Expertise.com

Best Financial Advisors in Olathe

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2023
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Expertise.com Concierge Service logo
FEATURED
Free booking service | Call 848.Book.Pro!

Expertise.com Concierge Service

Olathe, KS

Business Description

Need help contacting a Financial Advisor in Olathe? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
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Friendliness
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Price: Free booking service | Call 848.Book.Pro!

SmartAdvisor by SmartAsset logo
FEATURED
Free Consultation

SmartAdvisor by SmartAsset

Olathe, KS
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

Business Description

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0
Yelp
4.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

Affinity Asset Management logo
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Affinity Asset Management

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13220 Metcalf Avenue, Overland Park, KS 66213
  • Certified Financial Planner (CFP)

Business Description

Affinity Asset Management caters to families and individuals in Olathe. It offers investment management and financial planning solutions with a focus on tax planning and strategies that create efficient distributions of income in retirement. Additionally, the firm helps veterans and their families know and maximize the benefits they are entitled to. Its president and owner, Mark Roberts, is a Chartered Financial Consultant and a Fraternal Insurance Counselor. He has been in the financial services industry for 21 years.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.6
Google
4.0 / 5 (10)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Compass Financial Resources, LLC logo
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Compass Financial Resources, LLC

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13095 South Mur-Len Road, Olathe, KS 66062
  • Estate Planning
  • Retirement Planning
  • Tax Planning

Business Description

Compass Financial Resources, LLC, is a wealth management firm that serves the residents of Olathe and the surrounding areas. The firm's financial planning services include income tax, retirement, and estate planning. The firm also provides cash flow management and investment management services. Its president Russ Lane has been working in the financial services field for more than 30 years. He is a member of the Society of Financial Service Professionals and the National Association of Insurance and Financial Advisors.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Family Investment Center logo
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Family Investment Center

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11253 Strang Line Road, Lenexa, KS 66215
  • Certified Financial Planner (CFP)

Business Description

Family Investment Center is a financial advisory and wealth management firm that serves clients in Olathe. Some of its services are tax planning and preparation, investment management, retirement planning, estate planning, and insurance assessment. The team creates personalized plans for clients and provides them with analysis and forecasting, specific recommendations, ongoing evaluation, and implementation support. Established in 1998, the firm is led by CEO Dan Danford, a Certified Financial Planner.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Financial Advisory Service, Inc. logo
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Financial Advisory Service, Inc.

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4747 West 135th Street, Overland Park, KS 66224
  • Certified Financial Planner (CFP)

Business Description

Financial Advisory Service, Inc., is a financial advisory firm that has been catering to clients in Olathe since 1979. It develops strategies to assist clients in achieving their financial goals according to their current financial situations, helping them prepare for future financial life stages. It also provides investment management services. The firm was included in the top 300 investment advisers by the Financial Times four times. Its director, James G. Dussold, has been in the industry since 1984. He is a Certified Financial Planner.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (5)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Hadel Financial Advisors, Inc. logo
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Hadel Financial Advisors, Inc.

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11900 College Boulevard, Overland Park, KS 66210
  • Estate Planning
  • Retirement Planning
  • Insurance Products

Business Description

Hadel Financial Advisors, Inc., is a family-owned and family-operated firm with more than 35 years of industry experience. Catering to clients in the Olathe area, it provides financial planning services such as estate planning strategies, business planning, retirement planning, and chronic care benefit options. In addition, it offers life and long-term care insurance. The company also handles investments like common stocks, brokerage accounts, annuities, and bonds. One of its advisors, Greg Hadel, is a member of the Financial Services Institute and the Financial Planning Association.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Lighthouse Financial Strategies logo
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Lighthouse Financial Strategies

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8730 Bourgade Avenue, Lenexa, KS 66219
  • Estate Planning
  • Certified Financial Planner (CFP)

Business Description

Lighthouse Financial Strategies provides services to Olathe and the surrounding areas. It offers estate planning and long-term care services for clients who want to secure their assets, health, and future finances. It also assists individuals who want to apply for Medicare Supplement, Advantage, and Part D plans. Its founder, Rick Bain, has been specializing in managing investment strategies since 2002. Bain has been featured in the KC Magazine as a five-star wealth manager in Kansas City.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (5)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Parker Financial Group logo
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Parker Financial Group

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9200 Indian Creek Parkway, Overland Park, KS 66210
  • Retirement Planning

Business Description

Parker Financial Group is a financial advisory firm that serves clients in Olathe and surrounding areas. Comprising a team of financial professionals, it provides advice in areas such as retirement income, life insurance, annuities, and wealth management. In addition, the firm offers financial planning options, including legacy planning and risk management services focused on the clients' needs and concerns. CEO Roger Parker, who established Parker Financial Group 26 years ago, was also a stockbroker and college professor.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Synergy Wealth Solutions logo
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Synergy Wealth Solutions

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10975 Benson Drive, Overland Park, KS 66210
  • Estate Planning
  • Certified Financial Planner (CFP)

Business Description

Synergy Wealth Solutions, a MassMutual subsidiary, caters to individuals and businesses in Olathe, offering comprehensive financial planning, insurance, and investments. Additionally, it provides brokerage services like marketing support, illustration support, case consultations, and product positioning strategies. Its staff manages more than $7 billion in assets for individual and business clients. CEO Brian Roberts was recognized as a five-time Advisor of the Year for MassMutual St. Louis. The firm has been featured on the St. Louis Business Journal’s Largest Insurance Brokerage Firms.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.3
Google
4.3 / 5 (6)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
The Woody Financial Group logo
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The Woody Financial Group

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14670 South Harrison Street, Olathe, KS 66061
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Insurance Products
  • Tax Planning

Business Description

The Woody Financial Group designs customized programs to help clients achieve their long-term financial goals. The Olathe-based agency uses a participatory approach to educate individuals, families, and business owners on how to build and preserve their wealth for as long as they live. Its services include family security, retirement security, estate planning, business continuation, and investment strategies. The Woody Financial Group's president, Richard Woody, is a Certified Financial Planner and has been in the financial services industry for more than 30 years.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0
Google
4.0 / 5 (12)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail