{{ group }}
-
{{ item.name }}
{{ item.address }} {{ item.name }}
- {{ item.properties.formatted }}
“I spoke with a man named Clay Baker and I'd hire him immediately. Unfortunately he does not directly work clients. But he referred me to a very nice advisor close to me. Excellent place”
“Great Kansas City company! Have had accounts for years. Worked there during in college over 25 years ago. Well managed firm that truly cares about helping clients. New Leawood office is outstanding. Many excellent fund choices.”
“We called to make an appointment to get some information switched over and to order a few cards and checkbooks. This isn't normally the kind of place that I leave reviews for, but for what we needed we had a good experience here. The only issue was that I had a meeting at noon, we got there at 11:00 and they weren't ready for us. We ended up getting things taken care of before my meeting but it was scary! The secretary was very nice and the banker giving us info knew his stuff!”
Investing
Investing
Investing
Investing
Investing
Investing
“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.”