Leawood, KS

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

Integrity Advisory

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12721 Metcalf Avenue, Ste. 202
Overland Park, KS 66213
Map:

Phone: (913) 897-2074

Fax: (913) 897-2079
Email:
IA 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
Jill Green
Michelle Lucero
Tony Moeller
Christian Stromgren



Key Words:

Financial Advisors, Financial & Financial Advisors

Mitchell Capital Management

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11460 Tomahawk Creek Parkway, Suite 410
Leawood, KS 66211
Map:

Phone: (913) 428-3222

Fax: (913) 428-3231
Email:
Mitchell 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
Phil Kernen
Jonn Wullschleger



Key Words:

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

Prevail Innovative Wealth Strategies

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4745 W. 136th Street
Leawood, KS 66224
Map:
Email:

We, at Prevail, focus on the belief that the financial services industry has placed too much emphasis on the accumulation phase of the financial lifecycle with little regard to the planning and distribution phase. We challenge the industry status quo by inverting the paradigm to focus on what you keep so you can take control of your financial future.  Ask yourself, what could affect your retirement funds once you are in retirement?  Have you diversified your retirement plan based on tax class; pre-tax, post-tax, and tax-free?

  

Website:

www.prevailiws.com



Contacts:

Christine Schwermann
Marcia Vander Wal



Key Words:

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

Prudential Advisors - Rod Pemberton

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10801 Mastin Blvd, Suite 200
Overland Park, KS 66210
Map:

Phone: (719) 331-1914

Fax: (913) 327-1060
Email:
Financial planning and consulting.

Website:

www.prudential.com



Contacts:

Rod Pemberton



Key Words:

Financial Advisors, Insurance - Advisory, Investment Advisory Services

Werth Wealth Management, LLC

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11551 Ash St Suite 205
Leawood, KS 66211
Map:
Email:
Wealth Management, Financial Planning

Website:

http://www.werthfinancial.com/



Contacts:

Gus Konz



Key Words:

Financial Advisors

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