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Map of Wincrest, Overland Park, KS

Financial Planners in Wincrest Overland Park, KS

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1. Edward Jones - Financial Advisor: Kevin R Lampo

Edward Jones - Financial Advisor: Kevin R Lampo

8720 W 151st St, Overland Park, KS 66221

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

2. Edward Jones - Financial Advisor: Katie Dixon

Edward Jones - Financial Advisor: Katie Dixon

8720 W 151st St, Overland Park, KS 66221

CLOSED NOW:

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

YP
103 Years
in Business

5. COUNTRY Financial

COUNTRY Financial

14255 Metcalf Ave, Overland Park, KS 66223

From Business: Philip Gilbert is a COUNTRY Financial representative providing insurance and financial services for the communities in and around Overland Park, KS 66223

8. Fnbo

Fnbo

7901 W 159th St, Overland Park, KS 66223

CLOSED NOW:9:00 am - 12:00 pm
YP
5 Years
in Business

10. Affinity Asset Management

Affinity Asset Management

13220 Metcalf Ave, Overland Park, KS 66213

CLOSED NOW:Closed

From Business: Many of the services we offer to clients are similar to what other financial advisors provide. We, however, take a look at one aspect most advisors rarely do-taxes. At…

YP
27 Years
in Business

11. Searcy Financial Services Inc

Searcy Financial Services Inc

12980 Foster St Ste 160, Overland Park, KS 66213

CLOSED NOW:

From Business: Searcy Financial Services, Inc. is a fee-only firm passionate about viewing wealth from your perspective, to help you achieve success on your terms, where you stand. We have…

YP
49 Years
in Business

12. Eagle Financial Group

Eagle Financial Group

12501 Antioch Rd Ste 102, Overland Park, KS 66213

CLOSED NOW:

From Business: Steve is a graduate of the College for Financial Planning in Denver, Colorado. He is a Certified Financial Planner practitioner and an active member of the Financial Planning…

YP
31 Years
in Business

13. TRUE Private Wealth Management LLC.

TRUE Private Wealth Management LLC.

13220 Metcalf Ave Ste 365, Overland Park, KS 66213

CLOSED NOW:

From Business: Our objective is to provide investment planning and wealth management services to families who live in or have a connection to the Midwest. Our overarching mission is to offer…

14. St Pierre, Jean A, AGT

St Pierre, Jean A, AGT

7450 W 130th St, Overland Park, KS 66213

CLOSED NOW:

From Business: The advisor listed is an Ameriprise financial advisor in Overland Park. Comments are not verified, may not be accurate and are not necessarily representative of the experiences…

15. ChangePath Advisors

ChangePath Advisors

7400 W 130th St Ste 130, Overland Park, KS 66213

CLOSED NOW:Closed

From Business: We’re a product agnostic, fee-based advisory firm, and as fiduciaries we’re obligated to act in your best interests. And because we’re independent advisors, we can help you…

16. Charles Schwab

Charles Schwab

13501 Nall Ave, Overland Park, KS 66224

CLOSED NOW:Closed

From Business: The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary,…

18. CommunityAmerica Credit Union

CommunityAmerica Credit Union

6280 W 135th St, Overland Park, KS 66223

CLOSED NOW:9:00 am - 1:00 pm

From Business: CommunityAmerica Credit Union - Blue Valley Branch offers a full suite of financial products, including checking, savings, money markets, auto loans, home equity loans,…

19. Edward Jones - Financial Advisor: Mack Valentine

Edward Jones - Financial Advisor: Mack Valentine

13200 Metcalf Ave Ste 220, Overland Park, KS 66213

CLOSED NOW:

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

YP
103 Years
in Business

26. True Wealth & Company

True Wealth & Company

7450 W 130th St Ste. 300, Overland Park, KS 66213

CLOSED NOW:Closed
YP
13 Years
in Business

30. Steve F. Mankameyer, CFP

Steve F. Mankameyer, CFP

12501 Antioch Rd Ste 102, Overland Park, KS 66213

CLOSED NOW:

From Business: Steve is a graduate of the College for Financial Planning in Denver, Colorado. He is a Certified Financial Planner practitioner and an active member of the Financial Planning…