Larson Financial Services

Finance · Kansas, United States · 1-10 Employees

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Overview

Headquarters

4501 College Blvd Ste 260, Leawood, Kans...

Phone Number

(913) 428-2233

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Larson Financial Services

Larson Financial Services specializes in fiduciary retirement and tax planning, focusing on helping pre-retirees and retirees in the Kansas City area reduce lifetime taxes and develop tax-efficient retirement income strategies. With over 27 years of experience, they provide comprehensive financial planning that includes retirement income modeling, proactive tax planning, and investment management. Their services are designed to create coordinated strategies that address clients' unique financial situations and retirement timelines. The firm emphasizes long-term relationships built on thoughtful planning and proactive communication.Explore more
Larson Financial Services's Social MediaPopular SearchesLarson Financial ServicesLarson Financial Services IncLarson Financiallarsonfs.comLarson Financial SvcSIC Code 62,628NAICS Code 52,523Show more

Larson Financial Services Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Larson Financial Services

<$5M
1-10
Private
-
1994
EC
Elizabeth CraigClient Relationship Manager
$5.4M
11-50
Private
-
2015
BM
Brian McNamaraChief Financial Officer
<$5M
1-10
Private
-
2005
JW
Jason WashoCertified Financial Planner & Professional
<$5M
1-10
Private
-
2014
ET
Ema TadaDirector
<$5M
1-10
Private
-
1998
VF
Vinny ForteManager, Property
<$5M
1-10
Private
-
2002
N/A
<$5M
1-10
Private
-
1998
JB
John BargaInvestment Advisor & Representative
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Larson Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Larson Financial Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Larson Financial Services.

Larson Financial Services Tech Stack

A closer look at the technologies used by Larson Financial Services

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Frequently Asked Questions Regarding Larson Financial Services

What is Larson Financial Services's official website?
Larson Financial Services's official website is www.larsonfs.com
What is Larson Financial Services's Revenue?
Larson Financial Services's revenue is <$5 Million
What is Larson Financial Services's SIC code?
Larson Financial Services's SIC: 62,628
What is Larson Financial Services's NAICS code?
Larson Financial Services's NAICS: 52,523
How many employees does Larson Financial Services have?
Larson Financial Services has 1-10 employees
What industry does Larson Financial Services belong to?
Larson Financial Services is in the industry of: Finance, Securities Trading
What is Larson Financial Services competition?
Larson Financial Services top competitors include: Moran-Havansek Financial Group, Washo Financial, Jaffe Financial Services, William-Warren Associates
What technology does Larson Financial Services use?
Some of the popular technologies that Larson Financial Services uses are: Cloudflare Website Optimization, Microsoft 365, Google Tag Manager, FMG Suite
How do I contact Larson Financial Services?
Larson Financial Services contact info: Phone number: (913) 428-2233 Website: www.larsonfs.com
What does Larson Financial Services do?

Larson Financial Services specializes in fiduciary retirement and tax planning, focusing on helping pre-retirees and retirees in the Kansas City area reduce lifetime taxes and develop tax-efficient retirement income strategies. With over 27 years of experience, they provide comprehensive financial planning that includes retirement income modeling,... proactive tax planning, and investment management. Their services are designed to create coordinated strategies that address clients' unique financial situations and retirement timelines. The firm emphasizes long-term relationships built on thoughtful planning and proactive communication.Read More

What are Larson Financial Services social media links?
Larson Financial Services Linkedin page Larson Financial Services Twitter page Larson Financial Services Facebook page
Is Larson Financial Services a public company?
Larson Financial Services is private company therefore does not currently have an official ticker symbol
See more information about Larson Financial Services

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