David Tucker, AGT - Ameriprise Financial

Matthew Thompson is a highly qualified financial advisor based in Leawood, KS, offering personalized financial advice to help clients achieve their financial goals. He holds multiple prestigious designations, including Certified Financial Planner (CFP), Accredited Investment Fiduciary (AIF), and Chartered Financial Analyst (CFA), showcasing his extensive expertise in various aspects of financial planning and investment management. With a commitment to ethical practices and continuous education, Thompson's advisory services encompass a wide range of areas, including retirement planning, estate planning, and wealth management. His team utilizes advanced digital tools to enhance collaboration and provide tailored financial strategies that meet the unique needs of individuals and families. Generated from the website

Personal Financial Group, located in Leawood, KS, is dedicated to helping individuals, families, and businesses pursue financial independence through comprehensive wealth management advisory services. With a focus on personalized service and sophisticated advice, their experienced team works to create tailored financial strategies that align with clients' unique goals and values. The firm's structured process includes a thoughtful discovery phase, client onboarding, and ongoing support to ensure each client feels supported and confident in their financial journey. Led by experienced professionals like Don Clark, CFP, MBA, Personal Financial Group prides itself on building trusting relationships to guide clients towards a secure and fulfilling financial future. Generated from the website

Heartland Investment Advisors is a leading wealth management firm based in Leawood, KS. They offer a comprehensive range of services including personal wealth management, investment management, strategic tax planning, estate planning, retirement planning, and insurance. With a team of experienced professionals, they strive to optimize their clients' financial picture and ensure their money is working as hard as possible. At Heartland Investment Advisors, they take a unique approach to wealth management, tailoring their investment strategies to each client's specific needs and goals. With over $245 billion in combined assets under management and advisement, they have a proven track record of success. As fiduciaries, they always prioritize their clients' best interests and provide guidance that leads to a richer financial journey. Their dedication to excellence has earned them numerous awards and recognition in the industry.Generated from the website