Caylie Bontz
Summer Associate at Financial Partners Group, Inc. | Wealth Management - Overland Park, KS, US
Caylie Bontz's Colleagues at Financial Partners Group, Inc. | Wealth Management
Caylie Bontz's Contact Details
913-948-9489
Lawrence, Kansas, United States
Financial Partners Group, Inc. | Wealth Management
Caylie Bontz's Company Details
Financial Partners Group, Inc. | Wealth Management
Overland Park, KS, US • 20 - 49 EmployeesFinancial Services
Comprehensive fee-based wealth management for business owners, executives, professionals and other affluent clients. Our philosophy is to help the people we serve create and grow their personal wealth, protect and preserve their life savings and plan for the distribution of their assets. This belief system empowers our company to provide the highest level of professionalism, quality service, and objective advice by developing and recommending proven strategies that will help our clients achieve their financial goals. We tailor client portfolios to each of their individual financial goals. Not one client is mixed into standard model-allocations, and every client has a bespoke experience.Investment Advisory Services offered through Financial Partners Group, Inc., a Registered Investment Advisor.