Olivia Leiferman

Financial Planning Associate at STEPP & ROTHWELL INC. - Overland Park, KS, US

Olivia Leiferman's Colleagues at STEPP & ROTHWELL INC.
Samantha Woodrow

Office Manager

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Kyle Hammel

Senior Financial Planning Associate

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Howard Rothwell

founder

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Koby Knievel

Financial Planning Associate

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Jorie Neech

Financial Planner

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Daniel Shay

Financial Planner

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Kenneth Eaton

Managing Partner

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Olivia Leiferman's Contact Details
Email (Verified)
***@steppandrothwell.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
N/A
Location
United States
Company
STEPP & ROTHWELL INC.
Olivia Leiferman's Company Details
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 Olivia Leiferman
Olivia Leiferman currently works for Stepp & Rothwell, Inc..
Olivia Leiferman's role at Stepp & Rothwell, Inc. is Financial Planning Associate.
Olivia Leiferman's email address is ***@steppandrothwell.com. To view Olivia Leiferman's full email address, please signup to ConnectPlex.
Olivia Leiferman works in the Financial Services industry.
Olivia Leiferman's colleagues at STEPP & ROTHWELL INC. are Samantha Woodrow, Kyle Hammel, Howard Rothwell, Koby Knievel, Jorie Neech, Daniel Shay, Kenneth Eaton and others.
Olivia Leiferman's phone number is N/A
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