Ross C.
3/19/2022
I had a FANTASTIC wealth manager Josh Morales! I had just started building an additional retirement platform through my business and he was very knowledgable and I was very pleased with my...
Retirement Planning Group
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11512 W 119th St
Overland Park, KS 66213
The Retirement Planning Group is a trusted financial advisory firm based in Overland Park, KS, serving over 1,800 families. With a team of experienced professionals, including CERTIFIED FINANCIAL PLANNER professionals, CPAs, and Chartered Financial Analysts, they offer personalized wealth management, retirement planning, and tax solutions to help clients achieve their financial goals.
Through their dedicated team approach, they proactively manage every aspect of their clients' finances, providing personalized guidance and support. With a focus on personalization and communication, they keep clients informed every step of the way, from account opening to portfolio management, tax strategies, and beyond. Their commitment to client satisfaction is reflected in their high recommendation score, surpassing even industry giants like Apple.
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