Contact Information
Sarff Bryan Csa Rfc
8764 Monrovia St, Lenexa, KS, 66215
(913) 393-1000
Wheelchair Accessible
Category: Financial Services
Website: N/A
Email: N/A
About
Modern Wealth Management, located in Lenexa, KS, specializes in providing comprehensive financial planning services. With a focus on anticipating the needs of clients at every life stage, their team of experts offers services in financial planning, tax planning and preparation, risk management, and estate planning. Their mission is to empower clients with confidence in their financial decisions, alleviating stress and allowing them to enjoy their time more fully.
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Map & Directions
8764 Monrovia St
Lenexa, KS, 66215
Intersection: Pflumm Rd and Summit St
Directions
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Hours of Operation
- Monday 8:00 AM - 5:00 PM
- Tuesday 8:00 AM - 5:00 PM
- Wednesday 8:00 AM - 5:00 PM
- Thursday 8:00 AM - 5:00 PM
- Friday 8:00 AM - 5:00 PM
- Saturday Closed
- Sunday Closed
Highlights & Details
Amenities
- Washroom
FAQs
Q: What financial planning services do you offer?
A: We offer comprehensive financial planning, tax planning, and estate planning.Q: Is your team experienced in tax preparation?
A: Yes, our team specializes in tax planning and preparation.
Features
- Specializes in comprehensive financial planning
- Offers tax planning and preparation services
- Known for risk management and estate planning expertise
- Provides tailored wealth management solutions
Pros & Cons
- Expertise in retirement planning
- Quick response to client inquiries
- Professional service with knowledgeable staff