Prosperity Wealth Management

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Overland Park, KS area, Charles Daniel Miller will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Established in 1960, our firm has stood the test of time for multiple generations of clients assisting them on pursing their financial dreams. Our founder, Alvin D Cohen, CLU, had a vision of serving his community and families. This vision continues into the new era of Cohen Financial Services with Al’s protégé, Jason Stewart, CLTC, his Vice President of Administration, Carrie Jones, and new partners Carey Berger, JD, CLU, ChFC and Mark Glass.

Lockton Affinity is one of the world s largest privately owned insurance brokerage firms that offers a range of services to individuals and corporate clients in more than 30 countries throughout North America, Europe, Latin America and Asia. It serves clients in the engineering, construction, finance, health care, hospitality, manufacturing, retail and transportation sectors. The firm offers services in the areas of workers compensation, credit insurance, corporate loans and project finance. It also deals with issues related to technical and financial accounting, mergers and acquisitions, contract placement, and professional and general liability. With a location in Overland Park, Kan., Lockton Affinity manages a staff of over 3,800 professionals.