Financial Services - Top 5 Companies Overland Park KS

Financial Services - Top 5 Companies in Overland Park, KS. Find phone numbers, addresses and information about Financial Services - Top 5 Companies in Overland Park.

Matthew Syverson
Syverson & Company, LLC
(913) 317-6000
7500 College Blvd., Suite 140
Overland Park, KS
Expertises
High Net Worth Client Needs, Estate & Generational Planning Issues, Charitable Giving - Trusts & Foundations, Special Needs Planning, Retirement Planning & Distribution Rules, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, CAP, CFP®

Howard Rothwell
Stepp & Rothwell, Inc.
(913) 345-4800
7300 College Boulevard, Suite 100
Overland Park, KS
Expertises
Ongoing Investment Management, Financial Issues Between Generations
Certifications
NAPFA Registered Financial Advisor, MBA

Richard Salmen
GTrust
(913) 451-0900
11225 College Boulevard, Suite 410
Overland Park, KS
Expertises
Helping Clients Identify & Achieve Goals, Middle Income Client Needs, Tax Planning, Estate & Generational Planning Issues, Planning Issues for Unmarried & Same-Sex Couples
Certifications
NAPFA Registered Financial Advisor, CFA, CFP®, CTFA, EA, MBA

Daniel Weeks
Syverson & Company, LLC
(913) 317-6000
7500 College Blvd., Suite 140
Overland Park, KS
Expertises
Advising Medical Professionals, High Net Worth Client Needs, Charitable Giving - Trusts & Foundations, Helping Clients Identify & Achieve Goals, Planning Issues for Business Owners, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, CFP®

Samuel Scott
Sunrise Advisors
(913) 681-0215
13401 Mission Road, Suite 201
Leawood, KS
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Planning Issues for Business Owners, Retirement Plan Investment Advice, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®

Kathleen Stepp
Stepp & Rothwell, Inc.
(913) 345-4800
7300 College Boulevard, Suite 100
Overland Park, KS
Expertises
Cash Flow/Budgets/Credit Issues, Tax Planning
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, CPA/PFS

Lynn Garrison
Legacy Wealth Partners, LLC
(913) 338-4530
11011 King Street
Overland Park, KS
Expertises
Helping Clients Identify & Achieve Goals, Ongoing Investment Management, Financial Issues Between Generations, Estate & Generational Planning Issues, Charitable Giving - Trusts & Foundations, Alternative or Private Investments
Certifications
NAPFA Registered Financial Advisor, BSEE, CFP®

Samantha Kopek
GTrust
(913) 451-0900
11225 College Boulevard, Suite 410
Overland Park, KS
Expertises
Helping Clients Identify & Achieve Goals, Middle Income Client Needs, Ongoing Investment Management, Retirement Planning & Distribution Rules, Tax Planning, College/Education Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, EA

Kenneth Eaton
Stepp & Rothwell, Inc.
(913) 345-4800
7300 College Boulevard, Suite 100
Overland Park, KS
Expertises
Financial Issues Between Generations, Helping Clients Identify & Achieve Goals, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFA, CFP®

Dean Cherpitel
Legacy Wealth Planning, LLC
(913) 648-4668
5750 W. 95th Street, Suite 128
Overland Park, KS
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, BA, ChFc