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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 |
I’ve known Trent for 20 plus years and he’s the reason we put our trust in Waterfront. He does an amazing job at communicating and he always responds in a timely manner. Any questions I have he can either answer or he can lead me to the right person. When it comes to your money you want someone you can trust will have your best interest in mind.
My wife and I started working with Waterfront Advisors a couple of years ago. Pam Vasquez is our advisor. Our experience with Pam and others at Waterfront has been very positive. They are good at what they do. We are confident that our investments are being managed very well and meeting our expectations.
I have used the services of Waterfront Advisors and Roger Ratzlaff for over 20 years. I value their advice not only related to the assets managed by Waterfront but on many other financial issues separate from investment services. I have developed a tremendous trust in their advice and counsel and it’s this level of trust that keeps from considering other investment advisory services.
We've been working with Jacob Lynch for several years now, and we couldn't be more confident in our financial future. Jacob has always kept us well-diversified and informed, which has given us tremendous peace of mind-even during times of market volatility. We've never had to worry about our investments because we know Jacob is looking out for us. One of the things we appreciate most is his communication-he's always clear, responsive, and easy to reach whenever we have questions. It's rare to find someone who is both knowled... read more
Waterfront Advisors has been AMAZING to work with. They have taken our investment portfolios and those of family members and handled them with such success. They are such a personable firm - you talk and work directly with your advisor and it is truly an amazing relationship you build to secure a retirement future. Jacob has been fantastic to work with, always helping with life obstacles and works so well with us. Their professionalism and knowledge is why we work with them and their personal approach makes it feel so safe a... read more
Frequently asked questions about Waterfront Wealth
How is Waterfront Wealth rated?
Waterfront Wealth has a 4.9 star rating with 74 reviews.
When is Waterfront Wealth open?
Waterfront Wealth is closed now. It will open on Monday at 9:00 a.m.
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