Vendor List

PLANNING: Accountants, Financial Planning & Trust/Estate Advisors
LENDERS: Mortgage & Commercial
PERSONAL BANKING 
PROTECTION: Insurance & Home Warranty

 

Accountants

Commercial Lenders

Financial Planning

  • Legacy Financial Strategies, LLC | Michael Lutz, Owner
    11300 Tomahawk Creek Pkwy, Suite 190, Leawood, KS 66211
    (913) 403-0600 | michael.lutz@legacykc.com
  • Financial Advisory Service | Tom Meier, Financial Advisor
    4747 W 135th St, Leawood, KS 66224
    (913) 486-8242 | tommeier@gmail.com
  • Ameriprise Financial | Matthew Thompson, Financial Advisor
    7007 College Blvd, Suite 100, Overland Park, KS 66211
    (913) 491-5400 | matthewthompson0@gmail.com

Home Warranty

Insurance

Mortgage Lenders


Personal Banking

  • Bank of Blue Valley | Jacque Kijowski, Private Banking Officer
    11935 Riley, Overland Park, KS 66213
    (913) 234-2213 | jkijowski@bankbv.com

Trust/Estate Advisors

  • Bank of Blue Valley | Allison Cox, Vice President, Trust Officer
    11935 Riley, Overland Park, KS 66213
    (913) 234-2218 | acox@bankbv.com

 

Recommending the very best for you

Our preferred vendors have been identified based on their level of customer service and excellence in their industry. If you have someone you’d like to add to our list, or you don’t see what you’re looking for feel free to contact us.