Investing near Fairway, KS

21 locations found near Fairway
View Map

“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.”

5 Superb15 Reviews

“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.”

5 Superb4 Reviews

“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.”

3.1 Average40 Reviews

“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.”

4.2 Good5 Reviews

“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!”

2.7 Average16 Reviews

“Great place. Must schedule an appointment ahead of time. Walking in sometimes works. Office offers wealth, private mortgage, commercial, etc. Long standing customer.”

3 Average4 Reviews

“Great Kansas City company! Have had accounts for years. Worked there during in college over 25 years ago. Well managed firm that truly cares about helping clients. New Leawood office is outstanding. Many excellent fund choices.”

2.8 Average5 Reviews