Dogwood Wealth Management
8813 Penrose Lane, Lenexa, Kansas 66219
About the Dogwood Wealth Management
Dogwood Wealth Management is a leading finance institution located at 8813 Penrose Lane in Lenexa, Kansas, United States. We specialize in providing personalized wealth management services to help our clients achieve their financial goals. Our team of experienced professionals offers a wide range of investment options and financial planning strategies tailored to each client's unique needs. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Dogwood Wealth Management is here to help you every step of the way. Contact us today to schedule a consultation and take control of your financial future.
Photos of Dogwood Wealth Management
8813 Penrose Ln #350, Lenexa, KS 66219, United States
Opening hours of Dogwood Wealth Management
Monday:
08:00 - 17:00
Tuesday:
08:00 - 17:00
Wednesday:
08:00 - 17:00
Thursday:
08:00 - 17:00
Friday:
08:00 - 15:00
Saturday:
Closed
Sunday:
Closed
Reviews of Dogwood Wealth Management
"Eric and his team have taken amazing care of me and my family for years and continue to create large returns on my investments. Not only that, he has proven to be a great friend and provide me the direction I needed to make wise decisions for my future. Give him a shot, you won’t be disappointed."
"Jason and Eric at Dogwood have been extremely helpful! They are really knowledgeable, but more importantly they take the time to get to know you and understand your goals. You can tell they care. They present you with options and don't pressure on any decisions. I will use them again in the future and I highly recommend them to anyone seeking financial advise or management."
"One of the most difficult things to do is to hand over everything you’ve worked hard for towards your retirement to someone you don’t know. Eric and Jason came highly recommended. I mean HIGHLY recommended … so I made the decision to reach out to them for a conversation a little over a year ago. Aside from the vast knowledge and experience they have on taxes, estate planning, and investments, these are two guys that have a passion for helping others. Their depth of desire to meet your goals, even if you really don’t know exactly what they are yet, sets Dogwood apart from everyone else."
"Eric has been our financial advisor for 3 years and has done a wonderful job. With Dogwood and partnering with Jason we now have the best experience. Each partner compliments each other in their strengths which provides clients with an exceptional experience. When we had a life event happen last year, both Jason and Eric stepped me though the process, answered all the questions, filled out paperwork, got on the phone with various investment groups, tracked down open items etc. Their help was invaluable to me and I couldn't have gotten through all of it without their help."
"Eric has been working with us for the past fifteen years. We first met him when he was with Dean Barber. When Eric started his own business, we moved with him as it was an easy decision. He has done an outstanding job of managing our family trust fund. We needed someone to help guide our retirement planning and Eric is the perfect fit. He’s knowledgeable, personable, and patient. His business partner, Jason, has also been great to work with. They have earned our complete trust. I highly recommend Dogwood Wealth Management."
-
Prudential|Dustin Spears|Life Insurance & Financial Services
10801 Mastin St 84 Suite 200, Overland Park, KS 66210, United States
-
Prudential|Roman Leblanc|Life Insurance & Financial Services
10801 Mastin St 84 Suite 200, Overland Park, KS 66210, United States
-
Expedition Financial Services
11071 Hauser St, Lenexa, KS 66210, United States
-
Tax Favored Benefits Inc
4801 W 110th St #200, Overland Park, KS 66211, United States
-
Financial Planner, Farm & Rural Business
118 Main St, Sabetha, KS 66534, United States
-
F4 Wealth Advisors
821 Main St, Sabetha, KS 66534, United States
-
Julie D. Bauman, CPA
1022 Main St, Sabetha, KS 66534, United States
-
James T. Scherer CPAs
109 S 6th St, Hiawatha, KS 66434, United States
-
Wisdom CPA
201 S 6th St, Hiawatha, KS 66434, United States
-
Brobst Accounting, LLC
711 Oregon St, Hiawatha, KS 66434, United States
List of local businesses, places and services in Kansas
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos