Steffes Financial

Finance · Kansas, United States · 1-10 Employees

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Overview

Headquarters

8655 College Blvd, Overland Park, Kansas...

Phone Number

(913) 722-1111

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Steffes Financial

Steffes Financial is an independent advisory firm based in Overland Park, KS, specializing in fee-only financial planning services. They offer a range of services including retirement planning, investment management, tax planning, and trust & estate planning, focusing on long-term growth and values-based investing. Their approach emphasizes building lifelong partnerships with clients, ensuring that financial strategies align with personal values and goals. The firm caters to individuals and families looking for comprehensive financial guidance and support throughout various life stages.Explore more
Popular SearchesSteffes Financial LtdSteffes FinancialSteffesfinancialGerald C Steffes CPA Pfs CfpGerald Steffes, CPA/ PFS, CFPSIC Code 62,628NAICS Code 52,523Show more

Steffes Financial Org Chart

PhoneEmail
Gerald Steffes, President at Steffes Financial
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President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Steffes Financial

<$5M
1-10
Private
-
1997
$5M
11-50
Private
-
2012
BC
Benjamin ColesChief Development Officer (Cdo)
<$5M
11-50
Private
-
1990
JS
John SchlatterFounder & CEO
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
<$5M
1-10
Private
-
1993
BF
Brett FryManaging Director
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
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Company Profile Activity

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Activity Insights

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

What does this means?

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

Steffes Financial Tech Stack

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Frequently Asked Questions Regarding Steffes Financial

What is Steffes Financial's official website?
Steffes Financial's official website is www.steffesfinancial.com
What is Steffes Financial's Revenue?
Steffes Financial's revenue is <$5 Million
What is Steffes Financial's SIC code?
Steffes Financial's SIC: 62,628
What is Steffes Financial's NAICS code?
Steffes Financial's NAICS: 52,523
How many employees does Steffes Financial have?
Steffes Financial has 1-10 employees
What industry does Steffes Financial belong to?
Steffes Financial is in the industry of: Finance, Securities Trading
What is Steffes Financial competition?
Steffes Financial top competitors include: Pillar Wealth Management, Wealth Advisory Services, Yeomans Consulting Group, Alliance Wealth Advisors
What technology does Steffes Financial use?
Some of the popular technologies that Steffes Financial uses are: Cloudflare Website Optimization, Sentry, Smarsh, Google Cloud Web Serving
How do I contact Steffes Financial?
Steffes Financial contact info: Phone number: (913) 722-1111 Website: www.steffesfinancial.com
What does Steffes Financial do?

Steffes Financial is an independent advisory firm based in Overland Park, KS, specializing in fee-only financial planning services. They offer a range of services including retirement planning, investment management, tax planning, and trust & estate planning, focusing on long-term growth and values-based investing. Their approach emphasizes buildin... g lifelong partnerships with clients, ensuring that financial strategies align with personal values and goals. The firm caters to individuals and families looking for comprehensive financial guidance and support throughout various life stages.Read More

Is Steffes Financial a public company?
Steffes Financial is private company therefore does not currently have an official ticker symbol
See more information about Steffes Financial

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