Financial Advising near Lenexa, KS
29 locations found near Lenexa
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Financial Advising
Financial Advising
“Mark is incredibly friendly and helped relieve a lot of my stress. Everything was done quickly and they made it as easy as possible for me to file my taxes. They even included addressed envelopes for me to mail everything out. They were also willing to work with me on a payment plan. I can't recommend Mark and his team enough, they're amazing!”
Financial Advising
“We interviewed several financial advisors when we were getting ready to retire. It was a frustrating, and often scary, experience - until we found Leslie and True Peace. Everyone in the company is great. Tabitha at the front desk is welcoming, friendly, and helpful, and sets the tone for the entire office. Leslie's knowledge is impressive and her calm, reassuring manner born of that knowledge really helped us relax. She created a plan that provides the income we need while providing security for the future. We could not be happier with our choice of True Peace as our financial advisor.”
Financial Advising
“Brought my (late) tax return in without an appointment after a competitor tax service was closed for the season. Bill not only got me in immediately, but he finished my return by the end of the day and charged a better price than I was expecting. He was knowledgeable, thorough, and fair. After my experience today, I will use this business to file my tax returns in the future and recommend them to others for tax services.”
Financial Advising
“Amanda Barcy was very helpful to assist my friends to open new accounts. It's was very pleasant and smooth transition. Highly recommended Amanda as your personal banker”
Financial Advising
“If investing with a advisor that is razor sharp, an excellent listener, and willing to explain intricacies in ways easy to understand, then working with Shawn is the right choice! He has managed my money for years, through ups and downs, and I have profited from his perspective and integrity. Edward Jones itself is a private company, i.e., not beholden to shareholders, and has charted its course based on doing the right thing, with transparency and a clear focus on their customers.”
Financial Advising
“I’ve worked for several multi-billion dollar corporate entities—Havas/Omnicom— and Creative Planning sits leagues above any corporate institution I’ve interacted with or worked for, on every metric.As a financial service CP has nearly everything you’ll need in house. I’m specifically involved with them on estate planning. It’s a one stop shop filled with articulate, intelligent, and exceptionally communicative people. Adam Hoopes, Vera Hogarth, Keisha German, and Lynn Ebel have all been diligent and dedicated to sorting through a complex estate during an extremely difficult time for me. I don’t know how CP managed to hire so many wonderful people who also happen to be amazing at their jobs.”
Financial Advising
“If you need banking services, you must request Kyle!! He is absolutely amazing, extremely knowledgeable and works efficiently. Best Wells Fargo experience to date.Thank you Kyle!”
Financial Advising
“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!”
Financial Advising
“Higdon and Hale have been doing my taxes for over 30 years. Their expertise and attention to detail is the pinnacle of professionalism. They counseled me through my many professions and businesses I have owned to maximize my tax strategies. Will never have my taxes done by anyone else.”
Financial Advising
Financial Advising
“I recently needed to contact this company. I was shocked to actually speak to a live person. Eric Morse was so well versed in the information that he shared with me. I asked several questions and he was able to put his response in clear understandable terms. I appreciated his help and concern. I left the conversation feeling that I understood the issues and now I get it. Thank you, TIAA and Eric Morse.”
Financial Advising
Financial Advising
“Very friendly team! David, the branch manager, was very upbeat, informative, and made sure we were introduced to Julio and the JPMorgan guy who we will meet with to go over my 401K and finances. Sofie was also upbeat and helpful-she will be great at the Olathe location when it’s open. We felt taken care of :-) We’ve never been in a bank like this before where the people actually converse with you and get to know you. Even talked some football to wrap up our convo.”
Financial Advising
“I’m super happy this location opened, very convenient spot! Every time I come here, I really just use the atm and don’t have the best luck with outside ones. Every employee here has been very kind, and makes great conversation. I always like to come to this location versus others. Thank you for being extra great!”
Financial Advising
“I have worked aside Charles for several years, and have only known him to be a true professional and trustworthy advisor. I would highly recommend him as I know he will follow through on his word.”
Financial Advising
Financial Advising
Financial Advising
“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.”
9:00 AM - 5:00 PM
4400 Roanoke Pkwy, Kansas City
Financial Advising
Financial Advising
Financial Advising
9:30 AM - 4:00 PM
2000 W 103rd St, Leawood
Financial Advising
“Amanda Barcy was very helpful to assist my friends to open new accounts. It's was very pleasant and smooth transition. Highly recommended Amanda as your personal banker”
8:30AM - 5PM
11405 Nall Ave, Leawood
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising in The Nearby Cities
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“My name is Patricia Blanc. I met Elliott at an Open House approximately 10 years ago. Our first meeting, he spent 2 hours with me. He had lunch ordered. When I left there I knew that he would always take care of me. And he has. It is amazing to me that after all of this time, he has NEVER raised his initial prices. He is as invested in me as he always has been. I don’t trust a lot of people, especially now. If I have a question, he has the answer, or he finds it. My taxes are done every year, no charge. I would recommend him to anyone that I know. I feel so fortunate that I found him so many years ago. I live in Florida, but I get the same attention that his Kansas City clients get. Thank you for your time.”