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WATERFRONT ADVISORS
Waterfront Advisors : Planification de la retraite personnelle et professionnelle à Overland Park.
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Lawyer
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Waterfront Advisors : Planification de la retraite personnelle et professionnelle à Overland Park.
Waterfront Advisors à Overland Park offre des conseils financiers axés sur le client pour la planification de la retraite et la gestion d'investissements. Les clients louent des conseillers professionnels, compétents et sympathiques, avec une communication claire et en temps utile. Ils mettent l'accent sur la croissance des actifs pendant les années de prospérité et sur la protection des gains en période de ralentissement, ainsi que sur une approche personnelle qui fait que les clients se sentent en sécurité, sachant que les conseillers agissent dans leur intérêt.
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Des stratégies complètes pour sécuriser votre avenir financier et aborder la retraite en toute confiance.
Gestion personnalisée de portefeuille axée sur la croissance et la protection dans toutes les conditions de marché.
Conseil en gestion de patrimoine, répartition des actifs et objectifs financiers à long terme.
Analyse personnalisée pour protéger les gains et gérer les risques en fonction de votre tolérance au risque.
Accompagnement personnalisé avec des conseils opportuns et réfléchis pour toutes les questions et situations financières.
Note globale
Marsha Swainston
Client focused, professional, knowledgable, personable---you won't be a client number, you will be an investing partner with WaterFront Advisors. My parents introduced me to Roger Ratzlaff; they had been clients of his for years. He was invaluable helping them throughout retirement. I was thrilled to continue that relationship with him for my investment and retirement planning. Roger is easy to talk to, sincere in his interest to meet my goals and offers thoughtful advice. No question or situation is too small or too crazy for him to address personally in a timely manner. This personal approach makes me feel safe knowing there is Roger and his team working for my best interests and goals. I highly recommend WaterFront Advisors!
Scott Wilmoski
My wife and I have had the bulk of our financial assets with Roger Ratzlaff and Waterfront Advisors for over 10 years. The communication and customer service are excellent. But what stands above all is the growth of those assets in good years and the protection of those gains in bad years. For our comfort level with risk, Waterfront by most every measurement yardstick has equaled or exceeded market returns.
Jayhawker
My advisor Kale Soukup has been amazingly helpful and is always ready to answer questions. Waterfront has been insightful and hands on from square one. Attention to detail and client care are definitely priorities for me, and they deliver on both.
Clarence Foxworthy
My wife and I started working with Waterfront Advisors a couple of years ago. Pam Vasquez is our advisor. Our experience with Pam and others at Waterfront has been very positive. They are good at what they do. We are confident that our investments are being managed very well and meeting our expectations.
Molly Laughlin
Waterfront Advisors has been AMAZING to work with. They have taken our investment portfolios and those of family members and handled them with such success. They are such a personable firm - you talk and work directly with your advisor and it is truly an amazing relationship you build to secure a retirement future. Jacob has been fantastic to work with, always helping with life obstacles and works so well with us. Their professionalism and knowledge is why we work with them and their personal approach makes it feel so safe and reliable it is truly a team supporting us. We would recommend them to anyone looking for retirement advisors and financial planning.
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