Tall Oaks Advisors 5251 West 116th Place, Overland Park, KS 66211
About the Business
Tall Oaks Advisors is a reputable finance and insurance agency located at 5251 West 116th Place in Overland Park, Kansas. With a team of experienced advisors, Tall Oaks offers a wide range of financial services to help clients achieve their goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or insurance coverage, Tall Oaks Advisors is dedicated to providing personalized solutions to meet your needs. Visit us today to learn more about how we can help you navigate the complexities of the financial world.
Photos
Location & Phone number
5251 W 116th Pl suite 200, Overland Park, KS 66211, United States
Hours open
Monday:
08:30 - 17:00
Tuesday:
08:30 - 17:00
Wednesday:
08:30 - 17:00
Thursday:
08:30 - 17:00
Friday:
08:30 - 15:00
Saturday:
Closed
Sunday:
Closed
Reviews
"I have used Tom and Tall Oaks Advisors for financial advice and life insurance. Tom is knowledgeable and explains things so you can understand and be confident in your decisions."
"I am a novice at investing and retirement plans. Tom explained and simplified the process in terms I can understand. He did the same for my college age daughter. I trust Tom and appreciate the personal service we receive."
"I offer my employees a simple IRA through Tom and it’s been seemless. Not one complaint from my team. On boarding was so easy and he helped me see the tax advantages for my business. Truly individualized experience. Highly recommend."
"Met with Tom, he helped us pick a retirement plan for for our future. He explained us understand by going into great detail and being very knowledgeable with all Of our options. We opened up an IRA and have decided to invest into our future with Tom as our financial Advisor. We are very confident in him and trusting him to handle our investments! Definitely recommend and look forward to our partnership with him for years to come."
"Tom helped me roll over an old retirement account that I’ve been jacking with for years and out it in something socially responsible, as I requested. We had a lunch meeting everything got knocked out signed and taken care of it was the easiest process I’ve ever had and he explained everything well. I’ve got an undergrad in finance so I know enough to be dangerous to myself but he seems like he knows what he’s doing. I don’t know who the stroke victim is that left a one star review. But I hope they got to a hospital soon."
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