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Hollis Kuckelman van De Veer Chartered

Industries, Services For Individuals, Tax Services

“Hollis Kuckelman Van De Veer, Chartered is licensed in KS and specializes in Tax Services. We are professional, experienced, and affordable. We offer a broad range of services for business owners, executives, and independent professionals.”

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Michael D Peroo Cpa Pa

(5)

News

“The staff is always attentive to detail, doesn't charge for the time they take to answer my questions, and enjoy the challenges our complicated return brings.”

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Kingdom Financial Planning

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Owlfi

(17)

Taxes
Trust
Team

“Instead of seeing it as something "I have to slog through to get to the good stuff," it's now a part of my life that I actually look forward to being engaged in.”

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Retirement Solutions Group

(11)

Team

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

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The Retirement Planning Group

(49)

Management
Questions
Goals

“Brandon made us feel welcomed upon our first in person meeting, scoured over our finances (asked why I hadn't retired yet?) and developed a report for long term investments that was very easy to understand.”

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Mendus & Associates

(2)

Quickbooks Training, IRS Levies, Small Business Accounting

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

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Dogwood Wealth Management

(28)

Mind
Team
Interest

“We have worked for Eric for over 10 years and have been very pleased with how he listens to our concerns to develop a financial plan that meets our needs and has given us the security that we were looking for.”

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Williams Financial Group

(28)

Seminars
Informative
Investment

“In this economy and current state of our nation we need to know the ins and outs and the dos and dont of financial management.”

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BSG Advisers - Overland Park

(20)

Business Owner Services, Insight, Insurance

“They not only aided in building a realistic plan moving forward, but helped us to understand why these choices were the optimal decision and how they would benefit us down the line.”

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Affinity Asset Management

(8)

Risk Management, Estate Planning, Retirement Income Planning

“We switched in 2016 to Affinity after attending a seminar, our first meeting with Tom was totally over the top, he has our best interest at heart, we have met with him at least every 4 to 6 months, while their main office is In O.”

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BMG Advisors "plan Your Story"

(17)

Medicare, What We Do, Property and Casualty Insurance

“There is no guarantee in the marketplace but it is true pleasure to have someone visit with us, always has a smile on his face and treats us like family.”

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Buttonwood Financial Group

(16)

Wealth Management, Business Strategy, Investment Management

“), 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.”

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Beacon Wealth Advisory

(1)

Funeral Planning, Annuities, Empowering Women

“Their wealth of knowledge and experience helps me to sleep better knowing our money is in more than capable hands.”

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Infinitas

(14)

Goals
Team
Portfolio

“From our initial contact with Blake Workman, who listened carefully to what we wanted and made everything so easy to get started with our goals, to the family events where we feel valued as people they really want to see reach their investment potent...”

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Prime Capital Investment Advisors

(10)

Wealth Management, Financial Wellness, Retirement Plan Consulting

“I am currently a Lawing Financial client (personal and business) and am amazed at the amount of time and attention they invested in me upfront (without any commitment whatsoever).”

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CFG Wealth Management

College Planning, Retirement Planning, Investment Services

“We help build your empire, one investment at a time.”

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Absolute Retirement Solutions

(10)

Invest
Team

“They not only saved me a lot of fees I was previously paying with another company but also continue to bring me new offerings with peace of mind that they are giving me good options to review with my investments.”

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Financial Professionals

“Financial Professionals Incorporated is an independently owned financial services firm founded in 1994. The company offers clients financial and retirement planning as well as objective advice regarding investments, insurance and estate planning. Alt...”

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Randy Shepard CFO Solutions

(9)

Integrity

“What I find so very amaizing about Randy and working with him, is his attention to detail and his willingness to do the reseach requiored to be the best in my industry.”

Featured

Navigating Business Growth: Insights From A Fractional CFO As a business owner, you know that growth is essential for success. However, navigating the complexities of business growth can be challenging, especially if you don't have the right financial expertise. That's where a fractional (or part-time) CFO comes in. Here’s some insight as to how a fractional CFO can help… - They help you understand your financial data better so you can make informed decisions. - They identify key performance indicators giving you a “reality check” on the health of your business. This is where most businesses fail. - They provide advice on cash flow management issues, profit margins, superfluous expenses…so that your employees are paid on time. - They provide insight to growth strategies, tax mitigation strategies, and how to protect your company’s assets. - They’ll even help you with financing initiatives with banks and lenders, as well as how you can keep your investors happy. For more information, click HERE. #fractionalcfo #cannibasindustry #cfoforconstruction #rscfo...

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Engage Advisors

(12)

Dental

“Working full time, there is no way we could have completed the transition without Engage Advisors doing a lot of the behind the scenes heavy lifting for us.”

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Accelefund

(2)

Franchise Funding, SBA Business Loans

“Mickey oversees the process of making startup funds quickly available; then, handles the required filing of forms during the year, on your behalf, so you can focus on running your business.”

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Maciel Wealth Management

(10)

Knowledge

“His superlative knowledge gave me complete confidence in his ability to obtain our goals.”

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Allen, Gibbs & Houlik, L.C.

Compensation & Benefits, Assurance & Attest, Business Transactions

“Allen, Gibbs & Houlik, L.C. (AGH) and its predecessors have been serving closely held and privately owned entrepreneurial firms and public sector organizations for more than 75 years. AGH has grown to become one of the largest independent CPA and adv...”

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Average Cost	$3591
Minimum cost	$1197
Maximum cost	$10172
Avg Per Hour Rates	$360

Best Financial Advisors in Olathe, KS

The highest-rated Financial Planning & Wealth Management companies out of 143 vetted & reviewed in the Olathe area.

Hollis Kuckelman van De Veer Chartered

Michael D Peroo Cpa Pa

Kingdom Financial Planning

Owlfi

Retirement Solutions Group

The Retirement Planning Group

Mendus & Associates

Dogwood Wealth Management

Williams Financial Group

BSG Advisers - Overland Park

Affinity Asset Management

BMG Advisors "plan Your Story"

Buttonwood Financial Group

Beacon Wealth Advisory

Infinitas

Prime Capital Investment Advisors

CFG Wealth Management

Absolute Retirement Solutions

Financial Professionals

Randy Shepard CFO Solutions

Engage Advisors

Accelefund

Maciel Wealth Management

Allen, Gibbs & Houlik, L.C.

Retirement Planning and Investment Management Services in Olathe, KS Cost Estimates

Why these companies made our list

Wealth Management Advisors near Olathe

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