Financial & Legal
A20 Law
Address
Jenica Nelson, Lawyer
jenica@a20law.com
, KS
Description
Tax, Estate Planning and Business Services
Aspire 65
Address
TJ Rose, Insurance Agent
tj@aspire65.com
, KS
Description
Premium Medicare Advantage Kansas City may include vision, dental, and hearing aids. Our local agents provide excellent customer service.
CrossCountry Mortgage, LLC
Address
Scott Somerville, SVP of Mortgage Lending
scott@scottsomerville.com
Overland Park, KS 66211
Description
Whether you’re buying or refinancing, the mortgage process might seem stressful. But that’s not the case with CrossCountry Mortgage. My team and I have years of experience helping clients close with confidence. I’ll answer your questions in simple terms, help you through each step in home financing and do everything in my power to help you go from getting pre-approved to relaxing at home in no time.
With CCM, you get more than a smooth process – you get more mortgage options, too. We have client favorites like conventional, FHA, VA, and USDA loans, plus a selection of programs you won’t find anywhere else.
Ready to take the first step toward your homeownership dreams? Reach out to me and make your mortgage a win with America’s #1 Retail Mortgage Lender!
First Choice Business Brokers
Address
Kevin Thomas, Business Broker/Managing Broker
kevin.thomas@fcbb.com
, MO
Description
Buying or selling your own business can be one of the most difficult aspects of business ownership. With so many businesses for sale and so many prospective buyers, it can be overwhelming just figuring out where to begin. Fortunately, First Choice Business Brokers provides a nationwide network of Business Sales Professionals to help guide you through the buying or selling process. Since we were established in 1994, First Choice Business Brokers has grown to become one of the largest organizations in the U.S. specializing in business sales. We have listed and managed the sale of over $12.5B in businesses for sale. Buyers and sellers alike can enjoy the ease and expertise of a national network of professional business brokers. With First Choice Business Brokers, you can enjoy the greatest selection of businesses for sale nationwide. Or as a seller, you can expect to receive individualized attention in your local market. First Choice Business Brokers is proudly a member in good standing with the International Franchise Association, Canadian Franchise Association and International Business Brokers Association.
FNBO
Address
Jason Larkins, Mortgage Loan Officer
jason.larkins@fnbo.com
Overland Park, KS 66211
Description
Physician Loans / Jumbo Loans / Special mortgage program for Attorneys, CPA, NP, PA, CRNA, PharmD, CFA, and DVM / Mryiad of in-house, unique mortgages + all traditional mortgage products (Convenitonal, FHA & VA)
Foulston Siefkin LLP
Address
Cameron Bernard, Attorney
cberanrd@foulston.com
, KS
Description
Foulston Siefkin LLP, established in 1919, is the largest and one of the oldest Kansas-based law firms, with nearly 90 attorneys serving clients from offices in Kansas City, Topeka, and Wichita. With a broad range of legal expertise across industries such as agriculture, healthcare, finance, and energy, the firm provides high-value legal services at a lower cost basis, delivering personalized counsel in litigation, business law, employment, healthcare, and regulatory matters.
Intrust Bank
Address
Kurt Fischer, Market President
kurt.fischer@intrustbank.com
, KS
Description
Our bankers are here to guide you through every step of the process, whether you’re opening a new account or managing the one you’ve had for years. We offer both personal and business services, and we’re eager to help you achieve the financial stability and success you’re after.
Get started with the right account for your financial goals.
Krause Business Services LL
Address
Trisha Krause, Owner
trisha@krausebusiness.com
, KS
Description
Management Services
Bookkeeping: manage daily transactions
Payroll: Management of payroll and taxes
Planning: Reporting and advice to support growth
Payables & Receivables: Management of supplier and customer invoices
LexAurum Advisors
Address
Peter Hughes, Financial Advisor
phughes@lex-aurum.com
Overland Park, KS 66085
Description
Financial Planning & Investment Management
Morefield Speicher Bauchman, LC (MSB Law)
Address
Andrew Speicher, Owner/Lawyer
a.speicher@msblawkc.com
Overland Park, KS 66221
Description
Faith-based law firm representing clients, throughout Kansas and Missouri, in cases involving personal injuries and wrongful death, business law, and construction law. Will happily provide referrals for any other areas of law.
Randle & Associates LLC
Address
Samantha Randle, Insurance Agent
srandle1@amfam.com
Spring HIll, KS 66083
Description
Randle & Associates, LLC is a brand partner with American Family Insurance specializing in all your insurance needs for a one stop shop.
Roberson Law, LLC
Address
Zach Roberson, Owner
zach@robersonlegal.com
Overland Park, KS 66213
Description
A large part of our practice focuses on immigration defense and advocacy. Whether you need assistance with a family-based petition, naturalization application, asylum application, or removal/deportation action, I am fully prepared to work with you to protect your ability to live and work in the United States. Nothing is more important than one’s freedom. I will work closely with you to make sure that your rights and freedoms are protected.
RPS Financial Group, Inc.
Address
Philip Sarnecki, Managing Partner
leawood-ks.nm.com
Leawood, KS 66211
Description
For years, we've helped families and businesses across Leawood reach their financial goals. Our version of financial planning brings the right insurance and investment strategies together, so you can do the things that matter most, with the ones who matter most.
Sound Stewardship, LLC
Address
Matt Syverson, Managing Partner & Senior Wealth Advisor, CFP, CAP
matt@soundstewardship.com
Overland Park, KS 66210
Description
We guide stewards to be wise with wealth across 14 different categories of their financial lives. We provide straightforward advice for a flat fee with no conflicts of interest.
Stifel
Address
Clint Anderson, First Vice Presidnet/Investments, CRPC, CPFA
clint.anderson@stifel.com
, KS
Description
Stifel is a diversified global wealth management and investment banking company focused on building relationships that help individuals, families, and organizations pursue their financial goals.
TARA Financial
Address
Tara Russell, Personal Finance Coach
tarafinancial@protonmail.com
, KS
Description
Budgeting, Eliminating Deb,t Money Management, Classes for Teens
Waterfront Advisors
Address
Patrick Berch, Financial Advisor Portfolio Manager
patrick@waterfrontadvisors.com
Overland Park, KS
Description
Waterfront has the talent and resources designed to successfully manage your assets. We are confident that our personalized process combined with our dedicated team members will have the solutions to help you reach your goals.
Waterfront Asset Management
Address
Matt Hekman, Portfolio Manager
matt@waterfrontadvisors.com
Overland Park, KS
Description
Waterfront Asset Management (“WAM”) is a division of Waterfront Wealth Inc., an Investment Advisor registered with the Securities and Exchange Commission (SEC). WAM manages four separately managed account strategies available to Waterfront clients as well as outside investors. WAM is also responsible for the construction of several model portfolios that are available to Waterfront Advisors for their clients. In addition, WAM performs security research and provides recommendations to Waterfront Advisors for client purchases of individual bonds and/or equities.
Wealth Management by Community America
Address
Todd Salzman, CFP, MBA, Wealth Advisor
, KS
Description
Everyone’s financial goals are unique. Wealth Management by CommunityAmerica is here to help you reach them with a comprehensive and collaborative approach. Whether you’re an experienced investor or just getting started, our expertise can help guide your short- and long-term plans to achieve financial peace of mind. From a dedicated team of Wealth Advisors to Guided Investing, our digital investing solution, we have an approach for you.
Wilson Haag, PLLC
Address
Krista Bivens, CPA
KBivens@wilsonhaag.com
, KS
Description
Wilson Haag, PLLC is dedicated to helping you reach your financial and operational objectives. As a firm, our mission is to understand our client’s financial situation and to help them reach their goals while building a long-term relationship.
Your tax, financial, and other accounting services needs are all covered with us and at an affordable cost with a promised professional one of kind experience. To us our clients are more than just people, they are family.