Leawood, KS

Financial & Financial Advisors

BMO Harris Bank

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11301 Nall Ave
Leawood, KS 66211
Map:

Phone: (913) 663-3228

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

Website:

www.bmoharrisbank.com



Contacts:

Susan Jackson
Dave Kepper
Jeff Keyes
James Soukup
Robert Vejar



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



Contacts:

Jacob Hopkins
Christal Phillips



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:

Alicia Goodman
Emmy Merrill
Debbie Romey
Rich Romey



Key Words:

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

Harvey and Caldwell in association with H&R Block

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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



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 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

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 Securities America, Inc., member FINRA/SIPC. Advisory services offered through Arbor Point Advisors, LLC, Larson Financial Services, Inc, Arbor Point Advisors, LLC and Securities America, Inc are separate entities.

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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11300 Tomahawk Creek Pkwy, Ste 190
Leawood, KS 66211
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

Maciel Wealth Management

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8101 College Blvd, Ste 100
Overland Park, KS 66210
Map:
Email:
Maciel Wealth Management is a fiduciary, fee-only and is an independent Registered Investment Adviser.  The firm assists individuals and businesses in developing a financial plan that targets lowering your expenses, rebalancing your portfolio to focus on increased performance and reduction of taxes.

Website:

www.macielwealthmanagement.com



Contacts:

Matt Maciel



Key Words:

Financial & Financial Advisors, Investment Advisory Services

Mariner Wealth Advisors

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5700 W. 112th St, Ste 500
Overland Park, 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

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
Phill Porpora



Key Words:

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

Oppenheimer & Co., Inc.

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

Phone: (913) 383-5101

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:

Greg Schaff
James Azeltine



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

Sapphire Wealth Planning LLC

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9393 W. 110th St, Suite 500
Overland Park, KS 66210
Map:
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

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 Wealth & Company

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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



Key Words:

Financial & Financial Advisors

UBS Financial Services - Andrew Mitchell

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11150 Overbrook Rd, Suite 300
Leawood, KS 66211
Map:

Phone: (913) 345-3253

Fax: (855) 321-3519
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

UBS Financial Services, Inc. - Ted Chartier

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11150 Overbrook Road, Ste. 300
Leawood, KS 66211
Map:

Phone: (913) 345-3245

Fax: (855) 283-1562
Email:
Website:

www.ubs.com/team/retire



Contacts:

Ted Chartier



Key Words:

Financial & Financial Advisors

Wealth Partners Corporation

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

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