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Waterfront Wealth
- Investment Service
- Overland Park, KS
About this business
WaterFront Wealth is located at 6711 W. 121st Street, Leawood, KS. This business specializes in Investment Services.
Location details
6711 W 121st St #200, #200, Overland Park, KS, 66209, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
When my husband died, February 2024, I decided to change financial advisors. A friend highly recommended Pam Vasquez who works with a lot of single women. Pam and Trent could not have been nicer. They took the time to explain everything and were patient with my questions. They get 10 Stars
I inherited an account with waterfront, and they have proven to be most willing to help me with it and seem to be quite competent in managing the finances.
Waterfront has been exactly what my family needed to get our investments aligned and back on track for retirement. They treat us like family and their approach lets us know they value our retirement goals just as much as we do. This team has my strongest recommendation!
I believe Waterfront has many special sauces in their cupboard. The staff are universally kind and helpful. I love the Envision Plan which helps me understand the array of data points that affect my retirement decisions. I especially appreciate my advisor, Jacob Lynch. After having my funds under management at Waterfront for a year and a half and being a year away from retirement, I had a lot of “what if” questions. Jacob sat down with me for an extended period of time and ran through all the scenarios I was considering. I g... read more
The team at Waterfront has been a wonderful resource to work with personally and professionally over the past 7 years. Their investment approach has been a great fit for my family.
Frequently asked questions about Waterfront Wealth
How is Waterfront Wealth rated?
Waterfront Wealth has a 4.9 star rating with 67 reviews.
When is Waterfront Wealth open?
Waterfront Wealth is closed now. It will open at 9:00 a.m.
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