Here’s The Deal: Waterfront is a registered investment advisory and financial planner firm in Overland Park, KS. Waterfront is a team of financial experts who believe that managing wealth is about maximizing the quality of life. They help you navigate through the different stages of your life. Their team's knowledge and long-term experience with planning and markets have served families for 10, 20, and 30+ years. They utilize tools that give them the flexibility to individually identify their clients' short. and long-term financial goals. They design customized plans that help direct them to save and invest intelligently today so they don't outlive their investments. They are confident that, with their personalized process and dedicated team members, they will have the solutions to help you reach your goals. The company also provides services for unique families across the United States.
3 Best Financial Services in Overland Park, KS
Expert recommended Top 3 Financial Services in Overland Park, Kansas. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!
TOP 3 WATERFRONT ADVISORS REVIEWS
I first worked with WaterFront Advisors over 14 years ago in my capacity as a representative of my father and mother-in-law in their senior years dealing with their investments and meeting financial needs. I was very impressed with the services my they received. A few years later my wife and I needed investment guidance and given my previous experience with WaterFront I turned to them. Due to the untimely passing of our first WaterFront financial advisor, our portfolio was assigned to Mike Shields. For over 7 years Mike and his staff have provided excellent advice and guidance on our portfolio through our Envision Plan to meet goals in retirement. Our positive experience with Mike and WaterFront convinced us to move investments with other brokerages to WaterFront and we have been very pleased with that decision. I have recommended Mike and WaterFront to friends because of the service, advice and attention we have experienced with our investment goals.
My brother introduced me to Waterfront a few years ago saying that “they are financial rock stars” and he was right - and the experience has been amazing. Not only have they employed strategies to grow my portfolio and reduce my taxes, but have taken the time to learn my needs and educate me. Both Mike and Erin are pleasant, communicate regularly and are very knowledgeable. In the past, I have worked with several other financial organizations and can honestly say that the Waterfront experience is heads above the rest.
Love working with Waterfront! Jon Perrin is incredibly professional, responsive and quick to hop on a call in order to explain the nuances of my portfolio. The whole staff made moving from one of the larger firms smooth, easy and profitable. This advisory firm certainly has their clients best interest at the heart of their business.
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Here’s The Deal: Affinity Asset Management is an independent financial advisory firm in Overland Park, Kansas. Mark Roberts is the owner and president of the firm. The team believes it's important to have a blueprint or design before you can focus on the wall colors and carpeting. They work on your blueprint and help you design a strategy to meet your goals and expectations. As an independent financial advisory firm, the team can offer many options that clients might not otherwise have. Affinity Asset Management represents more than one company, which means more product choices for you. They design a strategy and seek the products best suited for your goals. The team has learned that the fastest way to help you create a workable plan is to focus on smart retirement tax strategies, not aggressive investment selection.
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TOP 3 AFFINITY ASSET MANAGEMENT REVIEWS
knew I would need professional financial advice for the future for my daughter to inherit with the best possible help. Recently I have found the most reliable investment company founder of Affinity Asset Management, Mr. Mark Roberts. I now know the years of investment knowledge and experienced staff of exceptional professionals that my mission is complete for my daughter Ciana. I solidly recommend to my friends and to their families to talk together with Mark for their children's future too.
The team at Affinity Asset Management is extremely professional. I have worked with them for years and find the entire staff to be trustworthy, friendly, and reliable. They take their jobs very seriously and are highly committed to the needs, goals, and success of every client. I recommend them with the highest of confidence.
If you want to put your money in a great financial investment group Affinity Asset management is that group. They have great financial minds always there to answer questions and with good advice. Great group of people.
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The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
Here’s The Deal: Creative Planning, LLC is an independent Financial planner in Overland Park, Kansas. Clay Baker is the managing director and partner of the firm. He completed his bachelor's degree in Finance at Arizona State University and graduated from Barrett Honors College. Clay Baker received a leadership certificate from Washington University and executive coaching from Right Management. He is a Certified Financial Planner professional as designated by the Certified Financial Planner Board of Standards. At Creative Planning, they're structured to provide comprehensive, customized advice. They look at every detail of your wealth to help ensure your complete financial picture is working as hard as possible for you, every day, year in and year out. They can handle their clients' needs, from advice to implementation, in almost any area of their financial life. They can get a holistic way of managing your wealth, giving strategic investment guidance in response to changes to your situation, income tax, or estate tax laws.
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TOP 3 CREATIVE PLANNING, LLC REVIEWS
My husband and I have been Creative clients for nearly 20 years and highly recommend them. They have helped us navigate our portfolio through the tumultuous markets, got us organized so that our insurance and estate plan were updated and coordinated, and have helped us settle my Mom’s estate. They also helped us sign up for Medicare and Supplements. They make it easy to get things done and keep me informed. Excellent wealth management.
I have been with Creative Planning for over 5 months and so far I'm extremely impressed. They have changed my financial plan from great, under my guidance, to outstanding. I believe they are very fine people who have your best interests at heart.
Talking with Michael Sheerin was so helpful, having never had a financial advisor he took all the time to walk me through everything and really help me understand the process. Looking forward to working with him for the future.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.