Fiduciary

Holistic Planning - Kansas City

Mission, Kansas

★ 5.0 (12 reviews)
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About

Holistic Planning - Kansas City is located in Mission, Kansas and operates as a fiduciary. The firm provides financial planning and investment management services. At least one team member holds a CPA credential. The firm serves clients in English

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 8AM-5PM, Tuesday: 8AM-5PM, Wednesday: 8AM-5PM, Thursday: 8AM-5PM, Friday: 8AM-5PM, Saturday: Closed
SEC registered
No

Professional credentials

CPA

Certified Public Accountant

Accounting and tax expertise, valuable for tax-focused financial planning

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