TIAA Financial Services

TIAA Financial Services

At TIAA Financial Services in Overland Park, KS, our team of wealth management advisors is committed to helping clients reach their financial goals. Our advisors offer comprehensive planning services, from saving for retirement to generating lifelong income. We also provide investment advice to ensure that our clients make the best decisions to secure their financial future. Our advisors are available by appointment to meet with clients and discuss their needs. We take a holistic approach to financial planning and provide tailored solutions that meet each individual's unique situation. With years of experience in the industry, we strive to provide the utmost level of service and support to help clients achieve their desired outcomes. Call us today at (866) 842-8604 to schedule an appointment.

Bank of Blue Valley

Bank of Blue Valley is a business and commercial banking company based in Overland Park, Kansas. It provides a range of products and services to meet the various needs of its customers, including checking accounts, investment accounts, savings accounts, certificates of deposit, loan products, wealth management services, and more. Additionally, the bank offers a range of other services such as notary services, travelers and cashiers checks, wire transfers, night depository service, and postage stamps. Bank of Blue Valley also offers a variety of specialized accounts tailored for different customer demographics, such as regular, free, Blue Valley, and status personal checking accounts, short-term parking money management accounts, and Little Ducks children’s savings accounts. The bank also provides Small Business Administration loans, commercial real estate loans, business acquisition builder construction loans, land development loans, and working capital lines of credit.We take pride in the quality of our services, and aim to ensure that your needs are met quickly and efficiently. Our experienced team of professionals is here for you, so don't hesitate to get in touch today.

Millennium Brokerage Group

Overview: Millennium Brokerage Group is part of Enterprise Financial, a high growth financial services holding company which addresses the needs of privately-held businesses, their owner families, and other success minded individuals through two principal lines of business: commercial banking and wealth management. The company is the parent of Enterprise Bank & Trust, under which brand it operates in the St. Louis and Kansas City markets. The company offers a full range of commercial and personal banking services, and an excellent array of wealth management products and services. In 2005 Enterprise acquired Millennium, a life insurance advisory and brokerage organization headquartered in Nashville, Tenn., with 13 offices supporting operations in 49 states. Here are six Enterprise Bank & Trust locations: Clayton, Sunset Hills, St. Peters and St. Charles in metropolitan St. Louis; Overland Park, Kan., and the Country Club Plaza in Kansas City, Mo. Combined, these locations have more than $2 billion in banking and trust assets and serve more than 3,000 business customers.

Edelman Financial Engines - Bellevue

Edelman Financial Engines, one of the leading wealth management firms in the country, is located in Bellevue, Washington. The Advisor Center is situated close to the region's major highways, as well as nearby attractions such as the Bellevue Public Library, Bellevue Art Museum, and Downtown Bellevue Park. Our offices are safe and open for business, and we invite you to schedule a meeting with one of our experienced financial planners who can provide tailored advice on your 401(K), retirement planning, tax strategy and more. We are committed to helping our clients secure their financial future and offer a wide range of services to support them in this endeavor. Our experienced team is dedicated to providing top-notch service and satisfaction for all of our clients. Contact us today for more information on how we can help you with all of your needs.

Edelman Financial Engines

Edelman Financial Engines is a nationwide financial planning office, providing personalized advice and services to clients to help them reach their financial goals. Our experienced financial advisors understand that each person's wealth and needs are unique, so we offer an integrated approach to financial planning, retirement planning, investment management, tax planning, insurance guidance and estate planning. We have offices all over the country, including our office in Charleston at Leeds Park International off I-526. Schedule a meeting with one of our financial planners today to get started. At Edelman Financial Engines, we take pride in our team of qualified advisors who are committed to offering exceptional service and support to every client. Our goal is to provide a comprehensive approach to financial planning that takes into account the individual's specific objectives and goals. We believe that by taking the time to understand your unique situation, we can help you create a financial strategy that will put you on the path to success.

Financial Pathways

Financial Pathways is a certified financial planning firm that provides expert advice on financial matters throughout the entire financial journey. Our team of financial planners is dedicated to helping clients achieve their financial goals and objectives. We offer comprehensive financial planning, retirement planning, investment advice and/or management, financial advice for women, younger people, student loan analysis and college planning. Our goal is to help our clients make sound financial decisions that will put them on a path to success. Our advisors have a wealth of experience and knowledge in financial planning. They are committed to delivering personalized advice that is tailored to each individual’s specific needs. We understand that every person’s financial situation is unique, and so we strive to provide tailored solutions that are tailored to each individual’s goals and objectives. Our advisors are also highly-trained and certified in financial planning, so they can provide the most up-to-date information and guidance.

LPL Financial - Curtis Allen, MBA

Wealth Management Retirement Planning Investment Advice 401(k), 403(b), Profit Sharing Traditional and Roth IRA Life and Key Man Insurance Finance Asset Protection and Estate Planning Asset Allocation Consulting Portfolio Review

Insight Wealth Strategies - Livermore

Insight Wealth Strategies - Livermore is a financial planning and wealth management firm that provides retirement planning, investment advice, estate planning, asset management, and other services to individuals and families. Our experienced financial advisors are committed to providing comprehensive solutions designed to help you reach your financial goals. We offer fee-based advice and utilize advanced strategies, such as 401k rollovers, tax reduction strategies, investment management, and stock option planning, to ensure that you get the most out of your investments. In addition, we specialize in special needs financial planning, long-term care, annuities, and are certified Financial Planner™ (CFP). Our experienced team is dedicated to providing top-notch service and satisfaction for all of our clients. Contact us today for more information on how we can help you with all of your needs.