Financial Advising near Fairway, KS
30 locations found near Fairway
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Financial Advising
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Financial Advising
“Brought my (late) tax return in without an appointment after a competitor tax service was closed for the season. Bill not only got me in immediately, but he finished my return by the end of the day and charged a better price than I was expecting. He was knowledgeable, thorough, and fair. After my experience today, I will use this business to file my tax returns in the future and recommend them to others for tax services.”
Financial Advising
“Had an absolutely amazing experience. So informative and helpful with all the difficult financial navigation needed to establish a solid plan to secure my financial future. Mitchell was beyond my expectations and incredibly helpful.”
Financial Advising
“Mark is incredibly friendly and helped relieve a lot of my stress. Everything was done quickly and they made it as easy as possible for me to file my taxes. They even included addressed envelopes for me to mail everything out. They were also willing to work with me on a payment plan. I can't recommend Mark and his team enough, they're amazing!”
Financial Advising
“Vianey and Nina always greet me warmly and make my banking experience go smoothly when I visit this branch. I had different questions about opening a new savings account and Nina was very helpful explaining everything to me which was really refreshing since I had come to FFB because my Chase account had a bunch of fraud on it. I had a lot of anxiety about opening a new account since I had my previous bank account for almost 17 years but the people at this branch really made my experience amazing.”
Financial Advising
“If you need someone to help you navigate your future with investments, savings, taxes, social security, RMD's and more you will truly find peace with Leslie Davis and her team. We could not be happier with the plans and results of the planning she provided for us. She takes all of your information and pulls together a comprehensive and complete path to financial freedom into the far distant future. The staff is responsive and supportive, Leslie has been a dream to work with so much so we brought 3 other members of our family to her as well. Everyone is pleased! Do yourself a favor and stop talking to investors only, you need the complete picture for wealth management with True Peace.”
Financial Advising
“If investing with a advisor that is razor sharp, an excellent listener, and willing to explain intricacies in ways easy to understand, then working with Shawn is the right choice! He has managed my money for years, through ups and downs, and I have profited from his perspective and integrity. Edward Jones itself is a private company, i.e., not beholden to shareholders, and has charted its course based on doing the right thing, with transparency and a clear focus on their customers.”
Financial Advising
“Amanda Barcy was very helpful to assist my friends to open new accounts. It's was very pleasant and smooth transition. Highly recommended Amanda as your personal banker”
Financial Advising
“I have worked aside Charles for several years, and have only known him to be a true professional and trustworthy advisor. I would highly recommend him as I know he will follow through on his word.”
Financial Advising
“I’ve worked for several multi-billion dollar corporate entities—Havas/Omnicom— and Creative Planning sits leagues above any corporate institution I’ve interacted with or worked for, on every metric.As a financial service CP has nearly everything you’ll need in house. I’m specifically involved with them on estate planning. It’s a one stop shop filled with articulate, intelligent, and exceptionally communicative people. Adam Hoopes, Vera Hogarth, Keisha German, and Lynn Ebel have all been diligent and dedicated to sorting through a complex estate during an extremely difficult time for me. I don’t know how CP managed to hire so many wonderful people who also happen to be amazing at their jobs.”
Financial Advising
“If you need banking services, you must request Kyle!! He is absolutely amazing, extremely knowledgeable and works efficiently. Best Wells Fargo experience to date.Thank you Kyle!”
Financial Advising
“Higdon and Hale have been doing my taxes for over 30 years. Their expertise and attention to detail is the pinnacle of professionalism. They counseled me through my many professions and businesses I have owned to maximize my tax strategies. Will never have my taxes done by anyone else.”
Financial Advising
“Nice people help you plan for end of life. They sell whole life insurance to meet your family needs in event of your death. Not pushy or overselling. Asked about debts and assets, then gave me great advice without even selling.”
Financial Advising
Financial Advising
“We called to make an appointment to get some information switched over and to order a few cards and checkbooks. This isn't normally the kind of place that I leave reviews for, but for what we needed we had a good experience here. The only issue was that I had a meeting at noon, we got there at 11:00 and they weren't ready for us. We ended up getting things taken care of before my meeting but it was scary! The secretary was very nice and the banker giving us info knew his stuff!”
Financial Advising
“I recently needed to contact this company. I was shocked to actually speak to a live person. Eric Morse was so well versed in the information that he shared with me. I asked several questions and he was able to put his response in clear understandable terms. I appreciated his help and concern. I left the conversation feeling that I understood the issues and now I get it. Thank you, TIAA and Eric Morse.”
Financial Advising
“Very friendly team! David, the branch manager, was very upbeat, informative, and made sure we were introduced to Julio and the JPMorgan guy who we will meet with to go over my 401K and finances. Sofie was also upbeat and helpful-she will be great at the Olathe location when it’s open. We felt taken care of :-) We’ve never been in a bank like this before where the people actually converse with you and get to know you. Even talked some football to wrap up our convo.”
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Financial Advising in The Nearby Cities
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Chase Bank
2814 Shawnee Mission Pkwy, Fairway Locations
“My name is Patricia Blanc. I met Elliott at an Open House approximately 10 years ago. Our first meeting, he spent 2 hours with me. He had lunch ordered. When I left there I knew that he would always take care of me. And he has. It is amazing to me that after all of this time, he has NEVER raised his initial prices. He is as invested in me as he always has been. I don’t trust a lot of people, especially now. If I have a question, he has the answer, or he finds it. My taxes are done every year, no charge. I would recommend him to anyone that I know. I feel so fortunate that I found him so many years ago. I live in Florida, but I get the same attention that his Kansas City clients get. Thank you for your time.”