Best Financial Advisors in Kansas City, KS

“I no longer use their services but I called them recently to inquire about an issue with my credit report and Michele Lambert kindly spent time to help me resolve something at no charge.”

“We were referred to Peggy at Mendus & Associates to assist with a complicated student loan-related tax issue and were thoroughly impressed.”

“I've had a wonderful time visiting with both Stacia and George, they have helped me tremendously with my retirement investments.”

“We started using this group several years ago and have been pleased with the level of service and professionalism.”

“The BMG Advisor team is doing a great job communicating regularly, updating our financial plan, and responding to the changes in our lives as well as the changes in our world.”

“), they simplify my life by taking on a lot of tasks so I don't have to, they're honest, they're nice people, and they really genuinely seem to love what they do, which is exactly what we want in someone we're entrusting our life's savings to.”

“Wonderful group of people working at this office.”

“They are highly recommended by me and I was you I would make this my first stop when it comes to taxes , financial planning , and advice when you are making decisions for your personal and business .”

“This was my first year having them do my taxes and everything was efficient and easy.”

“Would recommend HDQ wealth to anyone looking to better their financial wellness”

“We have complete confidence in them handling our investments and we are very happy that we made the switch to EFS.”

“I felt welcomed and comfortable and it was a very easy environment to ask questions.”

“I would trust no one else with my investments!!”

“A typical Tarsus relationship begins with a concerned senior executive seeking better understanding of and focus on financial, operational and strategic business activities.”

“Entire staff is very communicative, polite, and helpful.”

“I had been on the lookout for a new financial planner after parting ways with my previous company because the commissions were getting outrageous.”

“Have used Nicholson capital management for over a decade and could not be happier with the company, its' people, the service or the results”

“Positive Responsiveness, Quality, Professionalism, Value”

“He is very personable and offers me sage advice almost like a wise older brother.”

“Balancing the growth, preservation and enjoyment of wealth.”