110 E Waterman St, Suite 150, Wichita, Kansas, 67202
This group is generally well-regarded for its comprehensive services, including retirement, tax, and estate planning. Many clients appreciate the one-stop-shop approach and the friendly, knowledgeable staff. However, there are some serious complaints about poor execution, tax errors, and aggressive sales tactics. It seems like a place where you can get great service if you are a good fit, but be cautious about their financial products.
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Do your own research on any financial products they recommend, and double-check all tax filings.
✓ What Works Well
✗ Areas to Improve
Great team to work with
Felt pressured by sales tactics
Tax services were helpful