Investing in Kansas City, MO
9 locations found near Kansas City
View Map8:30AM - 5:30PM
5601 NE Antioch Rd #8, Kansas City
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“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!”
Investing
“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.”
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8:30AM - 5PM
118 W 47th St 2nd Floor, Kansas City
Investing
“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.”