High-net-worth investors face a world of unique needs and opportunities while creating their vision, goals and priorities. A trusted financial advisor can help you make informed decisions that will direct your path along the way. Our team is highly skilled at partnering with key professionals, including CPAs and estate-planning attorneys, to help you stay on track along your financial journey. From estate considerations to charitable giving, we will provide the key tools, guidance and resources needed to help grow your wealth and protect your legacy.
Frequently Asked Questions About Lawrence Wealth Management
What services does Lawrence Wealth Management offer?
Lawrence Wealth Management provides services including Financial Advising, Investment Management, Investment Funds, and Stock Broker services.
What are the specialties of Lawrence Wealth Management?
Their specialties include 401(k) Rollovers, Roth IRA, 529 College Savings Plans, Life Insurance, SEP IRAs, and Traditional IRAs.
Where is Lawrence Wealth Management located?
They are located at 6300 W 143rd St, Suite 105, Overland Park, KS 66223, United States.
What are the business hours for Lawrence Wealth Management?
They are open Monday through Friday from 8:00 AM to 5:00 PM and closed on Saturdays and Sundays.
How can I contact Lawrence Wealth Management?
You can reach them by phone at +1 913-829-3393 or visit their website at https://www.edwardjones.com/lawrence-wealth-management.
What languages are supported at Lawrence Wealth Management?
They provide services in English.
Are there any nearby financial advisors or related services near Lawrence Wealth Management?
Yes, nearby are several Edward Jones financial advisors like Keith Osborne, Scott Lawrence, Chris Chaffee, Kevin R Lampo, CFA, and Shawn M Varner. These could be options for additional or alternative financial advice.
What nearby institutions related to bank and finance are close to Lawrence Wealth Management?
Close by are Landmark National Bank, Freedom Bank, and Hearth and Home Mortgage, providing additional banking, credit union, and mortgage services.
If I'm visiting Lawrence Wealth Management, what nearby medical services are available in the area?
Nearby medical services include Midwest Dermatology, Midwest Orthopedic Network, Blue Valley Smiles dental office, and Riordan Clinic for naturopathic and holistic care.
Does Lawrence Wealth Management have a mobile app for clients?
Yes, clients can download the Edward Jones mobile app from the Google Play Store or Apple App Store to manage their investments and financial information.