Amanda CFP

Wealth Advisor at Prism Financial Group - Overland Park, KS, US

Amanda CFP's Contact Details
HQ
913-345-1444
Location
Company
Prism Financial Group
Amanda CFP's Company Details
Prism Financial Group logo, Prism Financial Group contact details

Prism Financial Group

Overland Park, KS, US • 10 - 19 Employees
Financial Services

Prism Financial Group, L.L.C. is a premier wealth management firm that takes great pride in our pledge to provide "Exceptional Service – Trusted Advice" for our clientele of business owners, professionals and other affluent individuals and families. Our team of financial professionals provides unbiased, results-oriented advice. Our firm continues to grow through referrals from existing clients and our relationships with accounting and estate planning professionals. We utilize a team approach to analyzing and developing a client's financial plan and investment portfolio.Check out the background of firms and investment professionals on SEC's Investment Adviser Public Disclosure site.https://www.adviserinfo.sec.gov/IAPD/Default.aspxInformation presented on this site is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed on this page.

Comprehensive Financial Planning Social Security Analysis Estate Planning Income Tax Planning Investment Portfolio Management IRA RMD Planning - Age 70 1/2 Educational Funding Retirement Analysis Employer Retirement Plans IRA Rollovers 401k Retirement Services Financial Planning Investment Strategies Asset Management Retirement Planning Financial Services Financial Advisory Services
Details about Prism Financial Group
Frequently Asked Questions about Amanda CFP
Amanda CFP currently works for Prism Financial Group; L.L.C..
Amanda CFP's role at Prism Financial Group; L.L.C. is Wealth Advisor.
Amanda CFP's email address is ***@prismfg.com. To view Amanda CFP's full email address, please signup to ConnectPlex.
Amanda CFP works in the Financial Services industry.
Amanda CFP's colleagues at Prism Financial Group are Chris Goodger, Randy Schaller, Charles Koch, Michael DeLorey, Palak Parekh, Tim Shmidl, Amanda Brown and others.
Amanda CFP's phone number is 913-345-1444
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