Financial Advising in Overland Park, KS
7 locations found near Overland Park
View Map
Financial Advising
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
“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
“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
“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
“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
“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 in The Nearby Cities
Related Categories
You May Also Like
-
Raymond James
2 Locations -
TIAA Financial Services
2 Locations -
Chase Bank
2 Locations
“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.”