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BMG Advisors "Plan Your Story"
BMG Advisors "Plan Your Story": Des conseils personnalisés qui renforcent la confiance dans la retraite
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Insurance
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BMG Advisors "Plan Your Story": Des conseils personnalisés qui renforcent la confiance dans la retraite
BMG Advisors "Plan Your Story" est un cabinet d'assurance et de planification financière basé à Kansas City, qui offre des conseils personnalisés et des plans sur mesure. Les clients louent des associés compétents, une exécution sans faille et une culture d’attention personnalisée qui favorise la tranquillité d’esprit et la confiance dans la planification de la retraite. Les services comprennent une configuration en ligne pour une expérience sans papier et un support réactif axé sur le client. Situé au 4700 Belleview Ave #410, Kansas City, MO 64112.
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Stratégies personnalisées pour la retraite, les investissements et la gestion de patrimoine afin de vous aider à atteindre vos objectifs financiers.
Solutions d'assurance complètes adaptées pour protéger vos actifs et vous offrir une tranquillité d'esprit pour l'avenir.
Conseils d'expert sur des opportunités d'investissement diversifiées au-delà des options standard comme le S&P 500.
Plans de retraite personnalisés pour assurer une sécurité financière et une confiance à l'approche de l'âge de la retraite.
Service réactif avec des réponses rapides par e-mail et par téléphone, ainsi qu'une assistance pour la mise en place de systèmes en ligne et sans papier.
Note globale
Mark Ungashick
We are huge fans of BMG Advisors and their services. We appreciate their extremely knowledgeable Associates, flawless execution, and personal attention. What really sets BMG apart is the culture that makes every interaction a positive experience. I can't imagine a better Financial Planner/Investor to partner with; you will feel secure when you invest with BMG!
debbie dunwoody
We very much appreciate the service we get! Peace of mind is worth everything. Jennifer and Chris answered all our questions,set us up online so now we are paperless. We could not be any more pleased with our visit and service. Thank you so much.
Stacy Ernst
We were brought to BMG when my parents both passed in 2017 and 2018, and soon thereafter dovetailed our own investments in with theirs. Previously, investments felt random and risky, like tossing darts, and we seemed just as likely to miss as hit our targets. At BMG, the mystery vanished and solid, diversified decision-making became our norm. (I know, right?!) Our confidence has only grown, thanks to the diligent work by Jenn and her Team. So today, our estimated financial success through retirement is looking pretty good, and we're toeing the edge of that Retirement Pool while gathering the guts to dive in --- with many, MANY thanks to Jenn for the help, guidance, and advice to continually make informed decisions about our future. Thank you, Jenn! 8-)
Benton M
I very much enjoy working with BMG towards my retirement goals. Their customer service is outstanding and that is a refreshing change from my company's retirement firm and the independent firm I have used previously. I am very pleased with our progress to date!
Andrew Hoskins
Chase, Jen, Adam, and the BMG team 1. Drove out of their way to meet with us to create a plan for our future financial planning 2. Great customer service, responds quickly to emails and calls 3. Educated us on investment opportunities outside of just the S&P 500 BMG has a family first feel and we don’t feel like just an investor to them. If anyone is considering help with their money, the BMG team can create a customized plan!
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