{{ group }}
-
{{ item.name }}
{{ item.address }} {{ item.name }}
- {{ item.properties.formatted }}
“OWLFI offers added value to financial counseling. Examples: weekly market trends and analysis; RMD tracking; customer portal. All this from a combat veteran that cares about family and nation.”
“Eric is the BOMB.Com. He was able to answer my questions and be blunt about what to expect/what crap advice to avoid. He is obviously very knowledgeable and is an amazing human to have in YOUR corner. World class service! I am thankful for everyone who works here.”
“I began working with Colten and Cindy a couple of years ago, and I'm glad I made the switch. They are professional, trustworthy, and accessible. We meet at least two times a year, and whenever I ever have a question, they are quick to respond with an email or a phone call. I highly recommend Prosperity Planning.”
“Review#2
I feel the need to follow up on my initial review. I was livid that day. The COO of the company called me and personally apologized for our poor experience. She accepted responsibility for the multiple failures pertaining to our initial appointment. She asked if we would be interested in an opportunity to try again through a TEAMS meeting. She was very polite and really seemed to take my concerns seriously. She assured me they had already been working on corrective measures. We had our initial meeting with Vince and Kayden. Vince was very personable and knowledgeable. We are hoping we made the right decision by giving them a second chance, and am hopeful things go well in the future.
Review#1
Made an appointment 2 months in advance. Took the day off of work, and drove 2 hours for the consultation. We were told the advisor did not make it in and we would have to reschedule. We received no phone call letting us know our appointment at 10:30 was cancelled. Not impressed.”
“I went into this wells fargo frustrated over an insurance check. Tin and Harry were incredibly helpful. Harry tried different ways to solve my problem and brought in Tin to get it over the finishline. Their willingness to help and listen to my needs doesn't go unnoticed. Thank you Tin & Harry!”
“The ATM has been busted for weeks. Things happen, but putting a sign on it would be smart.
Once you put your card into the broken ATM, you just have to sit there and wait for it to release the card, trapped.
People are lining up at this ATM and all having a time-wasting, frustrating experience - that a sign taped to the ATM would eliminate.
5 star service otherwise.”
Open 24 hours
2000 W 103rd Terrace, Leawood
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”
8:30AM - 5PM
700 W 47th St #110, Kansas City
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!”
“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
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“My husband and I have been extremely pleased with our experience at Creative Planning.
What we value most is the confidence and peace of mind they provide. Financial planning and investing can feel overwhelming, but their team takes the time to explain things clearly, answer questions promptly, and help us make informed decisions. We never feel rushed, and we always know we have someone we can call when important financial decisions arise.
Over the years, we've benefited greatly from their guidance and have seen meaningful growth in our investments. More importantly, we feel like we have a trusted partner helping us stay focused on our long-term goals.
The service has been consistently professional, responsive, and personal. We have complete confidence in Creative Planning and would recommend them without hesitation to anyone looking for a financial advisor they can trust.”