Financial Planning and Investment Advice for individuals and small businesses. As independent financial advisors, we offer no proprietary financial products. We can design a custom financial strategy that fits your unique situation without corporate agendas, sales quotas or company product pushing campaigns. We have freedom and independence so we can focus on one thing... YOU our client. That’s how it should be!
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More Business Info

Invested In You

Hours
Regular Hours
Mon - Fri:
Sat - SunClosed
Extra Phones

Fax: 913-758-4464

Terry McCabe: 913-758-4415

Services/Products
Stocks Bonds Mutual Funds Annuities Investment Advice Financial Planning 401(k) Retirement Plans Real Estate Investment Trusts Private Equity Precious Metals Alternative Investments
Payment method
visa, discover, mastercard, all major credit cards
Location
Located at 4th and Shawnee in the main lobby of Mutual Savings Association in Downtown Leavenworth
Accreditation

Registered Investment Advisor Representatives

Series 7

Series 65

Series 66

Registered Securities Representatives

AKA

Money Concepts at Mutual Savings

Other Email

Categories
Financial Planners, Financial Planning Consultants, Financial Services, Financing Services, Investment Advisory Service, Investment Management, Investments
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