BEST RATED » OVERLAND PARK KS » FINANCIAL SERVICES

Best Financial Services in Overland Park

Handpicked Top 3 Financial Services in Overland Park, Kansas. They face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve the best!

CREATIVE PLANNING, INC.

5454 West 110th Street, Overland Park, KS 66211

Since 1983

Retirement, Risk and Private Wealth Management, Financial Planning, Portfolio Management, Trust Administration, 401(K) Services, Social Security Benefits, Long-Term Care, Insurance & Estate Planning

Provides their personalized approach for portfolio construction with a team of experienced and credentialed advisors in tax, insurance, estate planning and more ● With over $40 billion in assets and advisors serving clients in all 50 states ● To design a portfolio specifically suited to your personal financial situation

No. 1 Wealth Management Firm in America in 2014 and 2015

Make an Appointment

cpi@creativeplanning.com

creativeplanning.com

Reviews

Mon - Fri 8:00 am - 5:00 pm
Sat & Sun Closed

TBR® Inspection Report

SEARCY FINANCIAL SERVICES, INC.

12980 Foster Street, Suite 160, Overland Park, KS 66213

Since 1976

Wealth Planning, Portfolio and Investment Management, Profit-Sharing, Defined Benefit, Estate and Asset Conservation, Retirement Plans, Physician Services, Sep and Simple Ira Plan, Generational, Succession, 401K, Family Financial and Retirement Planning, Business & Practice Consulting

Serves also in Naples ● Provides to deliver a long-term financial strategy that will help guide your financial decisions and answer your financial questions ● They maintain a network of professionals available to address your specific business needs ● Offers includes employer-sponsored & group retirement plan services

cali@searcyfinancial.com

searcyfinancial.com

Reviews

Mon - Fri 8:00 am - 5:00 pm
Sat & Sun Closed

TBR® Inspection Report

AFFINITY ASSET MANAGEMENT

13220 Metcalf Avenue, Suite 220, Overland Park, KS 66213

Since 2008

Tax-Free Investments, Retirement Income Strategies, Estate, 401K and Retirement Planning, Traditional and Roth IRA, Long-Term Disability, Tax Planning and Preparation Services

Specializes in a unique approach to investment management and financial planning ● With offices in Kansas City & St. Joseph ● Free consultation ● Focus puts them in the position to work with and advise individuals

kellie@affinityasset.com

affinityasset.com

Reviews

Mon - Thu 7:30 am - 5:30 pm
Fri - Sun Closed

TBR® Inspection Report