3 Best Financial Services in Overland Park, KS

I have had an outstanding experience with Andrew Rogers and the whole team at Legacy Financial! Their team of financial experts is not only highly knowledgeable but also genuinely committed to helping clients achieve their investment goals. They took the time to understand my financial situation(s) and crafted a personalized strategy tailored to my changing needs. Not only do they care about my finances, but they also genuinely care about my family and what is going on in our lives. My parents have used Legacy Financial for decades, and following in their footsteps has been a no-brainer for me. What impresses me the most is their transparency and clear communication — I always feel informed and confident about my investment decisions and the team stays on top of my finances with a bi-annual team meeting so I always know where I stand. The level of professionalism and customer service they provide is beyond top-notch. If you're looking for a reliable, trustworthy, and results-driven financial investment company with a personal touch, I highly recommend Legacy Financial. They go above and beyond.

We’ve been clients of Mike Wren and Jeff Hrabe for several years now. Their guidance has been unparalleled and has provided us with the best possible returns on our investments. With an eye to the future, Mike and Jeff have positioned us to retire very comfortably and ahead of schedule!

I have worked with Andrew Rogers for nearly ten years. He has done an excellent job for me. He is always willing to go above and beyond to meet my needs. I have recommended him to several friends and family members.

It is my pleasure to write this review for Creative Planning, Overland Park, KS and our Private Wealth Manager, Joe Cummings. My wife and I joined the Creative Planning family in 2021, after a consulting meeting with Joe Cummings. We were very impressed with Creative Planning, its track record, resources available to its clients, but we were even more impressed with Joe! We have found him to be extremely knowledgeable, professional, welcoming and he has a unique ability to articulate the world of finance in a way that is easily understood. We “trust” Joe and that is extremely important to us. He has become much more than our wealth manager, he has become a great friend and is an integral part of our family! Creative Planning has a unique ability to identify and train, young people who possess a burning desire to succeed in the world of finance, who have the values and skills necessary to provide the resources and guidance for their clients to make the right choices in managing their funds. We feel truly blessed to be a part of the Creative Planning’s family and we are grateful for all the resources available to us! Let’s face it, we are living in a time of financial uncertainty; however, we can rest more peacefully, knowing our retirement funds are being handled and monitored by Joe Cummings and Creative Planning! So, if you are looking for the ultimate experience in the world of wealth management, looking for in-house expertise to handle all your financial needs and employee’s who are passionate, determined and committed to providing you with first-class services,

I have nothing but great things to say about the team at creative planning. We absolutely love working with Holly. From the first moment we spoke with her we could tell she is very experienced and confident in what she does. We felt like the initial interview was more thorough than any financial advising team we had ever worked with before. I believe they have a system in place to get a complete look at all of our needs. To include our insurance. On our homes and cars and our life insurance. They even referred us to a division within the company to help us with our property and casualty insurance to make sure that way you were getting the best service and rates possible.. They are definitely a one stop shop. We have recommended several of our friends and family members so far in the last year that we’ve worked with them.

Creative Planning is a top notch financial advisory group, particularly, Christy N. She really knows her stuff in all areas of need. Investments, death of a spouse, the whole nine yards. Creative Planning can manage anything. If you want help with taxes, Medicare enrollment, trusts, wills, you name it. You can definitely put your trust in Creative Planning. One stop shop.