Investment Advisory Services

Investment Advisory Services

New SearchPrev1Next

AXA Advisors / Reflection Financial Strategies

View Profile

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

View Profile

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

ETF Portfolio Partners, Inc.

View Profile

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.

View Profile

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

View Profile

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.

View Profile

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

View Profile

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

View Profile

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

View Profile

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

New SearchPrev1Next
Powered By CC-Assist.NET