“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.”
“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.”
“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
“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”