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WATERFRONT ADVISORS
6711 West 121st Street, Overland Park, Kansas, United States
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About the WATERFRONT ADVISORS
Waterfront Advisors is a leading financial and legal institution located at 6711 West 121st Street in Overland Park, Kansas. Our team of expert advisors specializes in providing comprehensive financial and legal services to individuals and businesses. Whether you are seeking investment advice, estate planning, or assistance with complex legal matters, our experienced professionals are here to help. With a commitment to excellence and personalized service, Waterfront Advisors is dedicated to helping our clients achieve their financial goals and protect their legal interests. Contact us today to learn more about how we can assist you.
Photos of WATERFRONT ADVISORS
6711 W 121st St #200, Overland Park, KS 66209, United States
Opening hours of WATERFRONT ADVISORS
Monday:
08:00 - 16:30
Tuesday:
08:00 - 16:30
Wednesday:
08:00 - 16:30
Thursday:
08:00 - 16:30
Friday:
08:00 - 16:30
Saturday:
Closed
Sunday:
Closed
Reviews of WATERFRONT ADVISORS
"We recently switched financial advisors. We researched on Google and came up with three to interview. Waterfront was our first to interview. They did an incredible job of explaining their company and what they could do for us. They listened and answered all questions we had. We were so impressed with them that instead of interviewing the other two, we went right back in and told them we were ready to be their clients! Jacob is our advisor and he is AWESOME! If we have questions, he responds readily and always gets back to us with suggestions or recommendations. Waterfront cares about each client and their needs and is constantly watching our investments. Very informative reports are sent out quarterly. Due to moving, we have worked with three other companies. Waterfront is by far, the BEST. If you are looking for someone who listens to your needs and does what's best for your financial situation, they are definitely the company you want to invest your hard earned money with. We have found that they care about each of their clients and treat them like family. We are so thankful to be in the hands of our Waterfront family!"
"My wife and I were introduced to Waterfront 16 years ago and we couldn't be happier. Mike Shields has been our Financial Advisor since day one and we are extremely pleased with the results of our portfolio. Mike is very personable, listens to our questions and concerns and explains in detail what needs to be done to reach our goals. With all the resources Waterfront made available to us, retirement became a reality and now we are enjoying the life that would not be possible without Mike and the entire team at Waterfront. We appreciate the service that Waterfront provides and will always be a client."
"You never want to feel like a number when something as personal as your financial decisions come into play - which is why I enjoy working with Waterfront. I had an unusual opportunity to explore an investment opportunity that provided some higher risk and higher reward associated - so I called and was able to sit down with Jacob Lynch and Trent Grissom together with my wife within 24 hours of sharing the news. Together, we walked through the logistics and came to a reasonable response that addressed both mine and my wife's concerns. The fact that my wife felt heard and had the situation expressed in consumable terms that she could understand means so much to me - money and strategic investing can be intimidating, stressful and a source of division. Instead, we were able to navigate this together (did I mention that neither Trent nor Jacob had anything to gain with this transaction)? Great job demonstrating your skills and integrity."
"After decades of feeling “not paid attention to” with one of the larger national financial advisor companies, my wife and I felt it was time for a change. At the recommendation of a co-worker, we connected with Jacob Linch at Waterfront towards the end of 2019. Within minutes of meeting him, we both knew Jacob was the person we had been searching for to manage our retirement savings going forward. Since then, Jacob and the entire team at Waterfront have done a great job keeping us informed, growing our portfolio, and treating us as if we were family. We honestly can’t say enough good things about what Jacob and Waterfront have done for us over the last 4+ years and we highly recommend them."
"My wife and I have had the opportunity to work with Waterfront for 2 years now and Patrick Berch has been an absolutely fantastic advisor and resource. We are at the beginning stages of our financial journey and Patrick has provided guidance through a variety of different processes and continues to deliver exceptional customer service and insight to financial market trends as we continue to build our portfolio."
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