Financial & Investment Services
Hours:
8:30am - 5pm, Saturday by appointment only
Driving Directions:
After exiting on 40 highway in Independence from 291 highway, head west. At the first stop light, head south into the Cliffs and we are the first professional building, 2nd floor.
We work with families to build a personalized lifelong strategy designed to help you organize, build, project and transfer your wealth.