Wealth Management Group Of Kc

Answer: Wealth Management Group of KC's phone number is 91********

Answer: Wealth Management Group of KC's official website is https://wealthmangroup.com

Answer: Wealth Management Group of KC's revenue is $1 Million to $5 Million

Answer: Wealth Management Group of KC's SIC: 6282

Answer: Wealth Management Group of KC's NAICS: 523940

Answer: Wealth Management Group of KC has 1-10 employees

Answer: Wealth Management Group of KC is in Financial Services

Answer: Wealth Management Group of KC contact info: Phone number: 91******** Website: https://wealthmangroup.com

Answer: We approach each new engagement with a time-tested, consultative process with you and your familys needs at the center. In a series of face-to-face meetings, we accomplish two things: a forum for open dialogue to understand your values and goals, and more importantly, the necessary time to get to know you and the unique situations you have. We meet with you and your family for a Discovery Meeting. Based on the Discovery Meeting, we will develop a draft Wealth Management plan and present our plan to you at a Wealth Management Plan meeting. Based on your feedback, we will further refine your Wealth Management Plan and conduct a Mutual Commitment Meeting to finalize the plan. The Strategy Implementation Meeting is for reviewing the details of how we will implement the plan for you. Lastly, we will meet on a regular basis to review your plans progress toward its goals. Registered Representatives, Securities offered through Cambridge Investment Research, Inc. a Broker/Dealer, member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Wealth Management Group of KC, Inc and Cambridge are not affiliated. Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.

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