth goals.
Robert Holmes: Made me feel very comfortable from the very start. I felt like no question was too small or too basic. Even though Im not a multi-millionaire I felt like I was a priority throughout the entire process & meeting. Saving the best for last, I never felt like I was being "sold" anything. The entire process was very educational & in no way did I ever feel pushed or pressured to make a decision or to buy something, in fact I was told if I had any hesitations about any part of our plan to go home & sleep on it & make a list of additional questions that come to mind to discuss later in the week. Great experience!
Kianna Adcock: Helped me open my first Roth IRA account & taught me about all of my investment options & the various account types that exist. Answered all of my questions in very easy to understand language.
Jay Henry: Johnathan Hines helped me rollover my 401k from my last job & took a lot of time to educate me on all of my rollover and investment options and the pros and cons of each one. I was quite surprised when the option he recommended was actually the lowest cost option as well, in the past financial advisors seemed to always give a reason to pay extra commissions for certain investments. I would highly recommend visiting with him if your investments need to be reviewed!
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3. NextGen Wealth - Lee's Summit
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· 31 reviews
405 SW Waterfall Ct, Lee's Summit, MO 64081
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Karrie Smythia: I met Clint during a very difficult time in my life and needed someone to help me make a lot of decisions. Clint is not only knowledgeable, but he is compassionate and really cares about his clients. If he doesn't have an answer, he will seek out information and help in any way he can. Not only do I have a great person helping me with my financial future, I now have someone I consider a good friend.
S Brown: I recommend NextGen Wealth and Clint Haynes if you are in the market for a financial services advisor/partner. Clint is excellent at explaining the NextGen process and listens to the client regarding his/hers goals. He's been an active listener with me and has helped me to define my future financial and personal goals. His program demystifies the process, and I feel confident I'll be able to reach my goals with him as my advisor. I also appreciate the other services, such as estate planning, that he provides within his program.
Dennis Fantin: April 11, 2023I recently contacted Clint Haynes, a certified financial planner and founder of NextGen Wealth in Lee’s Summit, Mo. I ran across NextGen Wealth while doing a search for an important income tax-related subject that has been vexing me and was not explained in ordinary language anywhere online until I found a blog post written by Mr. Haynes on the nextgenwealth.com website. The subject concerned IRS taxes owed on ordinary income as opposed to taxes owed on long term capital gains and qualified dividends. These are taxed differently but exactly how is what I wanted to know.In his post, Mr. Haynes clarified the issue and gave examples that answered my questions.I followed up with a phone call to NextGen Wealth hoping I would be able to speak with Mr. Haynes directly as I wanted to confirm my understanding of what he had written and because I had some other questions about retirement. My call was answered by a very friendly and professional person who put me through to Mr. Haynes. We had what was for me a quite illuminating ten or fifteen minute conversation on both the original subject of my call and some additional questions I had about retirement and wealth management which, as a certified financial planner, is in his wheelhouse. . Mr. Haynes emphasized that he was not an accountant and was not qualified to give tax advice. But given the several hours I spent online including with the IRS and major accounting firms, trying and failing to get some basic information about tax ramifications of different categories of income, and then realizing how concisely Mr. Haynes wrote on the subject that concerned me, I concluded that he was brilliant and trustworthy. As such I would certainly recommend Mr. Haynes to anyone who needs the services of a financial planner.
Mark Pearson: Clint has been very helpful, always willing to answer our questions quickly and we know he has our best interest in mind. He helped us through a stressful time figuring out our financial future, since I retired earlier than we were expecting.
William Kirby: I have only been with NexGen Wealth for relatively short period of time but my portfolio is looking much better than it did with my former financial advisor. That makes me a very happy camper. Thanks for all you do, Clint. I really appreciate it!
Kelli Cox: We feel fortunate that we found Clint. He is always on top of our situation and has the answers to our questions as we are moving closer to retirement.His book " Retirement the Right Way: How to Retire with Pleasure, Purpose, and Peace of Mind was such a great read and helped us solidify some important decisions and made us think stratigically about some things that we hadn't yet thought about.Clint has always communicated and been very helpful with our decision making process, and contributed outside resources and planted just the right people in our path as we take this life journey to our retirement.His thoughtfulness and going out of his way to make sure that things are taken care of means a lot to us and you just don't find that in business much anymore.We are thankful and appreciative of all that Clint does.
Chris Manes: Called into NextGen wealth spoke with a lady, I asked if there would be time to speak with a financial advisor today. She told me that she would check after she got some information she asked some basic questions then told me to visit there website to see if they would be a good fit for us and then give them a call back. What a brush off. They can't be bothered to even set an appointment to see what my needs are. I can get better service from McDonald's.
Brian Hutchin: Clint takes a strategic approach to comprehensive financial planning through all stages of your financial life. Staying up to date with different investment strategies, he tailors his approach customizing to each clients specific goals and needs. Really enjoy his regular market commentary specific to market trends, education and sharing his insights with clients. Highly recommend Clint Haynes and NextGen Wealth!
Steve Cockrell: Clint is honest, smart, professional and he gets results. What more could you ask for in a trusted financial planner!
Justin Beal: Have been a client of Clint's for a few years and greatly appreciate his advice, knowledge and understanding of his clients needs.
Jennifer Buske: We have been clients of NextGen Wealth for almost 5 years. The customer service is top notch with results that you will sing praises about! Clint will really take the time to make sure he understands your family's needs and goals to set you up for success. We love the ability to call someone who knows our personal situation and can continue to help guide us with any financial decision we may need to make all while explaining it in terms we understand. We never have to worry about our finances because we know NextGen is keeping an eye on things. I recommend them all of the time to people I know. I HIGHLY recommend using NextGen for all of your financial needs!
Timothy Smaby: I have been a client of NextGen Wealth for more than a year and a half and am extremely satisfied with all of the services that Clint has provided for me. He is very knowledgeable about all aspects of the financial services industry. He is also very professional and very responsive. He always follows up on my requests, and gently reminds me when he needs something from me. I trust him completely with my personal finances. On top of that, he is a genuinely nice guy and a pleasure to work withI would highly recommend NextGen Wealth without reservation to anyone who is looking for an experienced and trusted financial advisor.
Rick Stanton: As I was searching for information on capital gains, I came across the Next Gen website. I called for more details and spoke to Clint Haynes. Clint was very helpful in explaining the tax ramifications of the current and potentially future capital gains rules. He also followed up quickly with further information and a referral for more professional advice. I was very impressed with his active listening, his quick understanding of my needs and his thoughtful and informative responses to my questions. Thanks Clint!
richard smaby: Positive:Professionalism,ResponsivenessClint did a great job helping me with my investments. He is very knowledgeable and easy to work with. I would recommend him to anyone looking for an investment advisor.
Weldon: Clint responded as soon as I made contact about wanting to look over my retirement equities. I am 61 and have had to start over with my nest egg the past 7 years, so have been socking away what I could into high yield/high risk funds. Clint helped me with a State retirement fund, and provided useful direction with Social Security and investments. Very personable!
William Staib: Clint was great, even though I did not meet some of the financial "requirements" (and as he explained, I would not benefit from a financial adviser at this time), he still took 30 minutes out of his day to discuss my situation and give me tips on how to start off on the right foot.I highly recommend him based on his good character and sound advice, I would love to work with him in the future!
MaryPat Tierney: My husband and I were referred to NextGen and Clint just recently. After meeting him and listening to his vision for his clients, we knew he was the one to handle our portfolio. He is passionate about his work and you just know he will be there for you. I could email him anytime with any question or thought no matter how trivial and know I will get a prompt response. This is really the first time I felt that someone really does have our back in this land of retirement. Thanks Clint.
Jeana: Clint was very personable and able to help send me in the right direction with my question on an existing retirement account. He was helpful, to the point, and offered to follow up with me even though I could have done everything on my own. I left feeling like I had a plan and could call on him anytime.
Diana Michaels: Clint is the best! I call or email and receive a very quick response. He is knowledgeable and is happy to explain in further detail when needed. Who would have thought that working with a Financial Adviser would be so enjoyable!
Regan Lowin: Clint is awesome! I called needing advice on what to do with my current IRA that hasn’t made any money in the last two years (with a different investment company) and some excess funds from selling our home. He laid out a great plan, advised me of a good rule of thumb on what to keep readily available, what to put into an online savings with a higher interest rate, and what to do with my IRA online myself. He was very prompt on calling me back even though he technically was working for free giving me this advise! He could have taken our money and charged us fees etc, but instead he educated me on how to do it myself which is so appreciated. He also said to give him a call once my IRA rollover is complete and he can walk me through how to invest it. Again, he is doing this for free because I’m not investing with him. However, by helping me out with this I will highly recommend him to family and friends! And I don’t mean this to sound like he didn’t want my business because I definitely didn’t get that vibe. He was just giving me advise that best fit our specific situation. So glad I gave him a call!
Harlowe: Clint's Financial Freedom Blueprint Course is a fantastic toolset. It's specific, actionable, not vague and extremely comprehensive. Worth the time and investment to be more in control of your finances. He takes you step by step and even offers a guide that you can use well beyond the completion of the course. Definitely recommend NextGen Wealth!
4. Creative Planning - Overland Park
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· 38 reviews
5454 W 110th St, Overland Park, KS 66211
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Mike Burke: Personal services.
Mary Ann Rothove: My husband and I have been Creative clients for nearly 20 years and highly recommend them. They have helped us navigate our portfolio through the tumultuous markets, got us organized so that our insurance and estate plan were updated and coordinated, and have helped us settle my Mom’s estate. They also helped us sign up for Medicare and Supplements. They make it easy to get things done and keep me informed. Excellent wealth management!
Sherri Nemirow: Very thorough in presenting financial information. Spends quality time and will review in depth. Fantastic interpersonal skills.
jenna hollis: Carolyn makes our financial decisions easy. Her guidance and fast responsiveness is top notch!
DIY_Nation_TH: #diynationth
Art Fort: Always a great experience working with the Creative Planning folks. Top notch talent with superior service. Highly recommended.
Arthur Wientzen: 5 star experience all around.I strongly recommend Creative Planning
Casper Lee: They hold a concert in their parking lot near a bunch of residents and it’s obnoxiously loud. Goes on far too late. Such an inconsiderate and disrespectful business.
Jake Brown: I chose Creative Planning to assist with estate planning in part because they offered a suite of services including tax planning and investments beyond the estate planning. Working with Creative Planning to complete the estate planning went well, but when I reached out to them about a year later to request tax planning assistance in order to keep everything in one place, I was told they could not assist me as they aren’t accepting new tax planning customers.
Linda Estes: We have had the pleasure of working with Mike Harvey at Creative Planning. Mike is a true professional and someone that I have grown to trust & respect to do what is right for my family.The entire Creative staff is friendly and knowledgeable of our needs.You cannot go wrong with choosing Creative Planning to guide you in your financial future.
Riley Bishop: Positive:ResponsivenessWe've worked with Justin Cole ow for several years. We couldn't be happier with his service! Riley Bishop and Linda Joslyn-Bishop.
Mike Mazon: I was referred to Creative Planning as a leading local wealth management firm. I was with them for 40 months and came away with a whopping 13.5% return-roughly 3.5% annually. The general markets performed much better during this time frame. In the same period, my unmanaged accounts averaged 15% annual returns. They kept showing me graphs with sector performances trying to explain their investing rationale. I was so dissatisfied that CP waived their management fee for the last 9 months. A huge waste of time and money that I will never recover.
Ronald Rickard: Positive:Professionalism,Quality,Responsiveness,Value
Gary Salva: Impressive. Rewarding. Friendly. Accomadating. Professional. Efficient.
Jerome Lamb: Would not use Tim Sutton, Zach Lyman or have any dealings with Jonathan Knapp.
Mikayla Crane: DO NOT USE SCOTT HIPP FOR ANYTHING TAX RELATED!He failed to file RD108's (FOR MULTIPLE YEARS)for my small business (and come to find out, has also screwed many a wedding industry friend too ) and has now cost us (collectively) tens of thousands of dollars in back taxes, penalties and interest. AND WE PAID HIM TO DO IT! There needs to be accountability. We paid a "professional" because this is not our area of expertise. Where is the check and balance?! EXTREMELY DISAPPOINTED and now trying to figure out how to make this work in an industry that has taken a HUGE hit. DO NOT USE HIM!!
Nathan Bowling: Very professional and caring makes even the new investor feel welcome and helps to make wise and beneficial decisions
Michael Linhart: Great company, great experience. Excellent investment growth!
Bart: This review is about Creative Planning in general. I used Creative Planning to manage my investments for 4 years. I complained many times over the years about lackluster performance and got the same generic answers each time. I gave them every benefit of the doubt and every opportunity to perform, and it just never happened. Creative Planning invests your money in Index ETF's and Mutual Funds - no individual stocks. There's clearly overlap/duplicity in the holdings across those funds/ETF's. Very little change to the holdings in my portfolio over the 4 year period, except for their pitch about "opportunistic rebalancing". My portfolio never changed no matter what was going on in the market or in the economy overall. CP did not meet my invest growth objectives and I moved my money to Fisher Investments. I regret sticking with CP as long as I did, and I know I could've done much better. I'm very pleased with Fisher Investment's strategy, the portfolio they put together for me, their active management and the returns since moving my money. Skip Creative Planning and talk to Fisher Investments. I wish I would've moved my money a long time ago. I have no affiliation with Fisher Investments, just a happy customer.
Leana B: Rudest individuals I have ever encountered. Will cut you off in mid sentence, have attitudes when questions are asked, will transfer you around to 3 different people to answer the same question. Will not answer questions regarding your distributions, and it’s your money that keeps their business going. Joke!
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5. Kanik Financial - Lee's Summit
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· 28 reviews
1320 NE Windsor Dr, Lee's Summit, MO 64086
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Vonda Munckton: Mike shared an illustration in a social media post that really resonated with me. I reached out to him hoping he would be open to having a conversation with my 18 year old daughter about the importance of investing and making her financial "fitness" a priority asap.Not only was he on board, but he immediately set aside time a few days later to meet with us. We met with him at his office where he showed my daughter very practical hypothetical retirement scenarios - some based on investing early, others on waiting until later in life - clearly showing the benefit of starting now. He conveyed the lesson with just enough humor and simplicity to make the "money talk" considerably less intimidating than it could be. He gave her a small list of things to do to get started preparing herself for investing, and she is currently making a plan to save more of her paychecks from her part time job. Once she meets her savings goal she'll be ready to meet with Kanik Financial again to get started in the world of investing.I want to thank Mike for taking my spontaneous request so seriously and really personalizing his meeting with my girl. I have absolutely no doubt that he's already made a difference in her life.
Randy Denham: I have found Mike easy to talk to about most anything relating to finances, including debt, taxes, savings, investments, and more. He is worth getting to know!
Darren Thompson: Mike is thoughtful and very helpful in his presentation. Teaches along the way and does not push!
Kyle Malmborg: Super service and very knowledgeable. I had some questions about taxes and didn't really know who to ask. After hearing my questions,Mike was able to answer my questions, saving me a lot of time and effort. Thanks Mike!
Valerie Dugger: I've known Mike for a few years and always enjoyed casual conversation with him regarding a variety of topics - he is so knowledgeable! He's also able to convey his knowledge in a way that makes things easy to understand. I'm confident you will find him helpful in any area of finance you might need. I encourage you to contact him and see for yourself.
Ewelina Steinberg: Mike Kanik is a man of great quality and integrity. I have the pleasure of knowing him on a professional and now also on a personal level. He is extremely knowledgeable and well versed in his area of expertise. So many people I run into speak very highly of him. Mike is honest and gives sound advice that is based on facts, history, market trends, instead of emotions. He is down to earth and makes the subject of money (that is highly intimidating to many) sound approachable and understandable. No amount is too small to start investing and Mike is just the right person to help you. His staff is extremely kind, accommodating, and easy to work with. Mike and his staff work diligently on getting you the most return on your investment as if it was their own money. I highly recommend Mike and his staff to meet all of your financial needs!
Stella All: Great guy, great results. I don't worry about my funds because I know they are in good hands.
Gus Schlegel: Positive:Professionalism,Quality,Responsiveness,ValueI have been in good hands with Mike Kanik for a few years now. He is very knowledgable, professional and absolutely trustworthy. Aside of business aspects, he is just a great guy all around, eager to help and I always enjoy meeting with him.
Aqualus Gordon: Positive:Professionalism,Quality,ResponsivenessMike at Kanik Financial has been incredibly supportive in helping me get my business (Headstrong Counseling, Coaching, & Consulting) started.If you're looking for financial advice (big or small) definitely give Mike a call. In my experience, he always goes the extra mile.
Jeanette Webb: Positive:Professionalism,Responsiveness,ValueVery knowledgeable, listens to your concerns and comes up with options for your circumstances.
Weston Urbaniak: Mike is really top tier. We have been clients for 6 or more years now, and through that relationship have become friends. Mike offers very great rates and sound financial advice, even (and actually I'd say especially!) for beginners like us (in our early 30's). He goes well beyond the scope of the job and has genuine concern for all his clients. He wants you to make money with your money and I wouldn't trust my taxes to anyone else. Cheers Mike! I always appreciate what you do for me and my family and we are very grateful to have someone like you looking out for our future.
Kelly Howard: If you need a financial plan, Mike is your guy. He has taken care of my sister's financial needs for 15+ years. He's now working with my cousin. He listens to find out what is important in your world and plans your financial stability accordingly. Great guy..easy to talk to and very transparent.
Gus Volkmer: Easy to work with! Gave us a lot of options to choose from. Mike was very professional and I would highly recommend him to explore to anyone who is needing help with their financial options.
Lauryn King: Mike, is always friendly and helpful with all my financial needs.
whats up: Highly recommend the services of Mike Kanik-very knowledgeable. He also has the ability to communicate complex information with an easy, calming delivery.
Brent Greubel: Mike accommodated a same day appointment and was very generous with his time. He answered all of my questions during the initial consultation and never once tried to sell me anything. He was transparent and genuinely interested in our conversation. I would definitely recommend.
Danielle Sebring: Very professional, he works diligently on everything & if there’s something he can’t do for you (which is highly unlikely) he will refer you to someone he knows and trusts!Definitely my go to when i need any financial advice with life insurance, mutual funds or taxes. I wouldn’t trust anyone else with my personal finances!
Wendy Moore: Very knowledgeable in all aspects of finances. Easy to work with and great communication. I would highly recommend the services of Kanik Financial.
Jennifer Estrada: Mike has being doing my taxes for about 7 years. He’s professional and knowledgeable. Highly recommended!
LARISSA THEISON: I have worked with Mike for about 10 years now, and he is always very knowledgeable and helpful!
Jim Swafford: I have been doing business with Mr. Kanik for almost ten years now. When I met him he was in a little rented office. He had to share the printer with the other people renting the other offices. Over the years he has gained my trust. My wife and I have entrusted him with our stocks and taxes.
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6. Financial Advisor & Retirement Planning KC By LPL Financial - Jackson County
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· 4 reviews
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7. Synergy Wealth Solutions - Overland Park
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· 6 reviews
10975 Benson Dr #350, Overland Park, KS 66210
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Dennis Mertz: Worst communication ever. Has taken months to get an investment cashed out. All documents have been sent. Finally showed up to get an answer in person and of course they are in meetings all day.
Jamie P. Ensign: Nice people help you plan for end of life. They sell whole life insurance to meet your family needs in event of your death. Not pushy or overselling. Asked about debts and assets, then gave me great advice without even selling.
Andy Gabbert: I work with kyle younger here for financial advice and wealth management. Easy group to work with, no pressure. I would highly recommend.
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8. Summit Pointe Financial Group - Lee's Summit
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· 10 reviews
2641 NE McBaine Dr, Lee's Summit, MO 64064
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Anna Jarman: Tim is amazing always available to answer all our questions.
Cathy Fairchild: Tim is great to work with. He is very responsiveto our needs while giving us guidance at thesame time. We have recommended SummitPoint to everyone in our family.
Todd Hedger: Positive:Professionalism,QualityChris and Tim are the best financial planners out there, they are always helpful and available to help me and my family.
Matt Quarles: Positive:Professionalism,Responsiveness
ANTHONY DORREL: I was using another financial company for over 30 years and then Kevin Kemmerer contacted me to due to financial review of my assets and I was blown away with his recommendations. I then switch a good portion of my assets to invest and his companies returns were outstanding and I wish I had invested 100% with Summit Pointe. I will continue to give them money to invest for me. One of the best decisions I have made in my financial planning history.
Peg Sayre: Positive:ProfessionalismI was searching for a new financial advisor and Chris Heckadon was highly recommended. I will be meeting with him soon!
Dave Seaver: Positive:QualityFirm has handled wife's roll over 401k funds for several years. Always above average returns with minimal expenses. Would highly recommend his firm for any investment needs.
Candy Windmueller: Positive:ResponsivenessWe are so glad to have been referred to Summit Pointe Financial Group! Chris and Tim have been very helpful in making sound decisions for our family amd retirement. If ever a question or a need for clarification, they are quick to respond. So happy we made the switch to this group!
thom snuff: Positive:Professionalism,Quality,ResponsivenessThey are phenomenal! I left a previous advisor because they didn’t listen to my needs. Summit is so good, listened to me and handles my money. They are ahead of the curve. I highly recommend them!
Rupert D: LOST MY MONEY but HE STILL TOOK HIS COMMISSION!!!!Pretends to be a nice guy, but is a snake in the grass!My fault for going with with a Spanish Major from a Terrible School to handle my investments.Closing my accounts and opening with a REAL Financial Advisor.
9. Wealth | KC - Financial Advisors: Shean Fletcher and Armahn Hadjian - Kansas City
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· 4 reviews
1420 NW Vivion Rd Suite 109, Kansas City, MO 64118
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Joy h: Shean and his team take their time to explain everything in simple verbage. You never feel intimidated.I would definitely recommend them to anyone looking for a financial advisor.
Dee Larson: Shean is an excellent communicator. I am not an investor with great knowledge of the market, so I appreciate his knowledge and have great confidence in his ability to handle my investments.
Tim Long: As we inch our way closer to retirement (2years) Shean takes the time to run thru different scenarios to see what options work best for us. He is patient with us and is willing to take as much time as necessary with us. We have now been with Shean for about 10 years and highly recommend his services.
Jill McCall: The team at Wealth | KC are top notch. They take the time to truly design a personalized financial plan that fits your needs. This is a crew that is highly involved and responsive with their clients. They are on top of all market changes and respond appropriately. We fully trust their experiences and recommendations. Highly recommend their services!
Katelyn Seidenkranz: Positive:Professionalism,Quality,Responsiveness,ValueShean and his team are the best to work with. He helps with the big things like future financial plans to everyday questions like taxes and budgets.
Mike Harms: Always productive and positive! Happy to do business with Shean!
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10. Northwestern Mutual - Jackson County
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· 6 reviews
2600 Grand Blvd #600, Kansas City, MO 64108
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Financial consultant
11. Edward Jones - Financial Advisor: Nickolas J Wilson, CFP®|AAMS® - Overland Park
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· 7 reviews
6901 Shawnee Mission Pkwy Ste 115, Overland Park, KS 66202
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12. Keen Wealth Advisors - Overland Park
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· 2 reviews
6201 College Blvd #325, Overland Park, KS 66211
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Financial planner
13. BMG Advisors - Jackson County
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· 4 reviews
4700 Belleview Ave #410, Kansas City, MO 64112
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Financial planner
14. Integrated Financial Solutions of Kansas City - Kansas City
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· 2 reviews
601 NE 70th St, Gladstone, MO 64118
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Financial planner
15. Barber Financial Group - Lenexa
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· 7 reviews
13550 W 95th St, Lenexa, KS 66215
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Financial planner
16. Frontier Wealth Management Llc - Jackson County
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· 1 reviews
4435 Main St #650, Kansas City, MO 64111
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Financial planner
17. RTS Financial - Overland Park
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· 484 reviews
9300 Metcalf Ave #301, Overland Park, KS 66212
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Financial planner
18. Tower Wealth Managers, Inc. - Jackson County
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· 1 reviews
1 Ward Pkwy, Kansas City, MO 64112
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Financial planner
19. Financial Partners Group - Overland Park
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· 2 reviews
10925 Antioch Rd, Overland Park, KS 66210
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