Member Directory

Financial - Financial Advisor

Planning/Management/Advisory Firms


Profile

Edward Jones - Andrew Mitchell, CRPC™

https://www.edwardjones.com/financial-advisor/index.html?CIRN=gqU4xkdw0UB9Y04eepaPBbmByhrdIs6Yphf%

 Whether you want to plan for retirement, save for college, reduce your tax bills or ensure you have income to cover your expenses, we can provide personalized service and investment strategies that have proven themselves over the long-term. Let's discuss your goals during a financial review. Contact me today.

10820 Shawnee Mission Pkwy.
Suite 201
Shawnee, KS 66203
Map

913-962-9904
913-645-7890
Fax: 888-558-2481

  • Financial - Financial Advisor

Profile

Edward Jones - Ryan Freels

https://www.edwardjones.com/us-en/financial-advisor/ryan-freels

10561 Barkley St
Suite 120
Overland Park, KS 66212
Map

913-381-0900
Email

  • Financial - Financial Advisor

Profile

Focal Point Financial Group

Focal Point Financial Group

http://focalpointfinancialgroup.com/

After working in the financial services industry for over 20 years, I launched Focal Point Financial Group to help, equip, and guide people to be good financial stewards of their God-given resources.  


Focal Point Financial Group is a fee-only financial planning firm located in the Kansas City area who works with individuals and families delivering financial planning and investment advice.    


We believe that everyone should have a financial plan.  We call it your “focal point” and we help you identify yours.  It’s your focal point or plan that guides your day-to-day (and long-term) money decisions and brings clarity and confidence to your choices.


We work with our clients on an ongoing basis to not only set up an initial plan with specific goals and action steps, but also help them along their journey to implement and keep the plan up to date as life events and circumstances change.


Focal Point Financial Group believes in keeping things simple.  The more moving parts to something, the greater the risk of something getting overlooked or underutilized.   We help our clients simplify their financial lives in order to obtain greater peace of mind and create financial breathing room.


Because we believe people need affordable access to qualified financial planning, we charge our financial planning clients a monthly fee based on the complexity of their situation...not based on how much money they have or how many things they own.


Our ideal clients are those that:

  • are open to getting holistic help with their finances 

  • communicate openly and freely

  • believe in the benefit of having a long-term plan in place

  • are wanting a trusted partner to help them on their journey to being a good steward


Although we call Kansas home, we are also willing to work with clients outside of our area.


In addition to being a financial planner, I’m also a husband and a dad.  I’m blessed with a wonderful family. I enjoy being outside, playing sports, cooking new things and exploring new places.


  

7301 Mission Road, Suite 244A
Prairie Village, KS 66208
Map

913-585-0365
Email

  • Financial - Financial Advisor
  • Retirement Planning

Profile

Human Interest

Human Interest

www.humaninterest.com

Human Interest is an affordable, tech-savvy 401(k) provider built especially for small and medium-sized businesses. We're proud to offer flexible, automated retirement savings plans to hundreds of thousands of employees nationwide. 401k no longer has to be a pain, no longer has to be costly or time consuming... We're the easy button making it easy, affordable, and removing the administrative liability. We have over 500 payroll integrations to make this easy on you and your employees.

Map

785-727-8271
Email

  • Financial - Financial Advisor

Profile

Kit Bradley- Forum Financial Management, LP

https://www.forumfinancial.com/profile/kit-bradley/

At Forum Financial Management, we help investors build, manage and preserve their wealth. It starts with a dedicated team of partners and advisors with decades of experience across portfolio management, retirement planning, estate planning, insurance analysis and income tax planning.

 

With the foundation of this technical knowledge, we can spend more time on what we truly enjoy -getting to know our clients and their families. By understanding the hopes and dreams that reside at the center of someone's financial life, we are able to design an investment plan that is built to achieve a client's short- and long-term goals. That's what we consider to be the real value of an advisor.

 

Forum Financial Management, LP is a Registered Investment Advisor. The home office of Forum Financial Management is located at 1900 S. Highland Ave., Suite 100, Lombard, IL 60148 (www.forumfin.com, 630.873.8520).

8204 Dearborn Dr
Prairie Village, KS 66208
Map

913-558-4923
Email

  • Financial - Financial Advisor
  • Retirement Planning

Profile

Parkway Wealth Advisors, LLC

parkwaywealth.com

6310 Lamar Avenue
STE 245
Overland Park, KS 66202
Map

913-291-0386
Email

  • Financial - Financial Advisor

Profile

Prudential

Prudential

A comprehensive financial planner with Prudential. I enjoy working with individuals and families in all
phases of life from just starting out to retired. I particularly like working with women and small
business owners. I like helping people create streams of income for retirement that don’t involve the
IRS. Passionate about helping people plan for long-term care.

10801 Mastin Blvd. Suite 200
Overland Park, KS 66210
Map

816-225-2450
913-907-2072
Email

  • Financial - Financial Advisor

Profile

Retirement Solutions Group

www.rsgusa.net

The team at Retirement Solutions Group is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements. 

6801 W. 107th St.
Overland Park, KS 66212
Map

913-685-9422
Fax: 913-685-9946
Email

  • Financial - Financial Advisor
  • Retirement Planning

Profile

Wells Fargo Advisors, LLC

https://home.wellsfargoadvisors.com/001_96

About Our Branch

Our team of Financial Advisors can provide a full range of financial products and services, from helping you select individual investments to developing a retirement plan. We have access to a broad array of company resources -- including research analysts and economic and market experts who help us make informed investment recommendations based on your needs.

Contact us if you'd like us to help you develop strategies for pursuing your financial goals.

Michael K. Ryan  CFP®
Branch Manager

Senior Vice President - Investment Officer

 

1900 Shawnee Mission Pkwy Suite 210
Mission Woods, KS 66205
Map

913-267-7200
Fax: 913-267-7230

  • Investment Services
  • Financial - Financial Advisor
  • Retirement Planning

New SearchPrev1Next
Powered By CC-Assist.NET