-
Mo-Fr 08:30-17:00
Store Hours:
Mon-Fri 08:30-17:00 -
Extra Phones:
Phone: (816) 842-4455
Fax: (816) 842-1155 -
Categories:
Financial Planners, Investment Securities, Retirement Planning Services, Financial Planning Consultants, Investment Advisory Service, Investments, Financial Services, Investment Management -
Services/Proucts:
FINANCIAL PLANNING: * Goal Setting * Risk Management Planning * Investment Planning * Wealth Management * Retirement Planning * Estate Planning * Business Succession * Education Funding * IRA Rollovers INVESTMENTS: * Stocks * Bonds * Government Securities * Treasury Bills * Treasury Notes - Mutual Funds - Asset Management * IRAs (Traditional, Simple, Roth, & SEP) * IRA Rollovers * Variable Annuities * Direct Investments - REITS - 529 College Plans - Individual 401(k) RISK MANAGEMENT: Life Insurance - Disability - Equity Indexed Annuities - * Long Term Care Insurance * Health Insurance (Individual or Short-term) * Medical Savings Accounts EMPLOYEE BENEFITS: * Health Insurance * Life Insurance * Flex Plans * Defined Benefit Plans * Benefit Statements - 403(b) * Executive Packages * 401 (k) * Disability Insurance * Defined Contribution Plans * Voluntary Benefits * Profit Sharing Plans Securities and Advisory Services offered through Geneos Wealth Management, Inc., Member FINRA/SIPC. Advisory