Member Directory

Financial & Financial Advisors

AXA Advisors / Reflection Financial Strategies

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7400 W. 110th Street
Suite 700
Overland Park, KS 66210
Map:

Phone: (913) 927-8880

Fax: (913) 345-9604
Email:
Investment and risk strategies for individuals; families; self-employed individuals & small companies. We define the need and establish budget before we make recommendations.

Website:

www.impactfulfinancial.com



Contacts:

Mark Jacobs
Greta Morgan



Key Words:

Financial & Financial Advisors, Insurance - Advisory, Investment Advisory Services

BMO Harris Bank

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11301 Nall
Leawood, KS 66211
Map:

Phone: (913) 663-3228

Fax: (913) 663-3055
Email:
Member FDIC. An Equal Housing Lender.

Website:

www.bmoharrisbank.com



Contacts:

Dave Kepper



Key Words:

Banks & Banking Associations, Mortgage Loans & Bankers, Financial & Financial Advisors

BMO Harris Bank - State Line

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8840 State Line Road
Leawood, KS 66206
Map:

Phone: (913) 693-1600

Fax: (913) 693-1602
Email:
Member FDIC. An Equal Housing Lender.

Website:

www.bmoharris.com



Key Words:

Banks & Banking Associations, Mortgage Loans & Bankers, Financial & Financial Advisors

Edward Jones - Mark Barone - Financial Advisor

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Leawood Fountain Plaza
11111 Nall Ave., Suite 221
Leawood, KS 66211
Map:

Phone: (913) 451-5927

Fax: (866) 523-4008
Email:
Edward Jones is a different kind of investment firm. We learn about your individual needs then develop a strategy to help achieve your long-term financial goals. So, whether you're planning for retirement or wanting to reduce your tax bill, you can expect personalized service and long-term investing strategies.

Website:

www.edwardjones.com



Contacts:

Mark Barone



Key Words:

Financial & Financial Advisors, Financial Services, Financial Advisors

ETF Portfolio Partners, Inc.

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4831 W. 136th St., Ste. 300
Leawood, KS 66224
Map:

Phone: (913) 851-1100

Fax: (913) 851-9400
Email:
ETF Portfolio Partners, Inc. is a nationally recognized registered investment advisory firm that designs, implements and manages investment portfolios comprised entirely of exchange traded funds.

Website:

www.etfportfoliopartners.com



Contacts:

Emmy Merrill
Rich Romey



Key Words:

Financial Services, Financial & Financial Advisors, Investment Advisory Services, Investments

Financial Engine

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7301 College Blvd #220
Overland Park, KS 66210
Map:

Phone: (913) 319-8100

Fax: (913) 319-8181
Email:
The Mutual Fund Store is America's first fee-based investment advisory and management firm focusing exclusively on mutual fund investing for individuals and 401(k) plans.

Website:

www.mutualfundstore.com



Contacts:

Nick Jacobson



Key Words:

Financial & Financial Advisors, Stocks & Bonds Brokers

Harvey & Caldwell, PA

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12980 Metcalf Ave., Ste. 305
Overland Park, KS 66213
Map:

Phone: (913) 451-4400

Fax: (913) 451-4400
Email:
We talk taxes... In plain English.

Website:

www.harveyandcaldwell.com



Contacts:

Noelle Caldwell
Gerald Harvey, Jr.



Key Words:

Accountants-Certified-Public, Accounting & Tax Service, Financial & Financial Advisors

Integrity Advisory

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12721 Metcalf Avenue, Ste. 202
Overland Park, KS
Map:

Phone: (913) 897-2074

Fax: (913) 897-2079
Email:
IAG is a fee-only advisory firm providing investment and wealth management solutions to help individuals and families achieve their life goals, leave a legacy, while giving them peace of mind.

Website:

www.integrity-advisory.com



Contacts:

Matt Ahrens
Tony Moeller



Key Words:

Financial Advisors, Financial & Financial Advisors

intellicents investment solutions inc.

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13401 Mission Rd Ste 201
Leawood, KS 66209
Map:

Phone: (913) 214-3695

Fax: (913) 214-3699
Email:
Welcome to Financial Freedom. intellicents couples human intelligence with interactive technology to reimagine financial services for employers and individuals. Through retirement plan design, fiduciary investment consulting and personal wealth management, let's pave a smarter wave for the American worker. together.

Website:

www.intellicentsinc.com



Contacts:

Kim Cangelose



Key Words:

Financial & Financial Advisors, Financial Planning Consultants, Financial Advisors

Larson Financial Services, Inc.

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4501 College Blvd., Suite 260
Leawood, KS 66211
Map:

Phone: (913) 428-2233

Fax: (913) 428-2240
Email:
We help individuals in or near retirement grow, protect and preserve their assets by maintaining a conservative financial balance. Larson Financial Services, Inc. is an independent firm with securities offered through Summit Brokerage Services, Inc., member FINRA/SIPC. Advisory services are offered through Summit Financial Group, Inc., a registered investment adviser.

Website:

www.larsonfs.com



Contacts:

Stephen Black
Jennifer Cottle



Key Words:

Financial & Financial Advisors, Insurance, Insurance - Annuities, Financial Planning Consultants

Legacy Financial Strategies

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4060 Indian Creek Parkway
Overland Park, KS 66207
Map:

Phone: (913) 403-0600

Fax: (913) 403-0700
Email:
Our white glove financial planning practice emphasizes frequent client contact and rapid response to all requests.  By limiting the number of clients we take on and offering the most cutting edge technology and tools we are able to offer a client experience that is unlike any other. Come visit us at Mission Farms!

For a full list of services, please visit our website at:

www.legacykc.com/services

Website:

www.legacykc.com



Contacts:

Michael Lutz, CFP®
Mike Wren, CFP®



Key Words:

Financial & Financial Advisors, Retirement Planning Services

Mariner Wealth Advisors

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4200 W. 115th Street, Suite 100
Leawood, KS 66211
Map:

Phone: (913) 647-9700

Fax: (913) 647-9725
Email:
Mariner Wealth Advisors is an independent wealth management firm. Our mission is helping families achieve and maintain financial peace of mind – preserving wealth and building a legacy for future generations.

Website:

www.marinerwealthadvisors.com



Contacts:

Katie Dunn Fitzgerald



Key Words:

Financial Services, Financial & Financial Advisors

McGrew Financial Consultants

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9630 Overbrook Rd.
Leawood, KS 66206
Map:
Email:
Fee-only financial planning with no asset management or product sales, tax preparation services for individuals and administrative financial services.

Contacts:

Alan McGrew CFP®
Vicki McGrew CFP®



Key Words:

Tax Return Preparation, Financial & Financial Advisors, Financial Planning Consultants

Merrill Lynch

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3401 College Blvd
Leawood, KS 66211
Map:

Phone: (913) 906-5200

Fax: (913) 906-5306
Email:
Financial planning & investment services.

Website:

www.ml.com



Contacts:

Gary Jankowitz



Key Words:

Financial & Financial Advisors

Oppenheimer & Co., Inc.

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10601 Mission Rd. #300
Leawood, KS 66206
Map:

Phone: (913) 383-5100

Fax: (913) 383-5154
Email:
Oppenheimer & Company Inc. provides a full range of wealth management, securities brokerage, capital markets, and investment banking services to high-net-worth individuals, families, corporate executives, businesses, and institutions.

Website:

www.opco.com



Contacts:

James Azeltine
Kristie Svejda



Key Words:

Financial & Financial Advisors, Insurance - Annuities, Investment Advisory Services

Sandler Financial Solutions

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9900 W 109th St, Ste 120
Overland Park, KS 66210
Map:

Phone: (913) 381-6622

Fax: (888) 447-1280
Email:
Website:

www.SandlerFinancial.com



Contacts:

Jeremy Sandler
Louis Stein



Key Words:

Financial & Financial Advisors, Financial Services

Searcy Financial Services, Inc.

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12980 Foster Street, Ste. 160
Overland Park, KS 66213
Map:

Phone: (913) 229-2076

Fax: (877) 860-9313
Email:
Searcy Financial is a fee-only firm unwavering in our promise to deliver a long-term financial strategy that will guide your financial decisions and answer your financial questions – www.searcyfinancial.com

Website:

www.searcyfinancial.com



Contacts:

David Bush
Michael J. Searcy



Key Words:

Financial & Financial Advisors, Financial Planning Consultants, Financial Advisors

State Farm Insurance

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15201 W. 87th Parkway
Lenexa, KS 66219
Map:

Phone: (913) 888-8045

Fax: (913) 888-8099
Email:
State Farm provides insurance for home, auto, health, life, business and commercial serving Kansas and Missouri.  Call for your insurance needs.

Website:

www.melhawk.net



Contacts:

Alice Hawk
Mel Hawk



Key Words:

Insurance, Financial & Financial Advisors

True Private Wealth Management

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13220 Metcalf Ave., Ste. 365
Overland Park, KS 66213
Map:

Phone: (913) 653-8783

Fax: (913) 333-3909
Email:
Our objective is to provide investment planning and wealth management services to families who live in or have a connection to the Midwest.  Our overarching mission is to offer our clients straightforward answers and uncomplicated solutions--

Website:

www.retirewithtrue.com



Contacts:

Rebecca Coleman
Brian Paulsen



Key Words:

Financial & Financial Advisors

UBS Financial Services

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700 W 47th Street, Suite 500
Kansas City, MO 64112
Map:
Email:

I am a Wealth Manager who provides "Advice.  Beyond Investing."  This is accomplished through bringing unique options and strategies to the relationship that have been otherwise overlooked.  While I do service affluent Individuals and their Families, I have a specific expertise with Small Business Owners and Physicians.  I believe Wealth Management is the effective combination of Investment Management, Risk Management, Tax Management, Business Planning, and Estate Planning within the client's unique profile.


Contacts:

Andrew Mitchell



Key Words:

Financial & Financial Advisors

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