Keith Jones: Allstate Insurance

At Nova R Wealth, our mission is to enrich our clients’ lives through education, guidance, and superior client service by building lasting personal relationships through the lens of transparency, trust, and integrity. We understand the challenges families face today. “Out-of-the-box” thinking and challenging conventional wisdom when it comes to preserving wealth or investing is a part of our everyday process. Our unwavering commitment, energy, and efforts are focused on you, the client, and your satisfaction.

Waterfront Advisors, a registered investment adviser based in Leawood, KS, has been dedicated to serving families and foundations since 1988 by offering fiduciary fee-only advisory services. With decades of experience, their team prioritizes enhancing clients' quality of life through tailored financial guidance aligned with individual needs and goals. Specializing in asset management, Waterfront Advisors emphasizes a commitment to reliable and sound financial planning, ensuring compliance with state securities regulations. The firm also highlights the importance of consulting with tax advisors or attorneys for legal and tax-related matters, underscoring their holistic approach to financial well-being. Generated from the website

HomeBridge Financial Services, Inc. is one of the largest privately held, non-bank direct lenders in the United States. In the last 25 years