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Finance Advising reviews in Leawood

  • A
    Financial Partners Group
    I've been working with James and have known him for over 20 years. He's done a fantastic job helping me with all aspects of my financial plan/needs. Over the years he's adjusted and added services as my needs changed. We started with simple life insurance. Now he provides advice for my 401k, ira's, business planning, coordinates w/ estate attorneys, accountants and much more. I would highly recommend James whether just starting out in your career, getting close to retirement or anywhere in between
    - david g.
  • A
    Creative Planning Risk Services
    We haven't seen him for several months, but we have a scheduled appointment in a week or so. He is professional, available, and they are successful. We have only worked with them about a year, and so far so good. It has been very positive so far.
    - Alan J.
  • A
    A G EDWARDS
    We can't say enough good things about Trey, Shannon and A.G. Edwards. For many years we were inappropriately invested for our age and goals. We had a bad experience with another financial planner who was focused on selling us funds with the highest commission. A.G. Edwards have a different approach. While they do charge a commission depending on what you invest, it pays off by the effective way in how they manage your funds. Although you are still vulnerable to market downturns, they seem to minimize the downs and leverage the ups. It is like having your own personal team of 100 monitoring your investments daily. Trey and Shannon provide the icing on the cake by demonstrating their continued concern for your investments. Tell them the Irish couple recommended them.
    - Geraldine M.
  • A
    Brain Buckley
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    - MARSHA R.
  • A
    Financial Partners Group
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    - david g.
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Financial Advisors in Leawood

Companies below are listed in alphabetical order.

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