Lees Summit, MO Financial Consultant

Positive: Professionalism, Quality, Responsiveness, Value

Stacy is extremely knowledgeable, kind, and hands on. I dont want to go anywhere else. I fully trust her with all of my finances now and for the future!

Knowledgeable, friendly and affordable. I will recommend them to everyone.

Positive: Professionalism, Responsiveness

Positive: Professionalism, Quality, Responsiveness, Value

Matt Knehans is an excellent advisor and has worked with two generations of my family. He will walk with you through all matter of life events and financial decisions.

Im very pleased with the knowledge and professionalism that Joe possesses regarding all aspects of financial planning. I highly recommend visiting with Joe to better unde ... more

Thank you Drew & Team; Cathy & I appreciate all you do for us.

Lauren is an extremely knowledgeable and professional financial advisor. She takes the time to really get to know her customers and offers well informed options specific ... more

I first met Tom when he was going door-to-door meeting and greeting people of the community. Since then has received his accretions and his own agency to boot. We inves ... more

Positive: Professionalism, Quality, Responsiveness, Value

He was very knowledgeable and explained all the questions I had thoroughly. I was very satisfied with our meeting and will be investing with him in the near future.

I wouldnt trust my financial future to this office. They cant keep the LED sign on the outside of the building working.

Scott & his team have been very helpful. They provide our 401k for my small business & manage most of our personal investments. Responsive & diligent.

great service

Today I called and Kim gave me extensive free advice on how to remove a collection from my credit. She even is helping me verify that I’m doing everything correctly on ... more

Excellent services and advice, really helped us put a plan into action for our immediate and not-so-immediate future!

I can't recommend Nikki enough, she walked me through my taxes and showed/explained the why and how of everything on my returns. She communicates very well with what I ne ... more

fast and safe.

I have done business with two of the equity bank's for a long time.. They are great people and they do not have outrageous closing cost when you buy a house. Their fees a ... more

If I could I would have given them a big fat 0. My son had his identity stolen last year because of their lack of ability to secure their system. Last year it 6 months to ... more

Ive used AAA for two houses now and I cannot tell yall how important it is to have someone who 1. Knows what theyre doing and 2. Does it well. Geoff is an absolute blessi ... more

The staff of this office has no idea about customer service and manners. Today we had an appointment to notarize a document and they rejected to do it because it was a tr ... more

Lyle and his staff are absolutely great they treat you like you're part of the family.. If you're looking for the best service in town this is it!

Bob is one of those wonderfully caring people who you instantly know has your best interests at heart. He has a fun sense of humor combined with a strong knowledge gained ... more

Terrible bank. Predatory and not friendly

Is a zero star very disappointing that I tried to call wisewealth customer service they stole m all my investment supposedly 29000 is blocked on blockchain they ask me to ... more