Smith, Jill Agt

Meritage Portfolio Management is an institutionally based investment management firm providing asset management for families, foundations, endowments, corporations and qualified retirement plans. Meritage offers five distinct, proprietary equity strategies managed by a seven person investment team comprised of Chartered Financial Analysts. Clients tell us they value working directly with portfolio managers making the investment strategy decisions, our transparent fee structure, and the accessibility of our client service team. The firm manages $1.7 billion in assets for local, regional, and national clients from its base in Overland Park, Kansas, and has been operational for more than 25 years.

Tax Savers Tax and Financial Services LLC, located in Overland Park, KS, has been providing expert tax solutions since 1996, serving both individuals and small businesses. With a focus on personalized service, the firm specializes in income tax returns and navigating the complexities of IRS collections, offering a flat fee pricing model for their tax preparation and representation services. Recognized for their reliability and extensive expertise, Tax Savers has built a reputation through referrals and serves a diverse clientele, including professionals from various fields. Their commitment to technology allows for secure and efficient communication, ensuring clients across the nation have access to their financial services. Generated from the website