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Investment Advisory Services

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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

The Commerce Trust Company

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11405 Nall, Ste. 200
Leawood, KS 66213
Map:

Phone: (816) 234-1757

Fax: (816) 760-3048
Email:
Trust Company/ Investment Management

Website:

www.commercebank.com



Contacts:

Rita Ashley
Marjorie Valentine



Key Words:

Investment Advisory Services, Trust Services, Banks & Banking Associations

Cy Financial, LLC

Cy Financial, LLC

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7400 W. 130th St., Ste. 130
Overland Park, KS 66213
Map:

Phone: (913) 322-3500

Fax: (913) 322-2205
Email:
... Mike Cy Sr., CFP, ChFC, CLU, Mike Cy Jr. and Jason Westover help pre and post retirees to position their wealth for guaranteed income, safety and growth.  We help you “Retire With Confidence”. ( Please eliminate the phrase, “Let us help you Sleep Well At Night”).

Website:

www.cyfinancial.com



Contacts:

Mike "Cy" Cajthaml, Jr.
Mike "Cy" Cajthaml, Sr.



Key Words:

Retirement Planning Services, Insurance - Annuities, Investment Advisory Services

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

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

RBC Wealth Management

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4001 W 114th Street, Ste 200
Leawood, KS 66211
Map:

Phone: (913) 451-3500

Fax: (913) 451-3595
Email:
Managing wealth and financial planning and investments.

Website:

www.rbcwm-usa.com



Contacts:

Mark Borcherding
Stephen Mouse



Key Words:

Stocks & Bonds Brokers, Investment Advisory Services

Tax Favored Benefits, Inc.

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4801 W. 110th St., Ste. 200
Overland Park, KS 66211
Map:

Phone: (913) 648-5526

Fax: (913) 648-6798
Email:
An employee benefits and financial services firm with a history of more than 30 years focusing on the retirement and financial needs of businesses and individuals.

Website:

www.taxfavoredbenefits.com



Contacts:

David B. Wentz
R. David Wentz



Key Words:

Employee Benefits & Consultants, Investment Advisory Services, Retirement Planning Services

Tortoise Capital Advisors, LLC

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11550 Ash Street, Suite 300
Leawood, KS 66211
Map:

Phone: (913) 981-1020

Fax: (913) 981-1021
Email:
Tortoise is an investment manager specializing in listed energy infrastructure investments, such as pipeline and power companies.  Visit www.tortoiseadvisors.com for more information.

Website:

www.tortoiseadvisors.com



Contacts:

Pamela Kearney



Key Words:

Investment Advisory Services

Wealth Partners Corporation

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7101 College Blvd., Ste. 720
Overland Park, KS 66210
Map:

Phone: (913) 685-3207

Fax: (913) 685-1670
Email:
Let Steve Hoover, president of The Retirement Pilot and a private pilot himself, put together a retirement plan for you with all the care and accuracy that a great pilot puts into his pre-flight checklist

Website:

www.wealthpartnerskc.com



Contacts:

Steve Hoover



Key Words:

Financial & Financial Advisors, Financial Planning Consultants, Investment Advisory Services, Tax Return Preparation

Wells Fargo Advisors, LLC

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7400 W. 130th St., Suite 200
Overland Park, KS 66213
Map:

Phone: (913) 402-5130

Fax: (913) 402-5150
Email:
Investment  advisors specializing in portfolio management for individuals, trusts and retirement plans.

Website:

www.wellsfargoadvisors.com



Contacts:

Dennis Wolf



Key Words:

Investment Advisory Services, Investment Counselors, Stocks & Bonds Brokers

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