Bob Pearson

Investment Administrator at STEPP & ROTHWELL INC. - Overland Park, KS, US

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STEPP & ROTHWELL INC.
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STEPP & ROTHWELL INC. logo, STEPP & ROTHWELL INC. contact details

STEPP & ROTHWELL INC.

Overland Park, KS, US • 20 - 49 Employees
Financial Services

Stepp & Rothwell, Inc. is a fee-only financial planning and investment advisory firm headquartered in the Kansas City metro area. We provide unbiased, results-oriented advice and develop client-specific strategies that encompass financial independence, estate planning, tax planning, cash flow management, risk management, education planning, wealth accumulation and preservation, and charitable giving. Our typical client's net worth ranges between $1 million and $5 million, although we do not require a minimum portfolio size.

Holistic Financial Planning Personal Financial Planning Comprehensive Financial Planning Estate Planning Investment Management Insurance Planning & Risk Management Charitable Gift Planning Education Funding Planning Income tax planning & optimization Insurance Planning & Risk Management Income tax planning & optimization
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Frequently Asked Questions about Bob Pearson
Bob Pearson currently works for Stepp & Rothwell, Inc.
Bob Pearson's role at Stepp & Rothwell, Inc is Investment Administrator.
Bob Pearson's email address is ***@steppandrothwell.com. To view Bob Pearson's full email address, please signup to ConnectPlex.
Bob Pearson works in the Financial Services industry.
Bob Pearson's colleagues at STEPP & ROTHWELL INC. are Ross Lehman, Claudia Malott, Claudia Gray, Diane Northup, Brooklyn Maldonado, Olivia Leiferman, Aubrianna Peck and others.
Bob Pearson's phone number is ["+19133454800"]
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