Modern Advisor Group - Overland Park, Kansas

Introduction to Modern Advisor Group

Modern Advisor Group, located at Address: 13220 Metcalf Ave Ste 215, Overland Park, KS 66213, stands out as a trusted financial planning service provider in the Overland Park area. With a phone number easily accessible at 33033851, potential clients can reach out for expert financial advice tailored to their specific needs.

Facilities and Accessibility

The office of Modern Advisor Group is designed with inclusivity in mind, featuring a wheelchair accessible entrance, parking lot, and restroom that accommodate individuals with mobility challenges. This ensures that everyone can receive professional financial guidance without barriers.

Services and Specializations

Specializing in Financial Planning, Modern Advisor Group offers comprehensive services aimed at securing clients' financial futures. Their expertise lies in creating personalized financial strategies that cater to individual goals and circumstances.

Client Reviews and Experience

Client satisfaction is a cornerstone of Modern Advisor Group's reputation. With only one review on Google My Business, it's clear that the company has made a significant impact on its clients' lives. The average opinion available is an impressive 5/5. A typical testimonial highlights Jon, a key figure at the firm, for going above and beyond to make the often daunting task of navigating finances much easier, especially after a loss. Clients appreciate the firm's commitment to their families' best interests and their ability to identify great investment opportunities.

Recommendations for Potential Clients

For those considering seeking financial counsel, Modern Advisor Group offers a highly recommended approach:
- Schedule an Appointment: Given the personalized nature of their services, it's advisable to book an initial consultation to discuss your financial situation and objectives.
- Expect Excellence: With an average review score of 5/5, clients can anticipate a high level of service, professionalism, and dedication to their financial well-being.
- Accessibility Matters: The physical accessibility of their office is just one aspect of their commitment to inclusivity. Clients should feel comfortable and supported from the first point of contact.

👍 Reviews of Modern Advisor Group

Micah A.

5/5

There is no one in this business that I trust more than Jon. He always goes above and beyond. When my husband passed I knew going through finances would be difficult, but Jon has made this transition so easy. We have found great investment opportunities and he always has my families best interest at heart. I would HIGHLY recommend working with Jon and the Modern Advisor Group.