Best Financial Advisors in Lenexa, KS

“Aside from the vast knowledge and experience they have on taxes, estate planning, and investments, these are two guys that have a passion for helping others.”

“He always answers his phone and he always took the time to teach a newcomer to the ROBS process like me, what I needed to know to make an informed decision.”

“With easy access to their location right off 87th Street.”

“Very friendly and great to work with”

“Large enough to meet all your needs, small enough to know your name.”

“Our Founder brings three decades of financial services and wealth management experience to individuals, families and business owners throughout the country and with this experience understands the financial concerns and challenges you face today prov...”

“We started this firm as a declaration of independence, believing people deserve the best financial solutions for their situations, not recommendations driven by ties to a certain company or investment offering. Our Fiduciary standard puts your intere...”

“An open retainer agreement means you are free to call us or schedule a meeting at any time on any financial issue and there will be no additional charge for the extra meeting(s). The logic behind this arrangement is simple: each year you have to put ...”

“Our staff consists of experienced professionals with a “hands on” approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your...”

“Their team takes the time to explain situations to me, I have been given individual time and attention no matter what size of the portfolio, no extra fees to help me get questions answered.”

“Overland Park Wealth Management is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to grow, protect, and conserve our clients' wealth by deliveri...”

“The entire team at Retirement Solutions Group is educational, responsive, attentive down to the smallest of details, and creates an overall wonderful experience.”

“Donna Perkins and her amazing team not only restored my credit profile but took the time to educate and inform me regarding tips and tools that I can use to maintain my now good credit rating.”

“They take the time to ask the right questions and the care to make sure everything is as it should be when preparing your returns.”

“Williams Financial Group has done it again with a wonderful evening and fantastic food!”

“He makes me think through the deeper questions to see beyond my current financial picture revealing what the future could hold for me and for my family.”

“We are thankful for their guidance and encouragement through the years.”

“I would recommend John, Vince and the rest of the great group to anyone that is looking for a firm that takes a very personal comprehensive approach to your financial picture.”