Simple Wealth Planning
Finance · Missouri, United States · 1-10 Employees
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Overview
Headquarters
1520 Clay St Ste H18, Kansas City, Misso...Phone Number
(816) 866-8347Website
www.simplewealthkc.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Simple Wealth Planning
Flattery Wealth Management offers holistic financial planning and investment management services, emphasizing simplicity, transparency, and personalized strategies. Established in 2018, the firm serves individuals and families in Kansas City and nationwide without hidden fees or commissions. The owner, Andrew Flattery, leverages over a decade of experience to provide sound financial advice in plain English. Their commitment is to help clients secure a fulfilling financial future through clear and effective planning.Explore more
Simple Wealth Planning Org Chart
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Flattery Wealth Management offers holistic financial planning and investment management services, emphasizing simplicity, transparency, and personalized strategies. Established in 2018, the firm serves individuals and families in Kansas City and nationwide without hidden fees or commissions. The owner, Andrew Flattery, leverages over a decade of ex... Read More
