Financial Services

Financial Services

Blooom

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5325 W. 115th Place
Leawood, KS 66211
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Email:
Blooom was co-founded by three guys that grew up right here in Johnson County. We are bringing online financial tools to millions of unhelped savers. For $10 a month, blooom can fix your 401k while you sit back and relax knowing it's being monitored and managed by unbiased experts.

Website:

www.blooom.com



Contacts:

Chris Costello



Key Words:

Financial Services

CoreFirst Bank & Trust

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16201 W. 95th
Lenexa, KS 66219
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At CoreFirst Bank & Trust, convenience is our core and you come first! Your personal and business financial needs are packaged together with; progressive banking products, superior service, strength and security - making CoreFirst your first choice in banking!

Website:

www.cbtks.com



Contacts:

Garry G. Cushinberry
Kent Fager
Pam Fogo
Bill Kanaga



Key Words:

Banks & Banking Associations, Financial Services

Country Financial

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12701 Metcalf Ave. Ste. 201
Overland Park, KS 66213
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Phone: (913) 381-1995

Fax: (913) 381-0909
Email:
COUNTRY® Financial has been helping families, individuals, and businesses protect their possessions and achieve financial security since 1925 by offering a full range of financial security solutions.

Website:

www.countryfinancial.com



Contacts:

Cindy Van Horn



Key Words:

Insurance, Financial Services

CrossFirst Bank

CrossFirst Bank

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4707 W 135th Street
Leawood, KS 66224
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Phone: (913) 327-1212

Fax: (913) 327-1214
Email:
CrossFirst Bank offers a full array of commercial and personal bank products including loans, deposit accounts and Treasury management services.  CrossFirst Bank - Serving People in Extraordinary Ways. Member FDIC.

Website:

www.crossfirstbank.com



Contacts:

Caryn Clements
Lisa Otto
Eric Schroeder



Key Words:

Banks & Banking Associations, Financial Services

Edward Jones - Mark Barone - Financial Advisor

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

Mariner Wealth Advisors

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

medZERO, Inc.

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1000 Walnut, Suite 1550
Kansas City, MO 64106
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MedZERO, Inc. was formed to address the rising cost of healthcare and financial risk placed upon employees. Very simply, medZERO is changing the way you pay for healthcare! This new, voluntary benefit program offers your employees instant access to funds (up to $5,000) for out-of-pocket medical expenses. Enrollment is quick, secure, and hassle free via the medZERO mobile and web apps. Our ZERO interest, 12-month installment plan makes paying for medical expenses budget friendly for your employees. Payments are deducted using your payroll systems, so employees never have to deal with scheduling or tracking payments. Our payroll integration is easily customized to work with any payroll system and schedule. Most importantly, there is ZERO cost for the employer or employees to participate in medZERO!

Website:

www.medzero.com



Contacts:

Michael Sobek



Key Words:

Financial Services, Employee Benefits & Consultants

Mitchell Capital Management

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11460 Tomahawk Creek Parkway, Suite 410
Leawood, KS 66211
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Mitch Capital Management is a nimble, private, employee owned investment management firm, specializing in separately managed portfolios with a focus on integrity, loyalty and relationships. They believe in living with intention and investing with intention.

Website:

mitchcap.com



Contacts:

Kenneth Green
Tom Jones
Jonn Wullschleger



Key Words:

Financial Services

Northwestern Mutual / RPS Financial Group

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5251 W. 116th Place, Suite 300
Leawood, KS 66211
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Phone: (913) 362-5000

Fax: (913) 362-1215
Email:
Website:

www.rpsfinancialgroup.com



Contacts:

Joshua Kurzban
Christy Anderson
R. Philip Sarnecki, CLU
Kacy Seitz
Jill White



Key Words:

Insurance, Investments, Financial Services

Sandler Financial Solutions

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

Sapphire Wealth Planning LLC

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9393 W. 110th St, Suite 500
Overland Park, KS 66210
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Email:
Sapphire Wealth Planning is a fee-only financial planning firm passionate about helping women establish and maintain wealth.  Our specialty is navigating the financial transition for those going through the divorce process.

Website:

www.sapphirewealthplanning.com



Contacts:

Melissa Ellis



Key Words:

Financial Services, Financial Planning Consultants, Financial & Financial Advisors

Stepp & Rothwell, Inc.

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7300 College Blvd., Suite 100
Overland Park, KS 66210
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Phone: (913) 345-4800

Fax: (913) 345-4801
Email:

Our team of financial planners provides unbiased, results-oriented advice, which offers our clients the knowledge they need to make informed decisions about their future. Because we believe issues like financial independence, estate planning, tax planning, cash flow management, risk management, education planning, wealth accumulation and preservation, and charitable giving are completely interrelated, we develop client-specific strategies that encompass them all, concurrently.

 

We offer all of our services, including investment advising and investment management, as part of our comprehensive fee-only financial planning service. We are  “fee-only,” which means we are compensated only by the retainer fees our clients pay us. We don’t sell financial products, nor do we receive sales commissions on any financial product or service, or referral fees.  Because we’re fee-only, we decide what to recommend to you based solely on what is the best fit for you and your specific needs. We don’t have a conflict between what’s best for you and what will make us money.

 

We also use a conflict free approach to how we help our clients. Money can often be a source of stress and conflict, especially in families and between parents and children. We help shape conversations and facilitate decision-making so they are neutral events. We often work with extended families, which can remove conflict about financial matters from the family dynamic and further improves our clients’ lives. Because we’re fee-only, we don’t have any incentive to persuade you to invest in particular funds or products. Our only aim is to help you reach your goals. This objectivity sets us apart from people who call themselves “financial planning” or “wealth management” consultants but whose primary goal is getting you to buy their financial products.


Website:

steppandrothwell.com



Contacts:

Rae Catrell
Amy Guerich



Key Words:

Financial Services, Financial Planning Consultants, Risk Management Services

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