3 Best Financial Services in Overland Park, KS

“Waterfront Advisors improves the quality of life for their clients by providing sound fiduciary guidance based on their individual needs and goals. Trent Grissom is the vice president of Waterfront Advisors. Their team’s knowledge and long-term experience with planning and markets have served families for 10, 20, and 30+ years. Waterfront Advisors is confident that their personalized process, combined with their dedicated team members, will provide the solutions to help you reach your goals. They utilize tools that give them the flexibility to individually identify their clients' short. and long-term financial goals. They help you navigate through different stages of your life with confidence. The company also provides services for unique families across the United States.”

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“Legacy Financial Strategies is a fee-only financial planning firm that is dedicated to helping successful individuals and families build, protect, and nurture their wealth. Bethany Boschert is the Chief Compliance Officer of Legacy Financial Strategies. Their experienced team of financial advisors specializes in providing comprehensive financial planning and investment management solutions that are aligned with your values and goals. Whether planning for retirement, managing your assets, or safeguarding your family's future, they offer transparent guidance and comprehensive services to help you pursue your financial dreams. Legacy Financial Strategies aim to help you achieve your financial goals while acting as a steward to your assets so you can spend more time on the things that matter most to you.”

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“Creative Planning is an independent advisory firm that provides comprehensive, customized wealth management services. Peter Mallouk is the CEO and president of Creative Planning. They have a dedicated team of wealth managers and financial planners who work with American citizens abroad and international families in more than 90 countries. They understand the frustration of managing finances across borders and provide the solutions and guidance you need, helping you achieve your financial goals and enjoy a richer way to wealth. They believe in providing customized services that address every aspect of your financial picture and align with your unique vision.”

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