Expedition Financial Services - Overland Park, Kansas

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Introduction to Expedition Financial Services

For individuals and families seeking comprehensive and personalized financial guidance, Expedition Financial Services stands as a reliable and established resource. Located at 12920 Metcalf Ave, Overland Park, KS 66213, and reachable at Phone: 33815500, Expedition Financial Services offers a wide range of financial services designed to meet diverse needs. Their website, Website: expeditionfinancialservices.com, serves as a central hub for information and scheduling.

Core Specializations & Services

Expedition Financial Services distinguishes itself through a multifaceted approach to financial management. They operate as a Financial Planner, a Finance Broker, and a Financial Consultant, providing strategic advice on investments, retirement planning, and overall wealth management. Furthermore, they specialize in securing Income Protection Insurance and act as an Insurance Agency, safeguarding clients’ financial futures against unforeseen circumstances. Their commitment extends to ensuring clients have the confidence and resources to navigate complex financial landscapes.

Key Features & Accessibility

Expedition Financial Services prioritizes client convenience and inclusivity. They offer both Online Appointments and Onsite Services, adapting to individual preferences. Recognizing the importance of communication, they provide Language Assistance to ensure all clients feel fully supported. The facility is designed with accessibility in mind, featuring a Wheelchair Accessible Entrance, Wheelchair Accessible Parking Lot, Wheelchair Accessible Restroom, and Wheelchair Accessible Seating. Additional amenities include a Gender-Neutral Restroom and a Restroom for added comfort. The firm is also proudly LGBTQ+ friendly and operates as a Transgender Safespace, fostering an environment of respect and understanding.

Operational Details & Client Experience

Clients are encouraged to schedule their appointments in advance, with recommended appointments further ensuring dedicated attention. The firm provides Free Parking Lot and On-site Parking. Currently, the company boasts 6 reviews on Google My Business, reflecting an average rating of 5/5 – demonstrating a consistently positive client experience. It’s clear that a significant emphasis is placed on building strong, trusting relationships and delivering exceptional service.

Further Information & Recommendation

Expedition Financial Services’ dedication to comprehensive support, coupled with their commitment to accessibility and client well-being, positions them as a valuable partner in achieving financial goals. The firm’s team appears to be highly knowledgeable and genuinely invested in their clients' success. For more detailed information, including specific service offerings and to schedule an appointment, we strongly recommend visiting their website at expeditionfinancialservices.com.

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👍 Reviews of Expedition Financial Services

Robin F.

5/5

My experience with Prudential and specifically advisor Andy Rao has been fantastic! Andy has a real gift for educating his clients, both those who have extensive financial planning experience and those who do not. He has a genuine love of what he does and he exhibits his interest in continually learning how to best service his clients in every interaction. I feel confident that a continued partnership with Andy and his team ensures the best financial planning possible.

fullmetal20 L.

5/5

Andy Rao and his team at Prudential are beyond the best financial advisors we have ever worked with. Their attention to detail and personalized approach to our current and future financial concerns have made us extremely happy to be their client. Andy has made himself personally available to us for any questions we have had. Our financial portfolio has benefited greatly from the firm’s strategies. We recommend Andy Rao and his team to anyone who wants to work with a honest, trustworthy financial advisor.

Joshua D.

5/5

I have had the great pleasure of working with Andy and his team as an attorney referral source. The high quality of work I see done here is unrivaled. The individuals who work in this office obviously care about those they are helping. The team treats you like family as you walk in the door because to them, you are.

Sandeep R.

5/5

We would like to thank you and your group for providing us a broad financial plan based upon our needs.

We highly value your approach of customizing the plans as per clients situations and not using the standard planning formula like many advisors

You and your groups efforts are priceless in how you all positively impact and shape so many lives with your creative approach and vision of the future

In current dynamic circumstances your vision for us makes us confident about our financial future.

We wish you the best and look forward to our continued partnership on this journey together

Alexis H.

5/5

Andy and his team at Prudential are wonderful! They have helped my family with our financial needs with exceptional detail and precision. They are trustworthy and very responsive. Would highly recommend them to anyone!!

Bryan A.

5/5

We showed up a little early and were met with very friendly staff while we were in the waiting area. Snack and drinks were provided for the meeting as well as great conversation. The staff really listened to what our goals were and what struggles we had. We were able to work through a program that showed us where we could save for the future and how much. Greatly appreciated the time and effort the staff devoted to us.