Isaac Financial Services Inc
13111 East 21st Street North, Wichita, KS 67230
Location & Phone number
13111 E 21st St N, Wichita, KS 67230, United States
About the Business
Isaac Financial Services Inc, located at 13111 East 21st Street North, Wichita, Kansas, United States, is a finance institution dedicated to helping clients achieve their dreams through comprehensive financial and wealth planning. With over 60 years of combined professional experience, the firm offers services such as asset management, retirement planning, risk management, and education planning.
President and Founder Rick Isaac, a former CPA with a master's degree in Taxation and Accountancy, leads the team in providing personalized client service and acting in accordance with a fiduciary standard. The team also includes Craig and Becky, who bring years of experience and expertise in financial planning and client service.
Altitude Financial Planning focuses on empowering clients to achieve their lifetime dreams by making wise financial choices. The firm's mission is to enhance clients' quality of life through intentional financial planning, with a focus on integrity, compassion, and flexibility. The team works closely with clients to simplify their financial picture and provide customized services tailored to their unique needs.
Partnering with Cambridge Investment Research, Inc., one of the most respected independent broker/dealers, Isaac Financial Services offers clients access to a wide range of diversified financial products and investment resources. The firm's long-term relationship with Cambridge ensures clients receive objective advice and personalized financial planning.
Through a client-driven process, Isaac Financial Services helps clients identify and visualize their dreams, develop a plan to achieve them, and monitor their financial progress over time. With a commitment to honesty, compassion, and care, the team at Isaac Financial Services is dedicated to helping clients achieve their financial goals and ascend to their dreams.
Photos
Hours open
Monday:
8:00 AM - 4:30 PM
Tuesday:
8:00 AM - 4:30 PM
Wednesday:
8:00 AM - 4:30 PM
Thursday:
8:00 AM - 4:30 PM
Friday:
8:00 AM - 3:00 PM
Saturday:
Closed
Sunday:
Closed
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