Edward Jones Investments

Waddell & Reed, based in Leawood, KS, is a financial services company that specializes in providing investment management and financial planning services to individuals and institutions. With a focus on helping clients achieve their financial goals, Waddell & Reed offers a range of investment products and personalized financial advice to support long-term financial success. Generated from their business information

Personal Financial Group, located in Leawood, KS, is dedicated to helping individuals, families, and businesses achieve financial independence through comprehensive wealth management advisory services. The firm emphasizes building trusting relationships with clients while offering personalized strategic guidance across various areas like cash flow planning, investment planning, and retirement planning. With a team of experienced financial professionals, Personal Financial Group simplifies the journey towards financial well-being by actively listening to clients' goals and values. Their structured process includes initial discovery calls, in-depth data gathering, strategy presentations, and ongoing meetings to ensure clients remain on track towards their financial aspirations. Generated from the website