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“Great, ethical leaders and a great product available to advisers and their clients. As a former employee, I truly felt good about the work being done and the trajectory of this company. Recommend to anyone looking for that first-name-relationship with their TAMP/RIA.”
8AM - 5PM
8717 W 110th St #730, Overland Park
Investing
“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.”
8AM - 5PM
7285 W 132nd St #180, Overland Park
Investing
8:30AM - 5PM
11900 College Blvd Ste. 315, Overland Park
Investing
8:30AM - 5PM
12701 Metcalf Ave Ste 100, Overland Park
Investing
“Great place. Must schedule an appointment ahead of time. Walking in sometimes works. Office offers wealth, private mortgage, commercial, etc. Long standing customer.”
8 AM - 5 PM
7101 College Blvd Suite 610, Overland Park
Investing
Investing
Investing
Investing
Investing
Investing
Investing
“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”